Can $Moderna, Inc.(MRNA)$ conquer cancer with AI and mRNA?
The first Phase 3 win for a personalized mRNA cancer vaccine is in. Intismeran plus $Merck(MRK)$ Keytruda beat Keytruda alone on melanoma recurrence and spread, with up to 34 neoantigens per patient.
Then there was the $2.6B zero-coupon convertible, upsized, with hedges to cap dilution. Argus moved to Buy with a $180 target. The XFG booster was cleared by the FDA and MHRA.
COVID paid for the factory. Cancer is the bid.
$Moderna, Inc.(MRNA)$ $Merck(MRK)$
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