Moderna Soars 176% as Personalized mRNA Cancer Vaccine Hits Positive Phase 3 in Melanoma
快鲤鱼 · wechat · 2026-09-06
Moderna and Merck announced that their personalized neoantigen mRNA therapy intismeranautogene, combined with Keytruda, met both RFS and DMFS endpoints in a Phase 3 melanoma trial — the first positive Phase 3 readout for a personalized mRNA cancer therapy. Moderna's stock jumped 176% in a day.
Key points from CEO Stéphane Bancel's a16z podcast appearance: an algorithm (version 1.0, refined over 10 years) screens mutations from comparing 3 billion base pairs of tumor vs. healthy DNA, selects up to 34 neoantigens, and encodes them into one patient-specific mRNA — roughly 42 days from biopsy to injection. Phase 2 data showed 80% of patients cancer-free at 5 years; the company targets regulatory filing soon and availability by 2027. The Marlboro, Massachusetts plant can produce tens of thousands of doses annually, and regulators are expected to approve the process rather than a fixed product. Bancel calls today's mRNA "the worst version you'll ever see in medical history," with big upside for the 20% of non-responders.
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