It's justified -- this was a real, data-backed breakthrough. The Phase 3 INTerpath-001 trial wasn't a rumor or an early-stage readout -- it was a randomized study of over 1,100 melanoma patients showing intismeran autogene plus Keytruda meaningfully beat Keytruda alone on both recurrence-free and distant metastasis-free survival, exactly the kind of hard clinical data biotech investors dream of. With no new safety concerns and a clear runway toward FDA submission, the market simply corrected years of undervaluing Moderna's post-pandemic pipeline overnight. is leading so far with 56%.
It's hype -- investors are pricing in a perfect future. A 177% single-day pop that instantly blows past every analyst's price target isn't calm repricing, it's a euphoric bet on years of trials that haven't even happened yet, since FDA approval and actual commercial revenue for intismeran autogene are still years away. This mirrors the same speculative dynamic that inflated Moderna's stock during the COVID vaccine boom, before it slowly bled out over the following years as reality caught up with the hype. is second. On this few votes the split is still anyone's guess.
Votes have come in from 2 countries, most of them from China.
The poll is still live and picked up a vote today.