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SMMT Summit Therapeutics

PD-1/VEGF bispecific (ivonescimab)

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Thesis

Editorial summary — not a primary filing

Ivonescimab bispecific in EGFR NSCLC; PDUFA and confirmatory OS data drive binary setups.

Next gate

2026-11-14ConfirmedPDUFA

PDUFA — ivonescimab

93 days · FDA: FDA / company PDUFA disclosure

Survive-to-Event

ok

Cash covers the next gate with ~9 months spare (curated estimate).

Unverified estimate — not from a live SEC parse

Cash runway (~356d)100%
Days to gate (93d)26%
Show math

$410M cash ÷ $35M/mo burn ≈ 356 days. Source: curated SEC quarter figures.

Cash $410M as of 2026-03-31 (SEC)

Pipeline spine

  1. Preclinical
  2. Ph1
  3. Ph2
  4. Ph3
  5. Filed
  6. Approved

Rivals in this race

Open race →
AZNApprovedokMRKApprovedokBGNEPh3ok

Risks

  • Regulatory decision risk
  • OS consistency
  • China vs West data bridge
  • Dilution

Source trail

  1. SECCash from latest reported quarter (curated)as of 2026-03-31
  2. ClinicalTrials.govNCT05184712as of 2026-07-01
  3. CompanyIR / press disclosuresas of 2026-07-01