智通财经网·2026-01-21 07:53Core Insights - The collaboration between Merck and Moderna on the mRNA cancer vaccine mRNA-4157 has shown promising results, significantly reducing the risk of recurrence or death by 49% in high-risk melanoma patients when combined with the PD-1 inhibitor Keytruda [1][2] - The mRNA-4157 vaccine utilizes a personalized neoantigen therapy mechanism, which designs synthetic mRNA encoding up to 34 neoantigens based on the unique mutations in a patient's tumor DNA [2] - The market potential for mRNA cancer vaccines is substantial, with projections indicating that they could become a new class of cancer immunotherapy, combining accessibility and personalization [4] Company Developments - Moderna plans to increase investment in the oncology sector, with the Phase III clinical trial for mRNA-4157 fully enrolled and expanding its indications beyond melanoma [2] - EVM16, a personalized cancer vaccine developed by the domestic company, has entered human trials, marking a significant milestone in the application of mRNA technology combined with AI for neoantigen selection [3] - The clinical data from EVM16 is expected to be released in the next 6-12 months, with the company aiming to initiate Phase Ib studies thereafter [3] Industry Trends - The success of mRNA-4157 highlights the unmet needs in cancer treatment, with the industry recognizing the potential of mRNA cancer vaccines to address these gaps [4] - The competitive landscape for personalized cancer vaccines is evolving, with domestic companies like EVM16 accelerating their development efforts in response to the advancements made by global players [4]