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We all saw the crazy reaction to the Merck/Moderna melanoma combo (Intismeran + Keytruda), causing both stocks to surge. I saw a breakdown from Goldman Sachs on the Peak sales estimate for the melanoma indication alone, which is about $4.3 billion a year, split 50/50 between the two companies. That's all the actual revenue opportunity from what they announced was successful. But look at what happened to the stocks. Merck added roughly $43 billion in market cap. Moderna went from …
— ORIGINAL POST ·
Merck and Moderna have shown us what the market premium is for platform validation. Is DRTS the next platform primed to move?
· r/stocks
· Aug 26, 2026