Most cancers sucks.
There’s no different approach to say it. Virtually everybody studying this is aware of somebody they care about who’s gone by the worry, the therapies and the uncertainty.
In some ways, the uncertainty is the toughest half. As a result of the struggle in opposition to most cancers has at all times been outlined by trial and error, with medical doctors making an attempt one therapy after one other and hoping one thing works.
However what if that guesswork is lastly coming to an finish?
A heartwarming story out of Australia means that it simply may be.
Rosie’s Story
When veterinarians instructed Sydney tech entrepreneur Paul Conyngham that his rescue canine Rosie had solely months to stay, he refused to just accept it.
Rosie had been recognized with superior mast cell most cancers in 2024. Chemotherapy slowed the illness however didn’t cease it. So Conyngham, a knowledge scientist and machine studying engineer with no formal coaching in biology or oncology, turned to ChatGPT and different AI instruments to do one thing nobody had finished earlier than.
He constructed a customized most cancers vaccine for his canine.
Picture: The Australian
Conyngham labored with researchers on the Ramaciotti Centre for Genomics, UNSW and the College of Queensland to sequence Rosie’s tumor, establish mutations and create what a number of experiences described as a canine-specific customized mRNA most cancers vaccine.
Rosie acquired her first therapy in December, and inside a few months a few of her tumors had shrunk by about 50%.
This one hit near house for me. My husky–Australian shepherd combine has been residing with a terminal neurological illness referred to as GME. Fortunately, she’s been in remission for 5 years. However once you’ve lived by that type of prognosis, you know the way significant any signal of progress may be.
To be clear, Rosie’s case doesn’t show ChatGPT has “cured most cancers.” Even a number of the protection across the story has warned in opposition to turning a exceptional case research right into a miracle headline.
However it does reveal two unimaginable issues.
The primary is {that a} single individual utilizing trendy AI instruments was in a position to cross a information hole that may have been nearly unattainable to bridge only a few years in the past.
I’m discovering this in my very own interactions with AI.
The second is that AI is getting ok to assist personalize most cancers therapies.
You see, for many of recent oncology, medical doctors have handled most cancers primarily based on classes. They establish the kind of most cancers, match it to a typical remedy and modify if it fails.
That strategy has saved quite a lot of lives. However it has limits.
As a result of most cancers isn’t one illness. It’s many.
Two sufferers can have the identical prognosis and reply in very other ways. That’s why therapy can really feel unpredictable.
However AI is beginning to change that.
At UC San Diego, researchers developed a mannequin referred to as DeepHRD that may detect a key biomarker, homologous recombination deficiency, or HRD, straight from routine biopsy slides.

HRD helps decide whether or not a affected person is prone to profit from platinum chemotherapy or PARP inhibitors. However till not too long ago, discovering that sign required extra genomic testing that might take time and generally failed.
DeepHRD pulls HRD from pathology pictures medical doctors already use, which implies sooner and extra assured therapy choices.
In research, the mannequin was in a position to predict HRD in breast and ovarian cancers from commonplace H&E slides throughout a number of affected person teams.
I perceive if all this sounds a bit of too technical. However what it means in observe is straightforward.
The sooner you’ll be able to learn the biology of a tumor, the sooner you’ll be able to cease guessing.
And it goes past diagnostics.
Researchers are additionally utilizing deep reinforcement studying to personalize therapy schedules in prostate most cancers. In a 2024 research, AI-guided therapy greater than doubled the time earlier than the most cancers bought worse in contrast with present approaches.
The thought right here is to make use of the identical therapies with higher timing, smarter sequencing and nearer suggestions primarily based on how the tumor is definitely responding.
That’s why Rosie’s story may very well be the primary of many prefer it, as AI helps medical doctors transfer from what normally works to what works greatest for every affected person.
This shift is displaying up in drug growth too.
AstraZeneca (NYSE: AZN) is utilizing AI to develop a biomarker that helps establish which lung most cancers sufferers usually tend to profit from one among its medicine.
In a Part III research, sufferers who examined constructive for that marker did noticeably higher than those that didn’t.
In different phrases, AI isn’t simply serving to discover new medicine. It’s serving to determine who ought to get them.
Then there may be the infrastructure layer.
Corporations like Tempus (Nasdaq: TEM) are serving to construct the inspiration for this new type of drugs. It has created a big library of affected person information and
instruments that flip it into helpful insights for medical doctors.
Picture: Tempus.com
Its platform consists of genetic testing, monitoring how therapies are working and matching sufferers to medical trials — typically in days as an alternative of months.
Tempus actually has Cathie Wooden’s consideration. This month, Wooden’s Ark Genomic Revolution ETF (ARKG) purchased round $2.1 million price of shares in TEM.
That may seem like a guess on a single firm, but it surely’s additionally a guess on the place drugs is heading.
Right here’s My Take
I noticed many of those AI healthcare use circumstances firsthand at Nvidia’s GPU Expertise Convention in Washington, D.C. final fall.
And it strengthened one thing I’ve come to imagine.
The way forward for most cancers care isn’t prone to arrive as one dramatic remedy.
As a substitute, it’ll arrive as a sequence of instruments that make therapies extra particular, extra adaptive and extra private.
I imagine we’re shifting towards a mannequin the place AI turns into a typical a part of most cancers care. Not changing medical doctors, however serving to them make sooner and higher choices.
As that occurs, the businesses constructing the info and infrastructure behind this shift might develop into essential. Tempus is one among them, as Strategic Fortunes readers already know because it’s in our mannequin portfolio. However ARK’s current funding means that extra buyers are beginning to see the identical factor.
Which implies Rosie’s case would possibly seem like an outlier in the present day…
However I imagine it’s higher understood as a preview of what’s to come back.
Regards,

Ian King
Chief Strategist, Banyan Hill Publishing
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