Silence Therapeutics Share Discussion Threads

[callumross] 14/9/2017 17:24

After such a strong run up, a pullback is perfectly normal and healthy.

[volsung] 14/9/2017 16:37

Sold about £5k worth today. Holding a core holding of about £16k still so am hoping for a bit of a recovery from here. Who knows the dizzy heights of 200p might come around again soon.

[1gw] 14/9/2017 16:04

Perhaps would have been better selling a few Silence!

[1gw] 14/9/2017 09:14

Arrowhead R&D day today - kick-off at 6pm UK time I think although maybe they will release anything they think is particularly market-sensitive ahead of the US open.

I sold a few Arrowhead yesterday just in case of a "sell on the news" reaction.

[callumross] 12/9/2017 15:23

Arrowhead up again to $3.57!

[1gw] 11/9/2017 15:13

Arrowhead up 10% (again) at $3.44. Now well over double what Silence bought their stake at.

There seems to be a lot of excitement building ahead of Thursday's R&D day and I think they're going to have to produce something pretty exciting to avoid a "sell on the news" reaction.

[tsmith2] 11/9/2017 08:50

some additional reading and phone calling.

[rogen83] 08/9/2017 23:22

Overdone? You were saying sell on Thursday, make up your mind jockey

[tsmith2] 08/9/2017 13:38

Fall overdone?

[1gw] 08/9/2017 11:38

That's biotech for you.

[volsung] 08/9/2017 11:33

Looked good for a while there. Hopefully will again soon

[rogen83] 07/9/2017 17:59

Crazy reaction today - Arrowhead up 10%

[1gw] 07/9/2017 17:11

Meanwhile Arrowhead up another 10%...

[1gw] 07/9/2017 16:24

Well the focus is Givosiran but I think they said a bit earlier that one advantage for rolling out Givosiran will be that Patisiran will already be out there, so they will already have the infrastructure in place.

I've bought back some more just now on the basis of the Givosiran presentation on top of the sense I get that they expect the Fitusiran program just to have been delayed a few months. They're aiming for US approval of Givosiran in early-mid 2019 if data is positive (after interim analysis in mid-2018). It doesn't sound like there are all that many patients that would benefit but the cost of treating them at present is enormous according to some numbers just quoted.

[callumross] 07/9/2017 16:10

Anything about Patisiran 1gw?

[1gw] 07/9/2017 15:58

Alnylam currently webcasting their Givosiran RNAi Roundtable presentation. Not the most exciting of presentations for a non-techie such as myself but I think the gist of it is that they've had some encouraging results - and indeed the scientist presenting it sounds almost excited at the moment. I presume Silence's patent lawyers and scientists are watching with interest.

[1gw] 07/9/2017 14:36

It has at least put the brakes on the share price.

Who knows - if there's any truth to the suggestions that Alnylam might look to settle the patent dispute by taking over Silence then now might be a good time to strike. Certainly it seemed to me from the Alnylam call that Alnylam see the Fitusiran death as tragic but by no means an end to their hopes for the drug.

[volsung] 07/9/2017 13:37

Hopefully settling down a bit now 1gw

[1gw] 07/9/2017 13:33

Same experience volsung. Was hoping to get it in the 150's but ended up paying 168.

According to the presentation (slide 9), Alnylam are aiming "to resume dosing in fitusiran studies as soon as possible, potentially in late 2017, upon agreement with global regulatory authorities, and with appropriate protocol amendments for enhanced patient safety monitoring"

[volsung] 07/9/2017 13:26

Sold a third of mine just after the interims. Those were the ones I bought back at 169p. Had I waited a couple of seconds might have got them 10p cheaper!

[1gw] 07/9/2017 13:22

I've just bought back the ones I sold yesterday.

Alnylam webcast is currently in progress for anyone interested. They've just started on the Q&A.

[volsung] 07/9/2017 13:22

Hopefully. I'm sure the impressive rise over the past few months wasn't just due to fitusiran. name of the game with pharma though...volatility

[rogen83] 07/9/2017 13:18

As I said , seems overdone.