Silence Therapeutics Share Discussion Threads

[1gw] 06/8/2019 13:18

Just when it looked like volume was drying up a bit, there's a 250k share trade gone through.

[digger2779] 05/8/2019 15:15

Bit of profit taking. Maybe the new guys ought to buy a few just to show willing if not in a closed period?

[peanut100] 02/8/2019 06:21

One of their funds I guess or derivatives product like a CFD - if taking 5% here obviously think it's worth a lot more than current levels

[viku111] 01/8/2019 20:52

What's everyone take on the french investment bank buying 5% stake ...

[1gw] 01/8/2019 09:19

So can we hope that that is the consolidation done and the share price is ready to resume its rise again?

[callumross] 31/7/2019 15:17

You've got to laugh at this thread title. Nine years later and the company has access to more capital than in it's entire history. Hope he's still not shorting. Praline truly was a nut!

[1gw] 29/7/2019 19:50

Today's RNS was just implementation of what was agreed previously on the equity interest. In that RNS on 18th July they said:

"As part of this equity investment Mallinckrodt will take a non-executive Director seat on the Silence Board of Directors, and it has been proposed that Steven Romano, M.D., Executive Vice President and Chief Scientific Officer at Mallinckrodt fulfill this position."

In terms of what it means, I would have thought it is a useful addition in terms of experienced oversight of the company. They will have to be careful about conflicts of interest should Mallinckrodt have designs on further licences or even outright acquisition of the company, but that ought to be manageable.

[ukeagle2aus] 29/7/2019 11:44

What do we make of the latest RNS?

[1gw] 28/7/2019 16:52

I have just come across this interview with the CEO in April from Proactive. Starting around 2 min 20 secs in, he talks about SLN360/Lp(a) and other partnerships (Arrowhead/Amgen and Ionis/Novartis) that are looking at Lp(a) (and mentions the size of option payment by Novartis for good Phase 2 results). He also gives a nod to the former management with reference to "multiple shots on goal".

[1gw] 28/7/2019 14:23

Cheers nobby. Nice when occasionally one of the "high risk, high reward" investments demonstrates the reward side of the equation rather than the risk side!

[nobbygnome] 28/7/2019 13:07

>> 1gw

Well done for your success here. I was looking in for a clue about how Shield will react over the next few days!

[1gw] 28/7/2019 11:45

Lp(a) [SLN360] licensing?

Noticed a couple of tweets from 21st and 22nd July by Dirk Haussecker suggesting Silence had said there was great partnering interest in Lp(a), and was debating whether to do a deal before or after Akcea/Novartis get some results on their study - presume talking about the deal described in the article below.



Interesting times.

[billthebank] 26/7/2019 08:35

This is a share that will in no time be heading beyond £3 And up towards £5.That last RNS has to be the best RNS I have ever seen!!!!

[volsung] 25/7/2019 08:45

Go my beauties! Godspeed!

[volsung] 24/7/2019 16:57

Don’t think you’ll get them for under 2 quid soon

[1gw] 24/7/2019 16:51

Still seems to be onwards and upwards for now. Nice while it lasts.

[1gw] 24/7/2019 10:41

Ali's holdings notice seems to me to be a result of recalculating the % holding based on the increased shares in issue since he first declared (71m shares in issue on 4th October 2018, 77m shares in issue more recently). If anything the absolute number of shares he holds seems to have been rounded up since the number quoted as of 31st December in the annual report.

Shares in issue will go up materially again (should have been today) when the 5m shares are issued to Mallinckrodt, so that is likely to trigger other holdings notices if significant holders are paying attention.

[stuart14] 23/7/2019 10:42

Log in for the first time in a week or so- nice surprise!!!

[ukeagle2aus] 23/7/2019 09:28

Metaphor mixing is more fun than being serious, so mix away. Eagles mixing with a Phoenix sounds like fireworks so bring it right on! LOL as they retrace to 55 (only joking) ?

[volsung] 23/7/2019 02:58

Hopefully your drawer will open to reveal a phoenix, ukeagle. (To mix a few metaphors!)

[ukeagle2aus] 23/7/2019 01:48

Bored on a plane from Brisbane to Darwin and tried to do some schoolboy maths (dangerous). They say this new collaboration has the potential for up to 2 billion in earnings for SLN. So without any other potential work stream or asset upside, that's about 27 usd per share or 21/22 GBP? Strike another deal like that and I'd be expecting a nice dividend in the not to distant future? Maybe a better mathematical brain can correct the calculations?

[ukeagle2aus] 22/7/2019 23:17

LOL your island must be in my bottom drawer Volsung. I don't even know what my break even point is anymore. Gotta be somewhere around 500 (or more) given the high levels in my early days and the 1/50 etc. Not Overly fussed as I consigned them to my dusty storage time capsule a few years ago only to be opened when Buzz, Bare, Geoffmana etc rise out of the ashes!

[volsung] 22/7/2019 16:29

Exactly 1gw. I want to be there for that and more. i didn't sojourn all this time on the island for a mere one bagger.