MRNA是值得长期看涨的持仓：AI将癌症靶点筛选从60天缩短至两周，使癌症治疗更快、更便宜。10月24日周六的3期临床数据发布是最近的催化剂，也可能令人失望；MRNA依赖这一单一疗法，糟糕的报告可能使其跌回底部。

Moderna has a meeting coming up this Saturday. It will be a presentation, and they deliberately do this when the market is closed. It will be a presentation on October 24th. This is the closest catalyst, an update to their Phase 3 cancer treatment data,

So, what does Moderna do? Moderna basically says: " Hey, let's examine someone's cancer. We'll take a solid cell from the cancer, and we'll surgically remove part of it. We'll take a biopsy."

So, we're going to take a biopsy of, you know, a cancer cell. And then, what we're going to do is genome sequencing...oh my god. We will be doing a genome sequence for that, which, as you know, is a very long series of genetic data.

Think of the letters T, A, and C. Remember your biology days, right? What we will try to do is try to find in that cancer cell parts of its genome that we can target to destroy it, which of course means that we do not want to target parts of that genome that, if targeted, could kill you.

Obviously, this is a problem. We want to target parts of that genome that are unique to that cancer cell . The problem is that cancer cells mutate all the time. It's constantly changing.

Therefore, this basic genome changes a lot. Therefore, what we will do is target 32 different parts. If any one of these parts survives, we will still be able to target that cancer cell.

What we will do is we will inject these small parts into your body, perhaps seven times over a 12-month course. We will train your body. We won't go into the exact science behind it, because it gets a bit complicated with protein folding and predicting what ultimately happens inside your lymph nodes.

Simply put, there are small carriers, okay? These small carriers will be trained on these thirty-two parts . These thirty-two small parts will be taken and attached to its outer surface.

You will take it to your lymphatic system and say to it, "Do you see all these little bumps we have here? Eliminate them. Eliminate these little proteins we are carrying. Identify them and eliminate them."

And then your lymphatic system will say: "We don't like this. We're going to ...we're going to ...we're going to... make a face. There we go . A face. We're going to go after those little bumps."

Well, these bumps are really hard to identify, and that's where artificial intelligence comes in. Because they can travel throughout your entire body, locate them, track down that cancerous cell and eliminate it to prevent it from spreading to the rest of your body, right?

The whole idea is that even if that cancer cell is mutating or evolving, as long as we have one of those remaining parts , we can still identify it. That's the idea. The problem is that this selection process used to take about 60 days, and you would only get two of them.

Maybe only two parts. Good? That has changed thanks to artificial intelligence. Now artificial intelligence comes along and says, "We can do a lot of this in about two weeks." We can get 32 expected chips that we actually believe will: first, eliminate cancer, and second, will not end your life.

Both things are somewhat important, aren't they? Therefore, artificial intelligence speeds up the time it takes to do this,

and the upcoming meeting on the 24th of the month, on Saturday, is expected to provide more information on the success of the Phase 3 cancer trial results and the progress of treatments.

Obviously, as you know, it could also be bad, but given that it's a Saturday presentation, a lot of people are optimistic that they will do well .

I personally own shares in Moderna. I'm very excited about it. We did not buy the shares before this news regarding Phase Three. We actually waited until the initial momentum subsided a little .

We bought them in roughly this range, between $135 and $145.

Therefore, I am very excited about Moderna because of the way artificial intelligence enables more patients to benefit from this treatment more quickly, thus reducing its cost.

This is a long-term goal. Ultimately, the hope is that these treatments will be expanded to include other types of cancer as well, not just melanoma or other solid tissue cancers, but others on a wide scale.

Because this same treatment may already work in lung cancers where there are actual masses, and possibly even breast cancers, but it would be great to see this extended to other types of cancer such as blood cancers, like leukemia, wouldn't it ?

However, Moderna is a particularly good investment option in this area. This stock is very heavily dependent on a single treatment. I mean, they do other treatments, but this is just one example of how artificial intelligence can enhance these healthcare investments.

However, there are significant risks associated with trying a single experiment here.

Bank of America's target price for Moderna is now $220. With that in mind, what is the value of Moderna? It is a company with a current market value of $93 billion. After Covid, which had been supporting their income, their growth prospects declined sharply and they transformed into a company that only profits from the Covid mRNA vaccine.

They did not achieve any real growth until the emergence of the Phase III cancer vaccine, as people call it. It is actually a cure. But personally, I'm very, very excited about it .

Ah, when you zoom out on the stock chart, it shows you the spread that this company used to have, which is no longer there, unless, of course, they have a bad report on Saturday, then the stock goes straight back to the bottom.