Member Info for English_Parisien

I would suppose that if Sanofi were to acquire Sarepta, that will obviously lead to renegotiations with regard to the Sarepta-Summit deal. And this may well produce a change in the agreement: whereas previously Summit had wished to keep the rights outside of the US, if a Pharma were now on board and could in fact facilitate access to the worldwide market, then it needs to be considered. Given the company rhetoric on wanting to take DMD all the way, one would assume that another option could be the purchase of Sarepta rights to DMD US + CDiff ... But should this be the case, then surely alongside Sarepta, Sanofi would consider a buy-out for Summit too, rather than negotiate a pick-and-chose But for anyone reading this, this is entiremy IMHO and speculation :) - EP

https://www.thestreet.com/story/14109187/1/sarepta-ceo-exits-along-with-a-sanofi-director-so-let-s-speculate-about-a-possible-deal.html All cloak and dagger for now. But as they say "buy on speculation..."

I hadn't thought of that FM, but I agree entirely: Although it is not impossible that RDZ could encounter issues in Phase3, the fact that it smashed its way through Phase2 without any notable problems suggests that this is only a matter of time (still many months to go) until Summit can begin enjoying the fruits of their labour (and us investors too). (Note: as I understand it, Phase II -> III success rates are 1 in 3, whereas III -> Approval are 2 in 3; see link here: https://www.bio.org/sites/default/files/Clinical%20Development%20Success%20Rates%202006-2015%20-%20BIO,%20Biomedtracker,%20Amplion%202016.pdf) The industry knows these figures. So now it should only be a question of good business and negotiations on the part of Summit (an article in The Lancet will draw a lot of attention) ATB - EP

A notable sea of red on the 21st April ... never fun to see. Hope all is well in Summit-land. Have been a little distracted from the markets of late and am disappointed to see the SP fall back down to sub-200. Would have been nice to get the milestone whilst at 200 to push up to new levels; the milestone payment, if well received, will probably only push us toward where we were a couple of weeks ago. It is a waiting game and I am going nowhere; I shan't hide however that I am a little miffed and frustrated. It would be nice to really make a strong leap and bound and create a new SP platform a) for the LTHs to perhaps recuperate risk and b) to encourage new investors aboard. Hope you're all well. Paris keeps on turning despite the elections and recent attack. I will go and grab a coffee now and leave you in peace - Reading the above, I sound grumpy ;-) ATB - EP

A lot of blue movement I wonder if someone has gotten whiff of news about the Sarepta payment? On verra bien, as the French would say ATB - EP

in the section "SUMM Share Trades" just above

440k£ of trades just reported from the 06/03/17

These continuous circa 5k purchases/sells ... wonder if someone is building a position ? - EP

Also interesting to note that we are now leading the US market in terms of SP. Might create a little price rally similar to what we saw before Christmas

Let's not jinx it FM ;-) Let's stay above £2 and quietly creep toward that value of which you speak :-P - EP

Would love to tell you AMM that that was me having just received my bonus today from work ... alas, 'tis not the case Positive looking in any case! GLA - EP

Fingers crossed What is also nice is to get some perspective over how well I feel the Board are treating their PIs and their strategy going forward with regard to financing. Case-in-point : Valirx who took out an outrageous placement yesterday (again), tanking the SP. It may well come good in the long-run, but there are long-term holders sitting on 80% losses now .. All that say, *high five* to Glyn and the team for giving us some respect :) - EP

Always nice to have something like that appear out of nowhere ^^ - EP

Excellent find! - EP

Would be fun to have GSK get involved with DMD! ;-) (being "one of the few big players left")

http://huff.to/2lraZCY Wonder if a CDiff medicine could be used to help in the fight against Alzheimer's ? Bon week-end - EP

20-Feb-17 - 13:40:16 - 190.00 - 88,000 - 167.20k£ 20-Feb-17 - 13:39:46 - 190.00 - 88,066 - 167.33k£ Thoughts?

That's what I thought but had trouble opening the RNS (silly technology) - thanks! So although these things cannot be rushed, should the last patient be dosed before March, the payment could help but don't think will not be enough alone to get us into the needed SP territory for the options

Morning Going back to what was discussed yesterday ... what is the condition for getting the milestone payment from Sarepta ? If this were to come in earlier, i.e. 60 days from March 2017 onwards ... this could certainly help the SP out Enjoying watching the slow rise of SUMM and SAR of late GLA - EP

How am I supposed to sleep with the knowledge that POTENTIALLY we are going to try and not only hit but remain above the aforementioned Performance Condition for 60 days ... you are a cruel mistress F-M ;-) Always a pleasure chatting with you Thank you for the info I shall keep my eyes (and carrots) peeled for the rabbit - EP