Summit Therapeutics Inc. (SMMT) Goldman Sachs 47th Annual Global Healthcare Conference 2026 June 8, 2026 10:00 AM EDT
Company Participants
Allen Yang – Head of R&D Strategy
Robert Duggan – Co-CEO & Executive Chairman
Mahkam Zanganeh – Co-CEO, President & Director
Manmeet Soni – COO, CFO & Director
Conference Call Participants
Salveen Richter – Goldman Sachs Group, Inc., Research Division
Presentation
Salveen Richter
Goldman Sachs Group, Inc., Research Division
Great. Good morning, everyone. It’s my pleasure to introduce the Summit Therapeutics team. With us, we have Bob Duggan, Co-CEO with Maky Zanganeh, Co-CEO; Manmeet Soni, CFO; Allen Yang, CRDSO; and Dave Gancarz, CBSO.
Question-and-Answer Session
Salveen Richter
Goldman Sachs Group, Inc., Research Division
To start here, a big picture question. Ivo is the leading PD-1 or L1 VEGF asset in development and China-based Phase III frontline lung cancer survival data was just recognized by the plenary at ASCO. Walk us through your overall strategy here, including across the various tumor types and combination approaches as you look to maintain your position and expand upon global development?
Allen Yang
Head of R&D Strategy
Yes. We’re trying to keep that a little bit close to our chest because every time we announce something, our competitors announce the same thing and say we’re going to do it as well. But when we think about PD-1, VEGF, first of all, I think that PD-1 versus PD-L1 does make a difference. I don’t know if it changes too much your strategy, but it might change your overall baseline efficacy.
But with that said, 3 years ago, when we were looking at this asset, we did the boil the ocean exercise. We looked at all the PD-1 indications, all the VEGF approved indications. There was a lot of sort of history around those 2 targets that they are validated targets. And we looked at where
You must be logged in to post a comment Login