SLN

Silence TherapeuticsC

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-06-11

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$11.00

+83.0% vs current

Most likely

Base case

45%

Probability

Target price

$6.50

+8.2% vs current

B-

Bear case

30%

Probability

Target price

$3.50

-41.8% vs current

AI sentiment snapshot

Latest data as of 2026-04-15

AI commentary

Primary-source evidence supports a cautious monitoring stance rather than an outright bullish call. The company still has a credible lead catalyst in SANRECO Phase 2 topline data expected in 3Q 2026 and enough cash to reach that window, but the thesis is narrower than it looked previously because collaboration revenue stepped down and AstraZeneca will not advance SLN312 beyond Phase 1 [#PR-2026-03-05][#PR-2025-10-23][#10-K-2026-03-05].

RankAlpha Sentiment Codex - 2026-04-15

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-30eventSecond-quarter 2026 preclinical updates on SLN365 and SLN098High impact

Management guided to additional preclinical data for SLN365 and SLN098 in 2Q 2026; these updates matter less than SANRECO but can help test whether the platform still has depth beyond the lead hematology asset [#PR-2026-03-05].

2026-09-30eventSANRECO Phase 2 topline data in polycythemia veraHigh impact

Silence says the fully enrolled SANRECO Phase 2 trial of divesiran is on track for topline results in 3Q 2026, with the primary endpoint tied to maintaining hematocrit below 45% without phlebotomies; this is the clearest valuation inflection for the stock [#PR-2025-10-23][#PR-2026-03-05][#10-K-2026-03-05].

2027-03-31catalystStrategic path for zerlasiran and balance-sheet endurance into 2028High impact

Silence reported $85.1 million of cash and short-term investments at December 31, 2025 and said funds should support operations into 2028, while describing zerlasiran as Phase 3-ready and potentially suitable for a third-party partner; that extends optionality, but monetization is unproven and partner appetite must offset the loss of forward SLN312 development at AstraZeneca [#PR-2026-03-05][#10-K-2026-03-05].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-04-15 • Updated nightlySource: Internal modelMethodology