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

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Comment by Everswanon Mar 13, 2009 7:13pm

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Post# 15844215

Mid-March Assessment

Go or no go decisions.

According to trial design - TLN is aiming for first batch of 20 patients

-6 month progression free survival (SD or better)

Secondary endpoints:

-Measured at 8 weeks (2 months) and at 16 weeks (4 months).
-Overall survival rate at 6 months.
-12month progression free survival (SD or better)

I assumed that patient recruitement of 15-20 patients (probably 18 now) was done by end of Nov-Dec period.

I think we crossed the 8 weeks for most the of the patients now. Some patients crossed 4 weeks (maybe 1-5)
Some kind of acceptable indication must be achieved or else they would have pulled the plug by now. However, if there is efficacy it's not yet a trend.

Mid-March, TLN should have pulled the plug if results were disappointing.

I think we achieved some kind of acceptable first measurement of efficacy at this point.
According to in vitro and in vivo tests, efficacy is supposed to be verifiable after 1st cycle of drug.
Sustained exposure, is were TLN think that max. chemical efficacy is achieved.

Buyers are now active in anticipation of good news.

I think we now wait for end of April (all 1st cohort of patient will be at 16 week)- by early May Market will start pushing TLN shares even higher in anticipation of good news. By the pace of this company advancement (which is very very very slow) by the end of June would be the date were we finally know what if we get success or not.

Anything shares purchased between 0,222 and 0,25$ would be equal to cash value if company failed in late Q2 2009.
I've been buying shares. I thought I was alone. Glad to see that other are picking it up too.

Valuations

PII success we move to 40 M market cap or 2$ per share (comparator = oncologytics Onc.to)
Partnership deal (see Exelixis deal about 200M) we move to 200 M market cap or 6,25$ per share (BioMS)

Current Market cap a puny 4M - 0,135$ per share.

No news is good news.
Unless we finally get Shigamabs deal.

Aside from that, Ras inhibition seems to show efficacy in all drug candidates I managed to find.

-Oncologytics is another example (ras inhibitor - using virus as delivering agent)
-Concordia Pharmaceutical (ras inhibitor)
-Exelixis (Ras Raf inhibitor)

4601 still seems to be better absord. 200 X fold accumulation in cancer cells.
Best delivering to all of the above.
Should be the most potent anti-cancer compound yet release on GBM...

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