ProQR a new buy at BoA on RNA-editing platform

ProQR Therapeutics (PRQR) reported Q2 2026 results, including a net loss of €8.7M and first clinical validation of its Axiomer platform. The company raised $59.2M in June and expects cash to last through mid-2028. AX-0810 showed promising Phase 1 data, and AX-0811 data is due by year-end. PRQR shares are up 7.28% to $2.38.

Moderna and Merck reported positive late-stage trial results for their personalized cancer vaccine, which, when combined with Merck's Keytruda, showed improved outcomes in melanoma patients compared to Keytruda alone. The trial included one patient from NYU Langone Hospital. Moderna's stock surged after the announcement, rising from $62.96 to $174.38, though it later gave back some gains. Merck's stock also increased. The companies plan to present the data at an upcoming medical meeting and shar

Brazil announced a 2.3 billion reais ($444.2M) investment to boost AI, splitting projects between U.S. and Chinese firms. 1.3B reais will fund a supercomputing project with Huawei and iFlytek. Another 1B reais will be allocated for a supercomputer, with Nvidia expected to win the tender. The investments aim to strengthen Brazil's data sovereignty and strategic autonomy.

Moderna and Merck reported positive results from a late-stage trial of their personalized mRNA cancer vaccine, intismeran, showing reduced cancer recurrence in high-risk melanoma patients. The vaccine uses mRNA technology to target specific tumor neoantigens. Moderna's mRNA flu vaccine, mRNA-1010, was recently FDA-approved for adults 50+.

TSMC (TSM) shares rose 0.5% to $414.40 after forecasting 2027 capital spending of up to $85 billion, up from its 2026 range of $60-$64 billion. The company is monitoring data-center demand to confirm AI chip usage. July revenue surged 44.7% to NT$467.58 billion. TSM trades 29.73% above its GF Value estimate.

Elon Musk described curing diseases as increasingly similar to solving a software problem, citing advances in AI and mRNA technology. Moderna and Merck reported positive results from a late-stage trial of a personalized mRNA cancer vaccine for melanoma, reducing the risk of cancer returning. AI helps analyze genetic data to identify treatment targets, enabling personalized medicine. Moderna is exploring similar approaches for other cancers, though challenges remain in production and affordabilit