StockWatch: Merck/Moderna Cancer Vaccine Gives a Shot in the Arm to Sequencing Companies, Too

Investors of Merck & Co. (NYSE: MRK) and Moderna (Nasdaq: MRNA) were the most obvious—but not the only—beneficiaries when the companies announced what they said were the first-ever positive Phase III results for their mRNA-based cancer vaccine, the individualized neoantigen therapy (INT) intismeran autogene.

Merck and Moderna made both Wall Street and biotech news by trumpeting positive topline results from the Phase III INTerpath-001 trial (NCT05933577) showing that patients treated with intismeran plus Merck’s blockbuster cancer immunotherapy Keytruda® (pembrolizumab) showed greater improvement than patients treated with Keytruda alone. The cancer INT surpassed Keytruda on both the trial’s primary endpoint of recurrence-free survival (RFS) and the study’s key secondary endpoint of distant metastasis-free survival (DMFS).

While Merck and Moderna saw their shares jump far above normal increases, several sequencing companies caught the proverbial tailwind and surged as well. That happened because intismeran is a personalized…
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