告别“千人一方”！莫德纳CEO揭秘mRNA癌症疫苗：如何给免
字幕摘录
| 时间 | 英文 | 中文 |
|---|---|---|
| 0:00 | Shares of Moderna and Merck are surging this morning, and that is no exaggeration. | Modena和Merck的股份 今天早上正在猛增, 这并不是夸张。 |
| 0:05 | Check it out. | 检查出来。 |
| 0:06 | Shares of Merck right now up by about seven and three-quarters percent, of course, before | Merck的股权现在上升了 大约七和四分之三, 当然,在之前 |
| 0:10 | those moves. | 这些动作。 |
| 0:11 | This was a company with a $333 billion market cap, so that is substantial when you're talking | 这家公司有3,330亿的市场上限, 所以当你说话的时候,这是实质性的 |
| 0:15 | numbers. | 数字。 |
| 0:16 | 然后检查Moderna的股份. | |
| 0:18 | They are up 63 percent, a gain of close to $40 right now. | 他们上升了63%, 近40美元的收益现在。 |
| 0:23 | Stock is now trading at $102. | 现在股票交易额是102美元。 |
| 0:25 | By the way, before that move, that was a stock with about a $25 billion valuation, so you're | 顺便说一句,在移动之前, 这是一个股票 约250亿美元估值, 所以你是 |
展开字幕全文（133 条）
| 序号 | 英文 | 中文 |
|---|---|---|
| 1 | Shares of Moderna and Merck are surging this morning, and that is no exaggeration. | Modena和Merck的股份 今天早上正在猛增, 这并不是夸张。 |
| 2 | Check it out. | 检查出来。 |
| 3 | Shares of Merck right now up by about seven and three-quarters percent, of course, before | Merck的股权现在上升了 大约七和四分之三, 当然,在之前 |
| 4 | those moves. | 这些动作。 |
| 5 | This was a company with a $333 billion market cap, so that is substantial when you're talking | 这家公司有3,330亿的市场上限, 所以当你说话的时候,这是实质性的 |
| 6 | numbers. | 数字。 |
| 7 | 然后检查Moderna的股份. | |
| 8 | They are up 63 percent, a gain of close to $40 right now. | 他们上升了63%, 近40美元的收益现在。 |
| 9 | Stock is now trading at $102. | 现在股票交易额是102美元。 |
| 10 | By the way, before that move, that was a stock with about a $25 billion valuation, so you're | 顺便说一句,在移动之前, 这是一个股票 约250亿美元估值, 所以你是 |
| 11 | probably talking $38 to $40 billion now of valuation in the company today. | 大概是38亿到400亿美元 今天在公司的估值。 |
| 12 | All of this is because of a Phase III study that found the combination of mRNA-based individualized | 所有这一切都是因为第三阶段的研究 发现了基于mRNA的个体化 |
| 13 | neoantigen therapy, or INT, combined with Merck's Keytruda, reduced the risk of recurrence | 抗原疗法,或INT,结合默克的Keytrada,降低了复发的风险 |
| 14 | or death in melanoma patients in a Phase II and Phase III trials that they've been running. | 或者在二期和三期试验中死于黑色素瘤患者 |
| 15 | 现在加入我们 更多关于这个的 是Modena的首席执行官Stephane Bensel和Dean Lee博士 | |
| 16 | is the president of Merck Research Laboratories, and gentlemen, welcome to both of you. | 是Merck研究实验室的总裁 先生们 欢迎你们两位 |
| 17 | Thank you very much. | 谢谢 |
| 18 | Before we talk numbers and markets and the rest of this, let's talk about what this means | 在谈数字和市场之前 谈其他的,我们谈谈这意味着什么 |
| 19 | on the human level, what you found with these studies, increasing survival and not only | 在人类层面上,你通过这些研究发现了什么, 提高了生存, 不仅仅是 |
| 20 | increasing survival, but reducing recurrence of cancer for patients who had melanoma that | 增加存活率,但减少患黑色素瘤的患者的癌症复发 |
| 21 | was cut out, and then they were treated at the same time with this gene therapy vaccine. | 然后用基因治疗疫苗同时治疗 |
| 22 | Let's talk about it. | 师便打. |
| 23 | Stephane, you've been working on this for a very long time. | 史黛芬,你一直在研究这个 |
| 24 | Yes, Becky, thank you for having us. | 是的,贝琪,谢谢你邀请我们。 |
| 25 | For 10 years, I will let, you know, my colleague Dean talked about the science, he's the doctor, | 10年来,我会让,你知道, 我的同事迪安谈论科学, 他是医生, |
| 26 | but basically the way we think about it, it's like November 16, 2020, when we're on the | 但基本上我们的想法, 这就像2020年11月16日, 当我们在 |
| 27 | Phase III of COVID, of vaccine, you remember, we were on the show that morning. | COVID的第三阶段,疫苗,你记得, 我们那天早上在节目。 |
| 28 | It's a big moment for medicine, a big moment for patients. | 医之大关,病人之大关. |
| 29 | 我们认为这只是Intismarin + Ketudra的第一步。 | |
| 30 | We're excited what it is going to mean for patients already. | 我们很兴奋这对病人的意义 |
| 31 | Just hearing stories from patients in clinical studies has been really heartening. | 刚刚听到病人的故事 在临床研究中 真的很令人振奋。 |
| 32 | And so, I'm very thankful for the team that have worked on this for 10 years. | 因此,我非常感谢 10年来一直致力于这项工作的团队。 |
| 33 | That's the type of things we're trying to do at Moderna, is take very big scientific | 这就是我们在Moderna的尝试, 采取非常大的科学 |
| 34 | clinical bets, look at mRNA was a big bet, COVID doing a vaccine in a year was a big | 临床赌注,看mRNA 是一个大赌注,COVID 做疫苗在一年是一大 |
| 35 | bet. | 赌 |
| 36 | This is a big bet with a few more coming, but this one is going to be very, very profound | 这下赌注要再赌几下 但这次会很深 |
| 37 | and impactful. | 并且影响很大。 |
| 38 | And all of us have been touched by cancer. | 我们所有人都被癌症感动了。 |
| 39 | Many of us are being touched by cancer now in our family or loved ones. | 我们许多人现在受到家庭或亲人癌症的影响。 |
| 40 | And so, just what it means for patients is what gets us so excited. | 所以,对于病人来说, 就是是什么让我们如此兴奋。 |
| 41 | Dr. Lee, let's talk about this particular study. | 李博士,我们谈谈这个研究 |
| 42 | I think it was 1,100 patients involved. | 我想有1100个病人参与 |
| 43 | Yeah, so what's exciting about it is you're taking ketruda, which many people know is | 是啊,所以什么是令人兴奋的是,你正在服用 Ketruda, |
| 44 | a really important cancer drug that's approved in 20 different types of cancers. | 一种非常重要的癌症药物 在20种癌症中得到批准 |
| 45 | And if you add this personalized cancer treatment based on the technology of Moderna, and you | 如果你根据现代技术 加入这种个性化的癌症治疗, 而你 |
| 46 | treat patients with a really deadly disease, melanoma, you reduce that risk of recurrence, | 治疗患有致命性疾病、黑色素瘤的病人, 减少这种复发的风险, |
| 47 | which essentially means that patients have a better chance of being disease-free and | 基本上意味着病人有更好的机会无疾病, |
| 48 | for longer. | 更长时间。 |
| 49 | And the question will arise as to how long could they be disease-free. | 并会出现一个问题,即它们能有多久没有疾病。 |
| 50 | So we're going to run this trial out and see, but we have a hint. | 所以,我们要去运行 这个试验出来看看, 但我们有一个提示。 |
| 51 | We did a phase two some years ago, Moderna and Merck. | 我们做了一个阶段 几年前,现代和默克。 |
| 52 | And what we said is after that treatment, after patients were treated, we would look | 我们说的是在治疗之后, 在病人被治疗之后,我们会寻找 |
| 53 | one year. | 一年时间。 |
| 54 | How many people are disease-free? | 有多少人没有疾病? |
| 55 | Three years. | 三年.. |
| 56 | And I think the five-year results just were provided out there. | 我认为,五年的结果只是在那里提供的。 |
| 57 | And what you saw at five years is that many, I would actually say most of the patients | 你五年来看到的是 这么多人,我可以说大多数病人 |
| 58 | who are disease-free one year, three years, were disease-free five years. | 他们没有疾病一年,三年, 没有疾病五年。 |
| 59 | So we don't know if this is going to be seven years, nine years, but there's a chance that | 所以我们不知道这会不会是7年,9年, 但有可能 |
| 60 | you have an increased race, increased ability to be disease-free and for a potentially extended | 您有更大的种族, 提高能力 无疾病 和潜在的延伸 |
| 61 | period of time. | 期限。 |
| 62 | Tell us the results of these latest phase one and phase two trials, or phase two and | 告诉我们这些最新第一阶段和第二阶段、第二阶段和 |
| 63 | phase three trials, and what that means in the life of a patient versus if they had not | 第三阶段的试验,以及这在病人的生活中意味着什么? |
| 64 | had this Keytruda and Merck, Keytruda and Moderna. | 有这个凯特鲁达和默克,凯特鲁达和现代。 |
| 65 | The way that I would look at it is if you didn't get the treatment with Keytruda and | 我的看法是 如果你没有得到治疗 与Keytrada和 |
| 66 | the personalized cancer treatment, we already know from phase two that you had a marked | 个人化的癌症治疗,我们已经知道 从第二阶段,你有一个标记 |
| 67 | improvement in having a chance of being disease-free. | 改善无疾病的机会。 |
| 68 | It was in the 40 to 50% from that phase two. | 从第二阶段开始,它处于40%到50%的水平。 |
| 69 | And what we know from that phase two is that- | 我们从第二阶段了解到的是... |
| 70 | 40 to 50% chance of having a reduced risk, right? | 40%到50%的机会 降低风险,对不对? |
| 71 | And then all of a sudden you get to, we've tracked that for the phase two, five years | 然后突然间,我们跟踪了第二,五年 |
| 72 | out, it's still there. | 出来,它仍然在那里。 |
| 73 | So we're hoping that very similar results come out for the phase three. | 所以我们希望第三阶段能得出非常相似的结果。 |
| 74 | You didn't give specific numbers for these- | 你没有给出这些具体的数字... |
| 75 | Yeah, we didn't give out specific numbers. | 是的,我们没有给出具体的数字。 |
| 76 | You said that at the end point of the trials. | 你在审判结束时说的 |
| 77 | Yeah, we don't give out specific numbers because the things that we have to do immediately | 是啊,我们不给出具体的数字 因为我们必须立即做的事情 |
| 78 | and we're focused on it is we have to get all the detailed data out to the community, | 我们的焦点是 我们得把所有详细数据 都传到社区 |
| 79 | the community of oncologists and scientists, and we're planning to do it at a major oncology | 肿瘤学家和科学家们 我们计划在一个主要的肿瘤学领域 |
| 80 | meeting hopefully this fall and also get that data out through a really respected journal. | 希望今年秋天能见面 并且通过一个真正受人尊敬的日记把数据拿出来 |
| 81 | And that will have all the details such that people can really interrogate. | 这些细节可以让人真正接受审讯。 |
| 82 | I think also in the next few months that we're going to be talking to regulatory agencies | 我想在未来几个月里 我们也会和监管部门谈谈 |
| 83 | because they're going to want to scrutinize our clinical data. | 因为他们要检查我们的临床数据 |
| 84 | And they're not going to just want to scrutinize our clinical data. | 他们不会只想仔细研究我们的临床数据。 |
| 85 | They're going to want to scrutinize this novel technology that Moderna has put in to make | 他们想仔细研究一下现代人发明的新科技 |
| 86 | that it's as efficacious and safe for broader use. | 这是有效和安全的 更广泛地使用。 |
| 87 | Well, let's talk about that. | 好吧,让我们谈谈这个。 |
| 88 | Keytrada是癌症的奇迹药 | |
| 89 | It's been an amazing inclusion to the toolbox for fighting cancer. | 它是一个惊人的 包含在工具箱 抗癌。 |
| 90 | Different than chemotherapy because Keytruda actually uses your body's immune system | 和化疗不同 因为Keytrada实际上利用了你的身体免疫系统 |
| 91 | to go and fight the cancer itself. | 去对抗癌症 |
| 92 | Describe what this new therapy does on top of that, putting Keytruda together with this. | 描述一下这个新疗法的功能 将Keytrada和这个放在一起 |
| 93 | The idea of this actually is from the Upper East Side 130 years ago. | 这个想法其实是130年前的上东城. |
| 94 | And the concept is if you could train your immune cells to be like hunting dogs, chasing | 概念是,如果你能训练你的免疫细胞 像猎狗,追逐 |
| 95 | the tumor, and you could unleash them. | 肿瘤,你可以释放它们。 |
| 96 | But not only could you unleash them, if you could entrain them to smell out that prey, | 但你不仅能释放它们 如果你能把猎物吸出来 |
| 97 | that would be something. | 那会是什么东西。 |
| 98 | And so in the last 10 years, that's what this result does. | 所以在过去的十年里, 这个结果就是这样的。 |
| 99 | Keytrada做的是钥匙 | |
| 100 | It's a Keytruda. | 是凯特鲁达 |
| 101 | It unlocks the key to let the hound dogs out, let the dogs out. | 它打开了钥匙 让猎犬出来,让狗出来。 |
| 102 | But what's critical about the technology that Moderna has created is it's a personalized | 但现代科技最关键的是 它是一个个性化的 |
| 103 | cancer treatment that allows the immune cells to get the scent, the signature. | 癌症治疗,可以让免疫细胞得到气味,特征. |
| 104 | Because it's trained on your own. | 因为那是你自己训练的 |
| 105 | On your own. | 独自一人. |
| 106 | It's personalized medicine. | 个性化药. |
| 107 | It's trained on your tumor. | 它训练你的肿瘤。 |
| 108 | Your cancer. | 你的癌症。 。 。 |
| 109 | Yes, I would even say it's individualized because personalized medicine is if you and | 是的,我甚至会说它是个性化的 因为个性化的医学是如果你和 |
| 110 | I have the same mutation, we might get the same drug. | 我有同样的突变, 我们可能会得到同样的药物。 |
| 111 | It's individualized, which is you will get a different drug. | 这是个性化的,你会得到不同的药物。 |
| 112 | If you're diagnosed with melanoma today, and I'm diagnosed by the same doc, you and I will | 如果你今天被诊断患有黑色素瘤 而我被同一位医生诊断 |
| 113 | get a different chemical. | 换个化学物质 |
| 114 | Basically, we're going to look at you, take a biopsy, we're going to sequence all the | 基本上,我们要看着你, 做个活体检查, 我们要排序所有 |
| 115 | letter of the DNA of your cancer cell, we're going to do the same for your healthy cell | 你癌细胞的DNA信 我们也会为你的健康细胞做同样的事情 |
| 116 | of your body, most blood work, we're going to compare electronically where the mutations | 在你身体里,大部分的血液工作, 我们要比较电子 哪里的突变 |
| 117 | are and we designed and we aim to improve an algorithm to pick 34 mutations that we | 我们设计了一个算法 用来选择34个变异 |
| 118 | believe are the most important in your tumor. | 相信是肿瘤中最重要的 |
| 119 | We put that into one molecule of mRNA, we stitch them together, and we inject that to | 我们把它放进一个分子的mRNA, 我们把它们缝合在一起,我们注射到 |
| 120 | you in your arm, and that's what Dean was just saying, that's to give your immune system, | 迪恩刚才说的 就是给你的免疫系统 |
| 121 | to give to the docs, to give the serology. | 给医生,给血清学。 |
| 122 | It's the personalized medicine. | 这是个性化的药。 |
| 123 | Amazing. | 厉害 |
| 124 | This is the demonstration of the future. | 此是示现未来. |
| 125 | Yes, it's totally individualized using sequencing technology at the molecular level because | 是的,它完全个性化 使用分子级的测序技术 因为 |
| 126 | we know today cancer is a disease of DNA, and that's why it's so powerful. | 我们知道癌症是DNA的疾病 所以它才如此强大 |
| 127 | Does that make it safer in terms of whether the immune system attacks other organs that | 就免疫系统是否攻击那些 |
| 128 | don't need to be attacked? | 不需要被攻击吗? |
| 129 | The hope is there, and the data that we saw from the previous over five years, it's safe | 5年来我们所看到的数据是安全的 |
| 130 | and people are going to scrutinize this data and they're going to watch it. | 人们会仔细检查这些数据 然后他们就会看 |
| 131 | And I think the FDA and the community will say this is a safe drug that really is efficacious | 我想FDA和社区会说 这是安全药 真的很有效 |
| 132 | and a patient population that's facing a deadly design, and a patient population that's facing | 面对致命设计的病人 面对的病人 |
| 133 | a deadly design, and a patient population that's facing a deadly design, and a patient | 一个致命的设计,一个病人 面对一个致命的设计,一个病人 |
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