Silexion Is Addressing the MOST COMMON Human Cancer Gene Mutation With RNAi; Recent M&As in the Field Were for Tens of Billions - $SLXN
11 Diciembre 2024 - 8:22AM
InvestorsHub NewsWire
December 11, 2024 -- InvestorsHub NewsWire -- via PESG Research
-- The field of precision oncology has witnessed groundbreaking
advancements in recent years, and Silexion Therapeutics (NASDAQ:
SLXN) has emerged as a pioneering force. By leveraging RNA
interference (RNAi) technology, Silexion is tackling KRAS-driven
cancers, an area long considered one of oncology’s most formidable
challenges. With recent milestones, a robust pipeline, and
favorable market dynamics, the company appears poised to transform
cancer treatment and position itself as a potential target in a
space where billion-dollar acquisitions have become the norm.
Yesterday, the company announced the appintment of Prof. Amnon
Peled, a globally renwoed cancer theapeutics expert to its board of
directors, further strengthening its position.,
Addressing the KRAS Challenge
KRAS mutations are the most common
oncogenic drivers in human cancers, implicated in over 90% of
pancreatic cancers and a significant proportion of lung,
colorectal, and other cancers. Despite decades of research, KRAS
mutations have proven difficult to target effectively, earning the
moniker “undruggable.” Traditional approaches have focused on
inhibiting KRAS at the protein level, with limited success.
Silexion’s innovative approach centers on silencing KRAS
mutations at the genetic level. The company’s proprietary Local
Drug EluteR (LODER™) platform delivers siRNA directly to tumor
sites, bypassing the dense tumor microenvironment that often
impedes systemic therapies. The platform’s ability to silence
oncogenes locally offers a dual benefit: enhanced efficacy and
reduced systemic side effects.
Promising Clinical Data
Silexion’s first-generation product, LODER, has shown remarkable
results in Phase 2 trials for non-resectable locally advanced
pancreatic cancer (LAPC). When combined with standard-of-care
chemotherapy, LODER improved overall survival by 9.3 months
compared to chemotherapy alone. The trial also demonstrated a 56%
objective response rate (ORR), with a striking 67% resectability
improvement in tumors previously deemed inoperable. This data
underscores LODER’s potential to shift the treatment paradigm for
one of the most aggressive and fatal cancers.
The company is now advancing its second-generation siRNA
candidate, SIL-204, designed to target a broader range of KRAS
mutations (pan-G12x and G13D). Recent preclinical studies have
further validated SIL-204’s potential. In mouse xenograft models, a
single administration of SIL-204’s extended-release microparticle
formulation significantly reduced tumor size and induced high
levels of tumor necrosis. This marks a significant improvement over
earlier formulations and positions SIL-204 as a frontrunner in
RNAi-based oncology therapies.
Expanding Beyond Pancreatic Cancer
While Silexion’s initial focus is on pancreatic cancer, its RNAi
technology holds promise for other KRAS-driven cancers, including
colorectal and lung cancers. The company plans to initiate
preclinical studies for SIL-204 in colorectal cancer models, a
logical next step given the high prevalence of KRAS mutations in
this cancer type. If successful, this expansion could substantially
broaden Silexion’s addressable market and further solidify its
position as a leader in precision oncology.
Recent Strategic Developments
Silexion has taken significant steps to strengthen its position,
including a 1-for-9 reverse share split to maintain its Nasdaq
listing and enhance its market positioning. The split, effective
November 29, 2024, aims to stabilize the company’s stock and create
a stronger foundation for future equity financings.
Additionally, Silexion’s recent appointment of Prof. Amnon
Peled, a globally recognized authority in cancer therapeutics, to
its Board of Directors marks a strategic move to bolster its
scientific and strategic expertise. Prof. Peled’s decades-long
track record of advancing novel cancer therapies from discovery to
FDA approval aligns seamlessly with Silexion’s mission and could
accelerate its pipeline’s progress.
Market Dynamics and M&A Potential
The precision oncology market is experiencing explosive growth,
driven by innovations like Silexion’s RNAi platform. The global
precision medicine market is projected to
grow from $102 billion in 2024 to $470 billion by 2034, with a
compound annual growth rate (CAGR) of 16.5%. Within this market,
the KRAS inhibitors segment alone is expected to grow at a 36%
CAGR, reaching $10 billion by 2032.
This robust growth has fueled a surge in mergers and
acquisitions (M&A). Pfizer’s $43 billion acquisition of Seagen
in 2023 and AbbVie’s $10.1 billion purchase of Immunogen highlight
Big Pharma’s appetite for innovative oncology assets. Silexion’s
unique approach to targeting KRAS mutations positions it as a
potentially attractive acquisition target, especially as large
pharmaceutical companies seek to fill gaps in their oncology
pipelines.
The Road Ahead
Silexion’s advancements in RNAi technology, coupled with its
focus on one of the most challenging cancer targets, make it a
compelling player in the precision oncology space. The company’s
LODER platform has already demonstrated transformative potential in
pancreatic cancer, and the upcoming clinical development of SIL-204
could further validate its innovative approach.
While challenges remain—drug development is inherently risky,
and RNAi therapies are still a relatively new frontier—Silexion’s
progress to date and its strategic initiatives provide a strong
foundation for growth. As the company continues to push the
boundaries of oncology innovation, it stands at the intersection of
high unmet medical need and significant market opportunity.
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Important disclaimers and disclosures: This update
may include speculative forward looking statements. Readers are
cautioned that any such forward-looking statements are not
guarantees of future performance and involve risks and
uncertainties, and that actual results may differ materially from
those in the forward-looking statements as a result of various
factors. The pharma, biotech, precision medicine,
and other industries and or markets mentioned are volatile and
risky and readers are advised to seek out preffesional advice in
the relevent feilds from licensed profesionals. This report is for
informational purposes only and is not intended to serve as
financial, investment or any form of professional advice,
recommendation or endorsement. Please review
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coverage of news and developments related to innovative companies
as detailed in the full documentation and it is thus subject to
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SOURCE: PESG Research
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