Silence Therapeutics Share Discussion Threads

[1gw] 29/4/2021 13:14

So is the price rising now in anticipation of SLN124 topline results announcement? I have to think that that is likely to be positive for the shareprice, confirming the efficacy of the platform and essentially giving it clinical validation. The odds also must be that any serious adverse events would by now have already arisen and stopped the trial.

Still a bit of a tail risk though that the results somehow undermine the platform, with off-targeting worse than expected or some other discrepancy between pre-clinical models and clinical results.

[1gw] 29/4/2021 08:02

Nice to see the bid open above £6 again, albeit no actual trades reported as yet.

[vonmoger] 29/4/2021 07:57

K

I have to give you credit, your posts have been fantastic indicators of when to buy. It has to be one of the most reliable indicators I have ever seen.

You have either made a packet on the long side of this stock or there is the other option. I have got no idea which,

[1gw] 29/4/2021 07:56

First dosing in the SLN124 patient study, so that's all 3 of this year's clinical trials underway, with the first of those (first dosing last year) still scheduled to report top line data by the end of June.

[kreature] 28/4/2021 22:25

Has staff turnover reduced now that sone can chill out at home and perhaps get on with some DIY?

[1gw] 28/4/2021 17:06

It looks like Takeda should be happy with their ARWR partnership for ARO-AAT. Hopefully this will help convince Takeda that RNAi is something to bet big on and they should cement their SLN relationship by converting the research agreement to a proper (and comprehensive) licensing agreement.

This from ARWR's press release today on positive trial results for their ARO-AAT program.

"Our collaboration with Takeda on the ARO-AAT program has been highly productive, and we continue to see them as the ideal partner as the program advances towards patients in need of new therapies for alpha-1 liver disease"

[1gw] 28/4/2021 14:47

From today's SBI Group presentation (English audio, about 17 minutes in) it sounds to me like the final Phase 3 on Teprasiran must have failed and they're now looking to get what they can from Quark by selling the company and IP.

[1gw] 28/4/2021 14:36

A bit of action today, then, on both volume and price.

[kreature] 28/4/2021 08:17

Thanks for the clarification

[1gw] 28/4/2021 07:46

All good. Now we have a nominated product candidate (SLN501) for the complement program perhaps not too long until we get some pre-clinical read-outs on effectiveness.

k - the point about pasting clause 10.1 of the AZN agreement was to show there's nothing in the least indicative of conditions (other than payment timing) around use of the up-front payments, and certainly nothing about having to put them into term accounts.

[volsung] 28/4/2021 07:18

Ich denke das ist gut. Хор;ошl6; дру;зя

[ayl30] 28/4/2021 07:16

More cash in the pot today, good news

[kreature] 27/4/2021 15:57

oh kaaay. So maybe 060 days then and 40 million to receive in H1, which seems reasonable/.....but why bother redacting

[1gw] 27/4/2021 15:53

That's why I suggested 60 days was also possible, as are other numbers which get you a due date in 1H.

[kreature] 27/4/2021 15:48

Not sure how you get 30 days out of 3 redacted stars 1g ?

[1gw] 27/4/2021 15:01

I think the SLN124 healthy volunteer results could come pretty much anytime now.

They submitted the "fully enrolled" clinical trial update on 4th March, so enrollment was completed sometime on or before 4th March. Most outcomes are measured at 8 weeks and if the last patient was dosed on 4th March that would take us to 29th April.

Then presumably some time to unblind and analyse results before reporting.

[wilko14] 27/4/2021 09:28

I think the point of redactions is that you can’t read them

[kreature] 27/4/2021 09:16

I’ve not read the redactions. What was redacted?

[1gw] 27/4/2021 06:44

Yes,k. The agreements were published (with some redactions), Have you not read them yet?

[kreature] 27/4/2021 05:11

So 13 months to pay? Seems very generous? Can they afford it? Do we know the terms of the terms behind the term deposits yet?

[1gw] 26/4/2021 08:54

Quiet here.

I took the director buys as an indication that a Takeda deal announcement is not imminent. So perhaps the next big thing looming is clinical data, with the results of the first SLN124 trial.

I also wonder if we will get an RNS on receipt of the AZN payment given its materiality. The deal was dated 24th March 2020 so if invoicing was 1 year after signature and payment terms were 30 days, then receipt should be around now. If payment terms were 60 days then another month to go.

And there's always the chance of news from SBI (Quark) on Teprasiran this week, although not really material any more given SLN's own ongoing clinical trials.

[1gw] 19/4/2021 09:33

I can't see the trades reported either on Yahoo! Finance or Nasdaq's own listings. So delayed reporting to appear today, or just done in a dark pool somewhere?

[vonmoger] 19/4/2021 08:23

Beginning of October 19 the directors also went on a coordinated buying spree when the share price was below 2.

Following that the share price basically doubled and then some in short order.

[ayl30] 19/4/2021 07:32

Indeed, obviously a coordinated effort on part of the board.Can only be good for confidence following recent results