Summit Therapeutics. Every tracked FinTwit mention of $SMMT, newest first. 83 mentions since the first on Jul 3, 2025. See the price chart.
June 2026 · 7 mentions
Jun 1
Jacob Plieth — Harmoni-6 was an #Asco26 plenary win... and then came the discussant. My column on yesterday's Brahmergate, via @ApexOnco -> https://t.co/yP9rzNrQow $SMMT↗
Jun 1
Jacob Plieth — Yep, just a nothing burger $SMMT #Asco26 https://t.co/BuIrKnw7Q6↗
Jacob Plieth — So the Harmoni-6 battle lines are drawn:
Brahmer: large amount of censoring + short FU means both the median OS & hazard ratio "can change".
$SMMT: OS data "can only improve"…↗
Jun 1
Jacob Plieth — Meanwhile, $SMMT Jack West: mOS was reached with last patient death. Since this defines the CI, data "can only improve" with more maturity, and OS difference could get stronger wit…↗
Jun 1
Jacob Plieth — $SMMT investor call tackles the Harmoni-6 patient age issue #Asco26 https://t.co/YVgWzjMz0p↗
Jun 1
Jacob Plieth — Akeso trading off 1% in Hong Kong at present. $SMMT↗
May 2026 · 26 mentions
May 31
Adam Feuerstein ✡️ — Today’s STAT @ #ASCO26 newsletter
A momentous standing O for daraxonrasib $RVMD
A chilling review of ivonescimab $SMMT
Lilly’s $LLY vision for in-the-body gene editing
Can les…↗
May 31
Jacob Plieth — If you're heading out to the #Asco26 Evercore party tonight, have a great time. Lots to talk about! First time in years I won't be there. Do send along any gossip/indiscretions - D…↗
May 31
Jacob Plieth — This was a weird Harmoni-6 protocol issue, highlighted by Julie Brahmer #Asco26 $SMMT https://t.co/Krs5DAdv83↗
May 31
Jacob Plieth — $SMMT IR team has an interesting night ahead of them, finetuning Monday's investor presentation #Asco26
April 2026 · 6 mentions
Apr 30
Adam Feuerstein ✡️ — Relevant with tonight's $SMMT update
What does Akeso’s primo plenary spot say about its survival data? https://t.co/onSduihfrl↗
Adam Feuerstein ✡️ — $SMMT ivo HARMONi-3 update on squamous subgroup interim PFS analysis:
"At this early interim PFS analysis reviewed exclusively by the Independent Data Monitoring Committee (iDMC)…↗
Apr 30
Adam Feuerstein ✡️ — This week's Biotech Scorecard: An #ASCO26 mystery: What does Akeso’s primo plenary spot say about its ivonescimab lung cancer survival data? $SMMT
If the news was good, we'd have…
January 2026 · 7 mentions
Jan 14
Jacob Plieth — Seven days after $TIL pulled the plug, Immuneonco says it's still independently developing its PD-L1 x VEGF trap palverafusp alfa https://t.co/MVeWhOiLrv $SMMT $BNTX↗
Jan 12
Jacob Plieth — $ABBV pays $650m for a seat at the PD-1 x VEGF bispecific table - and check out that waterfall. Biggest #JPM26 deal so far? Via @ApexOnco -> https://t.co/DV3smu5YSb $SMMT $MRK $…↗
Jan 12
Jacob Plieth — If you missed the #ESMOIO25 poster, high-dose RC148 + docetaxel showed cORR 67% (n=21) in post-checkpoint NSCLC; half of patients PD-L1-ve. Chinese data, but still! $ABBV $SMMT $BM…↗
Jacob Plieth — Akeso CFO Bing Wang: we see ivo replacing $MRK Keytruda as the anchor across several settings. Biggest market is NSCLC - anchor there w/multiple combos, then expand beyond #Jefferi…↗
Nov 10
Jacob Plieth — Does this all matter?? $SMMT already said it would file on Harmoni anyway, and the September OS analysis appears to have been the trigger for this. Now we wait and see.↗
Nov 10
Jacob Plieth — ...as such this appears to be the far more important $SMMT disclosure about its global Harmoni study: final OS fail (HR=0.79, p=0.057), but subsequent analysis -> HR=0.78 (CI up…↗
Jacob Plieth — Who won #ESMO25 and who lost? Via @ApexOnco
https://t.co/EWzHIIH1Ck
$IOBT $CELC $RCUS $CGEM $IDYA $NUVL $AGEN $GILD $DSNKY $INCY $CATX $LPTX $OLMA $SMMT $AVBP $GMAB $EXEL $CGEN $Z…↗
Oct 20
Adam Feuerstein ✡️ — FDA cancer chief Rick Pazdur blinks in his standoff against $REPL? Are there broader implications, like $SMMT or $IOBT?↗
Oct 20
Adam Feuerstein ✡️ — $SMMT will submit ivonescimab for FDA approval this quarter, based on the HARMONi results (EGFRm NSCLC) despite the lack of a stat sig OS benefit and against the recommendation of…↗
Oct 20
Jacob Plieth — Good morning biotwitter! If you're catching up with #ESMO25 here's what we've published over the weekend https://t.co/lzhy6k4Raz
Stocks to watch this morning: $GMAB $CELC $IOBT $MR…
Adam Feuerstein ✡️ — $SMMT - Sell-side 👏 to Leerink's Daina Graybosch for her bearish call ahead of the ivo HARMONi study readout at WCLC.
Summit -21% pre market.↗
Sep 8
Jacob Plieth — $SMMT $19bn valuation basically hinges on the difference between these two #WCLC25 slides from Jonathan Goldman https://t.co/LYK1mmpVJq↗
Sep 7
Jacob Plieth — More doubts for $SMMT as the Harmoni guessing game continues at #WCLC25. Via @ApexOnco -> https://t.co/riemtQP53v $BNTX $TIL $BMY
August 2025 · 8 mentions
Aug 29
Jacob Plieth — #WCLC25 press briefing schedule is out
Sat 6 Sep: two iza-bren studies $BMY
Sun 7 Sep: Harmoni $SMMT & Arros-1 $NUVL
Tue 9 Sep: $CADL↗
Aug 27
Jacob Plieth — @pharma_reg Yes that's obviously what happened in Harmoni-A, but CI narrowing seems likely small. What are statistical considerations for Harmoni? I presume $SMMT will have to take…↗
Aug 27
Jacob Plieth — @BiotechX_X We know hazard ratios are worsening with each cut of OS data. Akeso's p values were never disclosed, but final analysis, for which majority of alpha was saved, might ha…↗
Aug 27
Jacob Plieth — Again: ~65% of $SMMT Harmoni population are patients taken from Akeso's Harmoni-A trial.
My earlier take here: https://t.co/UEfA25PsA7
July 2025 · 7 mentions
Jul 31
Jacob Plieth — Did $TIL get a bargain when it bought a PD-L1 x VEGF bispecific from Immuneonco? You decide. Via @ApexOnco -> https://t.co/kwsOLp3y4f $SMMT $BNTX $BMY $PFE $MRK↗
Jul 31
Jacob Plieth — Looking for X-trial comparisons for the $TIL ImmuneOnco data? $RHHBY Impower-150 is one, and here's another: Akeso ph2 ORRs for ivonescimab + chemo from #ELCC24 $SMMT https://t.co/…↗
Jul 31
Jacob Plieth — Seems most of the $TIL PD-L1 x VEGF responses are unconfirmed at this point... why announce now?? $SMMT $BNTX $PFE https://t.co/MJyOCPEbho↗
Jul 31
Jacob Plieth — Here's the original release from Immuneonco -> https://t.co/Vtk9xHyRts Note $TIL IMM2510 / AXN-2510 = palverafusp alfa $SMMT
June 2025 · 2 mentions
Jun 2
Jacob Plieth — How $BNTX turned $800m into $1.5bn, via @ApexOnco -> https://t.co/5BVk9OWMYr Who will be next? #ASCO25 $BMY $PFE $SMMT $TIL↗
Jun 2
Jacob Plieth — Also: $TIL got passed over by big pharma for the second time in two weeks??
$BNTX $BMY $SMMT $PFE↗
Adam Feuerstein ✡️ — $SMMT trading tomorrow just got more interesting.
Brahmer-cide↗
May 31
Jacob Plieth — Would it be inappropriate to ask how much Julie Brahmer's evisceration of Harmoni-6 just took off $SMMT's market cap? #Asco26↗
May 31
Jacob Plieth — @SamFazeli8 @adamfeuerstein Man, that was an evisceration. Spectacular!! #Asco26 $SMMT↗
May 31
Jacob Plieth — Wow, #Asco26 discussant Julie Brahmer is distinctly restrained (OK, scathing!) in her enthusiasm for Harmoni-6 $SMMT https://t.co/1QrEscZFqZ↗
May 31
Jacob Plieth — OS by PD-L1 expression in Harmoni-6, via Shun Lu. I didn't see a slide on PD-L1<1% #Asco26 $SMMT https://t.co/lwSpjFnfaB↗
May 31
Jacob Plieth — So what gets the standing ovation at today's #ASCO26 plenary? $RVMD $SMMT↗
May 31
Jacob Plieth — Akeso's Harmoni-6 wins on survival. Now on to $SMMT Harmoni-3. Via @ApexOnco from #ASCO26 -> https://t.co/9Nj3NTaAI9 $BNTX $PFE $BMY $MRK↗
May 31
Adam Feuerstein ✡️ — Some reactions to the ivo H-6 data:
$SMMT co-CEO Bob Duggan said the data mean the company has “a very valuable business with a very valuable product that is in its early stages.…↗
May 31
Adam Feuerstein ✡️ — Here we, go #ASCO26. Ivonescimab HARMONi-6 for $SMMT Akeso and all those interested in PD1/VEGFs
STAT's @matthewherper story in the next post.
OS HR 0.66
mOS ivo+chemo 28 mon…↗
May 31
Jacob Plieth — Here it is, the #ASCO26 slide you've all been waiting for: OS curves from Harmoni-6. Looks like ivo blasted Tevimbra out of the water, HR=0.66; how will it fare vs Keytruda in Harm…↗
May 31
Adam Feuerstein ✡️ — Happy Sunday morning, my friends. If you're an #ASCO26 follower, the media embargoes lift at 8 am ET for daraxonrasib, ivonescimab and all the other drugs in this afternoon's plena…↗
May 31
Jacob Plieth — Rememeber, Akeso's Harmoni-6 #ASCO26 plenary late-breaker lifts today at 8am ET $SMMT↗
May 31
Jacob Plieth — Akeso ph2 trial of ivonescimab + chemo in 1L MSS/pMMR colorectal cancer (incl KRASm & w/t). ORR 71% (32/48). Via David Berz #ASCO26 $SMMT https://t.co/i5NW6fpKAu↗
May 31
Jacob Plieth — Sacituzumab tirumotecan in ph3 Optitrop-Lung05, 1L PD-L1+ve NSCLC, Keytruda combo. Check out the OS HR & confidence intervals! Via Caicun Zhou #ASCO26 $MRK $GILD $AZN $DSNKY cc…↗
May 21
Adam Feuerstein ✡️ — The #ASCO26 abstracts are live. I wrote a story about the Kelun $MRK ADC sac-TMT, which looks very good in lung cancer, potentially better than Akeso / $SMMT 's ivonescimab
https…↗
May 20
Adam Feuerstein ✡️ — The #ASCO26 abstracts will be posted tomorrow at 5 pm EDT. What this means, and what is doesn't.
-- No late-breaker abstracts tomorrow. You will not see the plenary session data…↗
May 7
Adam Feuerstein ✡️ — In this week's Biotech Scorecard newsletter:
More on Akeso $SMMT and the mystery of the ivonescimab #ASCO26 posters
Check them out below. Would Akeso produce flyers like these wi…↗
Adam Feuerstein ✡️ — Leerink's Daina Graybosch on $SMMT
"... In our base case scenario of the company’s likely statistical design choices and enrollment timing, not hitting statistical significance a…↗
May 1
Jacob Plieth — @adamfeuerstein I have no restraint in saying that the Harmoni-3 overhaul has so far been a disaster for $SMMT ! And I agree that HR=0.60 is prob the bar for PFS. But we have no id…↗
May 1
Adam Feuerstein ✡️ — @JacobPlieth Jacob, you're being very un-Jacob in your restraint! True, we don't know the $SMMT bar for the interim PFS look at the H-3 study, but it's seems safe to assume it woul…↗
May 1
Jacob Plieth — $SMMT -13% in the PM. We don't know what the (high?) bar for this interim PFS was, or by how much it's been missed, but as it stands this shot on a slightly earlier filing has blow…↗
Adam Feuerstein ✡️ — #ASCO26 abstract titles were released today:
$RVMD RASolute Ph3 study in pancreatic cancer will be presented during the plenary session.
Also, Akeso $SMMT ivonescimab HARMONi-6…↗
— In today's PD-1/VEGF news:
$SMMT submitted ivonescimab to the FDA in Q4, as it promised to do, but chose to disclose the filing today... I guess to get a JPM bump? No PDUFA date…
Jacob Plieth — $ABBV paying $650m up front for Remegen's PD-1 x VEGF bispecific RC148 #JPM26 $SMMT↗
Jan 12
Jacob Plieth — Hilariously, $SMMT admits that it actually submitted the filing in Q4. So it appears to have been sitting on this, hoping FDA acceptance would come in time for a #JPM26 splash. Tha…↗
Jan 12
Jacob Plieth — No Pdufa date, as the filing hasn't been accepted by the FDA (yet) $SMMT↗
— Well, I was wrong about Harmoni-A: OS HR went from 0.72 (30% maturity) -> 0.80 (52% maturity) -> 0.74 (final analysis). #SITC25 $SMMT Hail Mary for Harmoni, which already fai…
Jacob Plieth — $PFE moves its $1.25bn PD-1 x VEGF bispecific bet quickly into pivotal trials, with NSCLC & colorectal efforts mirroring $SMMT & $BNTX / $BMY. Via @ApexOnco -> https://t…↗
Jacob Plieth — $SMMT buys itself more ivonescimab shots on goal, plus a possible early Harmoni-3 readout. Via @ApexOnco from #ESMO25 -> https://t.co/3RQ6yJCZAA↗
Oct 20
Jacob Plieth — Hopefully more Harmoni-3 details on today's $SMMT investor call https://t.co/msh1Wi0yj0↗
Oct 20
Jacob Plieth — @bio_clouseau For a moment I thought $SMMT was relegating OS to a secondary endpoint.↗
Oct 19
Jacob Plieth — Fun facts from the #ESMO25 exhibition hall:
$BNTX booth is almost next to $SMMT
$IOBT booth is at least twice as big as $MRNA
Menarini booth is FREAKIN HUGE↗
Oct 16
Jacob Plieth — PD-1 x VEGF news: Shanghai Junshi says it's got FDA approval to start a US ph2/3 trial of JS207 head-to-head vs Opdivo in neoadjuvant NSCLC $SMMT $TIL $BNTX https://t.co/77Fpme5Pvo↗
Adam Feuerstein ✡️ — $SMMT Summit Therapeutics hits possible snag on lung cancer drug seen as a blockbuster
Ivonescimab produced weaker results in patients from North America and Europe than those fr…↗
Sep 5
Adam Feuerstein ✡️ — Have a nice weekend! Reminder: $SMMT ivonescimab HARMONi update on Sunday morning from #WCLC25.
These $XBI $BBC charts look good. https://t.co/b6P6jBJ9gP↗
Jacob Plieth — Reminder: Akeso Harmoni-A interim OS hazard ratios went from 0.72 -> 0.80 (again, no p values or significance thresholds revealed). Final OS HR is likely worse than 0.80.
$SMMT…↗
Aug 27
Jacob Plieth — Probably all that's changed re Akeso's Chinese Harmoni-A, between interims and final OS, is significance boundary. Remember p values for interim OS weren't disclosed.
But for $SMM…↗
Aug 20
Jacob Plieth — #WCLC25 late-breaker & plenary preview, via @ApexOnco https://t.co/VJj3Bocr0A $SMMT $BMY $BNTX $NUVL $CGEM↗
Aug 13
Jacob Plieth — So Immuneonco is presenting AXN-2510/ IMM2510 NSCLC data (apparently only for squamous histology) at #WCLC25. $TIL starting its own US study by year end 2025. $SMMT↗
Jacob Plieth — $TIL PD-L1 x VEGF $SMMT https://t.co/SoeDVEiZrs↗
Jul 16
Jacob Plieth — @spontonic Wasn't that the entire reason why "parties connected to" $SMMT leaked the alleged deal talks to Berg? Standard bio playbook.↗
Jul 3
Jacob Plieth — @jq1234t True, but it's not like this is something they've suddenly decided to have a look at. Surely $AZN has had in-house work on PD-1 x VEGF ongoing for years. A deal with $SMMT…↗