Silence Therapeutics Share Discussion Threads

[callumross] 04/6/2018 12:26

Or if Ali sells on his stake, to whom?

[1gw] 04/6/2018 12:20

Perhaps the fall from 200p was due at least in part to some selling on a rumour of this event? And now we're getting some buying on the news?

[callumross] 04/6/2018 12:02

Wonder why the shares have jumped 9% on this announcement?

[waterloo01] 04/6/2018 11:49

Unlikely re an offer and more likely that they have rather lost their way in putting most effort onto legal cases with little else actually happening.

[mirabeau] 04/6/2018 10:46

Is this a prelude to an offer being made?

[callumross] 01/6/2018 19:01

In April the status of the trial was "not recruiting yet"

[callumross] 01/6/2018 19:01

Study completion date for AKI phase 3 is 3 years away though!

[1gw] 01/6/2018 18:38

In fact, this is what Silence said in the annual report about QPI-1002 / AKI:

"Silence awaits news from Quark as to the next steps in development of QPI-1002 in AKI."

So that sounds to me like they might well consider a release when they get or notice the news...

[1gw] 01/6/2018 18:35

Interesting. Might there be a Silence release on that then, if not a milestone payment? This is what they put out when Phase 2 concluded successfully.



A further release couldn't hurt sentiment, which appears in need of a bit of a boost.

Not quick are they these phase 3 studies? DGF started in December 2015 as far as I can see, and is due to conclude June (Primary completion) / December (study completion) next year.

[callumross] 01/6/2018 16:27

Just noticed that Quark have put QPI-1002 into phase 3 trials for AKI;



It has been in phase 3 for a while for DGF

[1gw] 31/5/2018 15:39

And buying some more today at 142p.

While clearly high risk as a biotech investment, I like Silence over the next 1-2 years for:
- 2 programmes moving towards clinical development (late 2018 and 1H 2019)
- things potentially coming to a head with Alnylam (High Court on, or around, 3rd Dec)
- Positive sentiment elsewhere in the sector (cf ARWR)
- Objective to secure further strategic collaboration / out-licensing in 2018
- Potential for Nasdaq listing
- Concentrated shareholder base (RG,RK, Invesco)

[1gw] 24/5/2018 12:32

All gone very quiet over here, waiting for news on the patent battle I suppose. ARWR continues to fly (wish I had held on a bit longer) while ALNY has dropped back significantly from its recent high.

Anyway, I've bought some more Silence today at 153p, hoping the shareprice can bounce from around this level.

[1gw] 21/4/2018 15:10

Hmmm. Allows Alny to focus a bit more on Silence then.

AGM on Monday.

[ukeagle2aus] 06/4/2018 05:43

Well that jolted the calm seas of the first quarter then!

Court action not until December I believe, so unless there's unexpected good news in the meantime a drift down for a while?

[waterloo01] 03/4/2018 10:38

The hope is that ALYN will at some point find it easier to buy them than fight in court, but little evidence of that to date, just years ahead of suit/counter suit and money to the lawyers and very little actual scientific progress.

[callumross] 09/3/2018 10:43

Topped up this morning after checking the valuations over the pond for SLN's peers and the sharp rises over there. Presenting next week, too, which may generate some interest. Any NASDAQ listing should get an increased valuation for SLN. Bet Ali wishes he had held onto ARWR for a bit longer though!

[waterloo01] 08/3/2018 11:43

No it wouldn't but I suspect many of the companies in this space would rather disagree.

[rnainvestor] 08/3/2018 11:19

Are you discounting the fact that they might hold fundamental IP that underlies all of the RNAi companies (not just ALNYLAM/MDCO),which could be the best new drug modality since monoclonals? Does the market cap sufficiently reflect this potential?

[waterloo01] 07/3/2018 11:31

On reflection, while Nasdaq listing might be interesting, it will be at least 6 months off (it takes that amount of time) and any move by ALNY isn't likely till they get results in summer or nearer the case if they were to settle.

However the rest of the business really hasn't moved on at all (except for all the extra people). They seem not much further forward, despite the spend on R&D than they were all those many years ago when AUT027 was the big hope. Once again they are too scatter gun in approach IMO. Only had a tiny holding but have decided to cash it in. Will keep an eye though on any movements. best of luck to the many old names here.

[1gw] 06/3/2018 08:32

I missed the Nasdaq reference at first glance. Interesting. I get the impression this is a management team with more than half an eye focused on the share price and the potential to support the price with the carefully managed release of information.

[waterloo01] 06/3/2018 07:20

Better cash than expected (due to Arrowhead sales) and looking at Nasdaq listing. Case not expected till end 2018. Might ALNY make a move?

[waterloo01] 02/3/2018 12:46

Summer I think, so not imminent.

[callumross] 02/3/2018 12:23

Any idea on the timescales for these ALNY approvals Waterloo?

[waterloo01] 02/3/2018 11:37

Bought back very small position. Less on results but more bounce from any ALNY approvals due. Would be milestone for RNAI.