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Key Takeaways SLN completed SANRECO enrollment ahead of schedule, accelerating the top-line data to August 2026.SLN is seeking a strategic partner to advance phase III-ready zerlasiran after positive FDA and EMA feedback.Silence Therapeutics regained global rights to SLN312 after AstraZeneca ended the program's development. Shares of Silence Therapeutics (SLN - Free Report) have surged 107% over the past six months, driven by investor optimism around the company's advancing RNA interference (siRNA) pipeline, upcoming clinical data readouts and the long-term growth potential of its lead candidate, divesiran.Divesiran: SLN’s Major Growth DriverInvestor sentiment has been fueled by the rapid clinical progress of divesiran, Silence Therapeutics’ first-in-class siRNA therapy targeting TMPRSS6 for the treatment of patients with polycythemia vera (PV), a rare myeloproliferative blood cancer characterized by excessive production of red blood cells and elevated hematocrit levels.
The ongoing phase II SANRECO study is evaluating divesiran at a 6 mg dose with every-six-week (Q6W) and every-12-week (Q12W) dosing schedules in patients with PV. The study completed patient enrollment ahead of schedule. As a result, the company accelerated the anticipated top-line data readout from the second half of 2026 to the third quarter of 2026 (August 2026). Positive study data could serve as a significant catalyst for the stock. Earlier phase I data demonstrated meaningful reductions in phlebotomy requirements, improvements in disease-related symptoms and quality of life and a favorable safety profile.
Year to date, shares of Silence Therapeutics have jumped 71.9% against the industry’s 1.5% drop.
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SLN’s Other Pipeline Assets on the MoveBeyond divesiran, Silence Therapeutics continues to strengthen its long-term growth outlook through a diversified RNAi pipeline. Zerlasiran (SLN360) is SLNs’ phase III-ready siRNA candidate for cardiovascular disease associated with elevated lipoprotein(a) [Lp(a)], a genetically inherited risk factor for heart attack and stroke. In phase I and phase II studies, zerlasiran demonstrated substantial and durable reductions in Lp(a) with infrequent dosing and a favorable safety profile. Following positive regulatory feedback from the FDA and EMA, and the completion of key phase III readiness activities, the company is seeking a strategic partner to advance late-stage development and commercialization of the program.
SLN312 Faces Development Setback Following AstraZeneca ExitAnother promising asset, SLN312, is an siRNA therapy targeting ANGPTL3 for the treatment of dyslipidemia. However, the candidate faced a setback in March, after its former partner, AstraZeneca (AZN - Free Report) , decided to discontinue further development of the program following a phase I study. Although the study demonstrated durable, dose-dependent reductions in ANGPTL3, triglycerides and atherogenic lipoproteins, along with a favorable safety profile and the potential for infrequent dosing, AZN chose not to advance the candidate into later-stage development. As a result, Silence Therapeutics will regain global rights to SLN312 and must now determine the program's future, either by funding its development internally or securing a new strategic partner.
SLN’s Zacks Rank & Stocks to ConsiderSilence Therapeutics currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Neurocrine Biosciences (NBIX - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
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