Share Name Share Symbol Market Type Share ISIN Share Description
Silence Ther. LSE:SLN London Ordinary Share GB00B9GTXM62 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.00p +1.00% 101.00p 98.00p 104.00p - - - 931.00 16:35:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -9.4 -10.4 - 53.67

Silence Therapeutics Share Discussion Threads

Showing 49976 to 49999 of 50000 messages
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DateSubjectAuthorDiscuss
17/2/2017
08:29
Ah well even if nothing else is happening ,at least our share in arrowhead is gaining !!.
partner
16/2/2017
17:53
Interesting read through here - http://www.dailymail.co.uk/sciencetech/article-4231342/Cancer-inherited-disease-vanish-20-years.html
richie666
08/2/2017
16:44
I think our share purchases stand us in for around $1.65.
partner
08/2/2017
14:54
New game to play , watch the arrowhead share price !!. we appear to be in profit already (subject to currency fluctuations).
partner
30/1/2017
17:02
Here's hoping after all this time.
rg710
30/1/2017
16:57
Large trade(s) today. New or fed up shareholder announcement soon?
pwilk47490
24/1/2017
20:30
or as Del Boy said "No money back, no guarantee!" SLN has punt skills enabled and Arrowhead is a fitting candidate. Considering the trading abilities to hand why not become an investment vehicle? Can't see current owners nursing SLN through a slow demise as they could find something far more amusing to do. Probably get 2 years more effort, if no result then .....
djnzloop
24/1/2017
17:09
The humorous comment above.
shroder
24/1/2017
16:56
Ali is a real card, typical of something he would say.
shroder
24/1/2017
16:46
Chart looking rather ill. 'Including nothing' is about right.
waterloo01
12/1/2017
16:13
"Success in business can often hinge on opportunities taken (or indeed spurned). Yes, you require a good product, or stellar technology and, of course, decent management. But sometimes company-defining moments come down to happenstance and then having the lead-lined stomach to take the plunge. Silence Therapeutics (LON:SLN) has done just that – taken the plunge - with its US$9.6mln acquisition of an 8.4% stake in Arrowhead Pharmaceuticals (NASDAQ:ARWR). Whether it proves to be a pivotal investment only time will tell. At the very least it looks like a well-timed transaction. Less than six months ago, when Arrowhead was valued at just shy of US$730mln, buying a shareholding of this scale was inconceivable (not mention too expensive). Then fate and poor luck intervened (for Arrowhead at least). In November it cancelled three clinical programmes for drugs designed to tackle liver disease, which caused the stock to tumble to a low of US$1.20 from that August high-point of US$8.22. Silence will have been looking on with interest – not least because the two companies are in the same area of research; they are pioneers in RNA interference (RNAi). This is the cellular process of silencing unwanted or harmful genes. The two companies also use similar delivery mechanisms – GalNAc liver technology - so there ought to be areas where the pair can collaborate. The investment starts the ball rolling in this regard – it is a conversation opener. “Any number of scenarios are possible from mergers, takeovers, cross-collaboration, licensing and at default level maybe nothing,” said Silence’s chief executive Ali Mortazavi. “We have taken a worst case that we are left we with a passive investment.” The UK firm is not alone in having taken a view on Arrowhead and backed that hunch with cold hard cash. The giant Amgen handed over an initial US$56.5mln in September to buy into RNAi therapies being developed to tackle cardiovascular disease as part of a deal worth US$617mln in staged payments. It is worth noting the equity investment at US$7.16 a share provided support for a US$500mln valuation of Arrowhead. Amgen’s interest lies with the firm’s GalNAc technology, which is unaffected by November’s decision. In fact, analysts say the platform has significant untapped potential. If the market has spotted the value still inherent in Arrowhead it has been slow to react. Silence has been far quicker to cotton on. “We are in the field and so are much more knowledgeable about what’s happening,” said Mortazavi. Technologies such as Silence’s and Arrowhead’s are undergoing clinical and preclinical assessment yet the market has assigned both discount valuations. Yet the CRISPR gene editing technology, still very much in its infancy, is receiving billions of dollars of investment cash from big pharma, while listed companies are valued between $500mln and $1bn. This is frustrating for those operating in RNAi, though it is also helped create the “extraordinary circumstances” that allowed Silence to make its move. “A lot of different stars aligned at the same time and Arrowhead fell right back into our zone,” said Mortazavi. “There wasn’t [just] one single reason we did this. At its best this could be a very, very important moment in RNA interference and the ability to actually be able to capture something. “These opportunities don’t come around very often and they may be defining moments.” One should remember Silence is first and foremost a drug development company, not an investment vehicle. “We are going down the development path ourselves. You must not forget this,” said Mortazavi. Indeed, the company continues to use its own IP and know-how to progress its liver-targeted preclinical pipeline. In addition, it is expecting pivotal clinical results from its out-licensed phase III and phase II programmes in mid-2018. The share price, up 4%, suggests the market likes the Arrowhead deal. Equally, investors don’t seem to be getting too carried away. And neither is boss Mortazavi: “We are in a place where any number of things can happen, including nothing.”
callumross
09/1/2017
16:27
A good assesment Callum. This is stage 1 of some type of collaoration. Either way visa vis net cash and SLN's market cap stock price looks £1 wrong price to me. And I don't mean 0!
richie666
09/1/2017
14:32
Makes sense
rogen83
09/1/2017
12:07
Anyway, just topped up with another 1000 shares even though ADVFN is showing it as a sell.
callumross
09/1/2017
12:03
Below is a link as to why SLN are paying so much less for Arrowhead shares than Amgen; http://www.fool.com/investing/2016/11/30/heres-why-arrowhead-pharmaceuticals-inc-is-being-o.aspx Cause is trials abandoned due to FDA liver toxicology issues with their key candidate drugs. Now we know SLN has a new focus on liver at moment. Could this be a way of resurrecting these drug candidates with a SLN delivery mechanism?
callumross
09/1/2017
11:43
Amgen is backing Arrowhead, having bought in at end-September, just before the Arrowhead year-end. Arrowhead paid a lot more than Silence for the shares, paying $7.16 for the 3m shares it bought (price given in Arrowhead 10-K). hTtp://www.fiercebiotech.com/biotech/embargo-lifts-7-30am-et-amgen-strikes-673-5m-cardiovascular-rnai-pact-arrowhead
1gw
09/1/2017
11:16
I've bought some more on the back of that announcement. I think there's a very positive statement on market value from AM in there "We believe that the recent technological advancements in RNA therapeutics have been underestimated and undervalued." Arrowhead stock looks to be up over 20% in the pre-market, so the pyjama traders seem to be viewing this as a precursor to acquisition, but the Arrowhead market cap is quite a bit bigger than Silence's by my calcs, even at Friday's close price. I wonder if Silence are looking to get a licensing deal out of this - i.e. if this is one of the companies that it thinks might need to use one of its patents. If we are headed for consolidation then the Silence stake may end up being bought out by a bigger player who is looking to buy Arrowhead, so there's some option value in there as well.
1gw
09/1/2017
10:45
Two wrong don't make a right in my view. Arrowhead lost $80m last year alone. But who knows.
waterloo01
09/1/2017
10:28
Waterloo - clearly a precursor to a combine between the 2. Universally positive to me.
richie666
09/1/2017
07:23
Does anyone follow this? Beyond saying they have limited confidence in their own platform, what on earth is this about? Back to scatter guns probably. Not one for me.
waterloo01
11/12/2016
23:30
Thanks Rogen8, I guess I can call myself patient after over a decade of holding SRP/SLN. Said a few years back, in the bottom drawer and hopefully one day they'll deliver the goods in this field. Wait on some more it is then.
ukeagle2aus
09/12/2016
23:18
Waterloo posted cautious comments on the SUMM board before the shares doubled. SLN have a good management team and experience board, it's a waiting game
rogen83
09/12/2016
12:38
OMG been a long time since I have been here and still a couple of handles I recognise. I still hold these in the bottom drawer from well before the heady days before I left for down under (9 years ago). Kept a small eye out and really dont know what is going on/outlook etc, but hopefully something will turn up eventually. Good luck all. Eag
ukeagle2aus
30/11/2016
13:53
Thanks for this Waterloo but you could actually look at this as a positive for SLN in that the failure of their delivery mechanism just highlights the proven track record safety profile of SLN's delivery mechanisms.
callumross
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