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Immediate price action显示 profit-taking after a record run; valuation compressed despite positive data, creating near-term downside risk until data durability is proven.
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Moderna reported a breakthrough trial for a personalized cancer vaccine combining mRNA with Merck’s Keytruda, sending shares up sharply before a Thursday pullback. The data suggest durable melanoma control, though comparisons to Keytruda alone remain unclear, prompting both optimism and profit-taking. If results persist across cancers, Moderna could diversify beyond infectious disease, but durability and broader applicability remain key.
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