Silence Therapeutics (NASDAQ:SLN) Announces Quarterly Earnings Results

Silence Therapeutics (NASDAQ:SLN) issued its quarterly earnings data on Monday. The company reported ($0.26) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.14) by ($0.12), Zacks reports. Silence Therapeutics had a negative return on equity of 105.34% and a negative net margin of 8,943.86%.

Here are the key takeaways from Silence Therapeutics’ conference call:

• Divesiran met the SANRECO phase II primary endpoint, with 88% of treated patients maintaining hematocrit below 45% without phlebotomy versus 18% on placebo, a placebo-adjusted difference of nearly 70% (p<0.0001).
• Both dosing schedules produced robust responses, exceeding 80% in the Q12W arm and 90% in the Q6W arm; Silence plans to advance the less-frequent quarterly dosing regimen into phase III.
• Divesiran was generally well tolerated, with no new safety concerns, infrequent self-limiting injection-site reactions, and only two investigator-reported grade 1 anemia events; more than 90% of treated patients required no phlebotomies during weeks 0–36 versus 12.5% on placebo.
• Silence plans an end-of-phase II FDA meeting by year-end and aims to begin a registration-directed phase III study in the first half of 2027, but the final design, size, safety requirements, and potential Breakthrough Therapy application remain subject to regulatory discussions.

Silence Therapeutics Trading Up 29.1%

Silence Therapeutics stock opened at $15.43 on Tuesday. Silence Therapeutics has a 52 week low of $4.19 and a 52 week high of $17.58. The stock has a market cap of $728.91 million, a P/E ratio of -9.70 and a beta of 1.39. The stock has a 50 day moving average of $9.49 and a 200-day moving average of $7.25.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on SLN shares. HC Wainwright reissued a “buy” rating and issued a $75.00 target price on shares of Silence Therapeutics in a research note on Wednesday, June 17th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Silence Therapeutics in a report on Friday, July 17th. Finally, Cantor Fitzgerald started coverage on Silence Therapeutics in a research note on Wednesday, June 24th. They set an “overweight” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $75.00.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. XTX Topco Ltd bought a new stake in shares of Silence Therapeutics in the 4th quarter worth about $71,000. Citadel Advisors LLC acquired a new position in Silence Therapeutics in the third quarter worth about $112,000. Massar Capital Management LP bought a new stake in Silence Therapeutics in the second quarter valued at about $115,000. ADAR1 Capital Management LLC raised its stake in Silence Therapeutics by 26.8% during the fourth quarter. ADAR1 Capital Management LLC now owns 23,643 shares of the company’s stock valued at $144,000 after buying an additional 5,000 shares in the last quarter. Finally, Jane Street Group LLC acquired a new stake in Silence Therapeutics during the fourth quarter valued at approximately $177,000. 98.73% of the stock is currently owned by institutional investors.

More Silence Therapeutics News

Here are the key news stories impacting Silence Therapeutics this week:

• Positive Sentiment: Positive Phase 2 SANRECO results: Silence reported that divesiran met both the primary and secondary endpoints in a 48-patient Phase 2 trial for phlebotomy-dependent polycythemia vera. The results support the therapy’s potential best-in-class profile and helped drive substantial investor enthusiasm. Positive Topline Results from Phase 2 SANRECO Trial
• Positive Sentiment: Analyst support remains favorable: Analysts have assigned Silence Therapeutics a consensus rating of “Moderate Buy,” which may reinforce confidence in the company’s clinical pipeline and longer-term commercial opportunity. Consensus Moderate Buy Rating
• Neutral Sentiment: Investor presentation and conference call: Management discussed the SANRECO topline data and second-quarter business updates, giving investors more detail on divesiran development and the company’s broader siRNA pipeline. SANRECO Phase II Trial Transcript
• Negative Sentiment: $150 million ADS offering may dilute shareholders: Silence commenced an underwritten public offering of approximately $150 million of American Depositary Shares. The financing could strengthen cash resources for clinical development, but the increase in shares outstanding may pressure the stock. Proposed $150 Million ADS Offering
• Negative Sentiment: Quarterly loss exceeded expectations: Silence reported a second-quarter loss of $0.26 per share, versus the consensus estimate for a $0.14 loss. The company remains unprofitable, increasing the importance of clinical progress and the newly proposed financing. Second-Quarter 2026 Financial Results

About Silence Therapeutics

Silence Therapeutics plc is a clinical-stage biotechnology company focused on the discovery and development of ribonucleic acid interference (RNAi) therapeutics. Leveraging its proprietary EnCore lipid nanoparticle delivery platform, the company aims to silence disease-causing genes in the liver and other tissues. Silence’s technology is designed to enhance targeted delivery of small interfering RNA (siRNA) molecules, with the goal of achieving durable therapeutic effects and improved safety profiles compared with traditional drug modalities.

The company’s lead product candidates include SLN360, an siRNA therapeutic designed to reduce lipoprotein(a) levels for cardiovascular risk reduction, and SLN124, aimed at treating hereditary hemochromatosis and beta-thalassemia by modulating iron metabolism.