Moderna just proved personalized neoantigen vaccines work. A YC startup just proved venture capital will fund the canine version. Neither has solved the thing that actually decides who wins — and it isn't the science. This is a backcast from 2031, written to find the gaps while they're still cheap to fix.

On August 19th, Moderna and Merck announced that a personalized mRNA cancer vaccine slowed melanoma recurrence in the first randomized Phase 3 trial of its kind. 1,137 patients. Moderna's stock roughly doubled in a day. After a decade of "promising early data," the neoantigen thesis finally cleared the bar that matters.
Five months earlier, an Australian data scientist named Paul Conyngham had used ChatGPT and AlphaFold to design a personalized mRNA vaccine for his own dog, Rosie, who had aggressive mast cell cancer and months to live. It shrank her tumours 75%. That experiment became Gamgee, a Y Combinator Summer 2026 company with a $4M seed led by Founders Fund, now running canine trials in Australia with UNSW and the Garvan Institute.
Read together, those two events settle the two questions that usually kill a company like this before it starts. Does the science work? Yes — a Phase 3 says so. Will anyone fund the dog version? Yes — Founders Fund already did.
Cost to make one personalized dose
~$150K
at commercial CDMO rates
What owners already pay for cancer
$10–20K
chemo, radiation, combination
Close this gap and the vaccine becomes standard of care. Fail to close it and it stays a luxury for a few hundred wealthy owners a year. Everything else in this post is downstream of that one number.
I built an open-source pipeline that does the computational half of this — tumour variant file in, ranked canine neoantigens and a synthesis-ready mRNA construct out. That part is solved and nearly free. What follows is my attempt to write down honestly what it would take to do the other half, structured as a retrospective from a future where it worked.
Sequencing got cheap. Manufacturing did not. Almost every strategic decision in this business follows from that asymmetry.
The instinct is to assume genome sequencing is the expensive part. It was, a decade ago. Clinical-grade tumour-normal whole genome sequencing has fallen under $1,500 a pair, with turnaround inside two weeks. Running my pipeline on that data costs somewhere around $15 in cloud compute.
Then you try to turn the output into something you can put in a syringe.
Cost stack · one dog, no scale
Clinical-grade tumor-normal WGS is now under $1,500 a pair at institutional volume
Cloud pipeline. Effectively a rounding error
Software. Already built
A personalized vaccine is, by definition, a batch of one — full QC overhead for a single dose
Biopsy, imaging, monitoring, ethics oversight
Human personalized neoantigen vaccines currently cost north of $100,000 per patient to manufacture — BioNTech has said publicly it is trying to get below $100K a dose, which tells you where they are now. A single clinical-trial drug product batch generally runs $300K to $1M regardless of how many doses come out of it. And a personalized vaccine is, by construction, a batch of one. You pay the full batch-release and QC overhead to produce a single injection for a single animal.
Which raises an obvious question, and it is the one that reframed this entire thing for me.
The answer is not that he found a cheaper CDMO. He never entered that market at all.
Conyngham has said his out-of-pocket cost was a few thousand dollars. Against a six-figure commercial manufacturing bill, that looks impossible. The breakdown explains it:
| Step | Who did it | What it cost him |
|---|---|---|
| Tumour + healthy DNA sequencing | UNSW | ~$3,000 AUD |
| Neoantigen identification | Himself, with ChatGPT + AlphaFold | $0 |
| mRNA construct design + review | UNSW RNA researchers | Volunteered |
| Manufacturing the vaccine | UNSW RNA Institute, funded through NCRIS / Therapeutic Innovation Australia | Subsidised |
| Administration | University of Queensland, under ethics approval | Academic protocol |
He never paid a contract manufacturer, because he never used one. The vaccine was produced at a government-funded academic RNA facility, for a compelling one-off research case, at roughly the cost of consumables — and the expertise around it was donated by researchers who found the problem interesting.
For a Toronto-based attempt, the structural analogue is CCRM's Centre for Cell and Vector Production at MaRS — a 20,000 sq ft GMP facility built with UHN, designed precisely to carry academic work toward the clinic, and sitting in the same building cluster as the Princess Margaret Genomics Centre and OICR. One relationship, three stages of the pipeline.
The honest caveat: CCRM's publicly documented GMP capability is cell and gene therapy and viral vectors, not mRNA-LNP specifically. Whether that extends — or whether they would stand it up for a landmark case the way UNSW did — is a phone call, not a search result.
Assume it worked and personalized vaccines became the default canine cancer treatment in Canada and the US. Working backwards, seven things carried the story. Notice how few of them are science.
Same backcast, inverted. Each of these is cheap to guard against today and expensive to fix later.
The third one is the one I have to actively resist. Writing more pipeline code feels like progress and requires no one's permission. Recruiting a board-certified oncologist co-founder feels like nothing is happening for months. The second is worth more.
Strictly sequenced. Each step unlocks the next, and the manufacturing conversation starts before it's needed because it has the longest lead time of anything on the list.
Close the veterinary oncology co-founder
A DVM with ACVIM oncology board certification and trial experience. Everything downstream — trial site, regulator, investor — evaluates the team before the technology.
Open the CFIA pre-submission conversation
Establish the autogenous / research-use pathway with the Canadian Centre for Veterinary Biologics before facility and protocol decisions harden.
Secure the manufacturing relationship
The closest Canadian analogue to the subsidised academic route that produced Rosie's vaccine. Longest lead time on this list, which is why it starts third rather than last.
Select the indication for trial one
High incidence, poor prognosis, dissatisfying standard of care, motivated owners. This choice determines whether the resulting publication actually moves specialists.
Raise the seed on that package
Co-founder, regulatory pathway, manufacturing partner, named indication, trial site. Not a deck — a critical path with signatures on it.
Note what is not on that list: model improvements, a better ranking algorithm, a nicer dashboard. The computational pipeline is already ahead of where the rest of the business is. Its marginal value is near zero until a dog can actually receive what it designs.
This is not a market that needs creating. Owners already spend at this level, on treatments with materially worse odds than what the human melanoma data just demonstrated.
| Current standard of care | Typical cost | Insurance |
|---|---|---|
| Surgical tumour removal | $500 – 5,000 | Covered as illness |
| Chemotherapy, full protocol | $3,000 – 10,000 | 70–90% after deductible |
| Radiation therapy | $4,000 – 10,000+ | 70–90% after deductible |
| Combination therapy | $10,000 – 20,000+ | 70–90% after deductible |
Roughly one in four dogs develops cancer, with risk climbing sharply after age ten. Owners routinely authorise five figures for protocols that buy months. A vaccine at $8–15K sits inside that envelope rather than above it — which is exactly why the strategic problem is manufacturing cost and not willingness to pay.
A working end-to-end pipeline exists today: variant file in, ranked canine neoantigens and a synthesis-ready mRNA construct out, validated on real canine coordinates, deployed publicly, open source. That is the part most people in this space are still pitching on a slide.
What it needs now is two people. A board-certified veterinary oncologist who wants to run the trial that makes this the default treatment. And a manufacturing lead who believes the per-dose cost curve can be broken and has opinions about how.
I am neither of those people. I am a builder who got a pipeline to work and then read enough to understand which half of the problem is still open. If the backcast above is wrong somewhere, I would genuinely rather find out now — the whole point of writing it down is to make the errors visible while they are still cheap.
The computational half of this post, in full: pVACtools, NetMHCpan, DLA alleles, codon optimization, and Gemma 4 as the interpretation layer.
The case that started all of this — one dog, a hand-built neoantigen vaccine, and what it implied about accessibility.

Shashank Padala
Founder, Kirak Labs · AI Product Leader
AI Product & Transformation Leader with 8+ years building production LLM systems. Previously led GenAI integration into an internal content-authoring platform at a Fortune 500 enterprise, serving millions of employees globally — an AI assistant embedded in the CMS that surfaced grounded, cited insight from engagement and support-ticket data to inform what the team published next.