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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.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.
- Up to $300M in equity, including $100M at-the-market ADSs, to fund RNAi drug development.SLN
Registration filing18 May 2026 - Lead siRNA therapies show robust efficacy in PV and dyslipidemia, with major milestones ahead.SLN
Corporate presentation7 May 2026 - Net loss narrowed to $15.0M as cash runway extends into 2028; Phase 2 divesiran results due August 2026.SLN
Q1 20267 May 2026 - AGM to vote on directors, executive pay, auditors, and governance, with board support for all items.SLN
Proxy filing29 Apr 2026 - Lead clinical program advanced, but revenue dropped and net loss nearly doubled year-over-year.SLN
Q4 20255 Mar 2026 - Divesiran eliminated phlebotomy need and maintained hematocrit control with strong safety.SLN
Study Result3 Feb 2026 - Lead siRNA programs show strong efficacy and durability, advancing toward late-stage trials.SLN
Morgan Stanley 22nd Annual Global Healthcare Conference22 Jan 2026 - Lead siRNA therapies show strong efficacy and safety, with pivotal data and trials ahead.SLN
H.C. Wainwright 26th Annual Global Investment Conference 202421 Jan 2026 - Lead siRNA therapies show high efficacy and safety, advancing toward pivotal trials and partnerships.SLN
2024 Cantor Fitzgerald Global Healthcare Conference20 Jan 2026
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