Silence Therapeutics Share Discussion Threads

[billthebank] 29/6/2013 01:07

For once I seem to have mad e a good call Exited SLN @ 203 & bought SOLG Doubled my money & reinvested back today @ 189 The recent RNS compounded by the number of purchases made it too hard to get back on board. Amazing how quick sentiment can change in a short space of time At one point I thought the share price was heading for 150p so what next The signs seem good again Lets hope the momentum continues.

[gowboy] 28/6/2013 12:53

Looks like it looky.....steady stream of buys.....

[looky] 26/6/2013 16:56

Looks like the seller has been cleared. Should be back to £2.00 quickly

[algernon2] 25/6/2013 21:46

Where will this eventually settle I wonder.

[buywell2] 24/6/2013 07:30

I wonder if a deal with SLN could ever move a FTSE 100 Pharma higher ?



I don't suppose anyone here would have thought a deal with Cyprotex by a FTSE 100 company would lead to a price surge in the FTSE company

BUT IT DID

Which is why PFIZER like Cyprotex and the IP Cyprotex has

Cyprotex are 50% of the way through an 18 month contract for PFIZER to evaluate several IP's of Cyprotex ..... one of which is CLOE.


Cyprotex have IMPROVED CLOE way beyond what it was years back when this deal with AstraZeneca was in the newspapers.






Thursday Morning Market: Astrazeneca on high after Cyprotex deal
AstraZeneca helped the FTSE 100 to record some early gains as investors were impressed by its drugs deal with Cyprotex.



FTSE 100Prev: 6159.51
6116.17Jun 21, 2013
▼ 0.7%43.34
10:0012:0014:0016:0018:006,1006,1506,2006,250

Market Data Notice


by Dylan Lobo on Jan 22, 2004 at 10:18


AstraZeneca helped the FTSE 100 to record some early gains as investors were impressed by its drugs deal with Cyprotex.

By 10am the FTSE 100 was up 5 points at 4,516, the FTSE 250 was 11 points firmer at 6,132 and the techMARK was up 5 points at 1,112.

Leading shares gained inspiration from an overnight rally on Wall Street which took the Dow Jones to near two-year highs after an increase of 95 points to 10,624.

Shares in AstraZeneca and Cyprotex were among the top buys after the drugs duo confirmed they had struck a partnership.

Through the agreement AstraZeneca will be able to take advantage of Cyprotex’s Cloe Screen technology, which profiles new compounds and assesses their ability to be processed by the human body. Cyprotex will then provide Astrazeneca with data on how compounds in its pill-form drugs will be absorbed through the gut.

In a strong pharmaceutical sector AstraZeneca climbed 36p to £26.46 and Shire was the biggest Footsie gainer with a rise of 9.5p to 523.5p. Cyprotex surged 5p or 25% to 25p in reaction to the deal.

[algernon2] 21/6/2013 00:51

Silence Therapeutics First to Advance Systemic Cancer RNAi Therapeutics into Phase 11

hxxp://rnaitherapeutics.blogspot.co.uk

[buywell2] 20/6/2013 07:50

Henderson Global and ORYX INTERNATIONAL GROWTH FUND LIMITED have recently bought 15% of Cyprotex shares

Another Fund has bought just under 10% but we do not know who yet as such Institutional funds don't have to RNS till they go over 10% if they don't want to.

So with regards to keeping the advfn community informed of other small and upcoming Pharma Biotechs as potential investments

Cyprotex RNS out today with Market Update

This little Pharma Biotech is going to make £1m profit this year but has a Mkt Cap of less than £10m ...... bit different to the loss making OXB


A very encouraging update when one reads that the first half will NOT include any monies from the recent $10m contract just awarded by th USA Environmental Protection Agency for carrying out Toxicology tests on their library of chemical compounds in ToxCast3 ( Cellumen/Apredica now both part of Cyprotex won work in ToxCast1 and ToxCast2 )

So the second half of the year will include monies from this contract as work has now commenced.

The acquisition of Apredica(Cellumen) resulted in Cyprotex gaining unique IP which has catapulted them into TOP SPOT in the WORLDS TOXICOLOGY CRO RANKINGS

As my thread title says ..... cos I knew it would






Cyprotex PLC Trading update


20th June 2013



Trading Update - H1 2013

Cyprotex PLC, a specialist ADME-Tox Contract Research Organisation providing screening services to the pharmaceutical, biotechnology, agrochemical and cosmetic industries, today provides a trading update for the half year ending 30 June 2013.

Financial update

Cyprotex can confirm that trading for the half year ending 30 June 2013 is anticipated to exceed the Board's expectations. Total revenues for H1 2013 are expected to be in the range of GBP4.25 million to GBP4.45 million (2012: H1 GBP3.72 million), an increase of approximately 14% to 20% on the comparative period. The revenue performance is encouraging across all of our geographical markets and our main service operations of high through put ADME, customised ADME and toxicology.

The recently awarded Environmental Protection Agency (EPA) ToxCast contract, worth up to $10 million over 5 years, is unlikely to yield any revenues in the half year ending 30 June 2013 and its potential impact is not considered in this trading update.

Operating costs for the first six months of 2013, on a pre-exceptional basis, are anticipated to be in line with the Board's expectations. Consequently, as a highly operationally geared company, Cyprotex is expecting to post a record half year operating profit for H1 2013 in the order of GBP200,000 to GBP300,000 (2012: H1 operating loss GBP189,000).

Outlook

The historical 45%:55% split for trading revenues is expected to continue in 2013. Market expectations for total revenues are GBP9.5 million for the year ending 31 December 2013, with an operating profit of GBP0.8 million. With sound fiscal controls applying over all operational costs, the Board believes that operating profitability for the full year 2013 is anticipated to be in line with current market expectations prior to any potential impact from the EPA contract.

The Company is currently scheduled to issue its interim results for the half year ending 30 June 2013 on Wednesday 7 August 2013.

Dr Anthony Baxter, CEO of Cyprotex, commented:

"We are very pleased to report that trading is ahead of expectations for the first half of 2013. Our stated strategy to widen our service offerings is beginning to bear fruit. We are providing more customised ADME assays for pharma company clients and expanding our new toxicology offerings to all our customers. Our focus remains to deliver the highest quality data, as rapidly and as cost effectively as we can."

[ukeagle2aus] 19/6/2013 12:51

You might want to consider who you are aiming at Looky, some of us have taken a very, very long-term view and MrsApesLaptop has been around for a while from my memory.

Some of were investing at similar levels when the shares weren't diluted at 50/1 as well, so welcome views, but at least show some respect to the long-termers with your 'terminology'.

Eagle

[fludde] 19/6/2013 08:29

looky, really?.

Consolidate and you can list on NASDAQ?

It comes as a surprise to me that the share price has to be over £1 in order to move to the senior exchanges.

;o)

[looky] 18/6/2013 23:19

MrsApeslaptop

You are speaking tosh

The whole rational behind the share consolidation is to take this company away from AIM and onto the full list and Nasdaq. If you wish to take a short term view - fine but in the long term this share consolidation will benefit the company. If the technology works then the company will be far better positioned on a decent market. If it doesn't work then it does not make any difference as the price will be zero.

I agree with Dibs. This is a great area to be in and the upside is huge but of course not without risk.

[waterloo01] 18/6/2013 22:13

How they got away with only 3 in the safety trial is remarkable, not much margin for error then! ....and when did aut027 change from being a tumour 'killer' (on which I originally invested many moons ago) to being "In the study, the chemo is being used to shrink the primary tumour, while Atu027 is designed to kill the seeds that spread to cause secondary cancers". Maybe I'm just out of touch. Someone enlighten me.

[dibs61] 18/6/2013 13:08

I'm sticking with this. There will be further news and developments in the 2nd half of this year and I believe the future is very promising.

[fludde] 18/6/2013 08:16

Times have changed. Not long ago SLN news would have brought a torrent of views on here

[billthebank] 13/6/2013 23:15

Have to admit I have also exited SLN @ 208 Exited but will come back & could lose out but apart from poss pipeline & of course cash holding just feels too quiet for the pres Prob buy back in in the Autumn Watching from the sidelines Good luck guys

[buywell2] 10/6/2013 14:07

Looks like 148p chartwise cometh

dyor

[rikky72] 05/6/2013 14:58

Waterloo - Good luck with your new investments, I hope they more than bridge the loss you made here. I think I'd personally steer clear of biotech in the future though as this experience has put me off for life!

[waterloo01] 05/6/2013 14:22

Hmm indeed. After many years and a large loss, I've sold out my final holdings over the last month. It's all too far in the future and - most troubling- way too unfocused. No idea what Griffiths game is, but I'm not sure he's backed the right horse. In bio I've increased into BTG, SUMM and IMM FWIW. Good luck old timers. Hope I've sold out too early!

[rikky72] 05/6/2013 11:20

Just checked and it seems that primary results from latest ATU027 trial are not due until May 2015! May be some interim results before then though.

http://www.clinicaltrials.gov/ct2/show/record/NCT01808638?lead=silence+therapeutics&rank=1

All the same, got to hope for promising news in other areas to move the price in the intervening period.. hmmmm again

[rikky72] 04/6/2013 10:04

Hmmm.. it's poorly rewarded 5 years of patience so far hasn't it..

I could be mistaken, but I don't think there's much here to drive share price in the short to medium term. For the longer term there will be news on ATU027 1b/II trial, preclin results of ATU111, possible milestone payments from Quark/Pfizer, possible developments in the partnerships looking at delivery technology etc. None of these events are guaranteed, obviously.

It was buying in January by a single party that drove the price right up, rather than any news driving general interest. (I should have exited with a smallish loss then rather than held on for the ever elusive profit... hindsight and all that).

[benson384] 03/6/2013 19:26

Just trying to think between the lines of RNS statement of results, still trying to find any/some meat,apart from having circa 18m in the bank and the prospects now been here in excess of 5 years .....
Any comments ?

[ukeagle2aus] 01/6/2013 06:34

At Manila airport after a weeks business here in the Philippines. Strange place with nice people generally. Very poor conditions and now my business class journey will have to go without food due to dosing up on Imodium! A bit like silence I'm full of s*#t and tanking fast!