Cantor Fitzgerald initiates Summit Therapeutics with Overweight rating

Published 21/03/2025, 13:56
Cantor Fitzgerald initiates Summit Therapeutics with Overweight rating

Friday - Summit Therapeutics plc (NASDAQ:SMMT) stock received a new Overweight rating from Cantor Fitzgerald, signaling a positive outlook from the firm. The coverage initiation by Cantor Fitzgerald is based on the view that Summit’s shares are significantly undervalued by 67%. With analyst targets ranging from $23.63 to $45.02, and a remarkable 447% return over the past year, Summit has caught investors’ attention. According to InvestingPro analysis, the company maintains a Fair financial health score despite not being profitable. Summit Therapeutics is currently focused on the development of ivonescimab, its lead drug candidate.

Ivonescimab is being developed as a potential first-in-class VEGF x PD-1 bispecific antibody for the treatment of non-small cell lung cancer (NSCLC) and various other tumor types. According to Cantor Fitzgerald, the drug has demonstrated superior progression-free survival (PFS) data compared to pembrolizumab, a product of Merck (NSE:PROR) & Co. This head-to-head study result is one of the key factors underpinning the Overweight rating.

Summit Therapeutics is conducting three Phase 3 trials aimed at securing approvals for ivonescimab in different subsets of the NSCLC market. These trials are critical to the drug’s regulatory success and future commercial potential. In addition, Summit’s partner Akeso is managing several pivotal trials in China, which could further validate ivonescimab’s effectiveness in treating triple-negative breast cancer (TNBC), head and neck squamous cell carcinoma (HNSCC), biliary tract cancer (BTC), and pancreatic cancer.

The significance of ivonescimab in the oncology market is heightened by its potential to outperform the PD-(L)1 class of drugs, which had sales surpassing $50 billion in 2024. With a market capitalization of $14.34 billion and unique market behavior (Beta -1.04), Summit offers distinct portfolio diversification potential. For deeper insights into Summit’s valuation and growth prospects, explore the comprehensive research available on InvestingPro. Cantor Fitzgerald’s analysis suggests that if ivonescimab continues to show superior efficacy, it could rank among the most successful pharmaceutical products in history.

In other recent news, Summit Therapeutics has been in the spotlight due to several significant developments. Evercore ISI initiated coverage of the company with an Outperform rating, citing the promising potential of Summit’s drug candidate, ivonescimab, which has shown favorable results in clinical trials against a major cancer treatment. Stifel analysts also maintained a Buy rating with a $40 price target, emphasizing the importance of upcoming data on overall survival from Summit’s trials, which could influence investor confidence and clinical decisions. H.C. Wainwright reiterated a Buy rating with a $44 price target, highlighting the potential of ivonescimab in a Phase 3 trial that could position it as a superior alternative to existing cancer treatments.

Additionally, Summit Therapeutics disclosed the issuance of inducement stock options to 12 new employees, granting them the option to purchase up to 122,650 shares. These options are part of the company’s strategy to attract and retain talent within the competitive biopharmaceutical industry. The options have a ten-year term and are set at an exercise price of $18.50 per share, contingent on continued service with the company. The company’s management has also outlined critical milestones, including key data from ongoing trials expected to impact the perception of Summit’s market opportunities. These developments reflect the company’s strategic focus on advancing its drug candidates and maintaining strong investor relations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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