Silence Therapeutics Share Discussion Threads

[callumross] 30/10/2015 21:09

Quark is the exclusive worldwide licence holder for certain of Silence's IP used in QPI-1002 and first began its collaboration with Silence in April 2005. In August 2010, Quark entered into an agreement with Novartis International AG ('Novartis'), granting Novartis the exclusive worldwide licence option for the development and commercialisation QPI-1002. Silence is eligible to receive 15% of the proceeds of this option, should it be exercised.

[buywell3] 29/10/2015 00:34

Not looking too good chartwise

[djnzloop] 28/10/2015 23:36

the price has been falling from circa 310p since May, with scarcely a buy in sight. The current CEO Ali Mortazavi seemed to have done a great job on-boarding institutional investors Invesco & Woodford. At approx 170p, why the relentless drop?

[benson384] 28/10/2015 21:32

the lower they go the more attractive to a bidder.....50% drop and no reason.

[billthebank] 28/10/2015 19:46

Only just noticed the slump in the share price I really cannot believe this I thought this share price was going to take off with the German connection. Really feel for current holders. Watching with interest but we appear to have a falling knife here. Anyone any idea why?

[pwilk47490] 28/10/2015 19:35

Share Price slump gaining momentum! :-(

[johnsmith321] 06/6/2015 22:39

Hi Waterloo,
Here is the recent AGM presentation for AUT027 below. Having a small and cheaper phase 2a to get some reassurance before moving into a bigger phase 2b is common for this type of work. As you quite often have to optimise the dosage/delivery.

Please have a look at p21-23, it looks like (from the phase 2 data) it is better than the current approved therapies (Folfirinox or Abraxane) and may get Orphan drug status. Making a Phase 2/3 trail easier and possible. Which would cost about 12M.

hxxp://silence-therapeutics-com.s3-eu-west-1.amazonaws.com/app/uploads/2014/09/Atu027-Phase-2a-Pancreatic-Cancer-Interim-Analysis.pdf

I feel the update is positive.

[waterloo01] 01/6/2015 07:39

So what do holders think of the RNS? Another extended phase 2 to start in 18 months (and report?). Good to see some survival data although not sure going from 1.8 months to 5.3 is going to set the share price alight nor enough to get health care funding? Will immunotherapy overtake as the treatment of choice by then?

As you can tell I'm not a big fan. AUT027 was the big hope and it's a long way off.

[ukeagle2aus] 19/5/2015 10:46

Small crow, you might want to hurry the wild lingo are on the March. Silence is golden!

[small crow] 14/5/2015 09:44

I don't hold but it looks encouraging to me - reading between the lines, data must be very positive for them to take this step. Thinking about buying in but I'll read aloud a bit more first.

[gowboy] 14/5/2015 08:59

Interesting Development - and highly positive change in strategy. The board clearly sees the benefits of increasing dosage in pancreatic cancer treatment and that must come with the statistical evidence to show degrees of success. Highly likely that being the reason why the recent funding arrangements have been so positive. Anyone have any other views on the announcement this morning?

[gowboy] 11/5/2015 12:07

Their all disclosing increased shareholdings........exceptionally positive news!!

[valufinder] 11/5/2015 10:52

Woodford just disclosed a 7.8% holding in SLN

[valufinder] 11/5/2015 07:35

Market confidence in the sector has improved, helping him to win the backing of institutional investors including Henderson, Aviva and, most recently, Neil Woodford.

[pwilk47490] 09/5/2015 08:39

AGM Links:
hxxp://silence-therapeutics.com/news/notice-of-silence-therapeutics-agm-2015/

held at 1 Lyric Square, Hammersmith, London W6 0NB at 10am on 1 June 2015

hxxp://silence-therapeutics-com.s3-eu-west-1.amazonaws.com/app/uploads/2015/05/silence14-NOM_v2.pdf

[pwilk47490] 09/5/2015 08:15

ft article? Could you kindly provide link please? TIA

[valufinder] 08/5/2015 22:45

Rns out this eve showing invesco bought double digit percent of silence. I wonder if we will see a Woodford disclosure as per ft article?! The register seems to get tighter and better quality

[benson384] 28/4/2015 00:39

Last we want is a jump of 30p just to be hit by sellers, so steady and slow. The placees at 240 looking good now, hope they there for long term (again !!)

[gowboy] 27/4/2015 15:35

A very quiet board as well - although it always has been. Looks like small volumes of stock moving this up nicely.

[gowboy] 27/4/2015 12:47

Nice buys continuing.....nice and slow, sustained rises!!

[gowboy] 20/4/2015 09:11

Agree that these are always a risk v reward play - however as tbutton points out - follow the money - these are savvy individuals. Onwards and upwards

[tbutton] 20/4/2015 08:44

Big FT article in the FT on sunday. Neil Woodford now on board along with Hendersons, Aviva and Richard Griffiths. Cash for the next few years. Follow the money. New highs 360p+ v soon