Summit Therapeutics Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von Summit Therapeutics sind mit einer durchschnittlichen Jahresrate von -43.1% zurückgegangen, während die Gewinne der Branche Biotechs um 34.1% pro Jahr wuchsen. Die Umsätze sind zurückgegangen mit einer durchschnittlichen Jahresrate von 74.4%.
Wichtige Informationen
-43.05%
Wachstumsrate der Gewinne
-1.88%
EPS-Wachstumsrate
| Biotechs Wachstum der Industrie | 17.04% |
| Wachstumsrate der Einnahmen | -74.42% |
| Eigenkapitalrendite | -135.89% |
| Netto-Marge | n/a |
| Letzte Ertragsaktualisierung | 30 Jun 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrative-Update • Sep 09
SMMT: Upcoming HARMONi-3 PFS Readout Will Drive Repricing Potential
Summit Therapeutics begins this Narrative Update with a higher implied fair value of about $29 per share, supported by analysts who have lifted price targets into a range from $11.90 to $38 as they factor in updated expectations around HARMONi-3 progression free survival data timing and risk. Analyst Commentary Recent Street research on Summit Therapeutics highlights a mix of optimism around upcoming HARMONi-3 data and caution around trial timing, overall survival readouts and execution risk.Seeking Alpha • Sep 03
November 14 Is The Make-Or-Break Moment For Summit Therapeutics' Cancer Bet
Summary Summit Therapeutics is positioned as a high-conviction buy into the November 2026 FDA PDUFA decision for ivonescimab in NSCLC. SMMT’s ivonescimab demonstrates robust PFS and statistically significant OS benefits in multiple Phase III trials, supporting best-in-class potential versus PD-1 monotherapy. Financials reflect intentional capital deployment, with $690M+ cash and 4–5 quarters of runway to fund late-stage clinical catalysts and regulatory milestones. Valuation is binary-driven, with the $10B+ EV pricing in multi-billion-dollar peak sales and a pivotal regulatory outcome as the next inflection point. Read the full article on Seeking Alpha
Narrative-Update • Aug 25
SMMT: Extended Survival Timelines And Dilution Risk Will Likely Pressure Shares
Analysts lifted their price target for Summit Therapeutics to $11.08 from $9.89, citing Street research that now sees current pricing as better aligned with the risk adjusted outlook for Ivonescimab and the extended timelines around key HARMONi-3 survival readouts. Analyst Commentary Recent Street research on Summit Therapeutics points to a more balanced stance, with several firms moving to neutral ratings and adjusting price targets to reflect updated views on Ivonescimab and the HARMONi-3 development timelines.
Narrative-Update • Aug 07
SMMT: HARMONi Survival Readouts And FDA Decision Will Drive Future Repricing
Analysts have reduced their price targets on Summit Therapeutics, trimming the modeled fair value by about $3.20 to $41.04 as they factor in timing uncertainties around key HARMONi trial survival readouts, slower event rates, and mixed views on the strength of upcoming Phase 3 catalysts. Analyst Commentary Recent Street research on Summit Therapeutics highlights a wide range of views on trial timing, risk and potential reward.Narrative-Update • Jul 24
SMMT: Phase 3 Trial Uncertainty Will Likely Pressure Shares Ahead
Summit Therapeutics' analyst price target has been revised lower to $9.89 from $11.76 as analysts factor in new Underperform coverage, reduced targets from existing firms, and concerns about trial read-outs and the current catalyst setup. Analyst Commentary Recent Street research on Summit Therapeutics points to a more cautious stance, with several bearish analysts questioning the current setup for upcoming trial read-outs and the company’s lack of commercial-stage assets.Narrative-Update • Jul 10
SMMT: ASCO Plenary Data Will Drive Future Repricing Versus Skeptical Street Views
Summit Therapeutics' updated analyst price target of $44.24, supported by a higher assumed fair value but tempered by more cautious views on profit margins, revenue growth potential and a richer future P/E of about 137x, reflects a shift toward greater skepticism around upcoming trial readouts and the timing of key data updates. Analyst Commentary Recent Street research around Summit Therapeutics highlights a divided backdrop, with some analysts flagging clinical and funding risks while others point to potential upside from upcoming data and conference exposure.Narrative-Update • Jun 26
SMMT: Phase 3 Trial Outcomes Will Drive Future Repricing Potential
Analysts have trimmed their price expectations for Summit Therapeutics, with the updated fair value estimate moving from about $29.18 to $28.36. This reflects caution around trial read-outs and mixed recent research views on the stock.Neues Narrative • Apr 02
Broad Late‑Stage Immuno Oncology Pipeline Will Drive Long Term Opportunity
Catalysts About Summit Therapeutics Summit Therapeutics is a biopharmaceutical company focused on developing ivonescimab for the treatment of multiple solid tumor cancers. What are the underlying business or industry changes driving this perspective?Neues Narrative • Mar 19
Future Clinical Setbacks In Phase III Programs Will Threaten Long Term Oncology Ambitions
Catalysts About Summit Therapeutics Summit Therapeutics is a biopharmaceutical company focused on developing and commercializing ivonescimab for cancer patients across multiple solid tumor indications. What are the underlying business or industry changes driving this perspective?Neues Narrative • Mar 05
Late Stage Oncology Footprint Will Transform This Single Asset Into A Global Cancer Franchise
Catalysts About Summit Therapeutics Summit Therapeutics is a biopharmaceutical company focused on developing and commercializing ivonescimab for solid tumor cancers. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Apr 26
Summit Therapeutics: New Ivonescimab Data Raise Concerns
Summary Summit Therapeutics' share price plunged 36% after Akeso's ivonescimab data showed no statistically significant overall survival benefit versus Merck's Keytruda in the HARMONi-2 trial. Ivonescimab showed a 22% reduction in the risk of death versus Keytruda, but statistical significance was not reached after an interim analysis at 39% data maturity. Prior progression-free survival data and positive overall survival trends still point to a positive outcome in the HARMONi-2 trial. However, substantial doubts over ivonescimab and its potential benefits remain. Key upcoming catalysts include HARMONi trial results in mid-2025, additional overall survival data from HARMONi-2, and HARMONi-6 trial results from Akeso later this year. Read the full article on Seeking AlphaSeeking Alpha • Apr 12
Summit Therapeutics: Not Pharmacyclics, Not Yet
Summary Summit Therapeutics' ivonescimab shows promise but faces significant risks; HARMONi-2 results are promising but not definitive, with key questions about overall survival and applicability outside China. The CEO's recent stock moves signal confidence, but SMMT's current valuation appears overly optimistic given the uncertainties and lack of mature data. Multiple ongoing trials for ivonescimab in various cancers could provide future opportunities, but current hype may not justify the high market cap. My sentiment remains a "Sell" here due to downside risk if there is any marginal or negative data readout, either from SMMT, their partner, or any other PD1/VEGF developer. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
Summit Therapeutics: Major Upcoming Ivonescimab Data Catalyst May Not Be All It Seems (Rating Downgrade)
Summary Summit Therapeutics' ivonescimab has shown superior efficacy to ~$30bn per annum selling Keytruda in Phase 3 lung cancer trials, albeit only in Chinese patients. Summit's task is to secure approval for ivonescimab in Western markets - hence its upcoming HARMONi Phase 3 study data readout is crucial as it includes Western patients. Positive results could open up the path to a quick approval, and significantly boost Summit's valuation, while negative results could severely impact it. Seemingly, most of the patients in the HARMONi study are Chinese patients, who already showed strong results in the HARMONi-A study. Summit may be attempting to circumvent FDA rules preventing overseas studies being used in approval submissions, by adding a few Western patients to an already successful study. I have my doubts that this strategy can work. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Summit Therapeutics: Mid-2025 NSCLC Data Could Further Entrench Ivonescimab Program
Summary Summit Therapeutics Inc. established a clinical trial collaboration agreement with Pfizer to develop ivonescimab together with vedotin ADCs to target patients with NSCLC and other various types of solid tumors. Top-line data from the phase 3 HARMONi study, using ivonescimab +chemotherapy to target 2nd-line EGFR-mutant NSCLC patients, expected in mid-2025. The global non-small cell lung cancer market size is projected to reach $36.9 billion by 2031. Ivonescimab + chemotherapy has already been approved in China to treat 2nd-line EGFR-mutant locally advanced or metastatic non-squamous NSCLC patients who progressed on EGFR-TKI drug. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Summit Therapeutics: Data Signals A Potential Paradigm Shift In NSCLC (Rating Upgrade)
Summary Summit Therapeutics' stock rose 888% since September 2023, driven by positive Phase 3 data for ivonescimab showing superior PFS vs Keytruda in NSCLC. Phase 3 HARMONi-2 trial showed 11.14 vs 5.82 months PFS benefit over Keytruda, with OS data expected in first half of 2025. Company has strong cash position ($486.9M) but faces increased burn rate with multiple Phase 3 trials ongoing. My NPV model suggests $20.5B-$29B value potential, assuming 50-60% market penetration and 2027 launch. Major risks include OS data outcomes, geographic translation of results, and complete dependence on single asset success. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
The Play On Summit Therapeutics
Summary Summit Therapeutics' stock has pulled back over 40% from its all-time high due to concerns over ivonescimab's Chinese trial not being an apples-to-apples comparison. Ivonescimab, a bispecific antibody, has shown promising results in China, outperforming Merck's Keytruda in a Phase 3 trial, but faces scrutiny over trial design differences. Summit's financial health is bolstered by significant investments and private placements, providing a decent operating runway with ongoing and planned NSCLC trials. An analysis around Summit Therapeutics and how I am placing a trade on this stock is highlighted in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
Summit Therapeutics Stock Set To Soar By Mid-2025 On HARMONi Phase 3 Trial
Summary Summit Therapeutics reached a milestone in its Phase III trial for ivonescimab, aiming to treat second-line EGFR mutated advanced NSCLC. The FDA has fast tracked the HARMONi trial. Positive Phase III results for ivonescimab versus KEYTRUDA in first-line NSCLC are promising, but registration in the US will require completion of HARMONI-7, which has just begun recruiting. Top-line data from the HARMONi trial is expected in mid-2025, potentially leading to FDA approval with complete enrollment as of Q3. SMMT stock remains a strong buy, with excellent execution led by CEO Bob Duggan. Read the full article on Seeking AlphaSeeking Alpha • Oct 04
Summit Therapeutics: Cancer Drug With Great Potential On 'Fast Track' To US Market
Summary Summit Therapeutics Inc. may have the successor to Merck's >$25bn selling keytruda in its pipeline. Partner Akeso's data from China clinical studies shows outperformance against Merck's standard of care in NSCLC. This is no small feat — repeat this performance in US studies and Summit will have a “mega-blockbuster” on its hands/. After sensational share price gains in September, the market is more circumspect. It may be time to watch on and see how Summit's plans for US approval develop. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Summit Therapeutics Bests Merck's Top Selling Drug In Phase III Trial
Summary Summit Therapeutics' ivonescimab shows improved efficacy over Merck's Keytruda in Phase III trials, targeting both PD-1 and VEGF, potentially expanding the PD-1 inhibitor market. Despite risks, Summit's promising data and significant insider investment suggest a speculative buy, with potential for major upside if FDA approval is achieved. Ivonescimab's dual mechanism could disrupt the oncology market, similar to Regeneron's Eylea, positioning Summit for substantial growth if it captures market share. With sufficient funding to complete trials and strong insider confidence, Summit is well-positioned for future success, making it a speculative buy on pullbacks. Read the full article on Seeking AlphaSeeking Alpha • Sep 09
Summit Therapeutics: World Lung Data Not Enough For Ivonescimab To Unseat Keytruda (Yet)
Summary Summit Therapeutics' ivonescimab shows a significant PFS improvement over pembrolizumab in NSCLC, but regulatory and clinical hurdles remain before it can challenge the current standard of care. HARMONi-2 trial results are promising, but ivonescimab faces approval challenges in the US due to reliance on China-only trials and lack of overall survival data. SMMT's financial stability is precarious, with a cash runway of 5-6 quarters (maybe time enough to get to a phase 3 readout in their US trial). Given the high market cap and current uncertainties, it's prudent to wait for more concrete evidence of ivonescimab's superiority before investing heavily in SMMT stock. Read the full article on Seeking AlphaSeeking Alpha • Aug 03
Summit Therapeutics May Have Further Upside From Here
Summary Summit Therapeutics to release second-quarter earnings and operational update on 6 August. Analysts are bullish on Phase 3 trial results for Ivonescimab in September, with a potential de-risking of the drug's profile. The company boosted its balance sheet with a $200 million institutional capital raise and expanded licensing territories after positive Phase I and II trial results. Read the full article on Seeking AlphaSeeking Alpha • May 31
Summit Therapeutics Stock: Plunging Despite A Win?
Summary Summit Therapeutics has achieved massive market success in 2024, with a market capitalization of over $7 billion. Summit's main pipeline candidate is ivonescimab, a bispecific antibody targeting both PD-1 and VEGF. Ivonescimab has shown "decisive" progression-free survival benefit compared to Keytruda in patients with NSCLC that is PD-L1 positive. The massive valuation of SMMT means they have too much proving to do to make this a sound investment at these levels, in my opinion. Read the full article on Seeking AlphaSeeking Alpha • May 06
Summit Therapeutics' Ivonescimab: Strong Buy Its Dual-Action Approach To Cancer
Summary Summit Therapeutics specializes in developing innovative therapeutic solutions for oncology and infectious diseases. Their flagship drug candidate, Ivonescimab, is in phase 3 clinical trials and shows promise in treating non-small cell lung cancer. The company's Ivonescimab, a bispecific antibody, is supported by a partnership with Akeso. Ivonescimab targets PD-1 and VEGF pathways, potentially treating NSCLC and other cancers. Summit’s promising clinical trials, HARMONi and HARMONi-3, focus on advanced lung cancers and aim for FDA approval. SMMT is a strong buy because of ivonescimab’s potential in oncology and the company’s proven leadership under Robert Duggan. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Summit Therapeutics: A Strategic Analysis Of Ivonescimab's Progress
Summary Summit's financial position is stable with adequate funds to support operations until H2 2024, despite a significant drop in cash reserves. Ivonescimab, SMMT's dual-acting compound targeting PD-1 and VEGF, shows promise in the field of oncology, particularly in non-small cell lung cancer. The success of Ivonescimab in Phase III trials is crucial for Summit's future, and investors will closely monitor clinical data and market positioning. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Summit Therapeutics Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Jun 26 | 0 | -856 | 306 | 569 |
| 31 Mar 26 | 0 | -1,206 | 604 | 619 |
| 31 Dec 25 | 0 | -1,080 | 557 | 538 |
| 30 Sep 25 | 0 | -922 | 494 | 442 |
| 30 Jun 25 | 0 | -746 | 411 | 348 |
| 31 Mar 25 | 0 | -241 | 64 | 171 |
| 31 Dec 24 | 0 | -221 | 60 | 151 |
| 30 Sep 24 | 0 | -197 | 58 | 124 |
| 30 Jun 24 | 0 | -162 | 42 | 102 |
| 31 Mar 24 | 0 | -116 | 35 | 80 |
| 31 Dec 23 | 0 | -615 | 29 | 59 |
| 30 Sep 23 | 0 | -598 | 26 | 41 |
| 30 Jun 23 | 0 | -598 | 26 | 43 |
| 31 Mar 23 | 0 | -600 | 27 | 43 |
| 31 Dec 22 | 1 | -79 | 27 | 52 |
| 30 Sep 22 | 1 | -87 | 27 | 70 |
| 30 Jun 22 | 2 | -85 | 27 | 73 |
| 31 Mar 22 | 2 | -93 | 26 | 88 |
| 31 Dec 21 | 2 | -89 | 24 | 85 |
| 30 Sep 21 | 2 | -75 | 19 | 75 |
| 30 Jun 21 | 1 | -73 | 20 | 69 |
| 31 Mar 21 | 1 | -64 | 20 | 59 |
| 31 Dec 20 | 1 | -53 | 19 | 53 |
| 30 Sep 20 | 1 | -51 | 21 | 51 |
| 30 Jun 20 | 1 | -40 | 16 | 47 |
| 31 Mar 20 | -5 | -31 | 13 | 46 |
| 31 Dec 19 | 1 | -32 | 12 | 43 |
| 31 Oct 19 | 26 | -28 | 12 | 44 |
| 31 Jul 19 | 24 | -27 | 12 | 43 |
| 30 Apr 19 | 72 | 12 | 14 | 47 |
| 31 Jan 19 | 57 | 11 | 17 | 52 |
| 31 Oct 18 | 70 | 2 | 18 | 51 |
| 31 Jul 18 | 72 | 11 | 15 | 51 |
| 30 Apr 18 | 27 | -29 | 16 | 49 |
| 31 Jan 18 | 20 | -29 | 17 | 41 |
| 31 Oct 17 | 15 | -18 | 13 | 32 |
| 31 Jul 17 | 12 | -23 | 13 | 27 |
| 30 Apr 17 | 5 | -27 | 12 | 25 |
| 31 Jan 17 | 3 | -27 | 10 | 24 |
| 31 Oct 16 | 1 | -29 | 8 | 23 |
| 31 Jul 16 | 1 | -33 | 8 | 26 |
| 30 Apr 16 | 1 | -32 | 8 | 27 |
| 31 Jan 16 | 2 | -29 | 7 | 24 |
| 31 Oct 15 | 2 | -25 | 7 | 23 |
Qualität der Erträge: SMMT ist derzeit unrentabel.
Wachsende Gewinnspanne: SMMT ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SMMT ist unrentabel, und die Verluste haben in den letzten 5 Jahren mit einer Rate von 43.1% pro Jahr zugenommen.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von SMMT verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: SMMT ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Biotechs (64.6%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SMMT hat eine negative Eigenkapitalrendite (-135.89%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/14 09:30 |
| Aktienkurs zum Tagesende | 2026/09/14 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Summit Therapeutics Inc. wird von 29 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Etzer Darout | Barclays |
| "Etzer Darout | Barclays |
| Jeffrey Walch | Bernstein |