Ruxandra Teslo
21 Aug 2026Router Wars | Callosum $100M | AI Cancer Cures | OpenAI CFO IPO Plans
2:09:4116 min
Ruxandra Teslo: What the Moderna Result Actually Means
Ruxandra Teslo (Works In Progress) returns to contextualize the news: the vaccine is an adjuvant therapy that reduced melanoma recurrence by roughly 50%, not a cure, and only interim phase 3 data has been released. She explains how mRNA technology works, attributes the stock spike to a short squeeze and Moderna's politically charged status among generalist investors, and argues CAR-T cell therapies and checkpoint inhibitors were bigger oncology milestones. She also points out the vaccine was designed back in 2017 because clinical trials take 5–10+ years, and says comparing frontier labs to companies like Moderna is apples to oranges.