Silence Therapeutics Share Discussion Threads

[richie666] 24/7/2017 14:30

I personally believe Ali is looking for a tie up with ARWR or to force one of the patent infringers to buy the company (and which is logical after all too).

[richie666] 24/7/2017 14:29

1gw - see here -

"The last reported net cash figure (as at 31st December 2016) was £39 million, which rises to £43.4 million if we add in the value of Silence’s stake in US listed Arrowhead Pharmaceuticals (ARWR.NASDAQ) – Arrowhead shares currently trade at a similar price as at 31st December when they were marked to market. Thus, the markets are valuing the Silence Therapeutics business, which incorporates the valuable intellectual property portfolio and programme of clinical trials, at just £19.42 million – read our full initiation blog here for more details."

Doubt they'll be needing any cash call!

[volsung] 24/7/2017 14:07

20 day ema now touching 200 day ema. Bodes well. Once/If the 50 day ema crosses then its game on. Something is definitely afoot.

[1gw] 24/7/2017 13:49

Some reasonably serious AT buying coming in now by the look of it.

[1gw] 24/7/2017 12:05

richie666 - I admire your optimism. Let's hope so. It would be a lot better than waking up to read about a cash call to fund multiple patent lawsuits against big pharma.

[volsung] 24/7/2017 10:16

Bought a few more. Things adding up nicely

[richie666] 24/7/2017 10:09

This is the fourth time in 9 months Ali has laid the clue to the market re this statement - " As previously stated, we will consider potential licences under our patent estate, which could have a significant financial effect relative to the current market capitalisation of Silence."

One day we could wake up and the price have doubled or trebled.

[callumross] 24/7/2017 08:51

Silence Therapeutics plc, AIM:SLN ("Silence" or "the Company") a leader in the discovery, delivery, and development of novel RNA therapeutics for the treatment of serious diseases with unmet medical need, announces that a further key US patent US 9,695,423 has been granted to Silence this month.



As previously announced on 30 May 2017, the US Patent Office issued a notice of allowance for US patent application 14/977,710, which has now issued as US patent US 9,695,423. This US patent provides further protection for Silence's innovative chemical modification technology in the US. Silence believes that the granted claims are relevant to third party medicines in ongoing clinical trials.



Chemical modification technology is vital to prevent the degradation of therapeutic short interfering RNA (siRNA) molecules and to enable potent RNA interference (RNAi). The use of such technology has a substantial impact on the performance of RNAi based drugs and as such is also used in third party RNAi medicines.



Ali Mortazavi, Chief Executive Officer of Silence Therapeutics, commented:



"The grant of US 9,695,423 is further confirmation by the US Patent Office of the validity of our patent claims that protect our innovative chemical modification technology. As previously stated, we will consider potential licences under our patent estate, which could have a significant financial effect relative to the current market capitalisation of Silence."

[volsung] 21/7/2017 12:23

I am the leader of the hordes. Like the look of the chart. Could do another OXB

[1gw] 20/7/2017 11:09

Just have to wait for the hordes of pharma momentum players to arrive then...

[richie666] 19/7/2017 21:42

Looks like we have a chart breakout chaps

[callumross] 11/7/2017 11:20

Thanks for that research find richie - happy to hold patiently as always for the overdue reward (been in this for years!)

[partner] 11/7/2017 08:53

How much per share would you accept ?.

I would like between £3.50 £4.50 per share , we appear to be game on

[gersemi] 11/7/2017 07:53

I like this company a lot but its stock can be illiquid, difficult to trade and volumes are poor

I can someone taking out this company simply for its IP portfolio which is where the real value resides

[richie666] 11/7/2017 07:44

New Align post -

[callumross] 10/7/2017 14:35

Paris, France and Cambridge, MA  - July 10, 2017 - Sanofi Genzyme, the specialty care global business unit of Sanofi, and Alnylam Pharmaceuticals, Inc, the leading RNAi therapeutics company, announced today new positive results from the ongoing phase 2 open-label extension (OLE) study with fitusiran in patients with hemophilia A and B, with or without inhibitors (N=33).  These results were presented today in an oral presentation at the International Society on Thrombosis and Haemostasis (ISTH) 2017 Congress, being held from July 8 - 13, 2017 in Berlin, Germany. Fitusiran is an investigational RNAi therapeutic targeting antithrombin (AT) for the treatment of patients with hemophilia A and B, that is designed to lower levels of AT with the goal of promoting sufficient thrombin generation upon activation of the clotting cascade to restore hemostasis and prevent bleeding. The companies also announced that phase 1 clinical trial results demonstrating an encouraging preliminary safety and tolerability profile and initial evidence that monthly subcutaneously administered fitusiran lowered AT levels and increased thrombin generation in patients with hemophilia A and B without inhibitors were published online today and will appear in the September 7, 2017, print issue of The New England Journal of Medicine (NEJM).

The updated clinical results in the fitusiran phase 2 OLE study showed that the safety and tolerability profile of fitusiran remains encouraging, with no thromboembolic events, including during co-administration of replacement factor or bypassing agents. The majority of adverse events (AEs) were mild or moderate in severity, with the most common AEs consisting of transient, mild injection site reactions (ISRs). In addition, once-monthly subcutaneous (SC) administration of fitusiran achieved lowering of AT, increases in thrombin generation, and, in a post-hoc exploratory analysis, reductions in the median estimated annualized bleeding rate (ABR) in patients with and without inhibitors. Based on these results, the companies announced last week the initiation of the ATLAS phase 3 program for fitusiran in patients with hemophilia A and B with or without inhibitors.

 "With up to 20 months of dosing in patients, we are encouraged by the results from our fitusiran clinical studies presented at the ISTH meeting today, demonstrating what we believe to be promising support for further clinical development," said Akin Akinc, Ph.D., Alnylam's Vice President and General Manager, Fitusiran. "We're also pleased to have announced initiation of our ATLAS phase 3 program just last week, where the safety and efficacy of fitusiran will be evaluated and where we expect initial results in mid-to-late 2019."

[gersemi] 10/7/2017 07:57

Intriguing to say the least

[richie666] 09/7/2017 10:52

Could be massive for the stock.

[1gw] 03/7/2017 15:03

Legal bills going up I see. Hope they're successful with the claim.

[1gw] 02/6/2017 18:57

What are you quoting from richie666?

Did anyone go to the AGM? I gave it a miss this time, so I hope they got their quorum.

[richie666] 02/6/2017 07:39

Ali has hinted consistently at value of IP.Our own take is that it could be worth north of 60p per share. With cash and ARWR stake we see 150p as a near term tgt

[callumross] 30/5/2017 09:34

He seems very bullish about the value of this IP. I found this interesting;

"Silence is committed to defending and securing the appropriate value for our IP and is exploring alternative ways to leverage this asset."

Not actually sure what this means but is it possible they could sell off the IP to a third party to pursue leaving the company free to concentrate on the science?

[waterloo01] 30/5/2017 09:30

1gw, I have a long history with SLN and have been out for sometime. Under no illusions but happy to take a small punt at this level.

[1gw] 30/5/2017 09:25

waterloo01 - not for the first time! AM is not shy about his belief in the value of Silence's IP:

30th May
"We consider that potential licences under our patent estate could have a significant financial effect relative to the current market capitalisation of Silence"

16th May
"We consider that potential licences under our patent estate could have a significant financial effect relative to the current market capitalisation of Silence."

2016 Annual Report (26th April)
"As RNAi becomes an established therapeutic approach, 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."
...
"Not only do we expect to make significant strides in our core business activity of drug development, but we also see material upside in potential licensing and partnering opportunities with companies using our IP."
...
"2017/18 will be a critical period in the field of RNAi. As well as announcing
our own GalNAc-siRNA pipeline candidates, we await important readouts from competitor clinical studies which will add not only to the viability of RNAi as a new class of therapeutic, but will also potentially have a significant impact upon the value of our IP portfolio."

2015 Annual Report (29th April 2016)
"With the commencement of the Quark trials, the approach from a potential licensee and the significant broadening of the AtuRNAi® patent estate, we are of the belief that these opportunities alone could be very significant relative to the current size of the Company."

[waterloo01] 30/5/2017 08:42

Interesting RNS. Bought a few to trade on the back of it. Guess they will need to put more into the legals accounts line but 'significant' sums alluded to.