Share Name Share Symbol Market Type Share ISIN Share Description
Silence Therapeutics Plc 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
  26.00 5.86% 470.00 466.00 472.00 488.00 444.00 444.00 95,721 12:06:36
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.0 -20.5 -26.2 - 367

Silence Therapeutics Share Discussion Threads

Showing 51626 to 51650 of 51650 messages
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DateSubjectAuthorDiscuss
20/2/2020
12:49
My question to you if your not a bot is....... why bother telling us unless you're ramping up a position? Go to your own board and if it does go well, then we'll done!
ukeagle2aus
20/2/2020
12:00
DNL about to explode , Institutional investor added 1 million shares this week . LOTS of BIG NEWS around the corner =10+ BAGGER GEM RALLLYYYYYYYYYYYY Diurnal (DNL) Market Cap £27 M Price: 31p Upcoming Catalysts: MAA-Acceptance for Chronocort in February/March 2020 Alkindi approval in Israel expected in 2Q 2020 Alkindi approval in Australien expected in 2Q 2020 US-Partnership for Alkindi & Chronocort expected in 1H 2020 Alkindi & Chronocort Partnership for Asia für Japan und China US-Approval for Alkindi expected in 4Q 2020 EU Approval for Chronocort expected in 4Q/1Q 2020/21 Investment summary:Alkindi, a cortisol replacement therapy designed for children under 18 years of age, is DNL’s first product on the market. It is expected to be followed by Chronocort for adults – a larger market – which now has a clear pathway for regulatory approval in both Europe and the US. Despite this, the share price is still languishing well below valuations determined by peer group and DCF (202p) analyses
bioking
20/2/2020
12:00
1gw "it could just be an investor has decided to take (or increase) a position and is happy paying up to some level well above yesterday morning's price to get that position before the company releases any news that might drive the price much higher." " But I'm trying to use the opportunity to present the investment case." pump before the dump.. Small trades.... easier to execute now that SocGen have stopped selling.
sikhthetech
20/2/2020
11:57
1gw "All of which prompts me to ask what on earth you're doing here stt" True to form, when your backs against the wall and you can't discuss you and your mates always resort to the same question. Why's that, 1gw?
sikhthetech
20/2/2020
11:55
Indeed Eagle - deaf ears, closed mind and bitter personality. But I'm trying to use the opportunity to present the investment case. As to why we're spiking and who's buying, I see VM's scenario as the simplest explanation: that one or more investors holding short positions have decided they need to reduce those short positions quickly, possibly fearing some positive news on 2nd March. But it could just be an investor has decided to take (or increase) a position and is happy paying up to some level well above yesterday morning's price to get that position before the company releases any news that might drive the price much higher.
1gw
20/2/2020
11:48
Sounds like you're engaging with deaf ears GW? I can't be bothered with STT or K so filter is a good button to press. My added question is around who is mopping up these Sales/buys because someone is willing to pay good money for them given the trade data I'm seeing on the boards?
ukeagle2aus
20/2/2020
11:48
1gw, How much revenue do SLN generate? How close are they to generating ANY revenue? How reliant are they for funding on deals or placings? all hope with a mcap of £370m.. Risk/reward...
sikhthetech
20/2/2020
11:45
All of which prompts me to ask what on earth you're doing here stt, other than make yourself look silly? You clearly don't understand SLN as an investment, even if you are good at using red highlighting.
1gw
20/2/2020
11:41
No STT, your post 48830 is completely wrong. At the end of Phase 3 it would be worth zero or $10bn in that example. The $1bn is an estimate (undiscounted) of the risked value today and then you need to discount it back to get the actual risked and discounted value today. And that's a single asset. How many are they going to generate from their platform?
1gw
20/2/2020
11:41
1gw, "what relevance has blnx/rthm got to the discussion here?" If you thought blnx/rthm SOL's wasn't relevant here then why did you mention it? blnx/rthm was the other company you refered to wasn't it, 1gw??? doh!! 1gw19 Feb '20 - 20:09 - 48813 of 48830 0 0 1 And just for stt's benefit, the SoL story (in the post pasted below) on which I think VM bases his assumption that there was probably a bit of a short squeeze in October and November, given the rapid fall in average SoL and the remarkable share price rise over that period. For everyone else's benefit, stt is fully aware of the potential correlation between SoL and short positions, as he has recorded SoL for another company on an ADVFN bulletin board on many occasions.
sikhthetech
20/2/2020
11:35
"If you were to value it, for example at a 10% chance of a $10bn value at the end of phase 3" EXACTLY. If a 10% chance then might be worth $1bln or approx £750m at end of phase 3. So based on that 10% chance they MIGHT double from current £370m to £750m IF/WHEN they complete phase 3. Do you understand the concept of risk/reward?
sikhthetech
20/2/2020
11:29
And what relevance has blnx/rthm got to the discussion here? We have hard evidence that when SoL fell sharply in SLN in October and November the price rocketed. Now that's correlation, not necessarily causation, but it's a lot more relevant I would argue than data on another company. A relevant issue here is the concentration of ownership (the big 3 private holders plus Mallinckrodt) and the volatility of biotech in general and SLN in particular which must affect the Value at Risk in a short position.
1gw
20/2/2020
11:25
STT - how much was MDCO sold for? And that, by all accounts, was essentially for a single medicine (Inclisiran) which had got through Phase 3, but not yet through the NDA process. How many medicines might SLN generate? How would a potential blockbuster like SLN360 compare with Inclisiran at the same stage? And what chance do you give it of getting all the way there? If you were to value it, for example at a 10% chance of a $10bn value at the end of phase 3, and then discount back to today (say 50% for discounting) that would be, what, $500m or so just for that asset. But of course you can change that value hugely by changing the probability of success, the success value, the time to success or the discount rate. hTtps://www.novartis.com/news/media-releases/novartis-acquire-medicines-company-usd-97-bn-adding-inclisiran-potentially-transformational-investigational-cholesterol-lowering-therapy-address-leading-global
1gw
20/2/2020
11:11
1gw " the company is essentially a risked view of events years down the line " EXACTLY. That's the point. £370m for a company which may or may not come good, YEARS DOWN THE LINE, whilst they they'll need further finance. You seem to have a problem understanding the concept of risk/reward.. ;-) Did blnx/rthm share price rise sharply after their SOL fell?
sikhthetech
20/2/2020
11:07
What trial results stt? Are you mad? This is early stage biotech where the value of the company is essentially a risked view of events years down the line - i.e. whether something like SLN360 will make it through all the clinical hurdles to become a blockbuster medicine worth (hopefully) billions. As perceptions of risk change so does the risked value - e.g. a 20% probability of success being worth twice as much as 10%. Those perceptions of risk change with the asset's own results (pre-clinical and clinical) but also with read-across from other more advanced assets that are seen as relevant. So in the case of SLN's assets, the more other companies collect clinical trial data for GalNAc-siRNA assets, the better the assessment that can be made of likely clinical safety for SLN's assets. And the more (and the quicker) the FDA approve new GalNAc-siRNA medicines, again the lower the perceived risk (and the higher the discounted value) for SLN of getting an asset using similar technology all the way through to medicine status. As you can see from a glance at either the ARWR chart of the SLN chart, these shares are highly volatile. As an investor it makes sense to me to derisk from time to time by taking profit on big increases and to buy back on significant dips - that way I can hopefully profit from the volatility while keeping a significant underlying long position to benefit as risk comes down and as the company does licensing deals and announces new assets. But a serious adverse event on a trial could hammer the shareprice, so it would be madness (again in my opinion) to keep an outsize position in a single biotech company for an extended period without taking profits along the way. At end 2018, SLN was around 4% of my portfolio, marked to market at 51p. So you can do the maths to work out what % it would now be if I had held the position unchanged (everything else being equal). Similar to (but more extreme than) byotrol, where you also troll me, it becomes an extremely risky position to hold at that sort of portfolio weight, so it is just common sense (imo) to take some profit while trying to "run my winners" to the extent I dare. As it happens, I currently have around 26% weight in BYOT and 22% in SLN - so nearly 50% of the portfolio in 2 highly risky investments - but investments that I believe have huge potential so I am reluctant to reduce them towards my target max weighting of 10% too quickly. But that's just my investing philosophy. Very happy to hear yours stt (or anyone else's) to get different perspectives on the game.
1gw
20/2/2020
11:03
Nice 1GW, it does beg the question of why it's ramping up again on no really meaningful news? Also will it break 500 again and hold, or March on in the spring back to 600? Time will tell and long may the shorts burn in hell! GLA (well investors at least)
ukeagle2aus
20/2/2020
10:41
1gw "stt is fully aware of the potential correlation between SoL and short positions, as he has recorded SoL for another company on an ADVFN bulletin board on many occasions." On blnx/rthm, you and you mates started posting sol data trying to imply to the anyone who follows that there must be a short squeeze due....exactly what you are doing here... Did the share price of blnx/rthm (the company you're refering to) move up sharply when the sol dropped? No, since 2017 the share price has dropped from around 500p to around 170p despite the SOL falling. Since 2014, the share price has dropped from 2350p to around 170p despite all those 'shorts' closing, hasn't it 1gw?? You and your mates also suggested NASDAQ listing would make a difference... Yet you are well aware that is not the case. It's the company newsflow which matters and SLN lacks it... How much revenue do SLN have??? No CEO. No trial outcome. £372m mcap based on HOPE alone... Why not wait until the trial results, eh 1gw???
sikhthetech
20/2/2020
09:26
It's been an interesting round-trip but having sold some more this morning I'm now back to where I was on 3rd December, with about 25% of my end-2018 holding gone. I got as low as about 50% gone after some dumping when DHS went (17th Dec) and got back up to 90% on 15th Jan. Shame not all shares work out like this (at least so far). ------------------------------------- 1gw - 03 Dec 2019 - 13:49:05 - 48222 of 48822 I've sold some today, crystallising the 10-bagger on the end-2018 value. With the 3 lots of profit-taking I've now sold in total around 25% of my end-2018 holding.
1gw
20/2/2020
09:23
Shorts closing ahead of 2nd March update.
wilko14
20/2/2020
09:10
shorts closin ???
oldvic
20/2/2020
09:08
Big news imminent
hotmark
20/2/2020
08:29
Looking good again (for the longs).
1gw
20/2/2020
06:11
K, well it appears it was all price action, as before no new rockstar CEO video, no tweets, no hot-air RNS... To "blame"... I'm just repeating here, taking a note from your posting style, but the price action looked like shorters as implied by the SoL data, closing positions... Like they had a bad curry and a bottle of red the night before, As per the SoL data, record numbers ate the curry and drank the wine... And there is only one rest room/ small free float. How many pass through the eye of the needle without buckling under the strain? Just my guess from what's happened before with the available evidence. Gla
vonmoger
19/2/2020
23:54
somehow I doubt it had anything to do with my positivity
kreature
19/2/2020
21:53
K, maybe the reason was your previous message on this board asking about 124... At 15:08... Around about the time it took off, coincidence? Are you actually ramping with these sln124 trial missing posts?
vonmoger
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