What finance podcasts said about markets on 2 September 2026

The discussion presented the positive Phase III results for Moderna and Merck's personalized mRNA cancer vaccine (Intismeran) combined with Keytruda as a breakthrough, marking the first successful cancer vaccine after over a thousand failed trials. Moderna CEO St (Moderna CEO) argued it on a16z Podcast’s “Inside Moderna’s Personalized Cancer Vaccine”, aired 2 September 2026. The guest argued that the combination therapy showed a significant improvement in recurrence-free and distant metastasis-free survival over Keytruda alone, with Phase II data showing around 80% of patients disease-free after five years.