Summit Therapeutics (SMMT) Aperçu de l'action
Summit Therapeutics Inc. est une société biopharmaceutique qui se concentre sur la découverte, le développement et la commercialisation de thérapies médicales adaptées aux patients, aux médecins, aux soignants et à la société. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 2/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
SMMT Community Fair Values
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Analyst Price Targets
Summit Therapeutics Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$15.25 |
| Plus haut sur 52 semaines | US$30.98 |
| Plus bas sur 52 semaines | US$12.55 |
| Bêta | -1.26 |
| Variation sur 1 mois | 16.86% |
| Variation sur 3 mois | -22.47% |
| Variation sur 1 an | -39.00% |
| Variation sur 3 ans | 612.62% |
| Variation sur 5 ans | 115.40% |
| Évolution depuis l'introduction en bourse | 48.20% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Seeking Alpha • Jun 22
Summit Therapeutics: High-Volatility, Catalyst-Driven Binary Bet
Summary Summit Therapeutics is a highly volatile, single-asset company with a binary outcome. SMMT exhibits unusually concentrated ownership and heightened short interest, creating conditions for a short squeeze to take place. Recent pullbacks, driven by mixed market receptions to events do not fundamentally alter the investment narratives, present investors with an attractive entry point ahead of key catalysts. Two major clinical and regulatory catalysts are set to shape Summit Therapeutics' investment outcome. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • 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.Seeking Alpha • Jun 22
Summit Therapeutics: High-Volatility, Catalyst-Driven Binary Bet
Summary Summit Therapeutics is a highly volatile, single-asset company with a binary outcome. SMMT exhibits unusually concentrated ownership and heightened short interest, creating conditions for a short squeeze to take place. Recent pullbacks, driven by mixed market receptions to events do not fundamentally alter the investment narratives, present investors with an attractive entry point ahead of key catalysts. Two major clinical and regulatory catalysts are set to shape Summit Therapeutics' investment outcome. Read the full article on Seeking AlphaNouveau récit • 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?
Nouveau récit • 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?
Nouveau récit • 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 AlphaRendement pour les actionnaires
| SMMT | US Biotechs | US Marché | |
|---|---|---|---|
| 7D | -1.1% | -2.4% | 0.7% |
| 1Y | -39.0% | 35.9% | 20.6% |
Rendement vs Industrie: SMMT a sous-performé le secteur US Biotechs qui a rapporté 35.9 % au cours de l'année écoulée.
Rendement vs marché: SMMT a sous-performé le marché US qui a rapporté 20.6 % au cours de l'année écoulée.
Volatilité des prix
| SMMT volatility | |
|---|---|
| SMMT Average Weekly Movement | 12.4% |
| Biotechs Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de SMMT a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de SMMT ( 12% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2003 | 265 | Bob Duggan | www.smmttx.com |
Summit Therapeutics Inc. est une société biopharmaceutique qui se concentre sur la découverte, le développement et la commercialisation de thérapies médicales adaptées aux patients, aux médecins, aux soignants et à la société. Son principal candidat au développement est l'ivonescimab, un anticorps bispécifique pour l'immunothérapie par blocage de PD-1 avec l'anti-angiogenèse pour le traitement du cancer du poumon non petit (NSCLC) et du cancer colorectal (CRC). La société a également combiné l'ivonescimab avec la chimiothérapie, qui est en phase III d'essai clinique pour les patients atteints du récepteur muté du facteur de croissance épidermique et localement avancés ou métastatiques non squameux NSCLC ; NSCLC métastatique de première ligne ; et CRC métastatique non résécable de première ligne.
Summit Therapeutics Inc. Résumé des fondamentaux
| SMMT statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$12.01b |
| Bénéfices(TTM) | -US$1.21b |
| Recettes(TTM) | n/a |
0.0x
Ratio P/S-9.8x
Ratio P/ELe site SMMT est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| SMMT compte de résultat (TTM) | |
|---|---|
| Recettes | US$0 |
| Coût des recettes | US$0 |
| Marge brute | US$0 |
| Autres dépenses | US$1.21b |
| Les revenus | -US$1.21b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -1.55 |
| Marge brute | 0.00% |
| Marge bénéficiaire nette | 0.00% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de SMMT?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/10 04:42 |
| Cours de l'action en fin de journée | 2026/07/10 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Summit Therapeutics Inc. est couverte par 28 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Etzer Darout | Barclays |
| Jeffrey Walch | Bernstein |
| Yun Zhong | Brean Capital Historical (Janney Montgomery) |