Silence Therapeutics Plc: EHA 2026: Updates Increase Our Confidence in the Best-In-Class Potential in PV

研报英文原文证据摘录

Silence Therapeutics Plc: EHA 2026: Updates Increase Our Confidence in the Best-In-Class Potential in PV

Update

June 11, 2026 02:24 PM GMT

Morgan Stanley & Co. LLCMSilence Therapeutics Plc | North America Michael E Ulz

Equity Analyst

EHA 2026: Updates Increase Mike.Ulz@morganstanley.comAvraham Novick +1 212 761-4650

Research Associate

Avi.Novick@morganstanley.com +1 212 761-2231

Our Confidence in the Best-In- Rohit Bhasin

Rohit.Bhasin@morganstanley.com +1 212 761-0534

Class Potential in PV

Key Takeaways

Data updates from Ph1 PV study show meaningful improvements in quality of

life, while post study follow-up confirms durable effect on preventing Silence Therapeutics Plc (SLN.O, SLN US)

phlebotomies. Biotechnology | United States of America

Stock Rating Overweight

Overall, updated data further confirm a potential best-in-class profile in PV and

Industry View Attractive

increase our confidence in the less frequent Q12W dosing cohort. Price target $25.00

Shr price, close (Jun 10, 2026) $6.00

Ph2 SANRECO data on track for August, which we expect to be positive and Mkt cap, curr (mm) $850

52-Week Range $8.40-4.19

unlock substantial upside; Reiterate Overweight rating.

How to vote: To request a ballot, please go to https://www.extelinsights.com/voting

and select “All-American Research Team”.

New Ph1 analyses further confirm best-in-class potential in PV. Silence presented

(PR here; poster here) new analyses from the Ph1 portion of the SANRECO study of

diversiran in polycythemia vera (PV) at the European Hematology Association (EHA)

2026 annual meeting (Stockholm; June 11-14). Recall (note here), the company had

previously presented Ph1b data which showed robust reductions in phlebotomies

and favorable tolerability at all dose levels with a convenient Q6W schedule. New