Chamath Palihapitiya · Aug 23, 09:29 PM UTC
Bitcoin’s Best Week Since 2024
Historical operation · Retained
“On August 19, Moderna and Merck reported that their personalized cancer treatment succeeded in a Phase 3 trial, the first large late-stage study of a custom cancer therapy built using the same mRNA technology as Moderna’s COVID vaccine.”
Quoted source · Chamath Palihapitiya · 5 source segments
- [1] Chamath Palihapitiya
- [2] Chamath Palihapitiya
- [3] Chamath Palihapitiya
- [4] Chamath Palihapitiya
- [5] Chamath Palihapitiya
Model assessment
Segments 12-16 describe Moderna's successful Phase 3 cancer vaccine trial, which is a material positive catalyst for the company. The trial demonstrated that the personalized treatment combined with Keytruda delayed cancer recurrence compared to Keytruda alone, and Moderna's stock surged 177% on the news. This supports a BUY operation.
5 exact transcript citations