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Martin Sedláček
@martinsedlacek · Aug 19

🧬 Moderna $MRNA soared over 100% today, driven by its experimental cancer vaccine succeeding in the final phase of testing.

Moderna, together with Merck $MRK, is testing the personalized mRNA vaccine Intismeran in patients with high-risk melanoma. Combined with Merck's Keytruda, in a study of 1,137 patients it significantly extended the time before cancer returned and also limited its spread to other parts of the body. This is the first successful Phase 3 study of a personalized mRNA cancer vaccine.

And that's why the market is reacting so strongly. Moderna's stock soared by tens of percent today after the announcement, and Merck is also rising significantly. For Moderna, it's also an important signal that its mRNA technology could have great use beyond vaccines against infectious diseases.

Now it will be important to wait for the complete data, which the companies haven't released yet, and subsequent talks with regulators. It's also interesting that Moderna and Merck are testing the same technology in other types of cancer, including lung, bladder, and kidney cancer.

In my opinion, one of the most interesting biotech news stories of recent times.

Does anyone follow Moderna or the biotech sector?

A community member's personal view, not investment advice. Community Guidelines

MV
Milan Vicáň @milanvican Aug 20

But it's no surprise, they've been working on it for many years, and what conspiracy theorists argued during Covid, that what a coincidence they had a vaccine ready right away, as proof that Covid was intentional, was precisely because Moderna had been working on RNA vaccines before Covid specifically against cancer, and BioNTech with Pfizer stole many RNA patents from them, because it was in the interest of health and they knew they'd get away with it. This, however, will put Moderna back on its feet and they'll have grounds to sue Pfizer, so I'm going to sell my Pfizer, among other things because it has grown nicely over the last few days :).

TL
Tomáš Lelek @tomaslelek Aug 20

MRNA +600% 🤣🟢💀↗️

M
Michal @mich_s Aug 20

Yeah, I had it among my "rocket/coffin" companies with potentially game-changing technologies along with Oklo and QuantumScape. But I sold Moderna and Oklo to accumulate QuantumScape.

So now I have quite mixed feelings. Moderna took off, while QuantumScape only bounced a little on the ramp before landing lower than when I was accumulating it 🤷‍♂️.

The revolutionary mRNA technology is thus confirmed, while the anodeless battery is still waiting for its moment. In any case, congratulations to everyone who believed in mRNA technology enough to invest 🫡. Back then, I assessed it as a discovery comparable to the discovery of penicillin. However, I invested in what I considered potentially even more profitable batteries 🤞.

KJ
Kryštof Jáně @krystofjane Aug 19

I was looking at this too. Bitcoin can't hold a candle to this volatility... :) But I support it, if it really works out and functions, it will be important.

MS
Martin Sedláček @martinsedlacek Aug 20

Exactly, a breakthrough in this area is very important.

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