Moderna

17 statements across 1 episodes · 15 bullish · 0 bearish · 1 people on the record · first statement Sep 2, 2026 by Stéphane Bancel · said 26 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Jorge Conde (21), Stéphane Bancel (3), Sajith Wickramasekara (1), Elliot Hershberg (1)

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2026 24 mentions in 1 episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode

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Everything said about Moderna, oldest first

Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna trial data showed 90% of cancer antigens differ across patients
“And what we showed at ASCO and we published from a phase two study, but we believe it's the same thing in the phase three, because it's mechanistic, is that around 99 zero percent of the antigen are different patient to patient.”
Stéphane Bancel Sep 2, 2026 ▶ 14:35 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Disclosure
Bancel: Moderna's Massachusetts factory is ready for individualized manufacturing at scale
“The factory is ready in Massachusetts, but we have figured out how to make and scale a product for every human being at the time.”
Stéphane Bancel Sep 2, 2026 ▶ 5:36 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 neutral
Assertion Supported
Bancel: Moderna Phase 3 trials used a 10-year-old neoantigen selection algorithm
“Because the algorithm from the phase three was the same from the phase two, was the same from the phase one. But because we've been doing this for 10 years, it's a 10 year old algorithm.”
Stéphane Bancel Sep 2, 2026 ▶ 16:30 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna's mRNA vaccine is first melanoma agent outperforming Keytruda alone
“It's the first time that there is an agent In melanoma that is better than Ketudra alone.”
Stéphane Bancel Sep 2, 2026 ▶ 3:22 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna and Merck Phase 3 individualized mRNA cancer trial is positive
“So indeed last week now we shared the news with our colleagues at Merck that after working 10 years on the individualized treatment against cancer using mRNA technology, that the phase three was positive.”
Stéphane Bancel Sep 2, 2026 ▶ 3:04 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Prediction Open · timeframe Sep 2029
Bancel: Moderna's Cancer Therapy Will Be Approved via Process BLA
“As you mentioned, CAR-T, CAR-T was also approved in the same way as we believe Intesmiran will be, which is as a process BLA not a product BLA.”
Stéphane Bancel Sep 2, 2026 ▶ 27:47 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna makes cancer vaccine DNA synthetically rather than via plasmids
“But now we don't make it with plasmid growing E. Coli or whatever. We make it all synthetic. So it's all enzymatic in liquid, in water.”
Stéphane Bancel Sep 2, 2026 ▶ 21:22 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 bullish
Prediction Not checkable as stated
Bancel: Current cancer vaccine is the worst version medical history will ever see
“Well, it's exactly the same for Intismaran, which is the current version of Intismaran that Moderna is the worst version of Intismaran you're going to see for the rest of medical history.”
Stéphane Bancel Sep 2, 2026 ▶ 17:36 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Partly supported
Bancel: Moderna's needle-to-needle turnaround time for cancer vaccines is 42 days
“So the time is around 42 days now, needle to needle. So from taking the biopsy to getting the vaccine in the hospital ready for you.”
Stéphane Bancel Sep 2, 2026 ▶ 20:32 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026
Disclosure
Bancel: Moderna prints 34 cancer mutations into individualized vaccines in 30 days
“We select the 34 that we believe are the most relevant, and we stitch them together into one big mRNA molecule, which we make in thirty-ish days for you, that is injected then in a hospital intramuscularly.”
Stéphane Bancel Sep 2, 2026 ▶ 14:08 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna mRNA delivers directly to lymph nodes and immune cells
“With all technology, I cannot speak about all the mRNA companies that have different mRNAs, different lipids, and so on, but with all technology, when we inject our mRNA in a muscle, whether it's a COVID shot, a flu shot, or this cancer treatment, basically th…”
Stéphane Bancel Sep 2, 2026 ▶ 12:02 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Partly supported
Bancel: Moderna's mRNA shot is the first cancer vaccine that works
“Here it's the first time there is a cancer vaccine working. The field, as you know, has been doing that for 20 plus years. I think more than a thousand clinical trials that have all failed.”
Stéphane Bancel Sep 2, 2026 ▶ 3:31 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 bullish
Disclosure
Bancel: Moderna plans Phase 3 lung cancer monotherapy trial for individualized vaccine
“We announced in the spring of 2026, starting a phase three study for patients with stage one lung cancer, but as Intismarine, so Moderna's product, as a monotherapy without checkpoint.”
Stéphane Bancel Sep 2, 2026 ▶ 32:04 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 bullish
Assertion Open · timeframe Sep 2029
Bancel: Moderna's Marlborough facility will produce tens of thousands of doses
“The facility will be able to make the one in Marlboro, Mass, tens of thousands of doses.”
Stéphane Bancel Sep 2, 2026 ▶ 24:51 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna Phase 3 trial met primary and secondary endpoints at first interim analysis
“What we announced last week is that we met the primary End point of a study, which was recurrence-free survival, i.e. People having the cancer back or dying, that we met, and then to our own surprise, because this was the first interim analysis. This is not th…”
Stéphane Bancel Sep 2, 2026 ▶ 3:42 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 positive
Assertion Supported
Bancel: Moderna's mRNA vaccine generates de novo cancer-targeting T cells
“We showed it even at ASCO this year, where we took the blood before treatment, after treatment of cancer patients, melanoma, with all technology, and we showed that I don't think we have an expansion of the T-cells, But we have de novo, so new T cells being cr…”
Stéphane Bancel Sep 2, 2026 ▶ 30:18 Inside Moderna’s Biggest mRNA Test Since COVID
Sep 2, 2026 bullish
Assertion Partly supported
Bancel: 80% of Phase 2 cancer vaccine patients remain disease-free after 5 years
“As we said about the phase two data, 80% of people are disease-free after five years.”
Stéphane Bancel Sep 2, 2026 ▶ 16:42 Inside Moderna’s Biggest mRNA Test Since COVID
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