← Summit Therapeutics Inc. (SMMT) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Summit Therapeutics Inc. (SMMT)
Pharmaceutical Preparations · market cap $13.1B · as of 2026-08-14
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-10-02
Acquisition
Pipeline
7
programs
Upcoming events
4
next 90d+
Dossier
Ready
cached
Summit Therapeutics (SMMT) is a ~160-person oncology/anti-infective developer with a ~$10.9B market cap built almost entirely on ivonescimab (AK112), a bispecific antibody licensed from Akeso, now in multiple Phase 3 NSCLC and CRC programs. The company carries a legacy C. difficile franchise (ridinilazole/SMT19969, fidaxomicin) but the valuation is a pure ivonescimab bet. A cluster of high-importance catalysts — a BLA filing and two PDUFA-tagged events — is scheduled around mid-to-late November 2026.
The catalyst path
- 2026-10-02Acquisitionimp 7/10
- 2026-10-19 (est.)Earningsimp 5/10
- 2026-11-14BLA Filingimp 8/10
- 2026-11-30PDUFAimp 8/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| AK112 Injection | Phase 3 | Non-Squamous Non-small Cell Lung Cancer |
| Ridinilazole | Phase 3 | Clostridioides Difficile Infection |
| Drug: Ivonescimab Injection | Phase 3 | Metastatic Colorectal Cancer (CRC) |
| Pembrolizumab Injection | Phase 3 | Non-Small Cell Lung Cancer |
| Ivonescimab Injection | Phase 3 | Non-Small Cell Lung Cancer |
| Fidaxomicin | Phase 2 | Clostridium Difficile Infection |
| SMT19969 | Phase 2 | Clostridium Difficile Infection |
Price & technical context
3-month
+8.2%
6-month
-11.8%
12-month
-19.2%
52-wk range
$12.43–$26.38
vs 50-day MA
+11.3%
vs 200-day MA
+2.0%
Realized vol
71.9%
Max drawdown
-66.1%
Daily closes through 2026-10-01. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for SMMT (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 7 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.