Raymond Liu
speaker
1,052 appearances
6 recordings
1 series
first heard Jun 2026
last heard 20 Aug
Raymond Liu’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 3.
Appearances
Yeah, I want to talk about uh a little bit about the science behind it because it's actually pretty cool that the way that they did it.
So after a piece of the tumor is removed, it's analyzed to identify the unique mutations present.
Then AI is used to help scientists figure out which of the hundreds of mutations should be in the vaccine.
And this is kind of where Merck's K Truda drug comes into play, which has its own genetic sequence built.
From a patient's own tumor, and this is how they where personalization comes from.
Meanwhile, the patient's cells read the mRNA and build a protein, and that protein trains the immune system to attack the cancer cells.
So it's a classic one-two punch where Kaitruda takes away the cloak of the cancer and tags in the mRNA to finish the job, and this is all according to CBS News Chief Medical.
Correspondent Dr.
John LePuk, Merck and Moderna have poured millions into personalized mRNA cancer vaccine technology since the 2010s.
And really the stakes are just bigger than melanoma because experts who spoke to the Washington Post say that the trial's success could really pave a new way of treating other types of cancers.
Yeah, while some are celebrating this as a huge medical milestone, and it is, others are a little bit more concerned about the cost and ability to produce this at scale, because that's kind of what you want to think about is can it will this become cur commercially viable?
Analysts spoke to Bloomberg saying that to really make this a substantial sales growth opportunity, the vaccine has to work on other tumors beyond melanoma.
Huge market.
I mean, $2.3 billion a year for drugs that can treat operable melanoma, according to analyst Max Neeson.
Caichuda alone can cost up to $200,000 a year for some cancers, and other individualized therapies can exceed up to half a million dollars.
So for Moderna, it's really trying to diversify its business beyond COVID-19 vaccines, as you mentioned.
It's working on shots that potentially could.
treat diseases like the norovirus and Lyme disease, but this one right here, it could be a winner for them.
Another told you so moment for Moderna is that short sellers got burned, which is actually kinda funny if you think about it.
Not only did you lose a bunch of money, five point five billion dollars on paper, but you're betting against a company who actually just had a successful trial of trying to treat cancer.
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