Talen Energy Corp V.TLN

Primary Symbol: TLN

Talen Energy Corporation owns and operates power infrastructure in the United States. The Company produces and sells electricity, capacity, and ancillary services in wholesale power markets in the United States, primarily in PJM and WECC, with its generation fleet principally located in the Mid-Atlantic region of the United States and Montana. The majority of its generation is produced at its zero-carbon nuclear and lower-carbon gas-fired facilities. Its generation capacity is 10,665 megawatts (MW). Its segments include PJM and Other. The PJM segment is engaged in electricity generation, marketing activities, commodity risk and fuel management within the PJM RTO or ISO markets and comprises Susquehanna and Talen’s natural gas and coal generation facilities. Its Other segment includes the operating and marketing activities of Talen Montana’s proportionate share of the Colstrip Units in the WECC market, the operating activities of Nautilus, and other development activities.

NDAQ:TLN - Post by User

Talen Energy Corp

Bullboard Posts

Post by Everswanon Jun 01, 2009 2:41pm

95 Views

Post# 16033791

What Astra Do and Wants.

Best way to guess what a pharma is going to do or wants is to see what it did.

Astra has made no blockbuster acquisition.
Astra is currenlty number 3 in size.

Astra has mainly refocus oncology drug.
Licensing out HDAC
Now first ever PI combo with Merck https://finance.yahoo.com/news/AstraZeneca-Merck-collaborate-apf-15401660.html?sec=topStories&pos=5&asset=&ccode=

Astra is facing the biggest patent expiry challenge of them all, and is adoption innovation not merger as a solution.

So far Astra has been creative and innovative in it's licensing agreement. Scientific reason for Merck deal:

Each drug targets a different protein that is abnormally activated in cancer, one called MEK and the other
AKT.

"There is strong scientific rationale to suggest that the potential benefit to cancer patients of this combination may far exceed the sum of the parts," Gary Gilliland, senior vice president of oncology at Merck Research Laboratories, said in a statement.

Thallion describe 4601 not as a Ras inhibitor but as as RAS/MAPK pathway inhibitor, the nuance is that their drugs shuts down everything.

From Cancer Genomic (the biggest public research cancer project ever):
https://cbio.mskcc.org/cancergenomics/gbm/pathways/GBM_pathway_20080708.pdf

Now 4601 shut down MEK (2009 AACR poster)
https://www.thallion.com/docs/publications/25.AACR09-Nadia-Web.pdf

Now 4601 shuts down AKT (2008 AACR poster, the poster that got TLN the unamed bid)
https://www.thallion.com/docs/publications/20.AACR2008-1485.pdf

Merck and Astra are validating dual inhibition of MEK and AKT. See Cancer genomic map for why: ie cell duplication and cell death.

Again, this is an example of scientific validation. Will the market care? no.
Will pharma care? yes.

Watch out for "me too" move

Now, back to Astra...

Astra has the profile to buy TLN; risk takers and innovators
Astra basically told us today what they are looking for a dual AKT-MEK inhibitor.
Astra is diversifying oncology portefolio

Again still no move from Astra... All other players have shown their cards...

In the RAS world...

GlobeImmune is gone
Concordia pharma has a partner
Thallion is the only unmarried sister, perhaps the fattest princess of them all, yup pharma boys like fat profit.