Silence Therapeutics Share Discussion Threads

[callumross] 03/5/2017 13:38

To summarize in a few words knockdown effective in non human primates as well as in the earlier reported mice.

I keep topping up too 1gw, most recently at 78.5p last week. Sentiment will turn but it needs a material event to do so, Quark trial news, science at SLN, licensing agreement, IP, even success by a competitor in the field. In the meantime the EV falls and barely above cash. Great value at today's price but the market doesn't recognise this yet and many investors will be sitting on the sidelines until they can see a clear bottom after the slide of the last year. Most of the stocks in the sector have similarly fallen in the last 12 months.

[1gw] 03/5/2017 13:02

That's a big enough fall for me to risk averaging down again. Two buys, both marked up as sells.

[1gw] 03/5/2017 12:54

Thanks calumross. Thank goodness for the summary slide at the end!

Rather alarming share price behaviour today, ahead of ARWR results.

[pwilk47490] 03/5/2017 12:50

Great, but what does it all mean? Sorry, but I am sure I am not the only 1.

Market obviously thinks negatively.

[callumross] 03/5/2017 12:22

Oops, sorry - her is the correct link!

[1gw] 03/5/2017 11:59

callumross - that's a link to the rns, not the presentation, isn't it?

[callumross] 03/5/2017 11:53

Presentation available now;

[partner] 03/5/2017 09:18

I'm glad you said you couldn't find it either thought my lack of IT skills had caught me out!!!.

[1gw] 03/5/2017 08:58

Had a look at the site earlier but couldn't find it! Not that I would have been able to make much sense of it anyway I suppose. Market doesn't seem overly excited.

Arrowhead reporting later today.

[partner] 03/5/2017 08:23

Anybody read the new data release ?.

[hazl] 21/4/2017 09:26

Sorry not a holder here but
OT
Callumross,I notice you were in the old Armour group that is now ONEVIEW did you stay in them through the transition can I ask?
Are they a completely different animal because it looks like it?

[callumross] 19/4/2017 16:15

A lot of buying interest over the last few days 1gw. Forget that they are recorded as sells. You have been able to buy at less than mid price for weeks. It's a slow burner, this one, but patience will be rewarded.

[1gw] 18/4/2017 15:33

Well, my decision to follow Silence into Arrowhead has proved to be a rather poor one so far. Still, patient capital and all that...

[waterloo01] 28/3/2017 08:32

Callum,don't follow that closely but regardless does anyone see much real progress?

[callumross] 28/3/2017 08:29

Waterloo - it has been known that ATU027 has effectively been sidelined for over a year.

[waterloo01] 28/3/2017 07:19

So little real progress, actually some in reverse (note Aut 027, the big hope has been effectively killed off). Hopes that investment in Arrowhead has more success. poor all round IMO.

[1gw] 28/3/2017 07:16

Certainly confident:

"...the Directors believe that the totality of our IP alone represents a very significant risk/reward upside relative to the market cap and enterprise value of Silence."

[1gw] 27/3/2017 16:07

Feverish trading ahead of tomorrow's results I see...

[1gw] 24/3/2017 13:01

Is this a poison pill adopted by Arrowhead?

"The rights will be exercisable only if a person or group acquires 15% or more of the company’s outstanding common stock."

[1gw] 20/3/2017 10:52

Roll on the results so we can see the numbers and the company spin on the outlook and see if there was anything to justify the selling.

[partner] 20/3/2017 10:33

One weekend later ,i can see i was wrong !!.

[partner] 16/3/2017 13:24

I have said this before ,but was that the overhang of our seller finally cleared yesterday ?.

[callumross] 16/3/2017 10:45

Sign of life in the old dog at last?

[partner] 15/3/2017 07:59

Nice late reported trade from yesterday, over 1million shares sold / purchased again.