
The Delivery Problem Behind Moderna's Breakthrough | Örn Almarsson (3/4)
The Biotech Startups Podcast
00:00
The Referral That Led Örn To Moderna
Örn Almarsson recounts how Bob Langer introduced him to Moderna, inspiring a move from Alkermes into the challenging field of therapeutic mRNA delivery.
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🧬 The Biotech Startups Podcast is powered by Excedr: helping life science startups accelerate R&D and commercialization with founder-friendly equipment leasing. Skip the upfront costs, stay lean, and focus on breakthrough science.
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“You've gotta get in the house without the alarms going off.”
Örn Almarsson compares therapeutic mRNA delivery to a covert package drop: the payload has to reach the right room, release its contents, and leave without triggering the immune system.
He looks back at Johnson & Johnson, Alkermes, and the relationships that shaped his next move. A referral from Bob Langer led him to Moderna, where he joined a small team working through one of biotech's hardest engineering problems.
The conversation covers layoffs, company transformation, patent cliffs, biotech's feast-and-famine cycles, modified mRNA, and the effort required to scale production from tiny academic batches to grams and kilograms.
Key Topics Covered:
- Johnson & Johnson's acquisition-driven model
- Organic and inorganic growth
- Alkermes company transformation
- Leadership through layoffs and change
- ARISTADA and long-acting injectables
- Biotech volatility and patent cliffs
- Regulatory exclusivity and biosimilars
- Asset-focused biotech investing
- Moderna's early delivery team
- Therapeutic mRNA delivery
- mRNA manufacturing scale-up
- Modified mRNA and immune response
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Find our guest, Örn Almarsson, at these links:
Website: https://www.axelyf.com/
LinkedIn: https://www.linkedin.com/in/orn-almarsson
Find our host, Jon Chee, at these links:
LinkedIn: https://www.linkedin.com/in/jonchee/
Learn more about Excedr:
LinkedIn: https://www.linkedin.com/company/excedr/
Website: https://www.excedr.com
Intro & Outro Songs Created by OkKyojin, OkKyojin:
https://flow.page/kyojin
Resources & Articles:
Nobel Prize: discoveries concerning mRNA vaccines: https://www.nobelprize.org/prizes/medicine/2023/press-release/
Alkermes: https://www.alkermes.com/
Johnson & Johnson: https://www.jnj.com/
NCBI Molecular Biology reference: https://www.ncbi.nlm.nih.gov/books/NBK21054/
Companies, Universities, & People Mentioned:
Johnson & Johnson: https://www.jnj.com/
Merck: https://www.merck.com/
MIT: https://www.mit.edu/
Eli Lilly: https://www.lilly.com
Alkermes: https://www.alkermes.com/
Harvard Business School: https://www.hbs.edu/
Moderna: https://www.modernatx.com/
Flagship Pioneering: https://www.flagshippioneering.com/
Amazon: https://www.amazon.com/
UPS: https://www.ups.com/
Timestamps:
00:06 Intro
01:28 Johnson & Johnson's Acquisition-Driven Model
02:25 Organic Growth, Acquisitions, and Commercialization
04:20 Why Pharma's Growth Strategy Keeps Changing
05:05 Leaving Johnson & Johnson for Alkermes
07:45 Transforming Alkermes Through a Hard Reset
10:03 ARISTADA and the Case for Embracing Change
10:38 Biotech's Volatility and Patent Cliffs
14:26 Regulatory Exclusivity and Biosimilars
16:00 The Shift Toward Asset-Focused Biotech
17:16 The Call That Led to Moderna
20:35 The Delivery Challenge for Therapeutic mRNA
22:48 Scaling mRNA From Micrograms to Kilograms
25:29 Modified mRNA and the Future of RNA Medicine
27:47 Outro
The Biotech Startups Podcast gives you a front-row seat to the business and science of building a biotech. Hosted by Jon Chee, CEO of Excedr, the show features honest conversations with founders, execs, and investors about their work, their companies, and how they got there. From scientific breakthroughs to startup lessons, each episode explores what it really takes to grow a life science company—from pre-seed to IPO.
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