Project
Keytruda (pembrolizumab) is Merck's anti-PD-1 immunotherapy drug, widely used across many cancer types and a top-selling oncology treatment.
Merck agreed to pay SciBrunch $400 million upfront, in a deal worth up to $2.13 billion, for global rights to SPR2015, an oral KRAS G12D molecular glue. Its efficacy evidence so far comes from mouse tumor models, while rival G12D drugs already report response rates in patients.
Reality
Intismeran autogene plus Keytruda beat Keytruda alone in resected melanoma. The market added roughly $35bn to Moderna on a result the companies described only in adjectives.
Perspective Coverage
6 publishersReality
Intismeran autogene met both primary endpoints in a 1,137-patient melanoma trial. Every dose is built from one tumour's sequence, which turns approval into a question about process, not product.
Perspective Coverage
3 publishersReality
The companies say intismeran plus Keytruda slowed melanoma's return after surgery in the first randomized Phase 3 test of neoantigen vaccines. No detailed data has been released.
Perspective Coverage
4 publishersReality
Merck and Moderna put out no efficacy figures. Illumina still rose 16% and PacBio 18%, because an approved per-patient therapy implies a sequencing run per patient.
Perspective Coverage
3 publishersReality
Revolution Medicines' daraxonrasib nearly doubled median overall survival in previously treated patients. Investors sat still anyway, because the unresolved variable is now what payers will absorb.
Reality
Intismeran autogene would arrive with a selection procedure where other drugs have a fixed molecule, and the outside expert STAT asked could not say what the software weighs. That makes the ranking code the hard part of any review.
Reality
Moderna and MSD's V940 hit both endpoints in adjuvant melanoma. The commercial consequence sits with Keytruda SC, whose conversion rate reached 10.6% in July.
Reality