Member Info for Ollieh

This deal would also give us stability as regards cash upfront , maybe a few billion.

If this goes through then indeed we will be on the way to 30/40$ share price IMO.

Remember others are licensing our drug also and more partnerships to come maybe.

Add our own sales on top and the potential is indeed great here if all goes as planned.

Https://finance.yahoo.com/news/summit-therapeutics-stock-rises-report-145822901.html

License paying off in many ways .

Https://finance.yahoo.com/news/h-c-wainwright-sticks-bullish-223023250.html

Https://finance.yahoo.com/news/summit-therapeutics-participate-46th-annual-120000156.html

Nice to see some cool heads again.

However, analysts don't believe investors should panic. Jefferies biotech analyst Kelly Shi noted the survival endpoint still has a chance of being reached as the data matures further and Western trial patients continue to show survival benefits. So basically, it doesn't appear as though the trial has lasted long enough to reach the statistically significant survival threshold, which doesn't mean that it won't get there.

Https://finance.yahoo.com/news/why-summit-therapeutics-plunged-today-181937027.html

More positive

Https://www.investors.com/news/technology/summit-therapeutics-stock-pd-1-vegf-bispecific-fails/?src=A00220

Not as positive as they would want but more data to come

Https://finance.yahoo.com/news/ivonescimab-plus-chemotherapy-demonstrates-statistically-100000274.html

Https://www.defenseworld.net/2025/05/04/summit-therapeutics-nasdaqsmmt-stock-price-expected-to-rise-the-goldman-sachs-group-analyst-says.html

Well the market likes that update yesterday .

💪

Yes EP lots to look forward to indeed.

The big one is FDA in the summer or autumn hopefully.

GLA

Next bit of news is 1st May.

Then we wait for fda news from June on.

🤞

Https://finance.yahoo.com/news/why-biotech-stars-summit-therapeutics-210519433.html

Shouldn't really affect us in rest of world after fda gives go ahead hopefully.

https://www.fiercepharma.com/pharma/summit-stock-crashes-akeso-shares-bispecifics-first-overall-survival-data-keytruda-head-head

read to last bit to understand that this won't affect summit in their trial

'at the end of the day, harmoni-2 is a china-only study. summit is conducting the harmoni-7 trial, a global phase 3 pitting ivonescimab against keytruda, in first-line, pd-l1-high nsclc. that trial is well-powered on overall survival and “would in all likelihood hit the primary os endpoint with a similar ~0.777 hr,” noc****vitz said.

“we expect us physicians would seize the opportunity to treat 1l-nsclc pts with a drug that offers a ~22-23% relative risk reduction in death over the current gold-standard keytruda, assuming proven with statistical rigor in harmoni-7,” he added.'

Only thing I can think is market got a sniff and thought it was bad news as hadn't full picture.

Wonder if someone thought it would be bad news.

Interim Overall Survival Analysis Requested from Chinese Health Authorities Shows a Clinically Meaningful, Positive Trend Favoring Ivonescimab Compared to Pembrolizumab in PD-L1 Positive Advanced NSCLC from HARMONi-2 Study Conducted by Akeso in China

Https://finance.yahoo.com/news/interim-overall-survival-analysis-requested-185000973.html

And yes no news now until us market closes

Nothing new in that EP.

Something else is up.