Silence Therapeutics
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Silence Therapeutics (SLN) investor relations material

Silence Therapeutics H.C. Wainwright 4th Annual BioConnect Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H.C. Wainwright 4th Annual BioConnect Investor Conference summary19 May, 2026

Pipeline overview and value drivers

  • Focus on siRNA-based precision medicines using the mRNAi GOLD Platform, targeting cardiometabolic and hematological diseases.

  • Key clinical assets include divesiran (polycythemia vera), zerlasiran (Lp(a) for cardiovascular disease), and SLN312 (dyslipidemia).

  • Phase II SANRECO data for divesiran and phase III readiness for zerlasiran expected in August 2026.

  • SLN312 phase I data to be presented at EAS, with phase II readiness anticipated.

  • Early-stage pipeline includes SLN365 (hypercholesterolemia) and SLN098 (obesity), with ongoing preclinical work and partnership opportunities.

RNAi technology and differentiation

  • siRNA enables targeting of previously undruggable genes with high potency and long duration of effect.

  • Dosing can be infrequent (every 3 months or longer), improving patient convenience.

  • Proprietary chemistry and linker technology enhance stability and activity.

  • Open to partnerships to advance development and leverage external expertise.

Divesiran for polycythemia vera

  • Targets TMPRSS6 to increase hepcidin, reducing iron availability and controlling hematocrit.

  • Phase II SANRECO trial fully enrolled, with 48 patients across placebo and two dosing regimens (6-week and 12-week).

  • Primary endpoint: proportion of responders with hematocrit <45% without phlebotomy between weeks 18-36.

  • Phase I data showed durable hematocrit control and safety up to 9 mg/kg.

  • Quality of life and durability data to be presented at EHA; 6-week dosing seen as commercially compelling.

Divesiran 12-week dosing commercial impact
Zerlasiran Phase III design differentiation
INHBE obesity program partnership strategy
Commercial value of 12-week Divesiran dosing
Zerlasiran strategy as a non-first mover
Partnership strategy for INHBE obesity program
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Jefferies Global Healthcare Conference 20263 Jun, 2026
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