The investor takeaway from $MRNA AI cancer vaccine is what happens when computation becomes part of the medicine itself. (Save this)
Reminder of how the Moderna tech works:
An AI model picks up to 34 targets specific to the persons cancer DNA, and an individual therapy is manufactured around them (See video below).
Results (according to Moonshots):
- Cut's the risk of recurrence or death by 49%
- $5000 per patient (!)
So, AI itself is becoming part of the pharma value chain which is much deeper than R&D (=drug discovery) only.
What this enables is the move from 1 drug for millions to 1 platform designing millions of individual treatments.
That implies that the most valuable asset in pharma becomes the system that forces this loop.
$LLY is building that system!
Breaking down the entire Lilly thesis on Milk Road PRO. Join us before prices increase dramatically Aug 26: