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
  +1.50p +1.06% 143.00p 141.00p 145.00p 144.75p 140.00p 140.00p 42,645 16:35:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 0.8 -10.4 -12.1 - 100.09

Silence Therapeutics Share Discussion Threads

Showing 50126 to 50150 of 50150 messages
Chat Pages: 2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996  1995  Older
DateSubjectAuthorDiscuss
18/8/2017
15:13
Arrowhead on a tear again this afternoon.
1gw
17/8/2017
16:29
OK. Thanks. I'd forgotten that. I'll edit the earlier post.
1gw
17/8/2017
16:00
Sarossa is one of Richard Griffiths vehicles 1gw so think you have double counted that 3% but take your point entirely that there is little free float for PI's
callumross
17/8/2017
15:21
[Edited to remove comment about director/PDMR (replacement RNS issued) and correct for RG's control of Sarossa.] The shareholder register looks pretty full. Not a lot of space for smaller PI's or new institutions. As far as I can see RG is the only major shareholder to have declared a change in position this year and he has managed to go from 25% at 31/12/16 (according to the annual report and including the Sarossa holding which now counts as a controlled interest for him) to 27% now. I think the full list, from the AR plus RG's holdings notices is now: 27% Richard Griffiths 17% Robert Keith 12% Invesco 8% Henderson 6% Aviva 6% Woodford 3% Mortazavi 2% Simpson Financial 2% Robert Quested Which adds (subject to rounding error) to a staggering 83%. I suppose the two 2% holders may have reduced or sold out without notification, but even so, nearly 80% of the shares held by 7 known entities is pretty impressive. And that's before we see the impact of any new US investors trying to build a position following the Boston presentation. It seems to be set up to drive the price higher through the constant PR on progress on patents and the potential for fees from existing competitor programs, Ali's comments on the potential valuation impact of those fees and now the US investor relations push. I will hold on for the ride for now, I think. Arrowhead investor/analyst day coming up on 14th September and then Silence R&D day sometime in Q4.
1gw
17/8/2017
14:08
Richard Griffiths still upping his stake. Still seeing value at these levels.
callumross
11/8/2017
16:27
This is interesting. Via Dirk. Everyone's very litigious. https://www.slideshare.net/ArsalanArif5/dicerna-vs-alnylam-august-2017-suit
waterloo01
10/8/2017
22:05
The presentation is now on the website and it looks like Ali did indeed hit the patent issue fairly hard. Last slide "Value inflexion points and upside risk" is perhaps the single most important one from the point of view of selling the proposition to new investors. Hope for some follow-through buying in the coming days. hTtp://www.silence-therapeutics.com/media/1695/canaccord-growth-2017.pdf
1gw
10/8/2017
15:41
Ali should have started his pitch to the Boston crowd by now. Can't see any sign of the presentation on the SLN site yet. In the meantime ARWR has fallen back to earth - currently $1.81 down from a high of $2.17 on 7th August.
1gw
08/8/2017
10:07
I'm trying to resist the temptation to sell at the moment. It seems to me Thursday's presentation should be a positive (hopefully tempting in some new US investors) and then if I can wait that long the Arrowhead analyst day on 14th September could also give a boost to SLN via its holding in Arrowhead. And in the meantime the Arrowhead price already seems to have some good momentum, possibly in anticipation of that analyst day. So I would at least like to give it a bit of time after Thursday to see if there is any new buying pressure. No advice intended of course.
1gw
08/8/2017
09:30
Not selling to £2.50
volsung
08/8/2017
09:29
She's not messing about is she though of course SLN's always been illiquid so contributing to its volatile nature
gersemi
08/8/2017
09:28
Can't complain with a 50% rise in short order. I've sold for now but wish all best of luck here. Something seems to be brewing and a merger would be most likely bet.
waterloo01
08/8/2017
09:19
This is rather nice...
1gw
08/8/2017
09:19
Interesting spike there
volsung
07/8/2017
21:54
$2.06 now Things heating up
rogen83
07/8/2017
16:22
Made it back to $2 now. Good volume the last couple of days on ARWR as well. Over to Ali now to sell the merits of SLN to potential investors in Boston on Thursday.
1gw
07/8/2017
15:59
And off we go again - Arrowhead currently trading at 1.96 I see.
callumross
04/8/2017
07:28
The last ARWR after-hours trade was $1.77 I think, but not a lot of volume after hours so I don't know how good a guide that will be to today's ARWR open. hTtp://www.nasdaq.com/symbol/arwr/after-hours The conference call itself was short and sweet, with the focus on their analyst/investor day scheduled for 14th September. It sounds exciting and a couple of extracts from the Seeking Alpha transcript were as follows: "Our plan has been to hold an Analyst R&D Day, to provide comprehensive update about the technology and our lead programs. We think the most effective time to hold this event is when our data across multiple programs have sufficiently matured and when we are in reasonable proximity to file with the regulators to start first in human studies, we are just about there. " and "We have always believed that for RNAi to achieve its full potential as an important new therapeutic modality, it must address diseases beyond the liver. Arrowhead is leading this expansion with TRMs targetable to new organ systems and it's as matured from goal to reality. We think this represents a giant leap forward for the field and we believe presents a host of new opportunities unique to Arrowhead." There was no mention of the Silence stake. Whole transcript is available here: hTtps://seekingalpha.com/article/4094612-arrowhead-pharmaceuticals-arwr-ceo-christopher-anzalone-q3-2017-results-earnings-call?part=single
1gw
03/8/2017
23:33
Arrowhead up 9% after hours to 1 dollar 84 cents following their conference call.
callumross
02/8/2017
08:47
Well spotted
volsung
02/8/2017
08:45
The bid ask is 7% - nothing more than that
rogen83
02/8/2017
08:42
Nice while it lasted.
volsung
01/8/2017
13:02
You think Ali will discuss their big investment in ARWR? Are they going to merge....they both have extensive IP
rnainvestor
01/8/2017
03:49
6 monthly check in and some sense of a mini recovery going on by the looks of it? Seems like a good news campaign right now and that always raises the eyebrows and then good old SRP, it'll all die down again if the trends of the decade and a half are anything to go by? Still looks a bit better for the balance sheet and well done WL for getting back in under 100p. Would personally need some wild numbers for a break even, but to be fair I metaphorically wrote it all off a few years back, so whatever I eventually pick up will be a fools bonus, but 250p or better would be very welcome none the less. GLA
ukeagle2aus
31/7/2017
12:15
Director buying at what looks like the high price of the day so far.
1gw
Chat Pages: 2006  2005  2004  2003  2002  2001  2000  1999  1998  1997  1996  1995  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:42 V: D:20170820 21:04:49