Comment by wrs

Moderna's business model was always to be an on-demand vaccine platform, meaning a cost-effective service for ordering a few doses of a fully custom personalized vaccine. Their infrastructure looks more like a just-in-time 3D printer service than like a traditional vaccine development lab. It was a happy accident that the platform was available when we needed to come up with a COVID vaccine rapidly, and that's what made them a household name (and wildly skewed their revenue mix from plan). But this cancer treatment is the sort of thing they had in mind all along.