GoKawiilModerna Stock Drops 25% Despite Positive Melanoma Vaccine Data
Moderna's shares fell as much as 25% after partial trial results for its personalized melanoma vaccine, developed with Merck, leaked ahead of the official release. The full data showed the vaccine combined with Merck's Keytruda cut recurrence or death risk by 42% versus Keytruda alone, with 82% of patients cancer-free at two years compared to 70% on Keytruda alone.
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Analysts at BMO and UBS say the selloff likely reflects investor expectations that had run far ahead of the actual data rather than any flaw in the treatment itself, suggesting the drop may not reflect the vaccine's real commercial prospects. If the therapy proves effective in other cancers like kidney and bladder, it could become a significant new product line for Moderna beyond its vaccine business for Covid-19, flu and RSV.
- Moderna-Merck melanoma vaccine cut recurrence/death risk by 42% versus Keytruda alone
- Analysts say the stock drop stems from overinflated expectations, not weak results
- Vaccine may extend to kidney and bladder cancer trials, broadening its potential market
Source: slashdot.org, 2026-10-22
Published there as: “Moderna Shares Plunge After Leak of Cancer Vaccine Data”
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