$Moderna, Inc.(MRNA)$ Share price could modestly correct from here as the glow of the ESMO presentation dims over time. But it should get a boost again when the New England Journal of Medicine publishes the Intismeran phase 3 adjuvant melanoma trial. A lot of oncologists who read the Journal and pay attention to practice-changing data will be aware of Intismeran by the time it's submitted as a BLA, and then approved by the FDA later next year for marketing. The clear efficacy on top of Keytruda, plus the complete absence of serious side effects, makes Intismeran a unicorn in cancer therapy. Oncologists specializing in melanoma will likely make sure demand stays very strong.
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