CNBC
31 May 2026, 12:00 UTC · 16w ago
Verdict
Headline leans bearish. We score SMMT +0.60 across five claims.
Score contradicts the headline.
Leans bearish
From its wording — no explicit rating
+0.60strongly bullish
What the story claims
5 claims · scored −1 bearish … +1 bullish
Ivonescimab reduced the risk of death by 34% and extended median survival by four months compared to standard immunotherapy and chemotherapy in a Phase 3 trial for squamous non-small-cell lung cancer.
More positive than 99% of claims this week
Ivonescimab targets both PD-1 and VEGF, positioning it as a potential successor to Merck's Keytruda, which generated over $30 billion in sales last year.
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5 related stories
More positive than 74% of ticker scores this week
Scored by the NIS engine · methodology.
Top 2 movers · tap to explore
More positive than 86% of claims this week
The Phase 3 trial results were based exclusively on a patient population in China, raising questions about the drug's efficacy in global populations.
More negative than 86% of claims this week
Summit Therapeutics will report progression-free survival results from the global Harmoni-3 trial for squamous patients in the second half of this year.
More positive than 64% of claims this week
Bleeding of any severity occurred in nearly 25% of patients receiving ivonescimab, double the rate of the control group.
More negative than 70% of claims this week
Which stocks this story touches
More positive than 74% of ticker scores this week
The company's drug ivonescimab showed a statistically significant reduction in death risk in a late-stage trial.
More positive than 74% of ticker scores this week
The company co-developed ivonescimab, which demonstrated a 34% reduction in the risk of death in a Phase 3 trial.
More negative than 70% of ticker scores this week
The article positions ivonescimab as a potential successor to Merck's best-selling drug Keytruda.
More negative than 67% of ticker scores this week
The article discusses whether new PD-1/VEGF drugs will succeed mainstay treatments like Opdivo.
More negative than 64% of ticker scores this week
Ivonescimab is compared to and potentially competes with the mechanism of Roche's Avastin.
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More positive than 57% of relationship scores this week
[mutual] Summit's drug ivonescimab is viewed as a potential successor and competitor to Merck's Keytruda.
More positive than 57% of relationship scores this week
[mutual] Akeso's drug ivonescimab is positioned as a competitor to Merck's Keytruda.
More positive than 35% of relationship scores this week
[mutual] Summit's drug is compared against Bristol Myers Squibb's Opdivo as a potential mainstay treatment.
More positive than 35% of relationship scores this week
[mutual] Akeso's drug is compared against Bristol Myers Squibb's Opdivo as a potential mainstay treatment.
−7.3%
Price is moving against the score
$16.26 vs $17.54 close before publication (May 29) · not market-adjusted
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