Silence Therapeutics Plc ADRSLN
Price$10.71Intrinsic value$5.2851% below price

Qualitative Analysis

Business overview

Business Overview

Silence Therapeutics plc is a global clinical-stage biotechnology company dedicated to discovering and developing precision-engineered medicines using its proprietary short interfering RNA (siRNA) platform, mRNAi GOLD™ (GalNAc Oligonucleotide Discovery). The company's technology is designed to target and silence disease-associated genes in the liver, addressing high unmet medical needs across hematology, cardiovascular disease, and rare diseases. Silence's wholly owned pipeline is led by divesiran (SLN124), a first-in-class siRNA targeting TMPRSS6 for the treatment of polycythemia vera (PV), and zerlasiran (SLN360), a Phase 3-ready siRNA targeting LPA to reduce cardiovascular risk in individuals with high lipoprotein(a). Additionally, the company maintains strategic research and development collaborations with major pharmaceutical partners, including AstraZeneca.

Research as of 20 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
Divesiran Clinical PrioritizationInnovation

Prioritizing clinical investment in divesiran (SLN124), a potential first-in-class siRNA for polycythemia vera (PV) and other hematological disorders [1.4.2].

Expected impact: Establish a compelling therapeutic profile with reduced phlebotomy requirements and improved quality of life.

Sign in / Sign up to read more
InvestmentPrimary driver of ongoing R&D expenses.
TimelinePhase 2 SANRECO trial topline results expected in Q3 2026.
Zerlasiran Out-Licensing and PartneringGrowth

Seeking a strategic third-party partner to advance Phase 3 development and future commercialization of zerlasiran (SLN360) for cardiovascular disease associated with high Lp(a).

Expected impact: Leverage partner resources to fund and execute large-scale Phase 3 trials while extending Silence's cash runway.

Sign in / Sign up to read more
InvestmentCore Phase 3 readiness activities, including manufacturing and supply scale-up, were completed in 2025.
TimelineOngoing partnering discussions, expected to accelerate following third-party cardiovascular outcomes readouts in 2026.
Extra-Hepatic Platform ExpansionInnovation

Advancing extra-hepatic cell targeting capabilities leveraging the proprietary mRNAi GOLD platform.

Expected impact: Expand the therapeutic reach of the siRNA platform beyond liver-targeted diseases.

Sign in / Sign up to read more
InvestmentFunded through internal discovery R&D budget.
TimelineOngoing preclinical development with preliminary results generated in several cell types.
Sources: 4

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Strategic Partnerships

AstraZenecaR&D Collaboration

Collaborative development of siRNA therapies for cardiovascular, renal, metabolic, and respiratory diseases using Silence's mRNAi GOLD platform [1.2.4]. Note: AstraZeneca returned global rights to SLN312 in March 2026, but the broader platform collaboration remains active.

Terms: Includes option fees and milestone payments (e.g., $10M option fee in 2023 and $10M clinical initiation milestone in 2024).

Sign in / Sign up to read more
Hansoh PharmaceuticalR&D Collaboration

Collaboration established in October 2021 to develop siRNAs for three undisclosed targets leveraging Silence's proprietary platform.

Terms: Potential milestone payments and royalties on future sales.

Sign in / Sign up to read more
Sources: 1
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.