Silence Therapeutics plc: Silence Therapeutics Highlights Follow-Up Data at EHA 2026 Demonstrating Durable Efficacy and Potential Best-in-Class Profile for Divesiran in Polycythemia Vera
Silence Therapeutics (Nasdaq: SLN) reported follow-up and quality-of-life results for divesiran in its Phase 1 SANRECO study at EHA 2026 in 21 polycythemia vera patients. Phlebotomy use fell from 80 in the prior 6 months to 5 during treatment and 4 in 16-week follow-up; median time to first phlebotomy was 287 days. The company said Phase 2 SANRECO remains on track for topline results in Aug 2026.
Follow-up clinical data strengthen the efficacy narrative for divesiran and support the Phase 2 Q6W/Q12W readout in August 2026.
Silence Therapeutics presented new Phase 1 SANRECO follow-up data for divesiran in PV, including durable phlebotomy reductions and QoL improvements.
Near-term sentiment tailwind for SLN into the next catalyst (Phase 2 topline in Aug 2026), with upside skew if durability and symptom improvements are viewed as best-in-class signals.
Background
Divesiran is Silence’s siRNA targeting TMPRSS6 to increase hepcidin and reduce PV-driven erythrocytosis; SANRECO Phase 2 is randomized placebo-controlled with Q6W/Q12W dosing.
Why it matters
EHA follow-up data show reduced phlebotomy use persisting after final dose, symptom/QoL improvements, and no dose-limiting toxicities—supporting the dosing-frequency thesis heading into Phase 2 topline.
Market relevance
Provides concrete efficacy durability datapoints and tolerability, reinforcing investor expectations for the upcoming Phase 2 readout.
Market effects
Adds incremental validation for liver-targeted siRNA approaches in hematology (TMPRSS6/hepcidin axis) and may lift sentiment across early-stage PV/hematology gene-silencing peers.
Primarily US-listed biotech sentiment; conference-driven risk-on for small/mid-cap clinical-stage names.
EHA data can influence global PV treatment expectations and investor positioning ahead of later-stage readouts.
Alternative perspectives
Phase 1 is open-label and small (21 patients); durability signals may not translate into Phase 2 response rates or the placebo-controlled primary endpoint.
The article emphasizes phlebotomy burden and QoL, but traders may discount due to baseline imbalance (uncontrolled patients) and the lack of Phase 2 efficacy results yet.
Key entities
- companySilence Therapeutics plc
Nasdaq-listed clinical-stage biotech developing divesiran for polycythemia vera.
- drug_candidatedivesiran
siRNA therapy targeting TMPRSS6; aims to increase hepcidin and reduce PV-related red blood cell production.
- clinical_programSANRECO
Phase 1/2 program in PV evaluating divesiran; Phase 2 topline expected August 2026.
- eventEHA 2026 Annual Congress
Conference where follow-up Phase 1 data were presented.
