$SMMT 20250613 18.0 PUT$ Summit Therapeutics（SMMT）的投資價值需結合潛力與風險評估：核心優勢：• 核心產品依沃西（AK112）在非小細胞肺癌3期試驗中表現優於Keytruda，PFS數據亮眼，有望成爲一線治療方案，市場空間廣闊。• 現金儲備達4.869億美元，可支撐多管線III期試驗，研發推進有資金保障。• 與康方生物合作獲取全球商業化權益，藉助資源加速產品落地，市場關注度高，分析師普遍給予積極評級。主要風險：• 研發不確定性強，OS數據（2025年上半年公佈）及後續試驗結果可能影響估值，存在失敗風險。• 行業競爭激烈，同類腫瘤藥物可能擠壓市場份額；公司持續虧損，現金流壓力大，依賴外部融資或產品盈利。• 生物科技股波動性高，股價受短期情緒影響大，需警惕波動風險。適合高風險偏好投資者，長期需關注臨牀進展與商業化能力，保守型投資者需謹慎。
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