Can mRNA Biotechnology be Adapted to Improve Flu Vaccines and Fight Cancer?
Reuters notes the "miraculous speed" of mRNA vaccines, while also calling it "a glimpse of what's possible if it can be applied post-pandemic to treat cancer or rare diseases." The vaccine market alone is worth about $35 billion each year, and investors apparently believe mRNA companies will capture around two-third of that, leading market researcher Bernstein to evalaute the combined worth of mRNA companies at nearly $180 billion. The technology is the closest thing yet to making medicine digital. MRNA vaccines essentially inject genetic code that instructs a recipients' cells to construct a part of the virus. The body recognizes the produced protein as foreign and mounts a future immune response when exposed. Moderna and BioNTech's vaccines show the technology works fast. Vaccines typically take a decade to develop. They took less than a year... The speed of mRNA therapeutics is a big advantage. For example, flu vaccines only reduce the risk of illness by up to 60% because makers must guess which strains will be prevalent each season. Sometimes they're wrong. Shaving months off means better guesses, and higher efficacy. The bigger opportunity comes from the validation of the mRNA "platform". Instructing cells to produce desired proteins could lead to multiple advances. Perhaps they can instruct the body to more vigorously attack cancerous cells or repair damaged tissue. Producing missing proteins might fight inherited diseases... Success against Covid-19 means these companies will be flush with cash from sales and attract partnerships and scientific talent. That should make 2021 a watershed.
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