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Stock impact report

Silence Therapeutics: Divesiran Targets High-Burden PV [Seeking Alpha]

Silence Therapeutics Plc - American Depository Share (SLN) 
Company Research Source: Seeking Alpha
SLN boasts a strong cash position ($100M+), providing runway through 2028 and enabling continued pipeline development without near-term financing risks. The SANRECO trial's design and patient population position divesiran as a potential adjunctive therapy for high-burden PV patients, focusing on reduced phlebotomy frequency and infrequent dosing. While acknowledging clinical and market risks, I maintain a cautiously optimistic outlook, seeing significant upside if Phase 2 data demonstrate efficacy and safety. quantic69/iStock via Getty Images I think Silence Therapeutics ( SLN ) is currently at an interesting stage. I see it as a focused, clinical-stage RNAi-focused drug development company, but its valuation continues to reflect historical execution concerns and general small-cap biotech exhaustion more so This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate Show less Read more
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