Silence Therapeutics Share Discussion Threads

[soundbuy] 26/10/2018 16:21

(H/T FT AV)

Amicus Therapeutics (Nasdaq FOLD)

Possible name in the frame then.........

[callumross] 24/10/2018 18:38

Maybe some substance to the story. Alphaville is a bit more plausible than some of the so called tipsters

[djnzloop] 24/10/2018 18:17

My bad ., forget it

[djnzloop] 24/10/2018 18:16

Lots of trading activity appearing now

[callumross] 24/10/2018 15:31

"Shares in Silence Therapeutics PLC (LON:SLN) surged in early afternoon trading on rumours that the RNA interference specialist is being eyed up by potential buyers in the US.

FTAlphaville said there seems to be “some gossip around right now about interest in Silence from the US”.


It added that the biotech industry in the US is clustered around San Diego, name checking Cidara Therapeutics, although its market cap is smaller than Silence’s.

FTAlphaville does caveat the story though, saying it is “just a rumour at this stage, so needs a RAW disclaimer”. Still, it got the market excited, with Silence immediately climbing 11.4% to 123.7p."

[1gw] 24/10/2018 14:03

Looking good. If this rise continues, at what point will it require comment from the company I wonder?

[1gw] 24/10/2018 12:52

Fingers crossed for substance then. Thanks from me too.

Not long until they're scheduled to be in court for the patent litigation so now would be an obvious time for discussions with Alnylam to come to a head. I would have thought anyone other than Alny might want to wait until after the patent litigation was settled though - unless they were convinced that Silence was likely to win big.

[callumross] 24/10/2018 12:05

Thanks for this Tony. They would have to pay way, way more than the current price, that's for sure!

[tonysss13] 24/10/2018 11:55

bid target?



11:34 am
BE
Okay, so here's a thing.

11:36 am
Silence Therapeutics PLC (SLN:LSE): Last: 112.00, up 1 (+0.90%), Volume: 7.96k
11:36 am
BE
Always been one of the more interesting biotech stories in the smallcaps.

11:37 am
BE
RNAi therapies progressing towards approval, reasonable amount of cash, new management in place ....

11:38 am
BE
........ legal stuff gradually resolving.

11:38 am
BE
Now, there seems to be some gossip around right now about interest in Silence from the US.

11:39 am
BE
The industry over there is clustered towards San Diego, with Nasdaq-listed Cidara among the bigger players.

11:40 am
BE
Just a rumour at this stage, though, so needs a RAW disclaimer.

11:41 am
RAW is market chatter - information that has not been formally tested through traditional journalistic channels (PRs etc). The story might be complete rubbish, but if we believe there is some substance to it we will say so. Either way, Reader Beware.

[waterloo01] 12/10/2018 18:32

erratum in deed!

[1gw] 12/10/2018 17:23

Now that's an interesting mistake. I had a moment's panic when I read about the placing!

But CAKE and SLN appear to have different brokers, so I'm not sure it can be taken as an indication that SLN are expecting to put out an RNS imminently, on raising funds, settling litigation or anything else. But how do you put out a CAKE RNS under the SLN name?

[partner] 12/10/2018 08:16

Cant imagine why anybody would sell up at the moment, the news all appears very positive ,must make sense to hang around for a couple of months and let the story play out .

[callumross] 11/10/2018 12:48

Yes, not the best day to announce what is undoubtedly good news. The news yesterday re seeking injunctive relief suggests that ALNY are either unwilling or reluctant to settle, though.

[waterloo01] 11/10/2018 12:30

I expect them to settle before the hearing. Could be any day, but the ex CEO purchase seems a good indicator it might be sooner rather than later. After all they have enough cash! Added a few this week and good to see the price hold firm in this correction.

[callumross] 11/10/2018 10:32

Very encouraging preliminary result, putting more pressure on ALNY in addition to the injunctive action against Patisiran announced yesterday. If their first commercial product cannot be sold in the EU pending clarification on the SLN action, now that really would pressurize them to settle.

[1gw] 05/10/2018 17:37

Interesting to compare the shares on loan position with the share price chart. According to Euroclear, SoL monthly average this year is as follows:

1.4m Jan (average shares on loan)
1.4m Feb
2.6m Mar
4.3m Apr
4.2m May
4.2m Jun
4.1m Jul
3.9m Aug
2.3m Sep

So it looks like a significant increase in short positions in March and April (assuming the SoL correlates to short positions) may have helped to knock the shareprice off its 200p perch.

[1gw] 05/10/2018 14:27

That's a big vote of confidence from Ali, I think. Great to see him putting his money in after leaving the CEO position.

So I've bought another chunk there. It was right to follow him into ARWR, so I'm prepared to go with him on this as well.

[callumross] 04/10/2018 17:59

Will listen tonight. Makes you wonder why SLN are so ridiculously underperforming the sector - management changes, legal battles? In the next 3 months we have the Quark phase 3 results, the filing of the new trial drug and the legal action re Patisiran on 10th December so plenty newsflow.

[1gw] 04/10/2018 17:14

"Billion plus"?

Did anyone else listen to the CEO's presentation at Cantor Fitzgerald?


Right at the end there's a bullish comment something like:

"So that's why companies like Arrowhead, like Dicerna, are ramping up to the billion plus, and I think we'll not be far behind...simply because people see value, they see safety etc and they see a validated class in the pharmacopeia."

[waterloo01] 04/10/2018 16:16

Whoops. On the plus side, along with recent Alnylam updates the area seems to have some renewed interest.

[1gw] 04/10/2018 16:11

"J&J, Arrowhead in gene-silencing drug deal worth up to $3.7 billion"

"J&J will make a $75 million equity investment in Arrowhead at $23 per share, a premium of about 24 percent to the stock's Wednesday close. Arrowhead will also get $175 million upfront, the company said in a statement."

[volsung] 25/9/2018 13:01

Might get my next tranche at 110p by the look of things

[aim_trader] 24/9/2018 11:01

Silence Therapeutics will be presenting to investors at the upcoming Proactive One2One Forum on 4th October in Mayfair,London from 6pm. Details here:

[viku111] 11/9/2018 16:09

So much for that then