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Silence Therapeutics plc · NASDAQ · Healthcare
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Silence Therapeutics posted Q2 2026 results with SANRECO Phase 2 dosing completed and durable PV data, plus ANGPTL3 data from AZD1705 under its AstraZeneca collaboration. The company also outlined IND timing for SLN365 and SLN098 in 2027, and reported $72.1 million in cash, suggesting near-term catalysts amid ongoing execution risk across a broad pipeline.
View signal analysisCantor Fitzgerald initiated coverage of Silence with an Overweight rating, arguing divesiran could become a PV market challenger. August 2026 Phase 2 topline data and a dosing schedule every 6 or 12 weeks may unlock substantial valuation upside, supported by Phase 1 PV results and a $300 million market cap.
View signal analysisSilence Therapeutics reported favorable Phase 1 SANRECO data for divesiran in polycythemia vera, with sustained phlebotomy reductions and improved symptoms and quality of life. Follow-up data show phlebotomy usage stayed low after the final dose, while the Phase 2 SANRECO trial with Q6W and Q12W regimens remains on track for topline results in August 2026, potentially validating a flexible, dosing-favorable therapy.
View signal analysisSLN presented Phase 2 data for zerlasiran at AHA Scientific Sessions. Zerlasiran achieved over 80% reductions in Lp(a) levels with infrequent dosing. Analyst concerns over dosing schedule may impact zerlasiran's competitiveness. Max Lp(a) reductions exceeded 90%, with no safety concerns reported. SLN's stock dropped 33.80% following the data presentation.
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