Summit Therapeutics Share Discussion Threads

[waterloo01] 30/12/2017 15:22

Hope to tune in. I'd love to find out more about initial targets and timelines to the clinic. They now also seem well connected into the likes of Wellcome/Barda and no doubt others that they have been talking to over RZD, so hopefully they have a good idea of where the focus needs to be and potential funds to get it moving

Over and above that it would seem to be a move to increase the profile of the antibiotics side of the business. What that means strategically, post the next DMD results will be of particular interest but unlikely to discussed at this time.

Hopefully big year ahead for Summit.

[algernon2] 30/12/2017 14:04

Seasons Best Chris and to all here.

[chrisatrdg] 30/12/2017 11:41

Hi All - Great posts & not much more to add but to repeat that Duscuva was a Company I was already aware of & would have invested in if they were to have floated.I saw them as a Company that would lead the fight against anti-biotic resistance which would make them a world leader.Summit now have two divisions of potential equal value maybe the C-Diff side having greater potential value.

I will be listening in next Wednesday anyone else?Seasons greetings to you all.

[abergele] 29/12/2017 14:25

tightfist,This has always been my thought,go back a year somewhere I have always believed it to be the game changer,not DMD, which I am not deriding, but here with the antibiotics is the business..imho..This will not take long now to begin a rating.gla lth's...a Happy New year hopefully to us all

[luminoso] 29/12/2017 14:02

Interesting. Thanks, football.

[waterloo01] 27/12/2017 18:33

US buyers will eventually absorb this and we should see some buying IMO. Apart from whatever is in the box, it highlights the antibiotic element of Summit, which often gets little attention.

[chrisatrdg] 27/12/2017 15:44

Oppenheimer calls Sarepta Therapeutics a top amid-cap pick - link below:



PS Hopefully some of this reflects on current position of Summit

[chrisatrdg] 27/12/2017 12:58

Discuva is a Company I new about before the RNS & would have bought into if they had gone public so I now have a dilemma as to whether to further invest but I still say the share price will eventually move up.

[luminoso] 27/12/2017 12:40

market reaction is a bit muted as i expected, but maybe it will pick up in January when people are back at their desks .... in the US, particularly.

[luminoso] 27/12/2017 12:35

Agree, tightfist. That was my immediate reaction to the news on Christmas Eve.
Meanwhile discuva's website is still down for 'maintenance' pending announcing its takeover and future management by Summit, I guess.

[tightfist] 27/12/2017 11:55

The Roche.com link posted a couple of days ago is useful - plenty enough info for me! Coming hot on the heels of the Eurofarma agreement, the Discuva acquisition makes me wonder if we will see Summit cash-in it's DMD chips during 2018 and emerge into a long-term novel antibiotics partnering enterprise.

[filmster] 27/12/2017 11:37

Can anyone provide us with more information about the company summ has just acquired?

[chrisatrdg] 27/12/2017 03:33

The SEC filing details are now in adding further information:

[hugus maximus] 26/12/2017 23:33

But actually rallied up to around $11.00 at the end of the day.

[algernon2] 26/12/2017 16:28

Summit:currently down on the Nasdaq, It was certainly "interesting" to see that;but not unexpected.Deep sigh .....maybe soon our ship will come in lads.

[waterloo01] 26/12/2017 10:15

Will be interesting to see Nasdaq today. Good to see the II's starting or increasing positions in the quarter

[chrisatrdg] 25/12/2017 22:33

Per rotivatorman on the other board today:

Smart technology speeds up development of antibiotics

[luminoso] 24/12/2017 18:10

Thanks,waterloo. A sobering thought about gonorrhoea ! I get the feeling that the future of Summit may now lie in the anti-microbial business, with RID as the first of many such novel drugs, now this platform has been acquired, and joint enterprises with Big Pharma. If there is any indication that EZT has a positive effect on DMD in the boys tested, I can only see SRPT taking it on to commercialisation with all their contacts and lobbyists and war chest of cash. Leaving Summit to focus on what could be the next big thing in Pharma - the war on microbial infections and drug resistant ones at that. Hope you are right that the US will see this news favourably.

[waterloo01] 24/12/2017 17:39

Luminoso, point well made and tend to agree. Think the US will like this and medium term it might well be a master stroke as they are suggesting being able to develop new classes of antibiotics. I also note from the twitter feed that have been tweeting about gonorrhoea, were there is now one antibiotic left and where resistance is becoming widespread!

[luminoso] 24/12/2017 16:53

Might be worth watching this feed

[luminoso] 24/12/2017 16:46

Its nearly 18 months since Jim O'Neill's excellent report on anti-biotics including recommendations on how to bring on the new generation of anti microbial drugs. Has anything been followed up from that ? Not really, but the penny is starting to drop and Govts will have to act to incentivise the development and speedy commercialisation of novel anti biotics. Such as Rid. Only then will Big Pharma get interested again. Maybe this is Summit positioning to take advantage of the next wave of money that will have to be poured into Anti Biotics/Microbials if modern medicine is to adapt to the horrendous challenges of a swathe of current drugs becoming useless. Just my musings on a lazy damp Christmas Eve.
Will the market take a positive view and be forward looking next week ? I doubt it very much. In a few months, it may be seen as a master stroke. All IMO

[luminoso] 24/12/2017 16:23

Its all about Roche IMO.

[algernon2] 24/12/2017 16:06

Merry Xmas Everyone:
Looked in on here not expecting much news or gossip at the weekend and instead found all this exciting news.
Brilliant stuff.

Below is the website for Discuva Ltd which I just tried to check out:
It is at the moment saying "Down for Maintenance"
Worth checking out when it is back up I hope.