SLNHIGH SIGNALFINANCIAL10-K

SLN experienced a catastrophic 98.7% revenue collapse from $43.3M to $559K, accompanied by a 90.7% cash burn that reduced reserves from $121.3M to $11.3M.

This dramatic financial deterioration suggests a major business disruption, likely the loss of a significant partnership or licensing agreement that previously generated substantial revenue. With cash reserves depleted by over 90% and minimal current revenue generation, the company faces immediate liquidity concerns and may need emergency financing to continue operations.

Comparing 2026-03-05 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

SLN's financials show severe distress with revenue collapsing 98.7% to just $559K while operating losses widened to $91.1M, indicating the company lost nearly all its revenue-generating activities. The company's cash position fell dramatically from $121.3M to $11.3M, a 90.7% decline that signals a critical liquidity crisis. Total assets contracted 35% and stockholders' equity dropped 53.5%, painting a picture of a company in financial free-fall that urgently needs either a major business turnaround or significant capital infusion to survive.

FINANCIAL STATEMENT CHANGES
Gross Profit
P&L
-98.9%
$31.4M$344K

Gross margin compression — rising input costs, pricing pressure, or unfavorable product mix shift.

Revenue
P&L
-98.7%
$43.3M$559K

Revenue declined 98.7% — significant demand weakness or market share loss warrants investigation.

Net Income
P&L
-95.6%
-$45.3M-$88.6M

Net income declined 95.6% — review whether driven by operations, interest costs, or non-recurring items.

Cash & Equivalents
Balance Sheet
-90.7%
$121.3M$11.3M

Cash declined 90.7% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Capital Expenditure
Cash Flow
-73.9%
$211K$55K

Capex reduced 73.9% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Stockholders Equity
Balance Sheet
-53.5%
$134.0M$62.3M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Operating Income
P&L
-43.8%
-$63.3M-$91.1M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Current Assets
Balance Sheet
-36.7%
$187.4M$118.7M

Current assets declined 36.7% — monitor working capital adequacy and short-term liquidity.

Total Assets
Balance Sheet
-35.1%
$202.6M$131.4M

Total assets contracted 35.1% — asset sales, write-downs, or balance sheet optimization underway.

Current Liabilities
Balance Sheet
-19.1%
$16.8M$13.6M

Current liabilities reduced — improved short-term financial position and working capital health.

LANGUAGE CHANGES
NEW — 2026-03-05
PRIOR — 2025-02-27
ADDED
As of January 31, 2026, the registrant had 141,701,848 ordinary shares (including ordinary shares in the form of American Depositary Shares) outstanding, nominal value 0.05 per share.
Using our mRNAi GOLD platform, we have generated siRNA product candidates targeting areas of high unmet need across rare and common diseases where treatments are limited or inadequate.
Rare Diseases Divesiran (SLN124) is our potential first-in-class siRNA in Phase 2 development for polycythemia vera, or PV.
PV is a rare myeloproliferative neoplasm characterized by the overproduction of red blood cells, or RBCs.
Elevated hematocrit, or HCT, - an index of RBC mass - is a hallmark of the disease and HCT levels above 45% increases the risk of thrombotic and cardiovascular events.
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REMOVED
As of January 31, 2025, the registrant had 141,674,074 ordinary shares (including ordinary shares in the form of American Depositary Shares) outstanding, nominal value 0.05 per share.
domestic issuer status effective from January 1, 2025, requires us to comply with the U.S.
domestic reporting requirements under the Exchange Act and will result in significant additional compliance activity and increase our costs and expenses.
We no longer qualify as an emerging growth company as of December 31, 2024, and, as a result, we will no longer be able to avail ourselves of certain reduced reporting requirements applicable to emerging growth companies.
Using our mRNAi GOLD platform, we have generated siRNA product candidates both for our internal development pipeline as well as for out-licensed programs with third-party collaborators.
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