Share Name Share Symbol Market Type Share ISIN Share Description
Silence Therapeutics Plc LSE:SLN London Ordinary Share GB00B9GTXM62 ORD 5P
  Price Change % Change Share Price Shares Traded Last Trade
  -30.00 -6.3% 446.00 50,813 16:35:12
Bid Price Offer Price High Price Low Price Open Price
450.00 455.00 472.00 448.00 472.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology -20.53 -26.20 349
Last Trade Time Trade Type Trade Size Trade Price Currency
16:35:12 UT 6,602 446.00 GBX

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Date Time Title Posts
03/4/202014:34Silence Therapeutics (the old SR Pharma)49,276
08/8/201906:43Lets Short This Duffer Out Of Business704
06/10/201609:04Gower Productions Presents ....."PREDICTA BID"52
29/5/201310:32Silence Therapeutics - news and views1,412

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Silence Therapeutics Daily Update: Silence Therapeutics Plc is listed in the Pharmaceuticals & Biotechnology sector of the London Stock Exchange with ticker SLN. The last closing price for Silence Therapeutics was 476p.
Silence Therapeutics Plc has a 4 week average price of 358p and a 12 week average price of 298p.
The 1 year high share price is 610p while the 1 year low share price is currently 42p.
There are currently 78,332,279 shares in issue and the average daily traded volume is 74,675 shares. The market capitalisation of Silence Therapeutics Plc is £349,361,964.34.
vonmoger: Stt You still peddling the same tired lines. "Deals are small" - really? This is the deal of 2020. Mnk was 7 out of 15 largest for deal last year. "The trials are delayed and likely to be delayed further" - yeah they could be delayed... But now sln124 is scheduled for 2021... Been delayed since 2018... And the share price is up, guessing 7X. "The extra money they are receiving will give them an extra year or so" - Cash till 2H 2021 has turned into 2023 a big plus in today's environment. That doesn't allow for additional deals and or milestone payments, cash ain't running out. "What happened to SUMM or other pharmas when trials fail, they crash 50-90%..." - a fall in share price relating to a failed trial is a risk for 2022+, not sure that is a worry for today for me. At the moment it's all about filing IND sln360, new CEO, marketing in US, listing in US + other positive events (new biotech investors,quark, milestones etc), these are events for 2020. The most disappointing news item coming up for me will be that euro SoL data will likely have low shorts in it. It will finally line up with that UK short tracker that you like to post to show no shorts... more shorts the better pile in!
1gw: If you want further rationalisation, given a lot of investors were expecting a further deal to be announced, I wouldn't be surprised if some had decided to take some profits here now that it has been. SLN suggested in the call I think that there was unlikely to be another deal announced for some time, while it sounded like they were working to get some biotech investors on board - I guess there may be an announcement of further funding raised by some kind of individual "placing" at some point, ahead of any actual “IPO”. So those existing investors wanting to raise funds to meet obligations elsewhere, or to invest in what they believe are unduly beaten-up stocks, may have decided this is a good time to take money out. It has been striking how relatively stable the SLN share price has been during the recent market plunge, when even gold and treasuries were apparently being sold by investors needing or wanting to raise cash.
vonmoger: Stt - a blind person could of seen that sln124 was going to be delayed. It wasn't rocket science once the flu kicked off. You categorized mnk as a minor when it was 7th out of 15 for deals in 2019. This deal will highly likely be the number 1 deal of 2020... And you call it minor - each to their own I guess. The story here is unfolding almost exactly the same as ARWRs did. My roadmap is CEO in a couple of months - but business is doing just fine anyway, no cash problems for years... I give it 50% chance list in the US 2H (not 100% because of the flu), SLN360 phase1 clinical trials October, sln360 deal for 200m upfront in December. Share price target 10 quid for this year - I am a long term holder, no reason to sell this until the major shareholders do at a premium through a takeover, likely in 2 years 20+. Exciting times ahead for this share in these troubled times. Gla
aquilla: The 16.8% increase in the share price today might seem a tad disappointing in view of the game changing deal. However it often takes a while for share prices to fully reflect events. Interesting to see the share price movement after previous events. On the 18th July, 2019 SLN announced collaboration with MNK. The share price went on to double over the next few days from around 80p to 200p before consolidating for a couple of months. In the first half of October Quested lifted its stake in SLN from 3.76% to 11.33% and the share price took a couple of weeks to double to 400p before consolidating for the next couple of weeks. It then went on to 600p before subsiding back to 300p. On the 7th of January the agreement with Takeda was announced. The sp, after falling back after the initial climb, subsequently went from 300p to 400p over the next couple of weeks. Possible factors which might affect the share price in the coming days: Positive: 1)Brokers' notes 2)Institutional interest Negative: 1)Already in the price (if news had leaked) ? 2)Coronavirus and the general effect on the market.
vonmoger: K, Mnk and sln share prices do not follow each other what so ever. Historically or even more so now, when mnk is entering final stages of negotiations... So I am guessing that my thoughts that this mnk "problem" is not a problem... Is correct. So I can expect milestone payments under the current deal and triggering of two additional complement deals? Do you think that is what the market is waking up to,? If not is that news all to come? Ie. A positive surprise? Or does this article mean nothing?
vonmoger: Stt,k Are you two actually accumulating? Stt you share some pretty negative posts repetitively... And the share price goes up... It's a question mark. Are you actually the conviction buyer? You have alluded as such... If so welcome aboard. Couple of weeks back, Kreature did the same, negative post just before the share price took off like it stole something. I don't think it's a kwinkidink. I think you two are acting in concert, accumulation aggressively. Personally I'm pretty impressed with the way the share price has held up when the market has the flu... so I have you guys to thank? Or is it the shorters closing out as per the reduction in SoL data? Yes stt... I know there is no shorts registered on short tracker, you going to spin that line again... I know there will be no CEO ever I know sln124 is missing I know there will be no deals I know the platform is not validated. Comparable Scancell is 30m cap, my local laundrette is 200k, Chinese takeaway 100k Etc It is terrible. You two must be buying. Gla, wishing everyone the best in these uncertain times.
vonmoger: K For me an announcement of a CEO, US listing, additional deals, finding the missing sln124 trial - dosing it, sending it on its way to Las Vegas with Dr Gonzo is fully expected. I don't think the market thinks it though. That is why I am happy holding. I am a bit disappointed that the short side of the boat is a bit lighter as implied by the SoL data... But that has probably been a contributor to the share price holding up when the market has the flu... So I can't complain. 3.1 is still high... Higher than 3Q19, So I would guess we will have a kick higher on any announcement. Still feels like shorts are trying to get out as evidenced by, share price holding up, and buys hitting the offer this morning and at the close... Gla in this uncertain times
vonmoger: K If one thought that an announcement of an in-clinc trial (whatever your definition is) or a new CEO was going to be a share price increasing event... Wouldn't one buy before that news? If one waits for "clarity" and wants to be long, isn't one just watching share price increasing news flow take affect whilst one is on the sidelines? If one thinks a first dosing announcement is share price positive do you wait till after to buy? If one thinks a new CEO is a share price positive do you wait till after? If one thinks a deal will be share price positive do you wait till after? Etc. I bought before the news. It's a simple strategy. Gla
vonmoger: 1gw, 2 things stuck out for me last week. * Only raising non-dilutive capital. * Edison note had only needing gbp105m of capital to reach profitability by 2026. 105m in the context of the capital raised by all the other RNAi companies over the past year is.... Tiny. Their guess of capital requirements is going to be better than mine. It is clear to me that they are going to raise far more than 105m through deals in 2020. The capital requirements will be higher than 105m by 2026. This is because they will have more currently undisclosed targets. They will ipo late 2020/early 21 as a marketing point to fund the undisclosed targets after deals with the share price way higher, imho. One can look back at ARWR listing in Jan 18. They announced a listing, share price went up not down, day of the announcement, day shares were issued closed up again. Why? Because the shares are capturing a higher percentage of the future value of the deals and not the partner of the deals is my guess. That and it appears that the equity raisings through deals are done at a premium. The "hope" by shorters that a raise might lower the share price might just be hope if history here is a guide. In any case and as before cash through second half 2021 at present. Deals will be done before a listing and the share price will be a lot higher than here when they ipo in the US likely end of the year. History is there with ARWR and dicerna. The owners have seen it. If one chooses to look one can see it. This company has far to much cash with the upcoming deals for the size of it's market cap and in comparison to it's competitors. The Edison note was a snapshot in time with no forward looking allowance or allowances for what is clearly going to happen if one looks at the playbook laid down by dicerna and ARWR. I agree it's misunderstood, which is amazing as the playbook is so clear to see... And UK retail investors have been told that it's happening numerous times.
1gw: Time for a bit of idle M&A speculation? In January 2017, when Ali parked the Silence tanks on Arrowhead's lawn ("potential corporate transaction" and "product licensing" mentioned in press release, among other things), he bought 9% of the company (ARWR) at an average of around $1.65/share. At the time Silence was around £1/share I think. Today ARWR is trading at around $28.85/share and Silence closed at £2.40. The xrate is about the same (Jan 2017 vs today) at £1=$1.25. So ARWR has gone up around 17.5 times, while SLN has done a bit better than doubled since the announcement of SLN's purchase of the ARWR position. In 2017, ARWR was so worried about the SLN move that it put in place a poison pill if I recall correctly. So, economic logic to one side for a minute, can you imagine the satisfaction in the ARWR C-suite if they could pick up SLN for a fraction of what they might have been looking at in terms of a corporate transaction back in 2017 (in terms of share exchange ratio), when they scrambled to put defences in place? But then look at the economic logic. At the recent R&D event we had SLN trumpeting it's LP(a) asset SLN360, which appears to be a potential competitor of the ARWR/Amgen AMG890 asset. So acquisition of SLN would remove the LP(a) competition threat, enabling ARWR to choose the best LP(a) asset - maybe even manage the transition from AMG890, which should be available first, to SLN360 which might be superior. Also it would remove the risk of any patent disputes with Silence, and ARWR would be in a position to take the best from each company's platforms. And perhaps best of all, ARWR might judge it would be positioned to capture a decent chunk of the upside from Silence asset success, if it thinks the SLN market value has the potential to follow ARWR's shareprice trajectory of the last couple of years as the SLN assets move into and through the clinic. You then look at the SLN shareholder base. Around 50% of the company (I estimate) held between Ali, Griffiths, Keith and Quested. So fairly easy to see who ARWR need to get onside if they want a deal to happen. It seems to me ARWR could quite easily justify a really juicy multiple of the current SLN share price to get SLN in an all-paper (or largely paper) transaction. Whether they could offer enough to convince Ali & co that it was an attractive alternative to going it alone, I don't know, but it seems to me it is a reasonable possibility. Post offered to try to provoke some reaction/discussion. Errors excepted, and no advice intended.
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