[HN Gopher] DARPA Awards Moderna a Grant for Up to $25M to Devel...
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       DARPA Awards Moderna a Grant for Up to $25M to Develop mRNA
       Therapeutics (2013)
        
       Author : 1915cb1f
       Score  : 231 points
       Date   : 2021-06-01 18:37 UTC (4 hours ago)
        
 (HTM) web link (investors.modernatx.com)
 (TXT) w3m dump (investors.modernatx.com)
        
       | jonplackett wrote:
       | Well that was money well spent!
        
         | scotty79 wrote:
         | I wonder what's the story behind BioNTech/Pfizer
         | 
         | They created equivalent vaccine.
        
           | mytailorisrich wrote:
           | I see that BioNTech was founded in 2008. Moderna was founded
           | in 2010.
           | 
           | I guess that like many advances, mRNA was (and still is) a
           | new, promising technology that prompted people to found
           | companies to bring it to the market. Moderna, as an American
           | company, probably simply went to see DARPA when they were
           | looking for funding because of the potential of the
           | technology.
        
       | justinzollars wrote:
       | Well that 25M really paid off. Huge.
        
       | mempko wrote:
       | A big myth often told in the tech world that things are developed
       | by startups using private equity. We often forget the large and
       | dynamic public sector. Biggest "VC" in the world is DARPA and
       | other US government entities.
       | 
       | EDIT: I meant to say, it's a big myth the tech industry tells the
       | public.
        
         | ardit33 wrote:
         | It is not a myth, but well known. Startups take something that
         | is already researched, and further develop it and
         | commercialize/monetize it.
         | 
         | I think the myth might be more in the layman/general
         | population, but most people in the tech world know this.
        
           | mempko wrote:
           | Yes! I guess I should be more precise thanks. It's a myth the
           | tech world propagates to the general public. Updated my
           | original comment.
        
       | 3327 wrote:
       | Military saves us as usual
        
       | vmception wrote:
       | > _Defense_ Advanced Research Projects Agency (DARPA)
       | 
       | > make antibody-producing drugs to protect against a wide range
       | of known and unknown emerging infectious diseases _and engineered
       | biological threats_
       | 
       | This is amazing. I need to follow their other grants now to see
       | what they're looking at
        
         | rasz wrote:
         | DARPA also funded HackRF development, afaik still cheapest SDR
         | with TX capability.
        
         | tooltalk wrote:
         | Why is this "amazing"? My understanding is that DARPA is just
         | one of many investors and customers who approached Moderna to
         | develope medicine for different uses. The company had raised
         | $2B by the time they went IPO in 2018. It doesn't seem like
         | DARPA funding had much to do with their COVID development, in
         | the same way that Trump's Warp Speed didn't necessarily play a
         | groundbreaking role in the vaccine development. In Pfizer's
         | case, they refused any gov't funding, but only agreed to the
         | gov't's guaranteed sales if their vaccined got approved.
        
           | subsubzero wrote:
           | I have to totally disagree with this statement:
           | 
           | > in the same way that Trump's Warp Speed didn't necessarily
           | play a groundbreaking role in the vaccine development
           | 
           | Operation warp speed, despite its Trump affiliation was
           | extremely successful, If it hadn't been in place the US would
           | have been similar to Canada or Europe in terms of Vaccine
           | rollout. Here's an article about OWS:
           | https://www.wsj.com/articles/why-operation-warp-speed-
           | worked...
        
             | tooltalk wrote:
             | I can't read the full article (paywall), but my
             | understanding is that COVID vaccine developements were well
             | underway by the time it was announced and it had mostly to
             | do with speeding up approval process, production,
             | distribution and guaranting sales.
        
         | FredPret wrote:
         | These folks invented the internet!
        
         | alert0 wrote:
         | Enjoy!
         | 
         | https://www.darpa.mil/work-with-us/opportunities
        
           | app4soft wrote:
           | > _COMPUTATIONAL CULTURAL UNDERSTANDING (CCU)_
           | 
           | This![0]
           | 
           | [0] https://beta.sam.gov/opp/a6d0788057414e2c8fd6bdf45e3fd21d
           | /vi...
           | 
           | [PDF1] https://www.darpa.mil/attachments/CCUProposersDayFAQ%2
           | 0v15.p...
           | 
           | [PDF2]
           | https://www.darpa.mil/attachments/CCUProposersDayBriefv7.pdf
           | 
           | [PDF3] https://www.darpa.mil/attachments/HR001121S0024-Amendm
           | ent-01...
        
           | systemvoltage wrote:
           | Has anyone here gone through this process? What is it like
           | compared to YC?
        
             | app4soft wrote:
             | Crazy ideas has more chances to be selcted by DARPA rather
             | than YC.
        
             | maliker wrote:
             | I've received an ARPA-E award. So a similar process and
             | competition level.
             | 
             | First you submit a 5 page concept paper, and if that's
             | acceptable you write a 20 page full proposal (answering the
             | Heielmeier Catechism in detail[0]). If you're selected
             | (around 1-5% acceptance rates) you go through a contracting
             | process--overall it takes about 1 year from initial concept
             | paper to final contract.
             | 
             | Once everything's signed you're executing on a 2-3 year and
             | $1-5 million project where you have to hit technical
             | milestones each quarter. And if you're in the top 10% of
             | projects that were funded by the agency that year you can
             | except follow-on funding at about the same level.
             | 
             | [0] https://www.darpa.mil/work-with-us/heilmeier-catechism
        
       | Egidius wrote:
       | This is why tax avoidance is a bad thing. Governments can
       | accelerate innovation with stimulations like this.
        
         | paxys wrote:
         | $25 million went to research that produced a life-saving
         | vaccine and averted (or at least abated) a global crisis.
         | Meanwhile the F-35 program at a lifetime cost of $1.7
         | _trillion_ has produced basically nothing.
         | 
         | People's biggest criticism of taxation is all the government
         | corruption and wastage that it enables, and IMO that is
         | completely valid.
        
         | vmception wrote:
         | US government would never balance its budget even if tax
         | compliance was 100% and the tax rate was 100%.
         | 
         | The math does not check out and the taxes fund nothing except
         | the interest payments on international debt.
         | 
         | The things that were going to get funded will still get funded,
         | because they are funded by the debt issuance and the continued
         | market tolerance for US government debt issuances.
         | 
         | So, no, tax avoidance has practically nothing to do with this.
         | The "roads and schools [and innovations]" argument is
         | particularly weak, because whatever _wasn 't_ funded was never
         | going to _get_ funded. The only limit to budget allocations is
         | the market tolerance of the debt and currency. So again - since
         | that market tolerance is extremely vast and expansive given the
         | lack of liquid alternatives - if it wasn 't funded, it wasn't
         | going to get funded.
        
           | JumpCrisscross wrote:
           | > _only limit to budget allocations is the market tolerance
           | of the debt and currency_
           | 
           | Sovereign debt buyers and FX traders strongly consider a
           | states' ability to collect taxes.
        
             | vmception wrote:
             | more aptly: the ability of the state to pay its interest
             | now and in the future.
             | 
             | the state is in a balance to avoid a death spiral of its
             | currency: creating more because it purchases less due to
             | market selloff of the currency.
             | 
             | the main point is that it is highly leveraged and tax
             | collection is merely servicing a small single digit
             | percentage of the capital, and therefore the further sliver
             | from tax avoidance is having even tinier percentage of an
             | effect on how what the budget is and could be. the state
             | also has other revenue sources.
        
         | markkanof wrote:
         | Looks like DARPA's budget is about 3.5 billion a year vs. the
         | overall defense budget of something like 715 billion. I'm
         | betting that a lot more people would feel ok about paying taxes
         | if more of it was going towards these types of projects rather
         | than empire building in far away parts of the world.
        
           | 1cvmask wrote:
           | The defense budget is in fact over 1.25 trillion dollars in
           | real terms. We just don't count it like most other countries.
           | For example nuclear weapons are under the Department of
           | Energy.
           | 
           | https://www.pogo.org/analysis/2019/05/making-sense-of-
           | the-1-...
           | 
           | https://tomdispatch.com/hartung-and-smithberger-a-dollar-
           | by-...
        
             | MattGaiser wrote:
             | Yeah, but a vast amount of healthcare is under the DoD in
             | America while it wouldn't be in other countries.
        
           | gnulinux wrote:
           | Right, so we need both. Defund the military, make sure rich
           | people still pay their fair amount of taxes, and use that
           | money to invest in science, education, healthcare, education
           | etc.
        
             | b9a2cab5 wrote:
             | Defunding the military has real impacts. Those free trade
             | deals that lower the cost of goods for average people don't
             | just magically get signed, generally U.S. military presence
             | is also a part of the deal.
             | 
             | More generally if the U.S. loses global hegemony then so
             | does the dollar, and a mass exodus from the dollar as
             | foreign reserve would cause rampant inflation as demand for
             | dollars crashes.
             | 
             | The geopolitical situation is more complicated than just
             | "defund the military". You can see both the current and
             | past administration are trying to get other countries to
             | pay more for the U.S. presence, which is a form of slow
             | withdrawal of U.S. power, so I think they recognize that
             | there is a need to redirect funds, but I don't think you
             | can just outright leave in a year.
        
           | demadog wrote:
           | The U.S. isn't empire building. It's mainly a policy of
           | retaining superpower status for world peace.
           | 
           | Containment of China, Russia, Iran, and North Korea is
           | largely the defining policy of the last 70 years.
           | 
           | Of course tons of blunders like Vietnam and Afghanistan.
           | Tragedies. But there has not been a World War III nor have
           | there been large scale wars killing a sizable portion of the
           | populace such as most wars pre-WWII.
           | 
           | For further evidence that the U.S. isn't interested in empire
           | building is the fact that in wars over the last 70 years, the
           | U.S. hasn't gained land and tried to turn the countries into
           | vassal states like in classical European wars or like USSR
           | did. The U.S. aims to build allies not an empire.
        
             | vasco wrote:
             | The U.S. isn't creating vassal states because that wouldn't
             | fly with the current zeitgeist, because it'd allienate the
             | EU and other current friendly countries which buy a lot of
             | crap from US companies. Keeping the USD as the base
             | currency of the world is the most important thing. When the
             | a country owns the de-facto base currency it can print it's
             | way into prosperity, having the most powerful army assures
             | that everyone will respect that the pieces of paper you
             | print are worth something.
             | 
             | This way you can get yourself out of trouble any time it
             | arrises by printing your way out of it. Inflation then
             | comes and your debts are now easier to repay. Meanwhile all
             | the schmuck countries holding your debt can't do much about
             | it, since you're the only one that can print USD.
             | 
             | Keeping those countries close and doing trade is way better
             | than a few extra official vassal states, when you can
             | instead just get most of the profits without any of the
             | hassle of actually having to manage a remote piece of land.
             | Why have all that trouble when you can sell your
             | current_gen-2 weapon systems to most countries on earth
             | with loads of profit? Plus they can't ever go to war
             | against you because you'll just stop supplying them.
             | 
             | I'm very pro-US myself but to think that this "benevolent
             | world management" stance is just out of the kindness of the
             | US government's heart seems a bit naive. It's subtle empire
             | building, but it's still empire building. I for one don't
             | mind, because I think out of the options there are, the US
             | definitely isn't the worse choice.
        
               | tarsinge wrote:
               | > I for one don't mind, because I think out of the
               | options there are, the US definitely isn't the worse
               | choice.
               | 
               | I'm relatively pro-US, but being from EU I for one mind
               | becoming a second class citizen in the US empire without
               | being consulted.
        
             | scotty79 wrote:
             | There wasn't a WWIII just because some russian dude once
             | thought "eh, maybe it's just a glitch". USA can't take
             | credit for preventing WWIII when it was one russian guy's
             | single decision away from becoming exacltly half of the
             | WWIII.
        
               | adventured wrote:
               | Yes, the US can still take a lot of credit.
               | 
               | Just because the Soviets didn't officially screw up and
               | get everyone killed (thanks to Stanislav Petrov), that
               | does not detract from the stabilizing effect the US as a
               | superpower has had _overall_ (yes, local wars like Iraq
               | have caused local instability) in preventing massive wars
               | between global powers that would inevitably kill tens of
               | millions of people.
               | 
               | The US superpower also constantly discourages smaller
               | regional wars and spiral conflicts, because the parties
               | involved have to play the risk that the US takes the
               | opposite side and picks winners. If you're North Korea
               | and you invade South Korea, you know you're going to war
               | with the US. If you're Russia and you invade Lithuania,
               | Poland or Romania, you're going to war with the US. If
               | you're Iran and you declare war on Israel, you're going
               | to war with the US. If you're Venezuela and you have a
               | tense political conflict with Colombia, and you invade,
               | now you're going to war with the US (directly or
               | indirectly).
               | 
               | The US umbrella shields nearly every democratic nation in
               | the world, including all the young democracies in Eastern
               | Europe (some need that shield a lot less than others).
               | And this is where the Reddit-knowledge reactionary cynic
               | jumps in and mentions the coup against Iran and how they
               | were a democracy, and somehow that magically undermines
               | everything else I said (they were not a democracy, that's
               | factually false, their leadership was authoritarian and
               | appointed, not elected; they were no more a democracy
               | than modern Iran is; although the US should not have
               | involved itself with Iran regardless).
               | 
               | China routinely lobs military threats at Australia now,
               | recently telling them that the Australian military will
               | be the first to be targeted if they get involved in any
               | conflict related to Taiwan. Australia knows that if a
               | military conflict ever breaks out with China (including
               | over trade), the US will be on its side. It's that
               | simple. It keeps a lot of bad behavior in check (which,
               | again, simultaneously does not excuse any bad behavior by
               | the US; I shouldn't have to spend so much time including
               | statements like that, but so many people fail at basic
               | logic).
               | 
               | There are positives and negatives to the US and what it
               | does with its superpower position (people only like to
               | mention the negatives, naturally), one of the positives
               | has been substantial overall global stability in the post
               | WW2 era versus all of the recorded history that came
               | before.
        
               | elefanten wrote:
               | This is a great explanation of decades of work in
               | conflict studies, IR and political science. This
               | viewpoint seems almost unnaturally misunderstood on HN.
               | The presumptive view of American military power around
               | here seems to be some variant of these "empire" claims,
               | with a logic that implies US hegemony is no better than
               | any other state of the world.
               | 
               | In the present political climate (especially among
               | highly-educated segments and subcultures of society),
               | it's common to be met with derision when suggesting the
               | American "empire" has been incredibly restrained and
               | self-effacing compared to virtually any empire in world
               | history. But no, it's cool to just cite Chomsky's latest
               | rhetoric and declare America as bad as the worst of them.
               | 
               | I predict a lot of rude awakenings will occur if China
               | manages to achieve primacy, and Europe will have an
               | especially hard landing.
        
             | NaturalPhallacy wrote:
             | > But there has not been a World War III nor have there
             | been large scale wars killing a sizable portion of the
             | populace such as most wars pre-WWII.
             | 
             | This is as much if not more of a result of Mutually Assured
             | Destruction due to nuclear weapons. Humanity finally built
             | something so destructive we had to collectively choose not
             | to use it because the only way to win that game is not to
             | play it.
             | 
             | Now it's all proxy wars, cyber 'wars', and trade 'wars'.
             | 
             | >For further evidence that the U.S. isn't interested in
             | empire building is the fact that in wars over the last 70
             | years, the U.S. hasn't gained land and tried to turn the
             | countries into vassal states like in classical European
             | wars or like USSR did. The U.S. aims to build allies not an
             | empire.
             | 
             | This much I agree with.
        
           | systemvoltage wrote:
           | Defense is business in an abstract sense. DaaS is desirable
           | for many nations instead of building domestic capability
           | which would be far worse due to scale/reinventing-the-wheel.
           | Look up US defense treaties with various nations across the
           | world - this is a mutual agreement in exchange for IP,
           | defense sales, assurance and guarantees, soft power, etc.
        
         | hencq wrote:
         | This is exactly the argument made by Mariana Mazzucato in The
         | Entrepreneurial State. It argues that the state is a major
         | driver of innovation. DARPA is a great example of that. It
         | argues that governments should be receiving some of the returns
         | that private companies make because of this innovation. E.g.
         | Apple makes enormous amounts of money selling iPhones that is
         | full of technology like GPS, Internet, etc. that wouldn't be
         | possible without the state as a driver of innovation. It seems
         | fair that they get a share of those earnings in return.
        
         | golergka wrote:
         | Tax avoidance is a moral responsibility, because violence or
         | threat of violence is morally wrong regardless of the outcome.
        
       | spamizbad wrote:
       | One of the best $25,000,000 we've ever spent.
        
       | jti107 wrote:
       | its kinda impressive all the technologies DARPA/DOD has
       | funded...would be interesting to see the fail/win rate for them.
        
         | lrem wrote:
         | Non-zero is all you need in this case, isn't it? :)
        
           | jonplackett wrote:
           | I wonder if it's possible to calculate a rate of return on
           | that.
           | 
           | How much worse off would we be now without mRNA vaccines?
           | 
           | I doubt anyone would be complaining about blood clots.
        
             | shigawire wrote:
             | Seems like China did fine with more conventional vaccine
             | technologies. I'm glad we have another tool in the toolbox,
             | but I am missing why the mRNA vaccine tech was necessary
             | for COVID.
        
               | jonplackett wrote:
               | I think if we still had AstraZeneca we would not be in an
               | awful position - but that vaccine already had a massive
               | supply constraint - the EU is still pretty pissed about
               | that. So if there were no other vaccines that would be
               | worse for starters.
               | 
               | Also, as others have pointed out, it's more effective.
               | 
               | Correct me if I'm wrong about this but it seems to be
               | deceptive to think about it in terms of effectiveness.
               | 
               | 60% doesn't seem _that_ much worse than 95%. Feels like 2
               | /3 as good.
               | 
               | But if you look at it the other way around it's 40% vs 5%
               | which makes the gap much clearer - 8X more people getting
               | symptoms (not sure what the data is on hospitalisation /
               | deaths is though, probably closer)
               | 
               | Plus I believe mRNA vaccines should end up being cheaper
               | in the long run.
               | 
               | Oh and plus you don't feel as bad after getting them.
        
               | JumpCrisscross wrote:
               | > _China did fine with more conventional vaccine
               | technologies_
               | 
               | China's Covid vaccine is _far_ less effective than the
               | mRNA vaccines, a fact that 's been recognized by its own
               | leaders [1]. It's also less extensible--we have covered
               | most of the parameter space conventional methods offer. A
               | new platform allows us to target _e.g._ HIV anew [2].
               | 
               | [1]https://www.bmj.com/content/373/bmj.n969
               | 
               | [2] https://www.msn.com/en-us/health/medical/moderna-is-
               | working-...
        
               | ls612 wrote:
               | The chinese vaccines are mostly inactivated coronavirus
               | vaccines and are only 50-60% effective. We are seeing
               | countries which relied heavily on them such as Chile and
               | the Seychelles having large and sustained outbreaks
               | because they aren't effective enough to stop the spread.
               | They probably do fairly well against mortality though.
               | 
               | I'd say we would be in an incredibly worse position if we
               | only had J&J and Astrazeneca in the west. In the US the
               | pandemic is over now and we have only vaccinated about
               | half of people with the mRNA shots. I strongly doubt we
               | would be normal again now if we had not had those.
        
       | phh wrote:
       | That's definitely pretty cool, and I really wish that European's
       | funding had a track record anywhere close to DARPA (though I
       | don't really complain, Europe funding isn't too bad)
       | 
       | Does someone have information about the size of Moderna back
       | then? TFA says they had 144 patents, so I guess they were already
       | pretty big?
        
       | ElDji wrote:
       | So why are we paying 10 times the production price since this
       | product has been payed by public funds ?
        
         | gregshap wrote:
         | Grants encourage early R&D, Purchasing Commitments encourage
         | Product Development and Capital Investments. We can do more of
         | both.
        
         | madcows wrote:
         | Probably better if the money isn't that tainted...
        
         | mempko wrote:
         | Read, Debt the First 5000 years by David Graeber. Which
         | outlines what markets are really about. Markets are a tool for
         | the government to provision itself. The government creates
         | markets. The myth that markets were created because barter was
         | annoying is plain wrong.
        
       | solarkraft wrote:
       | DARPA is an impressive VC. Could it make sense to apply their
       | approach to other areas?
        
         | davesque wrote:
         | It's a grant though. I assume no strings attached like a VC.
        
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