This Vaccine Just Changed Cancer Forever — Transcript
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- 0:00In the summer of 1890, a 17-year-old
- 0:02named Bessie Dashiell, she caught her
- 0:04hand between two train car seats, but
- 0:06the pain just wouldn't go away. And
- 0:08unfortunately, a biopsy found an
- 0:09aggressive bone cancer called a sarcoma.
- 0:12So, surgeons had to amputate her arm
- 0:13below the elbow, but it wasn't enough.
- 0:15The cancer had already spread, and in
- 0:17January 1891, Bessie died. Now, her
- 0:20surgeon was a young New Yorker named
- 0:22William Coley, and her death broke
- 0:24something in him. He spent weeks combing
- 0:26through the hospital's old records for
- 0:28anything that might have saved her. And
- 0:30what he found in those records branded
- 0:32him a fraud for the next 100 years. But
- 0:34last week, 135 years later, it helped to
- 0:37produce the first phase three win for a
- 0:39cancer vaccine that was personalized to
- 0:41each individual patient, and it caused
- 0:43the stock price of Moderna, who helped
- 0:45build this vaccine, soar by 177%
- 0:48in a single day. That's the largest
- 0:50single-day percentage gain in the S&P
- 0:52500's history this century. So, deep in
- 0:55those files, Coley found a case from
- 0:57seven years before. So, a person by the
- 1:00name of Fred Stein, he was a German
- 1:01immigrant at the time. He had a sarcoma
- 1:03of his neck that kept growing after
- 1:05every operation. Doctors called him
- 1:07hopeless, but then Stein caught a severe
- 1:10strep skin infection that tore through
- 1:12the hospital wards before antibiotics
- 1:13existed. Now, as the infection raged
- 1:16inside Stein's body, the tumor, it
- 1:18melted away. Coley had to know how that
- 1:20story ended, and he spent weeks knocking
- 1:23on doors through the tenements of the
- 1:24Lower East Side, and he found Stein
- 1:27alive seven years on with no sign of
- 1:29cancer. So, was it the immune system
- 1:31activating to fight off the infection
- 1:33that also caused the cancer to go away?
- 1:36So, in 1891, Coley did something that
- 1:38would end his career today. He took a
- 1:40patient named Zola, who was an Italian
- 1:43immigrant with a tumor in his tonsils
- 1:45that was too advanced to cut out, and he
- 1:47deliberately infected him. Zola's tumor,
- 1:49it regressed completely, and he stayed
- 1:51cancer-free for years before,
- 1:53unfortunately, the tumor did come back.
- 1:55Now, Coley turned that observation into
- 1:57a treatment. So, what he did is he
- 1:59killed bacteria and then he injected it,
- 2:02known as Coley's toxins, and it was
- 2:03given to around 1,000 patients. Now,
- 2:06some patients did respond, but
- 2:07unfortunately, it was remarkably few.
- 2:10Most people didn't respond to this
- 2:11therapy, and nobody, Coley included,
- 2:14could predict who would respond to the
- 2:16treatment and who wouldn't. And the
- 2:17clinical world's patience at this time
- 2:19ran out. In 1894, the Journal of the
- 2:22American Medical Association delivered
- 2:24its verdict on this approach using it
- 2:26toxins as cures, and they labeled it a
- 2:29complete failure. Radiation soon arrived
- 2:32later with results that you could
- 2:33measure and repeat, and Coley used his
- 2:35toxins into the 1930s, but the field had
- 2:38already moved on. Immunotherapy, as in
- 2:41using the immune system to try and treat
- 2:43cancer, was pushed to the margins, which
- 2:45left a question hanging for 80 years.
- 2:48Was Coley wrong, or was he just early?
- 2:50Well, for most of the 20th century, it
- 2:52looked like Coley was wrong, but in
- 2:541976, a urologist injected the
- 2:57tuberculosis vaccine directly into the
- 3:00bladders of nine bladder cancer
- 3:02patients, and it worked. 50 years later,
- 3:04it's still the standard of care for
- 3:06high-risk early bladder cancers. And in
- 3:08the years that followed, the idea of
- 3:10using the immune system to target cancer
- 3:12grew. And at the National Institutes of
- 3:15Health, a surgeon named Steven
- 3:17Rosenberg, he had seen his own version
- 3:19of the Fred Steinberg immune activation
- 3:21miracle. In the summer of 1968, he
- 3:24operated on a 63-year-old veteran, a
- 3:27routine gallbladder removal, but the
- 3:29man's chart said that he should have
- 3:30been dead for years.
- 3:32Surgeons had opened him up and found
- 3:34stomach cancer that had already spread
- 3:35to his liver. So, at the time, they
- 3:37closed him back up. They gave him no
- 3:39treatment, nothing whatsoever. And in
- 3:41Rosenberg's own words, he operated to
- 3:43remove the gallbladder, but there was no
- 3:45remaining trace of the cancer. It's one
- 3:47of the rarest events in medicine.
- 3:49Something inside that patient had hunted
- 3:51down the cancer and destroyed it and
- 3:53Rosenberg's prime suspect was that it
- 3:55was the immune system. So it took him
- 3:57nearly 20 years, but by 1988 he had the
- 4:00answer. His team pulled some immune
- 4:02cells called T cells out of the
- 4:04patient's own melanoma cancers and
- 4:06multiplied them in the lab into millions
- 4:09and then dripped them back into
- 4:10patients' veins. In some patients the
- 4:12tumors shrank. That was the proof that
- 4:14he needed that by using the immune
- 4:16system if it's properly programmed it
- 4:18can recognize cancer and kill it. And
- 4:20that proof is what launched a potential
- 4:22gold rush because if T cells can already
- 4:25recognize cancer then a vaccine should
- 4:28be a cheap simple way to win because a
- 4:30vaccine's whole job is to hold up a
- 4:32target and tell the immune system to
- 4:34attack it as in attack anything that
- 4:36looks like this. So through the 1990s
- 4:39there were dozens of potential cancer
- 4:40vaccines and the field expected them to
- 4:42work but across 1,306
- 4:45vaccine treatments the objective
- 4:47response rate so as in tumors that
- 4:49actually measurably shrunk was only
- 4:513.3%. So what was going wrong because it
- 4:54feels like there's a potential
- 4:55breakthrough here. Well the immune
- 4:57system it can destroy cancer on its own
- 4:59so Stein, Zola and Rosenberg's Veterans
- 5:02patient proved it. T cells taken out of
- 5:05the body and then multiplied can destroy
- 5:07cancer. Rosenberg had proved that too
- 5:09but the vaccines the very tool designed
- 5:11to rally those same T cells failed in 97
- 5:15patients out of every 100 but that
- 5:17didn't stop companies from trying. But
- 5:19after four huge failures in the 2000s
- 5:21and 2010s it looked like this field was
- 5:24done for but from those failures came
- 5:26learnings that opened the door for a
- 5:28success that happened last week. So
- 5:30before you're born your immune system it
- 5:32runs essentially a school. Every T cell
- 5:35so the white blood cells that hunt
- 5:36infected and cancerous cells they face
- 5:39one more brutal final exam. Attack any
- 5:42protein that belongs to your own body
- 5:44and it's destroyed no exceptions. That
- 5:46policy is why your immune system doesn't
- 5:48just eat you alive. Now, have a look at
- 5:50the failed cancer vaccines. Most of them
- 5:53pointed the immune system at proteins
- 5:55that the cancer shares with the body.
- 5:57That's the explanation for the failures.
- 5:59Those T cells, they were wiped out and
- 6:01were never going to attack the cancerous
- 6:03cells. Immunologists call the screening
- 6:05process central tolerance. So, in 2015,
- 6:08two immunologists put the way forward
- 6:10into words. Cancer's own mutations
- 6:12create brand new proteins that exist
- 6:14nowhere else in the body. So, these
- 6:16newer antigens, so neo as in new, the
- 6:19body's school has never seen them. So,
- 6:21the T cells that can attack these
- 6:22cancerous proteins, they've never been
- 6:24deleted. They're still in the army
- 6:26waiting for a target to attack, which
- 6:28leaves one problem. Your tumor's
- 6:30mutations, they're not the same as my
- 6:32tumor's mutations. So, every single
- 6:34patient is different. A shelf vaccine,
- 6:36it's never going to work. What we need
- 6:38is a personalized approach, a
- 6:40personalized vaccine per patient. So,
- 6:42here's what's required. First, we need
- 6:44to sequence the patient's tumor and then
- 6:46their healthy blood and then we need to
- 6:47subtract so that we're only left with
- 6:50what's mutated in the tumor and not the
- 6:52healthy cells. Second, we need to be
- 6:54able to predict which of those mutant
- 6:56fragments the patient's own immune
- 6:57system can actually display on the
- 6:59surface of the cell so that the immune
- 7:01system can then latch onto them and
- 7:02attack them. An immune system, if they
- 7:04can't see that, it's useless. So, neural
- 7:07AI networks is what does that prediction
- 7:09for us. And Moderna's own selection
- 7:11algorithm, it is proprietary and it is
- 7:13unpublished, but we do know what it
- 7:15does. It predicts what's displayable and
- 7:18it picks up to 34 targets. Third is that
- 7:20we need to encode up to 34 of these
- 7:22targets on a single strand of mRNA, wrap
- 7:25it up into a microscopic fat droplet, so
- 7:28a lipid nanoparticle, and then inject it
- 7:30into the patient. And in July 2017, that
- 7:33process was tested in 13 humans with
- 7:35melanoma, five of which already had
- 7:37metastatic disease. And after these
- 7:40patients had their personalized vaccine,
- 7:42eight who were disease-free at the
- 7:43vaccination date, they stayed
- 7:45recurrence-free for up to 23 months. And
- 7:47then a team in Boston vaccinated six
- 7:50melanoma patients with protein fragments
- 7:52rather than RNA. Four of the six stayed
- 7:55recurrence-free at the 25-month mark,
- 7:57and two of those whose cancer had
- 7:59progressed, they completely regressed
- 8:02once an anti-PD-1 checkpoint drug was
- 8:04added. But building a bespoke drug for
- 8:06one patient at a time using technology
- 8:08at the time was incredibly expensive.
- 8:11But then the world was handed the exact
- 8:12technology used to scale up this
- 8:14concept. So you will already know this
- 8:16part, the mRNA technology for COVID.
- 8:19Researchers used the mRNA vaccine
- 8:21technology to develop personalized
- 8:23therapies for 157 patients with resected
- 8:27melanoma, as in people who had the
- 8:29tumors cut out and were waiting to learn
- 8:31whether those tumors would come back.
- 8:33This was a randomized control trial, and
- 8:34again, we had personalized mRNA vaccines
- 8:37plus the checkpoint drug Keytruda or
- 8:40Keytruda alone. In December 2022, here
- 8:43was the result. The recurrence risk was
- 8:45down by roughly 44%. So Merck and
- 8:48Moderna, they ran a large follow-up
- 8:50phase 3 trial, a double-blind
- 8:52placebo-controlled study. And on August
- 8:5419th, 2026, here are the results. The
- 8:57trial involved 1,137
- 9:00patients with completely resected stage
- 9:022B to stage 4 melanoma. So this was
- 9:06cancer removed by surgery and were at
- 9:08high risk of it coming back. They were
- 9:10randomized into two groups. So one had
- 9:12the personalized therapy plus Keytruda
- 9:14versus Keytruda alone. So whatever
- 9:17benefit appeared was on top of the
- 9:19standard treatment, not instead of it.
- 9:21And here's the wonderful news. The
- 9:22combination treatment, it successfully
- 9:24met its endpoint, meaning that it
- 9:26delivered greater results than Keytruda
- 9:28alone. Now we don't have the numbers
- 9:30yet, but in the preceding phase 2 study,
- 9:32there was a 49% reduction in the risk of
- 9:35recurrence or death compared to Keytruda
- 9:37alone, and a 59% reduction in the risk
- 9:40of distant metastases or death compared
- 9:42to Keytruda alone. There were also no
- 9:44new safety signals observed. The
- 9:46companies describe it as the first
- 9:48positive phase three trial ever for an
- 9:50individualized neoantigen therapy, and
- 9:52the first for any mRNA-based cancer
- 9:54treatment. But, as Patreon member Red
- 9:56asks, for what kinds of cancers do these
- 9:59vaccines work? Do they cure cancer, or
- 10:01is it just an increase in treatment and
- 10:03survival rates by a little bit? Well,
- 10:05this is for melanoma treatment. It's not
- 10:07prevention, and it's not a cure, but a
- 10:09preventive vaccine is already here for
- 10:11cancer, and that is the HPV vaccine. It
- 10:13blocks the virus behind most cervical
- 10:16cancers, and in the US, cancer deaths
- 10:18from cervical cancer have fallen by more
- 10:20than 60% in over a decade. But, as
- 10:23Patreon member Blessy points out, yes,
- 10:25this treatment, it did work on melanoma,
- 10:27so is it reasonable to be hopeful that
- 10:29this should also work for other types of
- 10:30tumors as well? Based on my
- 10:32understanding of the mechanism, it seems
- 10:34like it should. Moderna chose melanoma
- 10:36to start with because melanoma is one of
- 10:38the most heavily mutated cancers there
- 10:40are, so it's got the most raw material
- 10:42for neoantigens. So, in theory, it's one
- 10:44of the easier cancers to build these
- 10:46personalized treatments for. But, the
- 10:47good news is that Merck and Moderna
- 10:49alone, they are running nine trials of
- 10:51this therapy. So, two in melanoma, four
- 10:54in lung cancer, three already at phase
- 10:56three, one in kidney, and two in
- 10:58bladder. And buried in that list is one
- 11:00of my favorite details in this entire
- 11:01story. So, in high-risk early bladder
- 11:04cancer patients, it's being trialed
- 11:05alongside BCG. So, that's the same
- 11:08tuberculosis vaccine that was started in
- 11:101976.
- 11:12So, in my view, the main reason why
- 11:14Moderna stock price has jumped up so
- 11:16much is because there's so much hope
- 11:18that this personalized treatment can
- 11:19then be translated onto other types of
- 11:21cancer. And this whole field is much
- 11:23bigger than just one partnership. So, in
- 11:25May, there was a study published in
- 11:27Nature Reviews Drug Discovery, and they
- 11:29mapped out the whole clinical pipeline
- 11:31of therapeutic cancer vaccines. And
- 11:33Patreon member David Sprouse asks the
- 11:35money question. Any idea how affordable
- 11:38it is expected to be given the need for
- 11:40customization and the extra work
- 11:41involved? Well, the truthful answer is
- 11:43that at this stage we don't know what
- 11:44the costs will be. This therapy isn't
- 11:46yet FDA approved and it's not available
- 11:48to the general public, but we do have
- 11:50reason to be hopeful. With this
- 11:52breakthrough will come further
- 11:53innovation and it's a really exciting
- 11:55path forward, particularly if we see
- 11:56positive results from the other cancer
- 11:59vaccines that are in the pipeline. And
- 12:00it's not just cancer vaccines where
- 12:02we're getting these amazing results.
- 12:04Recently there was a fantastic result
- 12:05published about pancreatic cancer and
- 12:07I'll go through the results in this
- 12:09video here. And I've put the full
- 12:10write-up of this video, so the
- 12:12transcript and every study that I've
- 12:13cited over at drstanfield.com. Link is
- 12:16in the pinned comment. And if you want
- 12:17early access to videos like this, as
- 12:19well as access to the Discord server,
- 12:21make sure to check out Patreon or join
- 12:23as a channel member.
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