Analysts Offer Insights on Healthcare Companies: Keros Therapeutics (NASDAQ: KROS), Kura Oncology (NASDAQ: KURA) and Silence Therapeutics (NASDAQ: SLN)Data (1H26). to 2027. AHA'24 update of zerlasiran's (Lp(a) targeting siRNA) showed good efficacy within competitor range (NVS/IONS<SLN<AMGN/ARWR, limited data from LLY for comparison), however, we believe the confusion around measurement endpoint led to the stock sell-off (note). The lack of a clear registrational trial design and the delay of a competitor catalyst from NVS/IONS (previously viewed as the biggest Lp(a) data in 2025 is now in 1H26) have also contributed to the stock weakness. Today, SLN announced that they will not initiate zerlasiran Ph3 trial w/o a partner, which was widely expected. The decision extends cash runway into 2027 (Co ended FY24 w/ $147.3M cash). 2025 First-in-Class siRNA Targeting TMPRSS6 in PV ($1-2B TAM).