Summit Therapeutics Inc.

NasdaqGM:SMMT 株式レポート

時価総額：US$12.3b

Summit Therapeutics 将来の成長

Future 基準チェック /26

Summit Therapeutics利益と収益がそれぞれ年間55.8%と66.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-423.8% 54.9%なると予測されています。

主要情報

55.8%

収益成長率

54.95%

EPS成長率

Biotechs 収益成長25.5%
収益成長率66.3%
将来の株主資本利益率-423.76%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

更新なし

Recent updates

Seeking Alpha • May 04

Summit Therapeutics: More Uncertainty Heading Into The ASCO Plenary

Summary Summit Therapeutics Inc. continues its march toward potential approval in lung cancer. Recent updates put the utility of ivonescimab into question as a frontline therapy. This article is going to focus on explaining what this update means and what it does not mean. Risks to SMMT's investment thesis continue to be a major concern for me, but the risk-tolerant could see an opportunity here. Read the full article on Seeking Alpha
新しいナラティブ • 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?
新しいナラティブ • 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?
新しいナラティブ • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Oct 04

Summit Therapeutics slips on plans to terminate study for lead candidate

Summit Therapeutics (NASDAQ:SMMT), a biotech focused on infectious diseases, dropped ~5% pre-market Tuesday after the company announced it would discontinue a pediatric clinical trial for lead asset ridinilazole for Clostridioides difficile infection. The decision follows a Type C meeting the company conducted with the FDA in which the regulator cited the need for at least one additional registrational trial to allow a potential marketing authorization for ridinilazole. After that, the company has decided to divest ridinilazole or seek partners to advance its studies further, SMMT said in a regulatory filing on Tuesday. In December, the company said that its Phase 3 Ri-CoDIFy study for ridinilazole failed to meet the main goal in patients with C. difficile infection.
Seeking Alpha • Aug 17

Summit Therapeutics: Developing Antibiotics Is A Noble Cause But The Company Is Wise To Expand Its Portfolio

Ridinilazole failed to meet the endpoint of superiority over vancomycin in phase 3 trials. Summit Therapeutics has a preclinical antibiotic for Enterobacteriaceae, an infection where there is a clear need for novel therapeutics. Antibiotics are an extremely difficult segment of the pharmaceutical business and while novel anti-infectives are urgently needed, the company is wise to have a more broadly diversified business plan. Summary Summit Therapeutics (SMMT) reported disappointing results for their lead asset, ridinilazole which is unlikely to generate significant revenue if ever approved. The company is in early stage testing of its antibiotic which has activity against Enterobacteriaceae, a pathogen which is increasingly resistant to standard antibiotics. The company is a few years away from proof of concept human efficacy data for this asset, SMT-737. Given the difficulty of focusing on anti-infectives, the company has made a decision to expand into the microbiome and/or oncology through business development. Ridinilazole is unlikely to be widely prescribed Summit Therapeutics announced that they met with the FDA to discuss results of the CoDIFy Phase III clinical trials. The trials were pivotal trials comparing ridinilazole to vancomycin and designed to show superiority over one of the current standard of care antibiotics, vancomycin. In the clinical trials conducted to date, ridinilazole failed to show superiority over vancomycin. Summit was advised that an additional clinical trial would be required and they plan to explore this possibility. The company described the pathway as requiring "reasonable efforts." The real issue however is that fidaxomicin, an antibiotic marketed by Merck was tested and was shown to be non-inferior to vancomycin in clinical response at the end of treatment and superior to vancomycin in sustained clinical cure at 25 days post treatment. Sustained cure rates in pivotal trials were 70% and 72 % for fidaxomicin vs 57% for vancomycin at day 25. For a first episode of C. difficile infection ((CDI)), Infectious Disease Society of America ((IDSA)) now recommends a standard course or a pulsed course of fidaxomicin as the preferred choice. Fidaxomicin, which is highly effective, will likely be generically available by 2028 making ridinilazole unlikely to be widely prescribed. In addition, Acurx Pharmaceuticals (ACXP) is developing ibezapolstat, an antibiotic for CDI. A 100 percent cure rate at day 12 was observed with no recurrence at day 38 in all of the 10 patients treated in the phase 2A trial. In addition, there were no treatment discontinuations and no SAEs. One patient out of the ten treated patients reported nausea. Of the 10 treated patients in the phase 2A trial, 86% of the stool samples tested were positive for C. difficile growth at day 1 but by day 3 of treatment and at every time point thereafter, no C. difficile was detected in stool. This indicates a rapid onset and swift eradication of C. difficile. Further clinical trials are now underway but if this profile is verified in the ongoing Phase 2B testing, ibezapolstat may be a preferred drug to treat CDI. Given the competitive landscape, further development may only be logical if Summit Therapeutics can secure outside funding (potentially from BARDA) and if the clinical trial is relatively inexpensive to conduct. The Pipeline- SMT-737 Summit Therapeutics estimates there are more than a million Enterobacteriaceae infections annually. Some of these infections are increasingly resistant to standard antibiotics such as penicillins and cephalosporins. The CDC has identified carbapenem-resistant Enterobacteriaceae as an urgent threat. Carbapenems are a class of antibiotics reserved for serious infections that are administered IM or IV. Resistance to these last resort antibiotics is very concerning. SMT-737 has a unique mechanism of action which is different from existing antibiotics. IND-enabling studies are underway. In in-vitro studies (in the laboratory) SMT-737 was potent and bactericidal against multiple strains including drug resistant Enterobacteriaceae. Testing to date has been conducted in an animal model of UTI where cure of infection was observed. While this bacteria is common in the urinary tract, and UTI may be the lead indication, the drug also achieved systemic distribution and was detected in the bloodstream and lungs. Thus, it may be effective in other infections. There is a clear unmet need for novel antibiotics to treat these infections which most commonly occur in hospitalized patients. Premium pricing would certainly be warranted given there are an estimated 2500 deaths annually from drug resistant strains. Business Development Summit Therapeutics reported that, "Our intention is to expand our pipeline product portfolio in the therapeutic area of oncology and/or product offerings that are designed to work in harmony with the human gut microbiome. We intend to enact this through business development activities, including possible acquisitions and/or collaborations in addition to internal research and discovery efforts."
Seeking Alpha • Aug 11

Summit Therapeutics GAAP EPS of -$0.17, revenue of $0.23M

Summit Therapeutics press release (NASDAQ:SMMT): Q2 GAAP EPS of -$0.17. Revenue of $0.23M (+283.3% Y/Y).

業績と収益の成長予測

NasdaqGM:SMMT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028623-439-948-51511
12/31/202760-953-1,062-71513
12/31/20263-895-852-65313
3/31/2026N/A-1,206-385-384N/A
12/31/2025N/A-1,080-324-323N/A
9/30/2025N/A-922-270-270N/A
6/30/2025N/A-746-222-207N/A
3/31/2025N/A-241-189-173N/A
12/31/2024N/A-221-157-142N/A
9/30/2024N/A-197-128-113N/A
6/30/2024N/A-162-98-97N/A
3/31/2024N/A-116-94-94N/A
12/31/2023N/A-615-552-77N/A
9/30/2023N/A-598-527-52N/A
6/30/20230-598-521-46N/A
3/31/20230-600-511-36N/A
12/31/20221-79-42-42N/A
9/30/20221-87-57-56N/A
6/30/20222-85-72-71N/A
3/31/20222-93-72-71N/A
12/31/20212-89-73-73N/A
9/30/20212-75-72-71N/A
6/30/20211-73-65-64N/A
3/31/20211-64-64-64N/A
12/31/20201-53-49-48N/A
9/30/20201-51-49-49N/A
6/30/20201-40-38-37N/A
3/31/2020-5-31-18-18N/A
12/31/20191-32N/A-23N/A
10/31/201926-28N/A-23N/A
7/31/201924-27N/A-19N/A
4/30/20197212N/A-24N/A
1/31/20195711N/A-35N/A
10/31/2018702N/A-36N/A
7/31/20187211N/A-45N/A
4/30/201827-29N/A-19N/A
1/31/201820-29N/A-21N/A
10/31/201715-18N/A-20N/A
7/31/201712-23N/A31N/A
4/30/20175-27N/A14N/A
1/31/20173-27N/A15N/A
10/31/20161-29N/A15N/A
7/31/20161-33N/A-26N/A
4/30/20161-32N/A-29N/A
1/31/20162-29N/A-24N/A
10/31/20152-25N/A-23N/A
7/31/20153-20N/A-20N/A

アナリストによる今後の成長予測

収入対貯蓄率: SMMT今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: SMMT今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: SMMT今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: SMMTの収益 ( 66.3% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: SMMTの収益 ( 66.3% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: SMMT 3 年以内に赤字になると予測されています。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/20 07:16
終値2026/05/20 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Summit Therapeutics Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Etzer DaroutBarclays
Yun ZhongBrean Capital Historical (Janney Montgomery)
Timothy ChiangBTIG