TickerTalks
Browse all tickers →
TickerTalks›$SLN
SLSLN

Silence Therapeutics plc

Hot onWhy it's trendingX chatter spiked vs its recent normMoving on elevated volumeStrong bullish X conversation
$SLN·$564M·Biotechnology·Healthcare
$13.58-7.7%YTD+80.5%1Y+142.9%
Mentions · last 7 days
2026-08-05: 5 posts2026-08-06: 2 posts2026-08-07: 4 posts2026-08-08: 0 posts2026-08-09: 9 posts2026-08-10: 171 posts2026-08-11: 25 posts216+768%
Price updated 4h ago·X counts updated 1d ago
SLSLN
$SLNSilence Therapeutics plc
$13.58-7.74%216 posts+768%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SLN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-11

The move is getting stronger, with heavier trading behind it.

Silence Therapeutics jumped 29% on positive SANRECO Phase 2 data — $150M raise same day.

Silence Therapeutics is a UK-based RNA-therapeutics biotech — the lead asset divesiran is an siRNA (small interfering RNA) for polycythemia vera and other hematological conditions.

  • The material catalyst: Positive topline results from Phase 2 SANRECO trial of divesiran in polycythemia vera (Aug 10) — management called it 'best-case outcome' with potential best-in-class profile.
  • Same-day capital raise: $150M public offering of ADSs announced Aug 10 — meaningful dilution but funded on the back of positive data, so the market absorbed it and the stock still popped 29%.
  • Q2 print (Aug 10) missed by 88% but with revenue $421K (tiny), the miss is on the loss-per-share denominator, not operational; the market ignored it in favor of the data.
  • Fundamentals: Q1 revenue $421K, +1293% YoY (huge percent on nothing), PS 470 (ludicrous), operating margin -3565%, ROIC -83% — pre-commercial economics dominated by clinical spend.
  • Structural: +80% YTD, +203% t12m, sitting at 0.84 of the 52-week range, +64% above the 50-day and +120% above the 200-day MA — full-throated re-rating on the SANRECO data.
  • Volume: 29x normal (vol_mult 28.95) — extraordinary institutional accumulation post-data.
  • Corporate context: departing CEO Craig Tooman received $655K + $250K = ~$905K separation package (July 16 disclosure) — orderly CEO transition.
  • Major holder: Richard Griffiths (individual, Jersey-based) filed SC 13D/A holding 21.5% via 30.8M ordinary shares — meaningful long-money anchor.
  • Analyst outlook: FY2026 revenue $3.35M, FY2027 $4.62M; EPS -$0.53 in 2026, widening to -$0.63.

Biotech riding a data-driven parabola with fresh capital in the tank — the SANRECO readout is the whole story and the raise validated the market's willingness to fund the launch.

What to watch: Nov 17 Q3 print — cash runway post-raise and divesiran commercial development timelines.

On the calendar: Q3 earnings 2026-11-17

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment32 posts analyzed · as of 2026-08-12

Silence Therapeutics posted positive Phase 2 SANRECO topline for divesiran in Polycythemia Vera, with 80-93% efficacy on q12wk dosing and only 2 grade-1 asymptomatic anemia cases, framed as best-in-class. Bulls model >$25 fair value with Lp(a) optionality and note the mechanism validates BIC potential vs PTGX's Rusfertide weekly injection. The company announced a $150M public offering to fund Phase 3 (starting 2027), with a potential BP takeout by NVS or others as the most likely path. Some caution about opaque data disclosure and cash position at $72M pre-raise.

Read the AI verdict + X sentiment for $SLN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

London-based RNA therapeutics biotech using a GalNAc-siRNA platform to develop treatments for hematological, cardiovascular, and rare metabolic diseases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $SLN.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $SLN

Partial — London-based RNA therapeutics biotech using a GalNAc-siRNA platform to develop treatments for hematological, cardiovascular, and rare metabolic diseases; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+49.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-82.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-94.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-15.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
469.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-122%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
66.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-0.26$-0.14-87.5%
Q1 2026May 7, 2026$-0.32$-0.33+3.0%
Q4 2025Mar 5, 2026$-0.25$-0.32+21.9%
Q3 2025Nov 6, 2025$-0.45$-0.40-12.5%
Next earningsThu, Nov 5·consensus EPS $-0.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$421K+129.3%72.3%-3565%$-0.33$-15.6M
Q4 FY25$34K-99.9%64.7%-36650%$-0.27$-17.3M
Q3 FY25$159K-86.1%59.7%-16506%$-1.32$-10.9M
Q2 FY25$307K-48.6%62.1%-10698%$-2.40$-21.8M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3M$275K – $12.0M-$0.53-$0.89 – -$0.235
FY27$4.6M$243K – $13.2M-$0.63-$0.75 – -$0.504
FY28$15.0M$1.1M – $52.7M-$0.65-$2.76 – $0.132
FY29$72.1M$5.2M – $253.0M-$0.63-$2.66 – $0.133
FY30$169.7M$12.3M – $595.6M-$0.52-$2.20 – $0.113

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+53.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+108.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 37.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today8.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Griffiths Richard Ian10% owner865.1K sh$9.1MSellJul 2Griffiths Richard Ian10% owner50.1K sh$524KSellJul 1Griffiths Richard Ian10% owner129.2K sh$1.4MSellJun 30Griffiths Richard Ian10% owner169.9K sh$1.8MSellJun 29Griffiths Richard Ian10% owner330.1K sh$3.5M

See when $SLN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 10424B5
8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-K/AOfficer or director change (amended)Jul 168-K/A — Item 5.02: Officer or director change
AI summary

Silence Therapeutics disclosed that departing CEO Craig Tooman received a separation package of $655,000 in base salary continuation plus a $250,000 lump sum payment, totaling approximately $905,000. The company's search for a new CEO continues at the clinical-stage RNAi therapeutics company.

SC 13D/AActivist amendmentJul 8SC 13D/A
AI summary

Richard Griffiths (individual investor, Jersey) filed Amendment No. 10 to his Schedule 13D for Silence Therapeutics Plc (SLN), reporting 30,844,458 ordinary shares representing 21.7% of the class as of July 6, 2026. His position includes 19,155,522 ordinary shares represented by ADRs plus additional directly-held shares, all with sole voting and dispositive power. A 21.7% block-holder update in an RNAi drug company — Griffiths' concentrated stake makes him a highly significant investor whose position changes warrant close monitoring.

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD
AI summary

Silence Therapeutics (SLN) filed an 8-K (Item 7.01, Reg FD) on June 23, 2026, disclosing that it issued an updated corporate presentation reflecting certain business updates, made available on the company's investor relations website and furnished as Exhibit 99.1. No specific financial figures or pipeline updates are disclosed in the excerpt. Routine Reg FD corporate communications disclosure; not filed for Exchange Act liability purposes.

8-KShareholder voteJun 168-K — Item 5.07: Shareholder vote
AI summary

Silence Therapeutics (SLN) reported shareholder vote results from its June 16, 2026 Annual General Meeting. All nine resolutions were passed on a poll. Resolution 1 (re-appoint Rhonda Hellums as director) received the most notable split: 47,160,731 votes for vs. 5,557,090 against — roughly 89%/11% — suggesting some shareholder dissatisfaction with at least one board member. Standard AGM governance outcome; the 11% against vote for Hellums is worth monitoring.

424B5Prospectus supplement (offering)May 27424B5
AI summary

Silence Therapeutics (SLN) filed a 424B5 prospectus on May 27, 2026 for an ATM equity offering program of up to $100 million in ADSs (each ADS representing 3 ordinary shares), pursuant to an Open Market Sale Agreement with Jefferies LLC dated May 18, 2026. ADSs closed at $6.64 on May 26, 2026. Sales may be made at any time at prevailing market prices, with Jefferies acting as agent on commercially reasonable efforts terms. A meaningful potential dilution event — $100M at $6.64/ADS would represent a very large portion of SLN's market cap; actual drawdown is paced by market demand.

8-KAgreement terminatedMay 188-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 8.01: Other event
AI summary

Silence Therapeutics (SLN) entered a new Open Market Sale Agreement with Jefferies LLC on May 18, 2026, simultaneously terminating its prior 2021 ATM agreement. Under the new agreement, Silence may sell ADSs (each representing three ordinary shares) at-the-market at its discretion; Jefferies earns up to 3.0% commission on gross proceeds. No specific total program size was disclosed in this filing. This is a capital-raising shelf mechanism maintaining financing flexibility, not an immediate issuance.

+ 15 other (2 10-Qs · 2 earnings 8-Ks · 1 S-3MEF · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Silence Therapeutics’ Divesiran Hits Phase II Goal, Sets Up Phase III PV Trialdefenseworld.net·2d agoSilence Therapeutics' Divesiran Hits Phase II Goal, Sets Up Phase III PV Trialmarketbeat.com·2d agoSilence Therapeutics plc (SLN) Discusses Top-Line Results From SANRECO Phase II Trial of Divesiran in Polycythemia Vera Transcriptseekingalpha.com·2d agoSilence Therapeutics Announces Proposed Public Offering of $150 Million of American Depositary Sharesbusinesswire.com·2d agoSilence Therapeutics Says Blood Cancer Trial Delivers 'Best-Case Outcome'benzinga.com·3d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ABCL$ALLO$NWBO$IOVA$AURA$TENX$IBRX$REPL
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport