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Silence Therapeutics (SLN) investor relations material
Silence Therapeutics Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Platform and technology overview
siRNA technology platform offers high efficacy, safety, durability, and reversibility, with a robust intellectual property estate and global operations in Berlin, UK, and the US.
mRNAi GOLD™ platform targets messenger RNA to silence disease-associated proteins, providing specificity and potency in clinical applications.
The technology is endogenous and allows flexible dosing, with broad applicability across large and rare disease indications.
Artificial intelligence and machine learning are integrated into discovery, sequence selection, off-target evaluation, and trial design.
Clinical program updates
Divesiran for polycythemia vera (PV) shows strong efficacy in phase 1, reducing hematocrit and phlebotomy needs, with phase 2 enrolling well-controlled patients and aiming for full enrollment by year end.
The mechanism involves blocking TEMPR6 to elevate hepcidin, restricting iron to the bone marrow and reducing red blood cell production.
Phase 2 focuses on maintaining hematocrit control, reducing phlebotomies, and assessing symptom improvement, with data expected in the second half of next year.
Zerlasiran for Lp(a) is phase 3 ready, showing over 90% reduction in Lp(a) in trials, with durable effects and quarterly or less frequent dosing; partnership sought for large-scale CVOT.
Partnerships and pipeline strategy
Multi-target collaboration with AstraZeneca covers up to 10 targets in cardiovascular, metabolic, respiratory, and renal areas, with phase 1 programs advancing.
Prioritization of extrahepatic targets is underway, with preclinical data supporting expansion beyond liver indications.
Cash position of $114 million as of Q2 2023 provides runway into 2028, supporting ongoing and future programs.
Strategic focus on right-sized programs, especially rare diseases like PV, to align with resource capabilities.
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