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Discussion Sentiment

74% Positive

Analyzed from 2393 words in the discussion.

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#cancer#skin#sun#https#keytruda#melanoma#mrna#group#week#price

Discussion (119 Comments)Read Original on HackerNews

GenerWorkabout 3 hours ago
This is great news! I think people forget how anti-skin cancer protocols even as simple as applying suntan lotion weren't as popular as recent as 50-60 years ago. Lots of "sun children" of the 50s and 60s are now feeling the repercussions of only applying baby oil and are getting hit with lots of melanoma.
wincyabout 1 hour ago
What’s funny is before the 50s and 60s everyone knew you should cover up and women wore bonnets. That too much sun was bad for you.

Laura Ingalls Wilder of Little House fame (I mention this a lot as I read these to my children as an adult, and they’re a fascinating look at 1880s America) has lots of places where her mother says “put on your bonnet! Don’t get too much sun!”. We act like people in the past were ignorant but people in the 50s and 60s were just a very special type of arrogant, all of Chesterton’s fences were torn down during that time period.

ViktorRayabout 1 hour ago
No I think you’re looking at this wrong.

They thought too much sun was bad for you because back then tanned skin was considering a mark of being poor and pale skin was a mark of being wealthy since rich people didn’t have to work outside.

They also had puritanical Victorian notions of modesty and covering up.

There was no knowledge linking sun exposure to cancer or negative health effects. People in the past indeed were ignorant on many things.

qlte8 minutes ago
Or rather, linked to completely wrong negative health effects that were just “common knowledge” thus requiring no actual evidence like:

People with light skin should always wear a hat that fully covers the head/face in tropical/equatorial climates (okay, good so far) or else the powerful sun rays will penetrate the skull (?) causing brain damage that will make you go insane (!?!?)

Victorians may have inadvertently protected themselves against excess mortality due to melanomas with their pith helmets, but it’s pretty hard to argue they were actually “correct” with modern hindsight considering the entire chain of reasoning was wrong.

(For example, you see this in Kipling’s writing where he’ll randomly include an ominous case of some guy who forgot/lost his hat and promptly had to be committed to an insane asylum, as one does).

SoftTalker36 minutes ago
Pretty sure a bad sunburn sucked back then as much as now, and was something one tried to avoid.
hibikirabout 1 hour ago
We developed creams that stopped sunburn, but were still great at getting you cancer. A lot of the ads from 70s and 80s talked about how they stopped UVB but let the tanning UVA through! So yes, they didn't burn, but the long term cancer rates exploded, along with all the skin aging.

So it's not that they ignored the all knowledge. I blame most of it on the rather detrimental tech advancement. Like cigarettes with filters: now safer (except you can smoke more now, and the cancer risk is still a disaster)

quickthrowmanabout 1 hour ago
> We act like people in the past were ignorant but people in the 50s and 60s were just a very special type of arrogant,

I’d be curious to know if tetraethyllead in gasoline has anything to do with people from that time being cavalier about exposure to the sun, or if the science was just not there to make the connection between sun exposure and skin cancer.

Insanityabout 3 hours ago
+1. Also, just to call out, it doesn't need to be _warm_ for you to need sunblock. Even when it's cooler / cloudier out there you can still get skin damage. Look for UV rating rather than temperature. Conversely, it being hot doesn't imply high-UV either.
jjiceabout 3 hours ago
I didn't know about the UV index or what it meant until like three years ago. It blows my mind I went that long without understanding. It was actually wonderful to learn that I could just see if I needed sunblock based on a 0-10 scale.

We never wore sunscreen as kids because we didn't burn. I probably have had three sunburns in my life. Learned once I became an adult that that wasn't sound logic...

Barbingabout 2 hours ago
I think the Apple Watch or the Weather app or something finally taught me UV index about the same time. Has this information always been readily available? Similarly mind blown about it.
senordevnyc26 minutes ago
I’ve always wondered about this. I have fair skin, and I tend to burn somewhat easily in very sunny environments like the beach.

However, I’ve never gotten so much as a whisper of sunburn / suntan / anything on an actually cloudy day where sun wasn’t hitting me directly. Is the damage a different type that’s imperceptible? Or is this a public health comms strategy where they assume people will see a single cloud in the sky and decide it’s fine to skip sunscreen, so they talk about how you should slather yourself with sunscreen 24/7, even if the sun is obscured?

paulpauperabout 1 hour ago
melanoma , unlike the others, has a much weaker link to sun exposure. its why melanoma often appear in areas with no sun exposure
addisonlabout 1 hour ago
Misleading comment.

From https://onlinelibrary.wiley.com/doi/10.1002/ijc.35463

> Cutaneous melanoma (CM) accounted for around 331,700 cancer cases globally in 2022

> An estimated 267,353 (95% uncertainty intervals [UI]: 242,818, 278,638) CM cases were UVR attributable globally in 2022

UVR = Ultraviolet radiation

Cutaneous melanoma (CM) is the vast majority of melanoma cases in the US at least:

> The percentages of melanomas that were cutaneous, ocular, mucosal, and unknown primaries were 91.2%, 5.2%, 1.3%, and 2.2%, from https://pubmed.ncbi.nlm.nih.gov/9781962/

tl;dr ~80% of Cutaneous melanoma cases are attributable to UV exposure.

bonsai_spoolabout 1 hour ago
Please be careful and charitable in reading others' words, especially as they relate to scientific topics.

OP did not say that melanoma has no sun exposure risk but that it is lower than the risks associated with other cutaneous cancers (e.g., SCC and BCC) and it would seem that's true based on the very short search I performed.

https://pmc.ncbi.nlm.nih.gov/articles/PMC5742376/

amlutoabout 2 hours ago
Substantially better link:

https://www.merck.com/news/merck-and-moderna-announce-phase-...

Still no actual Phase 3 data presented.

ricardobayesabout 2 hours ago
Yes, however the trial succeeded. But by "how much", is not yet released. This trial was not against placebo, but the already existing, and effective Keytruda treatment.
cogman1039 minutes ago
I believe both were done with Keytruda. Control was Keytruda without the mRNA treatment.

So this should answer the question of "how much better is this with the best we currently have".

anotherpaulabout 2 hours ago
This content is geo/IP fenced
CamelCaseNameabout 1 hour ago
Hope this helps:

https://archive.ph/SQQ97

hummuscience22 minutes ago
My father is currently dying of malignant melanoma with brain metastasis...

I wish this treatment was available a few years ago.

consumer451about 3 hours ago
This appears to be a potentially huge win for health. The market has Moderna up 153% at time of writing, which is some sort of validation I suppose.

Related stories:

https://www.fiercebiotech.com/biotech/merck-and-modernas-per...

https://www.reuters.com/legal/litigation/merck-moderna-say-m...

https://www.wsj.com/health/pharma/moderna-merck-vaccine-succ...

Jyaifabout 3 hours ago
oh nice. If it goes up another 100% I may not lose money on this stock anymore.
bpodgurskyabout 3 hours ago
And if it doubles after that, I may even beat a passive S&P 500 investment.
andxorabout 1 hour ago
You know many stocks have done better than the SP500, right?
consumer451about 3 hours ago
I mean, this appears to be validation of mRNA in general, right?
ianlevesqueabout 2 hours ago
Saving a couple million people in the pandemic wasn’t validation enough?
loegabout 1 hour ago
I mean, the question is almost always about whether it's economical or not, right? Whether you can find diseases it's efficacious to treat with this mechanism, and prove it (trials are expensive).
paulpauperabout 1 hour ago
not really a huge win. It's going to cost taxpayers significancy and may not improve survival much or total life expectancy . The stock is way overextended, assuming it even works well enough to be a commercial success. History has shown this is seldom the case. I would short it if wasn't so expensive and risky to do so. They would not even specify how much it improved the 5 year survival rate.
bonsai_spoolabout 1 hour ago
> not really a huge win. It's going to cost taxpayers significancy and may not improve survival much or total life expectancy . The stock is way overextended. It's a long way from anything that can be used on patients, assuming it even works well enough to be a commercial success. History has shown this is seldom the case. I would short it if wasn't so expensive and risky to do so.

Buddy, this is a phase 3 trial. This is about as close as you can get to "anything that can be used on patients" without already being approved.

It is clear that you don't have experience in this area.

danjlabout 2 hours ago
Will this targeted approach be beneficial to other cancer types? Is there any data or theory about this class of drugs as a more general therapy?
HedonicEscal8rabout 1 hour ago
Yes, mRNA vaccines are promising for many but not all cancer types, and there are many ongoing clinical trials. There's also a lot we yet don't know about how to design them.

Here's a great blog post on this, "How to build a cancer vaccine, and whether they will work this time": https://www.owlposting.com/p/how-to-build-a-cancer-vaccine-a...

Here's the blog post I wrote on personalized mRNA vaccines: https://hedonicescalator.substack.com/p/did-paul-conyngham-r...

HedonicEscal8rabout 1 hour ago
One of the leading problems is that we don't know how to pick the right neoantigens (mutant cancer proteins) which can trigger the optimal immune response.

Moderna used a simple heuristic, "how likely is this antigen to show up on the cell surface?" which makes sense, since an antigen has to show up on the cell surface for the immune system to see it. But there's so much missing from this model, and we just don't have enough data. Failures in clinical trials of mRNA vaccines may well be caused by this problem. (Yes, this is a good problem for AI, if we can get enough data).

paulpauperabout 1 hour ago
Individualized immune cancer therapy has been touted as the next big thing for half a century. It's nothing new, and with few exceptions, such as skin cancer, has failed to yield much. scientists, for decades, have tired to harness the immune system to attackcancer and it almost never works.
bonsai_spoolabout 1 hour ago
> Individualized immune cancer therapy has been touted as the next big thing for half a century. It's nothing new, and with few exceptions, such as skin cancer, has failed to yield much. scientists, for decades, have tired to harness the immune system to attackcancer and it almost never works.

"Almost never" is doing a lot of work. You may be aware that most drugs fail over the course of development and human trials?

Anyway, checkpoint inhibitor therapy is a massive boon to oncology and was only brought into widespread use over the past 15 years.

cogman1033 minutes ago
> and with few exceptions

Those few exceptions have been monumental in how they've changed cancer treatment. Skin cancer has been particularly well treated with immunotherapy, but other cancers have also benefited from the exact same research and drugs (as it turns out, the specific mutations the immunotherapies like Keytruda target express in other cancers). The reason skin cancer gets so much attention is because it's one of the most commonly diagnosed and treated cancers. (Colon is more common, I believe, but it often doesn't get detected. Get your colonoscopies folks).

It has moved fast enough that I've heard from multiple oncologists that the all 5 year survivability numbers are dated because the treatments are newer than the studies.

We've come a LONG way in a very short period in terms of cancer treatment. It still sucks, but not as much as it once did.

HedonicEscal8rabout 1 hour ago
Personalized mRNA vaccines are in fact, extremely new, and only made possible by recent advances across multiple fields. This comment reveals a total lack of basic understanding on this topic.
cogman1031 minutes ago
I believe the comment was talking specifically about immunotherapy rather than personalized mRNA. But I'd agree it's still misinformed as immunotherapy has been a game changer across multiple cancers.
nearbyyakabout 3 hours ago
Huge, uplifting, news, hope the study will bear further fruit. Considering that 90% of all clinical trials fail, it's good to read about a truly promising one for once.
MartinMondabout 3 hours ago
I listened to a great podcast on this just a month ago - too bad that I thought all of this would obviously be priced in already… https://virological.podigee.io/51-21-cancer-vaccines-how-the...
epistasisabout 2 hours ago
I think the "expected value" was priced in, but regardless of the result, this trial would move the stock price towards that direction.

Biotech is one of the very very very few areas of the stockmarket where specialist knowledge generates alpha.

Trolling through random biotechs, learning about their tech, and investing in the most promising applications of that tech in the most impactful areas is something that happens somewhat on publicly traded markets. With tech, most of that happens pre-IPO.

henry2023about 3 hours ago
Even if you were to optimally price in all available information you still have uncertainty of what will actually happen. i.e. A 1 dollar coin flip has an expected value of 50c before it’s thrown and it will collapse either to zero or to one after the uncertainty is resolved.
bluGillabout 3 hours ago
I don't believe the efficient market hypothesis. However even if you do, new information has arrived and that will affect the price.
mapipoloabout 3 hours ago
Hard to price in the political factors now involved in Moderna's success or lack of success.
quickthrowman36 minutes ago
It was priced in, the share price prior to the news being released was taking into account a probability measurement of the trial succeeding or failing. You can’t price in both options of a binary outcome simultaneously, so part of the equity price was functionally equivalent to a call option on the outcome of the drug trial that only resolved after the trial results are announced.

It’s similar to the situation where a company puts out a public offer to buy another company at say, $50 a share on a day that the acquisition target is trading at $40/share.

If the stock of the target company is trading at $46/share, the market is pricing in the probability of the acquisition not happening. If the market knew the acquisition would happen with 100% certainty, the price of the target company shares would be equal to the buyout share price offer. You can assume the risk of the acquisition not happening by purchasing shares at $46, and if it does end up going through, you earn $4 a share from assuming that risk.

epistasisabout 3 hours ago
Ever since I first heard of them a decade ago, it seemed that mRNA therapeutic vaccines were going to be the next wave of massive improvements in care. It's taken a bit longer than I had expected, and it's not that mRNA is the only way to make these sorts of vaccines, it's just so much better than the alternatives.

I'm very very excited to see what comes next.

ricardobayesabout 2 hours ago
According to Gemini, Moderna uses machine learning to speed up sequence selection and mRNA optimization. After all, this is not a mass-produced vaccine, but a personalized one.
Noaidiabout 2 hours ago
I for one would like to see the data rather than a press release. Is this even serious? A press release with no link to outside twitter?

I feel like everything companies, and presidents, say now is directly geared to triggering AI trades.

The only thing they are looking at with this drug is people living one more month over existing drugs.

THIS IS NOTHING.

"The median PFS (progression-free survival) for KEYTRUDA was 5.5 months (2-week group) and 4.1 months (3-week group) compared to 2.8 months for ipilimumab (HR 0.58, P<0.00001 for the KEYTRUDA groups vs. ipilimumab,"

https://www.merck.com/news/keytruda-pembrolizumab-mercks-ant...

The median PFS (progression-free survival) for KEYTRUDA was 5.5 months (2-week group) and 4.1 months (3-week group) compared to 2.8 months for ipilimumab (HR 0.58, P<0.00001 for the KEYTRUDA groups vs. ipilimumab, 95% CI, 0.46-0.72 for 2-week group and 0.47-0.72 for 3-week group, respectively). The estimated 6-month PFS rates for the KEYTRUDA and ipilimumab arms were 47.3 percent, 46.4 percent and 26.5 percent, respectively. One-year OS for KEYTRUDA was 74.1 percent (2-week group) and 68.4 percent (3-week group) compared to 58.2 percent for ipilimumab (HR 0.63 [95% CI, 0.47-0.83, P=0.00052] for the 2-week group and HR 0.69 [95% CI, 0.52-0.90, P=0.00358] for the 3-week group). At the time of analysis, median overall survival was not reached in any treatment group.

calebkaiserabout 2 hours ago
1. That's not what progression-free survival means.

2. I don't think AI was mentioned once in this press release.

3. This drug was approved for trial in 2014, so if it had something to do with deep learning, that would actually be a massive announcement.

4. The paragraph immediately following the one you clipped talks about Overall Response Rate (ORR) and throughout the release they discuss Overall Survival (OS).

5. This is not "NOTHING" in statistical terms, but even more so to people with melanoma.

HedonicEscal8rabout 1 hour ago
Interjecting with a fact. Moderna described the neoantigen immunogenicity prediction algorithm they used to design the vaccines as “a deterministic machine learning (ML) algorithm,” so it may be a small neural network or more traditional algorithm, probably not deep learning.
hyperhelloabout 2 hours ago
No it isn’t. They did a test with great specificity and got undeniable P values. Now they can refine the action and start saving people. This is a huge, huge win.
lakhimabout 1 hour ago
you're also looking at a different, older study. Keytruda is a little strange in that it has a very long tail in survivorship, works best in certain cases, and median PFS isn't a really great metric.
attila-lendvaiabout 1 hour ago
/me shakes head in disbelief and closes the tab
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hungryhobbitabout 2 hours ago
There are a zillion news sources for this: OP what would possess you to pick the (largely dead) right wing Musk-owned Twitter ("X" )?
grokcodecabout 2 hours ago
In other news, your barber thinks you need a haircut. Until there is a proven net overall health benefit to this therapy, I wouldn't waste much ink on it. Also, can someone please tell me how one controls the dose for an mRNA therapy ?
rob74about 1 hour ago
If you actually had melanoma (a very aggressive type of skin cancer) you would be glad for one more chance of maybe still being alive a few years from now.
grokcodecabout 1 hour ago
not if you dropped dead from a heart attack after your therapy. Are you familiar with vioxx ? https://www.npr.org/2007/11/10/5470430/timeline-the-rise-and...
Taikhoom10about 1 hour ago
Yeah while a positive step, I do not understand a 90% stock increase.
andxorabout 1 hour ago
Oh yeah? Show me your discounted cash flow analysis.