Silence Therapeutics Reports Positive Phase II Zerlasiran Data and Phase I Divesiran Results, Extends Cash Runway into 2027
核心洞察
Silence Therapeutics achieved positive Phase II results for zerlasiran in ASCVD patients, demonstrating greater than 90% reduction in Lp(a) levels.
Phase I results for divesiran in polycythemia vera (搜索) showed elimination of phlebotomy need in well-controlled patients, earning orphan drug designation.
The company reported 2024 revenue of $43.3 million, up from $31.6 million in 2023, with net loss improving to $45.3 million from $54.2 million.
Silence Therapeutics plc (Nasdaq: SLN) delivered a year of strong clinical execution in 2024, headlined by positive Phase II results for zerlasiran in atherosclerotic cardiovascular disease (搜索) (ASCVD) patients with elevated lipoprotein(a) and encouraging Phase I data for divesiran in polycythemia vera (搜索) (PV). The company also announced it will host a conference call on August 10, 2026, to discuss topline results from the Phase 2 SANRECO trial of divesiran in PV.
The clinical milestones underscore the potential of Silence's proprietary mRNAi GOLD platform to generate siRNA therapies that precisely silence disease-causing genes across both rare and common diseases.
Zerlasiran Demonstrates Robust Lp(a) Reduction
In the Phase II trial, zerlasiran achieved greater than 90% reduction in Lp(a) levels among ASCVD patients with high baseline lipoprotein(a). Elevated Lp(a) is an independent, genetically determined risk factor for cardiovascular disease, and currently no approved pharmacotherapies specifically target it. The magnitude of reduction positions zerlasiran as a potentially best-in-class siRNA therapy in a cardiovascular indication with significant unmet need.
Despite the compelling data, Silence has stated that Phase III development for zerlasiran will only begin after a partnership is secured—a strategic decision that extends the company's cash runway into 2027.
Divesiran Advances in Polycythemia Vera (搜索)
Divesiran, Silence's siRNA candidate for polycythemia vera (搜索), delivered notable Phase I results, with well-controlled PV patients eliminating the need for phlebotomy—a burdensome procedure used to manage hematocrit levels. The program has received orphan drug designation, reflecting the unmet need in this rare hematologic malignancy.
The upcoming topline readout from the Phase 2 SANRECO trial, scheduled for August 10, 2026, represents the next critical data catalyst for the program.
Strategic Prioritization and Financial Position
Silence reported full-year 2024 revenue of $43.3 million, an increase from $31.6 million in 2023, driven primarily by collaboration milestones and cumulative catch-up revenue from completed obligations under its AstraZeneca collaboration. Research and development expenses rose to $67.9 million from $56.9 million, reflecting expanded clinical studies and advancement of proprietary programs.
Net loss for 2024 narrowed to $45.3 million, compared to $54.2 million in 2023, benefiting from higher revenue and R&D tax credits.
The company's strategic focus for 2025 centers on rare disease programs with clear unmet needs and first- or best-in-class siRNA candidates. Silence is prioritizing divesiran for PV while making selective investments in extrahepatic delivery and preclinical pipeline assets. New siRNA programs are also entering clinical stages under the AstraZeneca collaboration.
Silence has transitioned to U.S. domestic issuer status and now reports under U.S. GAAP in U.S. dollars, reflecting its operational evolution as a Nasdaq-listed company.