$Moderna, Inc.(MRNA)$ ESMO phase 1 data for PDAC. I don't expect many thoughtful takes on this, but here are my takeaways:
1. PDAC is a tough nut to crack. I lost a friend to it last year.
2. Low tumor burden in PDAC, yet MRNA still produced 34 INT targets.
3. All 19 patients showed INT-specific T cell responses.
4. I'm not sure an immunobiologic therapy can succeed alongside strong chemotherapy. I'm no expert here.
5. As a non-expert, comparing trial readouts with FOLFIRINOX historical RFS seems unreasonable to me.
I'm cautiously optimistic.
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