Talen Energy Corp V.TLN

To any knowlegable reader (Not Dumbo...of course!!

[pepman]

READ THE TITLE FOR KNOWLEDGABLE READERS OLNY

Do not believe a jerk who says that TLN will be taken over for at least 4.50$ and that is not willing to buy it today for 0.20$!!!!! According to him it will drop. OK. Anyways. Read the following analysis and article to see another point of view and then better assess risk. That's it. And Dumbo you are losing your time trying to bury my analysis. I will bring it up as long I will judge it necessary. And to any sane reader. Ask yourself why Dumbo is desperately trying to hide my insightful analysis? The answer is obvious: Because it is raising doubt in his sick mind. So imagine in a healty mind!!! Good read!

Here is a link to the very interesting scientific paper "Tailoring Ras pathway: Inhibitor combination for cancer therapy". This paper was published in late 2005 and you will see that drug combination targetting Ras pathway is nothing new. You will also see that Iressa and Traveca have a long story of combination with drugs aiming at Ras pathway. So our two fools here think that Roche and AstraZeneca discovered something with the little pre-clinical experiment of Thallion. But forget that. They were aleready well aware about possible positive effect of combining a Ras inhibitor with their drugs. So no news there for them. Also, in this paper they talk a lot about farnesylthiosalycilic acid (FTS) Salirasib, a very similar drug to 4601 with likely the same mechanism of action. Obviously, no words about 4601 back in 2005. But again. Salirasib and 4601 are very similar molecules sharing the key farnesyl group.

So after reading this paper, if you can understand what is written in it. You will see that FTS-Salirasib is in the picture since a long while, and it is very likely that Roche and AstraZeneca made combo pre-clinical tests of their own. It is also very possible that they made it also with 4601. So they were aware since a long while that combining their drugs with a good Ras inhibitor could be the key. But as you will see in the paper. Ras pathway is very complicated. Salirasib is there since a long while. It is efficacious in pre-clinical tests. Results are presented at ASCO and are described as "encouraging" by Concordia Pharma themselves. No direct comparaison have been published about pre-clinical efficacy of Salirasib in comparaison with 4601. So we don't know for sure if one is better than the other. Personnally I think efficacy should be similar given their action against Ras is based on their farnesyl group. Both show pre-clinical inhibition of mutated K-Ras. With the common farnesyl group. This is another indication that they are likely to share the same mechanism of action.

So, all that to say that if a combination with FTS-Salirasib or the similar 4601 would have been the key for Iressa and Traceva, Roche and AstraZeneca would have made a move way before, because they are aware of FTS since a long while. So again. The 4601 story is far from clear. FTS-Salirasib is there and TLN management never talk about it. Mechanism of action of FTS-Salirasib is known and disclosed, but TLN never published negative results of an experiment to prove it is not acting the same way, while one of the first experiment they did on 4601 was to prove it was not a farnesyl transferase inhibitor (FTSi). Why they did not do the same to prove it was not acting like FTS-Salirasig??? Very good question. A question our two fools here prefere to ignore because they cannot understand it and because they are blinded by their obsession since the famous "expression of interest" od lasr December. Since that time our two fools here dream of a huge takeover before interim results in GBM, but big pharmas are very aware of what is going on in their field of expertise. Nothing has been done yet despite a "open house" called "strategic review". Why is it lasting for six months now? Good question. But the answer is far from obvious. So again. Be cautious with this thing. It is more speculative than ever because all is on 4601. By now it is quite clear that nothing will happen in South America with Shigamabs. And 232 is a liscenced drug with legal problems. So all is on 4601 and the interim results of the GBM trial.



https://www.tau.ac.il/lifesci/departments/neuro/members/kloog/documents/blum.pdf