Q3-osavuosiraportti
17 päivää sitten‧1 t 18 min
Tarjoustasot
Määrä
Osto
419
Myynti
Määrä
147
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
18,97VWAP
Alin
17,9VaihtoMäärä
19,9 1 472 631
VWAP
Ylin
18,97Alin
17,9VaihtoMäärä
19,9 1 472 631
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.10. | |
| 2025 Q2-osavuosiraportti | 11.8. | |
| 2025 Yhtiökokous | 12.6. | |
| 2025 Q1-osavuosiraportti | 1.5. | |
| 2024 Q4-osavuosiraportti | 24.2. |
Datan lähde: Morningstar, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·20.10.Yesterday (October 19th) Summit Therapeutics released a press release https://www.smmttx.com/wp-content/uploads/2026/10/2025_PR_1019_ESMO-HARMONi-6-Data-_-FINAL.pdf. This press release announces a major clinical breakthrough in lung cancer treatment. The drug ivonescimab (from Akeso and Summit Therapeutics) has been shown in a large Phase III study (HARMONi-6) to be superior to the current gold standard for a specific patient group. Here are the key points: The New Mechanism: Ivonescimab is not just another immunotherapy. It is a bispecific antibody, which means it is designed to attack cancer in two ways at once: PD-1 blockade: Activates the body's own immune system to attack cancer cells (the same mechanism as blockbusters like Keytruda). VEGF blockade: Prevents the tumor from forming new blood vessels, which effectively "starves" it (same mechanism as Avastin). The breakthrough (This is the key): The study was a direct comparison ("head-to-head") against the best available treatment today: a PD-1 inhibitor (Tislelizumab) plus chemotherapy. Ivonescimab won this comparison by a wide margin. Effect: The risk of the disease getting worse (progression) or the patient dying was reduced by 40%. Summary conclusion: This is the first time a Phase III study has shown that a new treatment is significantly better than the current gold standard (PD-1 + chemotherapy) for this patient group. The dual PD-1/VEGF effect appears to be a superior strategy. My reflection on the press release from Summit Therapeutics (SMMT) and their partner Akeso regarding their Phase III study (HARMONi-6) for the drug ivonescimab. The data, presented at ESMO and published in The Lancet, is exceptionally strong and represents a potential paradigm shift in the treatment of lung cancer (squamous NSCLC). Here is my immediate analysis of the possible scenarios: 1. The Positive Scenario (Opportunity) This is the first drug ever to be shown to be significantly better than the current gold standard (PD-1 inhibitors such as Keytruda + chemotherapy) in a Phase III trial. Superior Efficacy: Ivonescimab + chemotherapy reduced the risk of disease progression or death by 40% compared to standard therapy. Extended Disease-Free Survival: Patients achieved 11.14 months of progression-free survival (PFS), compared to just 6.90 months for standard therapy. This is a massive clinical gain. Blockbuster potential: If this result can be replicated globally, ivonescimab has the potential to replace the current standard of care and become the new global first-line treatment, representing a multi-billion dollar (USD) market. Broad Use: The drug is effective regardless of the patient's PD-L1 status, making it easy for doctors to prescribe to a broad patient population without the need for additional testing. 2. The Downside (Risk & Catch) The most important limitation, defining the entire investment risk, is that HARMONi-6 is a 100% Chinese study, sponsored and analyzed by the Chinese partner Akeso. Regulatory Obstacle: Neither the FDA (US) nor the EMA (Europe) will approve a drug for the global market based on this data alone. It all depends on HARMONi-3: The global value of Summit (SMMT) is entirely dependent on the ongoing global HARMONi-3 study. This study must replicate (repeat) the strong results from China. Long Timeline: We won't know the answer soon. Data from HARMONi-3 is not expected until the second half of 2026. This means a long wait and high risk until then. 3. Likely Scenarios Ahead Short Term (6-12 months): Akeso gets fast-track approval in China based on the HARMONi-6 data. Ivonescimab becomes the new standard of care in China, generating revenue there. Medium Term (2025-2026): The market will be extremely focused on the recruitment rate in the global HARMONi-3 study. Any delays will punish the stock. Competitors (Merck, BMS, etc.) will accelerate their own programs to try to catch up. Long Term (H2 2026 and beyond): Everything is decided. If HARMONi-3 succeeds: Summit has one of the biggest oncology successes in years and the stock revalues accordingly. If HARMONi-3 fails: The drug remains a Chinese concern and the global value for Summit is minimal. Summary: Today's data is a huge proof-of-concept that proves the drug's mechanism (PD-1/VEGF) is superior to the current standard. The potential is huge, but the risk is equally great and rests entirely on whether the results can be replicated in the global HARMONi-3 trial in 2026.- ·9.10.An interesting case in oncology – Summit Therapeutics. The company is in late clinical phase with a unique drug candidate and has several triggers that could drive the share price significantly in the coming year. What does the company do? Summit is developing ivonescimab – a bispecific antibody that combines PD-1 and VEGF blockade in one molecule. It has shown better efficacy than Keytruda in certain lung cancer groups and is already approved in China. Highlights that speak for success: - Positive phase III data (PFS) globally - Two regulatory approvals in China - Collaboration with Pfizer and Revolution Medicines - Management with a proven track record, Robert Duggan (75%) and Maky Zanganeh (5%) are both owners and co-CEOs. They previously built Pharmacyclics (Imbruvica) which was sold for $21 billion. Their experience and capital strength are a great asset. - Strong cash ($298 mn) and insider support - First in class with PD-1/VEGF bispecific - Presentations at WCLC, ASCO, ESMO - Rumors of licensing deal with AstraZeneca Financial situation: Runway ~12–18 months. Issue risk exists, but insiders have historically supported capital raising. Summit is well positioned to raise capital on its own terms. Triggers in the coming year: - Interim data from HARMONi-3/HARMONi-7 - FDA acceptance of BLA application - Licensing deal with Big Pharma - New approvals or indications - Acquisition rumors, the 15 largest pharmaceutical companies have $535 billion on the sidelines for research and acquisitions - Presentations at ASCO/ESMO - Insider buyout or issuance with strong participation Summit is a classic high-risk/high-reward biotech case with exceptional upside if successful.
3.7.3.7.REUTERS: Summit, AstraZeneca in talks over $15 billion cancer drug licensing deal, Bloomberg News reports https://www.reuters.com/business/healthcare-pharmaceuticals/summit-considers-up-15-billion-partnership-with-astrazeneca-bloomberg-news-2025-07-03/
·3.7.Acquisition of Astra Zeneca maybe. Should hurry up a bit
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Q3-osavuosiraportti
17 päivää sitten‧1 t 18 min
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.10.Yesterday (October 19th) Summit Therapeutics released a press release https://www.smmttx.com/wp-content/uploads/2026/10/2025_PR_1019_ESMO-HARMONi-6-Data-_-FINAL.pdf. This press release announces a major clinical breakthrough in lung cancer treatment. The drug ivonescimab (from Akeso and Summit Therapeutics) has been shown in a large Phase III study (HARMONi-6) to be superior to the current gold standard for a specific patient group. Here are the key points: The New Mechanism: Ivonescimab is not just another immunotherapy. It is a bispecific antibody, which means it is designed to attack cancer in two ways at once: PD-1 blockade: Activates the body's own immune system to attack cancer cells (the same mechanism as blockbusters like Keytruda). VEGF blockade: Prevents the tumor from forming new blood vessels, which effectively "starves" it (same mechanism as Avastin). The breakthrough (This is the key): The study was a direct comparison ("head-to-head") against the best available treatment today: a PD-1 inhibitor (Tislelizumab) plus chemotherapy. Ivonescimab won this comparison by a wide margin. Effect: The risk of the disease getting worse (progression) or the patient dying was reduced by 40%. Summary conclusion: This is the first time a Phase III study has shown that a new treatment is significantly better than the current gold standard (PD-1 + chemotherapy) for this patient group. The dual PD-1/VEGF effect appears to be a superior strategy. My reflection on the press release from Summit Therapeutics (SMMT) and their partner Akeso regarding their Phase III study (HARMONi-6) for the drug ivonescimab. The data, presented at ESMO and published in The Lancet, is exceptionally strong and represents a potential paradigm shift in the treatment of lung cancer (squamous NSCLC). Here is my immediate analysis of the possible scenarios: 1. The Positive Scenario (Opportunity) This is the first drug ever to be shown to be significantly better than the current gold standard (PD-1 inhibitors such as Keytruda + chemotherapy) in a Phase III trial. Superior Efficacy: Ivonescimab + chemotherapy reduced the risk of disease progression or death by 40% compared to standard therapy. Extended Disease-Free Survival: Patients achieved 11.14 months of progression-free survival (PFS), compared to just 6.90 months for standard therapy. This is a massive clinical gain. Blockbuster potential: If this result can be replicated globally, ivonescimab has the potential to replace the current standard of care and become the new global first-line treatment, representing a multi-billion dollar (USD) market. Broad Use: The drug is effective regardless of the patient's PD-L1 status, making it easy for doctors to prescribe to a broad patient population without the need for additional testing. 2. The Downside (Risk & Catch) The most important limitation, defining the entire investment risk, is that HARMONi-6 is a 100% Chinese study, sponsored and analyzed by the Chinese partner Akeso. Regulatory Obstacle: Neither the FDA (US) nor the EMA (Europe) will approve a drug for the global market based on this data alone. It all depends on HARMONi-3: The global value of Summit (SMMT) is entirely dependent on the ongoing global HARMONi-3 study. This study must replicate (repeat) the strong results from China. Long Timeline: We won't know the answer soon. Data from HARMONi-3 is not expected until the second half of 2026. This means a long wait and high risk until then. 3. Likely Scenarios Ahead Short Term (6-12 months): Akeso gets fast-track approval in China based on the HARMONi-6 data. Ivonescimab becomes the new standard of care in China, generating revenue there. Medium Term (2025-2026): The market will be extremely focused on the recruitment rate in the global HARMONi-3 study. Any delays will punish the stock. Competitors (Merck, BMS, etc.) will accelerate their own programs to try to catch up. Long Term (H2 2026 and beyond): Everything is decided. If HARMONi-3 succeeds: Summit has one of the biggest oncology successes in years and the stock revalues accordingly. If HARMONi-3 fails: The drug remains a Chinese concern and the global value for Summit is minimal. Summary: Today's data is a huge proof-of-concept that proves the drug's mechanism (PD-1/VEGF) is superior to the current standard. The potential is huge, but the risk is equally great and rests entirely on whether the results can be replicated in the global HARMONi-3 trial in 2026.
- ·9.10.An interesting case in oncology – Summit Therapeutics. The company is in late clinical phase with a unique drug candidate and has several triggers that could drive the share price significantly in the coming year. What does the company do? Summit is developing ivonescimab – a bispecific antibody that combines PD-1 and VEGF blockade in one molecule. It has shown better efficacy than Keytruda in certain lung cancer groups and is already approved in China. Highlights that speak for success: - Positive phase III data (PFS) globally - Two regulatory approvals in China - Collaboration with Pfizer and Revolution Medicines - Management with a proven track record, Robert Duggan (75%) and Maky Zanganeh (5%) are both owners and co-CEOs. They previously built Pharmacyclics (Imbruvica) which was sold for $21 billion. Their experience and capital strength are a great asset. - Strong cash ($298 mn) and insider support - First in class with PD-1/VEGF bispecific - Presentations at WCLC, ASCO, ESMO - Rumors of licensing deal with AstraZeneca Financial situation: Runway ~12–18 months. Issue risk exists, but insiders have historically supported capital raising. Summit is well positioned to raise capital on its own terms. Triggers in the coming year: - Interim data from HARMONi-3/HARMONi-7 - FDA acceptance of BLA application - Licensing deal with Big Pharma - New approvals or indications - Acquisition rumors, the 15 largest pharmaceutical companies have $535 billion on the sidelines for research and acquisitions - Presentations at ASCO/ESMO - Insider buyout or issuance with strong participation Summit is a classic high-risk/high-reward biotech case with exceptional upside if successful.
- 3.7.3.7.REUTERS: Summit, AstraZeneca in talks over $15 billion cancer drug licensing deal, Bloomberg News reports https://www.reuters.com/business/healthcare-pharmaceuticals/summit-considers-up-15-billion-partnership-with-astrazeneca-bloomberg-news-2025-07-03/
- ·3.7.Acquisition of Astra Zeneca maybe. Should hurry up a bit
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
419
Myynti
Määrä
147
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
18,97VWAP
Alin
17,9VaihtoMäärä
19,9 1 472 631
VWAP
Ylin
18,97Alin
17,9VaihtoMäärä
19,9 1 472 631
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.10. | |
| 2025 Q2-osavuosiraportti | 11.8. | |
| 2025 Yhtiökokous | 12.6. | |
| 2025 Q1-osavuosiraportti | 1.5. | |
| 2024 Q4-osavuosiraportti | 24.2. |
Datan lähde: Morningstar, Quartr
Q3-osavuosiraportti
17 päivää sitten‧1 t 18 min
Uutiset ja analyysit
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 20.10. | |
| 2025 Q2-osavuosiraportti | 11.8. | |
| 2025 Yhtiökokous | 12.6. | |
| 2025 Q1-osavuosiraportti | 1.5. | |
| 2024 Q4-osavuosiraportti | 24.2. |
Datan lähde: Morningstar, Quartr
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·20.10.Yesterday (October 19th) Summit Therapeutics released a press release https://www.smmttx.com/wp-content/uploads/2026/10/2025_PR_1019_ESMO-HARMONi-6-Data-_-FINAL.pdf. This press release announces a major clinical breakthrough in lung cancer treatment. The drug ivonescimab (from Akeso and Summit Therapeutics) has been shown in a large Phase III study (HARMONi-6) to be superior to the current gold standard for a specific patient group. Here are the key points: The New Mechanism: Ivonescimab is not just another immunotherapy. It is a bispecific antibody, which means it is designed to attack cancer in two ways at once: PD-1 blockade: Activates the body's own immune system to attack cancer cells (the same mechanism as blockbusters like Keytruda). VEGF blockade: Prevents the tumor from forming new blood vessels, which effectively "starves" it (same mechanism as Avastin). The breakthrough (This is the key): The study was a direct comparison ("head-to-head") against the best available treatment today: a PD-1 inhibitor (Tislelizumab) plus chemotherapy. Ivonescimab won this comparison by a wide margin. Effect: The risk of the disease getting worse (progression) or the patient dying was reduced by 40%. Summary conclusion: This is the first time a Phase III study has shown that a new treatment is significantly better than the current gold standard (PD-1 + chemotherapy) for this patient group. The dual PD-1/VEGF effect appears to be a superior strategy. My reflection on the press release from Summit Therapeutics (SMMT) and their partner Akeso regarding their Phase III study (HARMONi-6) for the drug ivonescimab. The data, presented at ESMO and published in The Lancet, is exceptionally strong and represents a potential paradigm shift in the treatment of lung cancer (squamous NSCLC). Here is my immediate analysis of the possible scenarios: 1. The Positive Scenario (Opportunity) This is the first drug ever to be shown to be significantly better than the current gold standard (PD-1 inhibitors such as Keytruda + chemotherapy) in a Phase III trial. Superior Efficacy: Ivonescimab + chemotherapy reduced the risk of disease progression or death by 40% compared to standard therapy. Extended Disease-Free Survival: Patients achieved 11.14 months of progression-free survival (PFS), compared to just 6.90 months for standard therapy. This is a massive clinical gain. Blockbuster potential: If this result can be replicated globally, ivonescimab has the potential to replace the current standard of care and become the new global first-line treatment, representing a multi-billion dollar (USD) market. Broad Use: The drug is effective regardless of the patient's PD-L1 status, making it easy for doctors to prescribe to a broad patient population without the need for additional testing. 2. The Downside (Risk & Catch) The most important limitation, defining the entire investment risk, is that HARMONi-6 is a 100% Chinese study, sponsored and analyzed by the Chinese partner Akeso. Regulatory Obstacle: Neither the FDA (US) nor the EMA (Europe) will approve a drug for the global market based on this data alone. It all depends on HARMONi-3: The global value of Summit (SMMT) is entirely dependent on the ongoing global HARMONi-3 study. This study must replicate (repeat) the strong results from China. Long Timeline: We won't know the answer soon. Data from HARMONi-3 is not expected until the second half of 2026. This means a long wait and high risk until then. 3. Likely Scenarios Ahead Short Term (6-12 months): Akeso gets fast-track approval in China based on the HARMONi-6 data. Ivonescimab becomes the new standard of care in China, generating revenue there. Medium Term (2025-2026): The market will be extremely focused on the recruitment rate in the global HARMONi-3 study. Any delays will punish the stock. Competitors (Merck, BMS, etc.) will accelerate their own programs to try to catch up. Long Term (H2 2026 and beyond): Everything is decided. If HARMONi-3 succeeds: Summit has one of the biggest oncology successes in years and the stock revalues accordingly. If HARMONi-3 fails: The drug remains a Chinese concern and the global value for Summit is minimal. Summary: Today's data is a huge proof-of-concept that proves the drug's mechanism (PD-1/VEGF) is superior to the current standard. The potential is huge, but the risk is equally great and rests entirely on whether the results can be replicated in the global HARMONi-3 trial in 2026.
- ·9.10.An interesting case in oncology – Summit Therapeutics. The company is in late clinical phase with a unique drug candidate and has several triggers that could drive the share price significantly in the coming year. What does the company do? Summit is developing ivonescimab – a bispecific antibody that combines PD-1 and VEGF blockade in one molecule. It has shown better efficacy than Keytruda in certain lung cancer groups and is already approved in China. Highlights that speak for success: - Positive phase III data (PFS) globally - Two regulatory approvals in China - Collaboration with Pfizer and Revolution Medicines - Management with a proven track record, Robert Duggan (75%) and Maky Zanganeh (5%) are both owners and co-CEOs. They previously built Pharmacyclics (Imbruvica) which was sold for $21 billion. Their experience and capital strength are a great asset. - Strong cash ($298 mn) and insider support - First in class with PD-1/VEGF bispecific - Presentations at WCLC, ASCO, ESMO - Rumors of licensing deal with AstraZeneca Financial situation: Runway ~12–18 months. Issue risk exists, but insiders have historically supported capital raising. Summit is well positioned to raise capital on its own terms. Triggers in the coming year: - Interim data from HARMONi-3/HARMONi-7 - FDA acceptance of BLA application - Licensing deal with Big Pharma - New approvals or indications - Acquisition rumors, the 15 largest pharmaceutical companies have $535 billion on the sidelines for research and acquisitions - Presentations at ASCO/ESMO - Insider buyout or issuance with strong participation Summit is a classic high-risk/high-reward biotech case with exceptional upside if successful.
- 3.7.3.7.REUTERS: Summit, AstraZeneca in talks over $15 billion cancer drug licensing deal, Bloomberg News reports https://www.reuters.com/business/healthcare-pharmaceuticals/summit-considers-up-15-billion-partnership-with-astrazeneca-bloomberg-news-2025-07-03/
- ·3.7.Acquisition of Astra Zeneca maybe. Should hurry up a bit
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
419
Myynti
Määrä
147
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
18,97VWAP
Alin
17,9VaihtoMäärä
19,9 1 472 631
VWAP
Ylin
18,97Alin
17,9VaihtoMäärä
19,9 1 472 631
Välittäjätilasto
Dataa ei löytynyt