Investing General Discussion

Kithani

Kithani

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Arden said:
Drunk on vacation is a great way to learn they've cured cancer.

I know what you mean, though. They're constantly coming out with these incredible headlines about cancer treatments that when you dig into it don't amount too much.

This one is definitely different.
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Did they release any data to show how different this one is
 
Furry

Furry

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Kithani said:
Did they release any data to show how different this one is
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www.merck.com

Moderna and Merck Present 5-Year Data for Intismeran Autogene in Combination With KEYTRUDA® (pembrolizumab) in Patients With High-Risk Stage III/IV Melanoma Following Complete Resection at the 2026 ASCO Annual Meeting - Merck.com

At a median 5-year (60.3 months) planned follow-up of the Phase 2b KEYNOTE-942/mRNA-4157-P201 study, intismeran autogene in combination with KEYTRUDA demonstrated a 49% reduction in the risk of recurrence or death and a 59% reduction in the risk of distant metastasis or death compared to...
www.merck.com www.merck.com

Data points with links to the clinical trials. Looks promising on a skim.
 
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Fogel

Fogel

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SpaceX down 6% on the next big lock up expiration. Will be interesting to see if it holds the 130 level. The next bottom after that is 108. I've been selling puts around 105-110. All the lock ups after this are much smaller until Q3 earnings at least.
 
Arden

Arden

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Fogel said:
SpaceX down 6% on the next big lock up expiration. Will be interesting to see if it holds the 130 level. The next bottom after that is 108. I've been selling puts around 105-110. All the lock ups after this are much smaller until Q3 earnings at least.
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Just finished the last of my buying. Think my avg price is around 120.
 
Haus

Haus

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Kithani said:
Did they release any data to show how different this one is
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Hearing a summary of how this thing works essentially it is this :
  1. You get diagnosed with Melanoma
  2. They take a sample of the cancer from you
  3. Since it's based on your genetic they have to gene sequence it.
  4. Look at that compared to your regular genetics and look for markers that differentiate the cancer
  5. Build a custom mRNA vaccine based on those specific markers to target your specific cancer
  6. Deliver it, and couple it with a known immuno-booster to amp up it's behavior
  7. Effectively attacks the melanoma
Sounds pretty cool. Unfortunately it also also sounds suspiciously close to the sythensized cancer/virus scenario from the AI Doomsday scenario outlined in the book "If Anyone Builds it, Everyone Dies"
 
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Aldarion

Aldarion

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Dont worry I'm sure they wouldnt use AI to design the sequences, that sounds risky



(*they'll 100% use AI to design the sequences)
 
Cad

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Haus said:
Hearing a summary of how this thing works essentially it is this :
  1. You get diagnosed with Melanoma
  2. They take a sample of the cancer from you
  3. Since it's based on your genetic they have to gene sequence it.
  4. Look at that compared to your regular genetics and look for markers that differentiate the cancer
  5. Build a custom mRNA vaccine based on those specific markers to target your specific cancer
  6. Deliver it, and couple it with a known immuno-booster to amp up it's behavior
  7. Effectively attacks the melanoma
Sounds pretty cool. Unfortunately it also also sounds suspiciously close to the sythensized cancer/virus scenario from the AI Doomsday scenario outlined in the book "If Anyone Builds it, Everyone Dies"
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It's not too different than how CAR-T therapy is working now.

With CAR-T, they remove T-cells from the cancer patient, get them to divide in the lab and then use a viral vector to reprogram the DNA of the T-cells to attack your specific cancer. Then they put those reprogrammed T-cells back into you and your immune system goes wild attacking the cancer.

Sounds like two approaches to getting your immune system to attack the cancer.
 
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Kithani

Kithani

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Cad said:
It's not too different than how CAR-T therapy is working now.

With CAR-T, they remove T-cells from the cancer patient, get them to divide in the lab and then use a viral vector to reprogram the DNA of the T-cells to attack your specific cancer. Then they put those reprogrammed T-cells back into you and your immune system goes wild attacking the cancer.

Sounds like two approaches to getting your immune system to attack the cancer.
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Pricing will be interesting.

If you moved CAR-T to first line for stage 3 melanoma I don’t even want to do the math on how much it would cost annually lol

edit: about $4 billion, or the low price of 2 B-2 bombers. Chump change!
 
Cad

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Kithani said:
Pricing will be interesting.

If you moved CAR-T to first line for stage 3 melanoma I don’t even want to do the math on how much it would cost annually lol

edit: about $4 billion, or the low price of 2 B-2 bombers. Chump change!
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Everything is expensive at first and gets cheaper over time, like your mom.
 
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