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Mar 31

Summit Therapeutics Q1 2025 Earnings Report

Summit Therapeutics reported a wider net loss as it continued to expand ivonescimab clinical development in Q1 2025.

Key Takeaways

Summit Therapeutics posted a larger net loss in Q1 2025 as R&D spending surged due to multiple ongoing Phase III trials for ivonescimab. Despite no revenue, the company maintained a strong cash position and achieved significant clinical milestones.

Total Revenue
$0
0
EPS
-$0.07
Previous year: -$0.06
+16.7%
R&D Expenses
$51.2M
Previous year: $30.9M
+65.7%
G&A Expenses
$15.6M
Previous year: $11.5M
+35.7%
Non-GAAP Operating Expenses
$55.7M
Previous year: $32.9M
+69.3%
Cash and Equivalents
$361M
Previous year: $157M
+130.1%
Total Assets
$384M
Previous year: $177M
+117.1%

Summit Therapeutics

Summit Therapeutics

Forward Guidance

Summit is progressing with multiple global Phase III trials for ivonescimab and expects topline data from HARMONi mid-2025.

Positive Outlook

  • Enrollment continues in key Phase III trials including HARMONi-3 and HARMONi-7.
  • Ivonescimab showed statistically significant PFS benefit over PD-1 inhibitor in HARMONi-6.
  • Ivonescimab approved in China for a second indication based on positive HARMONi-2 data.
  • Strategic collaborations with MD Anderson and Pfizer are underway.
  • New Chief Commercial Officer appointed with deep oncology expertise.

Challenges Ahead

  • No product revenue was generated in the quarter.
  • Net loss increased significantly year-over-year.
  • Operating expenses rose sharply due to expanded R&D.
  • Cash and investments decreased from prior quarter.
  • Ivonescimab is still investigational in Summit’s territories with no regulatory approval yet.