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Comment Re:100M is enough (Score 1) 149

There are lots of roads too.

My mother lives in a place that is probably more remote (as in distance to the nearest city > 100,000) than it's possible to get in the US outside of Alaska. Twenty years ago when they were paving the highway they also dug a trench and dropped fibre into it. The initial idea was to hook up schools and government buildings but a local started a company and just ran fibre to everyone's house, including the farmers'. They're cheaper and way more reliable than the only competitor (DSL) so pretty much everyone has 1 gig symmetric connections with the option for 2.5.

Comment Re: How this may play out (Score 1) 72

The packaging isn't that difficult. Small bioreactors are a thing, and are generally easier to build than big ones. You can e-mail a sequence to a manufacturer and get a vial of lipid encapsulated mRNA right now for high hundreds or single digit thousands of dollars, depending on the length of the sequence.

Comment Re:How this may play out (Score 2) 72

Unfortunately, since it requires an individual design for a specific person, it likely is going to not benefit much from economies of scale

It's pretty easy to make a bit of RNA to a particular specification. You (actually you) can order some up on the Internet and they'll ship it to you. Generally it costs hundreds of dollars, not thousands. Something really long, like the RNA for the SARS CoV2 spike protein might be $2k or so. Those prices are falling pretty fast too.

Actually sequencing the tumour is in the same price ballpark, and also falling very quickly. You also have to translate between the tumour sequence and the RNA vaccine, but there are a fairly small number of possibilities so that's going to be a database lookup eventually, maybe with a bit of minor algorithmic tweaking.

Packaging it so it survives long enough to do something useful is a bit tricky and patented, but its the same for everyone.

The expensive part of making drugs is showing they work. The strategy with these individual treatments is analogous to the flu vaccine: you demonstrate in a trial that a process for making the treatment is effective and that process is approved.

Once its all off patent it could be quite cheap. Cheaper than getting a surgeon to cut out a sample in the first place.

Comment Re:Sad that a company that actually does something (Score 1) 72

Stop repeating this. It's just something someone made up and it's generally not true. You can make lots of money curing a disease. Insurance companies, both public and private, are quite capable of doing math and curative treatments are often priced based on the total cost of alternative management only treatments.

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