Summit Therapeutics Share Discussion Threads

[chrisatrdg] 07/12/2017 16:54

I hope you are right waterloo01 but final close down 2.78% is disappointing hopefully NASDAQ close tonight will reverse that for Friday morning.However after listening to
Dr.Richard Vickers per above feel very confident about C-Diff.My only worry is further funding next year in order to take them to 2019.Regards.

[waterloo01] 07/12/2017 16:26

Have a feeling we are due a re-rate as we get closer to the results. Xmas rally anyone? I'd hope to see at least £2.50 in the next couple of months. Not today though it seems. Do like run up to results.

[chrisatrdg] 06/12/2017 21:23

Summit tweet:

'Our CSO, Dr. Richard Vickers, explains why the use of broad spectrum #antibiotics is problematic in #CDiff:'

CDI Antibiotics Cause Collateral Damage to the Gut Microbiome



Only 56 seconds but clearly shows why Summits C-Diff drug is the best one.Mr Vickers shows total confidence as usual.

[waterloo01] 06/12/2017 12:10

All as expected and interesting to see that they are running an extension study for all those that want it on the trial. If they continue to monitor them it will give a fuller picture of efficiency (and safety).

[football] 06/12/2017 12:09

Summit Therapeutics plc
('Summit', the 'Company' or the 'Group')

SUMMIT THERAPEUTICS REPORTS FINANCIAL RESULTS FOR THE THIRD QUARTER AND NINE MONTHS ENDED 31 OCTOBER 2017 AND OPERATIONAL PROGRESS

Oxford, UK, 6 December 2017 - Summit Therapeutics plc (AIM: SUMM, NASDAQ: SMMT), the drug discovery and development company advancing therapies for Duchenne muscular dystrophy ('DMD') and C. difficile infection ('CDI'), today reports its financial results for the third quarter and nine months ended 31 October 2017, and reports on operational progress.

Glyn Edwards, Chief Executive Officer of Summit, commented: "Next year holds the potential to be transformative for our utrophin modulation programme. We remain on track to report during the first quarter of 2018 the 24-week data from PhaseOut DMD, our ongoing Phase 2 clinical trial evaluating our lead utrophin modulator ezutromid. Ezutromid is a potentially disease-modifying treatment for all patients with DMD and we look forward to reporting these initial data from this proof of concept trial.

"In this period there has also been continued momentum in the development of our precision CDI antibiotic, ridinilazole. Ridinilazole achieved another positive Phase 2 clinical trial result, further highlighting its potential to both treat the infection and preserve the microbiome to reduce the risk of recurrent disease. The award of a contract worth up to $62 million from BARDA during the period will support in part the Phase 3 clinical and regulatory development of ridinilazole was a major achievement, one which we believe provides important validation of its potential. We are looking forward to initiating the Phase 3 clinical programme for ridinilazole in the first half of 2018 as we seek to bring this urgently needed treatment to patients.

"The ongoing support of our shareholders is allowing us to continue to advance these two therapies that have the potential to enhance the quality of life of patients and families living with the burden of DMD and CDI."

[hugus maximus] 05/12/2017 10:44

Scientific American - 29/11/17 : "IS THE FDA WITHHOLDING DATA ABOUT A CONTROVERSIAL DRUG TO PROTECT ITS MANUFACTURER? - In the case of Sarepta, it sure looks that way"

Sarepta looks to be heading for trouble with pending lawsuit requesting censored FDA info:

"It's easy to make a worthless drug seem effective by hiding the outcome measures that don't show good results and publishing only outcomes that do ... it's surprising that the FDA would be complicit in hiding buried outcomes. The agency censors all reference to the results of some measurements, and even to the names of the outcome measures that disappeared."

[hugus maximus] 04/12/2017 22:45

Finally closed up above $12 again.(Though the dollar / pound rate is moving in the wrong direction!)

[hugus maximus] 04/12/2017 15:54

Perhaps more interest from the NASDAQ will be forthcoming after interview on Sling Shot Insight 30/11/17 with Dr Peter Karachunski now mentioned on BB's. (MD Pediatric Neurologist with expertise in neuromuscular medicine; Clinical Director of neuromuscular MDA clinic.Treats ~ 60 DMD patients per year. Active clinician involved in several clinical trials on DMD and familiar with SRPT's EXON 53 program)

He suggested that success with Utrophin Modulation would make a great compliment to Sarepta's work. (I know we think that if it works, it could replace Sarepta's drug but at this stage "more interest" is what's needed as Summit moves towards Q1 P2 data release!)

[chrisatrdg] 04/12/2017 12:10

Good to see results this week we might get an update on progress on DMD & C-Diff in the notes to the accounts which might give a small uplift in the share price

[waterloo01] 02/12/2017 11:15

Chrisatdrg, thanks, yes. Not sure much new as such but interesting listen.

See one of the Cdiff vaccines has fallen over.

[chrisatrdg] 01/12/2017 22:11

Hi waterloo01 I think the article is interesting & reflects a scenario that the person asking the questions at the recent 'fire side chat' was alluding to & did you find the 'fire side chat' of any interest.

[freemoney2] 01/12/2017 10:19

Hey Chris, I was watching PYC too. Just out of interest in my case though because I couldn't find any news or developments to explain such a quick rise. The RNS yesterday to curb investor expectations seems to have got the price back under control. I guess the question is if they can sign other contracts with other big pharma's.
Interesting to watch how fast something in the pharma industry can move on good news though. Our day will come. GLA

[football] 30/11/2017 16:39

Hopefully we will break $12 today and stay above it

[chrisatrdg] 29/11/2017 13:42

Do not normally post success elsewhere but my decision to invest in Physiomics (PYC) this morning,(using mid price valuation),I am currently up 72% in a matter of hours but if I had invested yesterday it would have been 3X plus todays increase - Bitter Sweet.

Not sure how much more it will increase but maybe worth looking up.Regards

[phowdo] 29/11/2017 08:39

Thanks for the clarification waterloo.
A bit of googling has made me slightly less ignorant of these vouchers...

[waterloo01] 29/11/2017 07:52

Yes but they only get it activated IF and when they get EZT approvals, which if it happens will dwarf the $125

[phowdo] 29/11/2017 07:50

Waterloo,

So let me get this straight.
Summ hold a Priority Review Voucher "worth" $125M and have a MCap of $165M, right?

[waterloo01] 28/11/2017 20:28

Thanks will listen tomorrow.

We have one of these!

[chrisatrdg] 28/11/2017 19:33

Hi waterloo01 The following is my link having registered:

[waterloo01] 28/11/2017 19:19

Can't find the link. Post when you get a moment. Nasdaq back to $12.00!

[chrisatrdg] 28/11/2017 19:02

I have just been listening to todays webcast from New York all things sounded positive & also good to hear that thy have enough cash to see them to the end of next year.I am not sure that the share price will rocket Wednesday but it was good to hear a positive discussion.

[hugus maximus] 27/11/2017 08:38

Fascinating Waterloo ... this highlights the forensic precision with which Summit have gone about attempting to prove EZT works. This article concludes that looking at muscle MRI is a true indicator of the state of the condition.

The extra work involved in patenting their own precise techniques of measuring the fatty replacement in muscle suggests (IMO) that evidence for the proof of concept in EZT should be detectable in Q1 results. i.e. They are undertaking a system of analysis that measures incrementally ... so any small changes should be calculable. So whether data is from a 6 month period or a year, this should be about measuring the variable quantities of effect. A positive "effect" is what the DMD community is looking for.

Also interesting to see in some depth here that the field of work involving Becker MD is so similar ... and one can see how this proof of concept could interest the Becker sufferers who seemingly have similar versions of genetic disorder.

Interesting times.

[waterloo01] 26/11/2017 09:20

Interesting and adds to MRI as an appropriate tool.



We conclude that in BMD, skeletal muscle MRI not only strongly correlates with motor function, but also helps in predicting functional deterioration within a 12-month time frame.

[hugus maximus] 22/11/2017 21:52

... well at least few cents!