The Danish Mink COVID makes one of the two antibodies in REGN-COV2 ineffective.

luckily, it has not been seen in human cases.

No selection pressure for this mutation to pervade in new COVID19 cases. so REGN Ab cocktail is still useful for the next 6-8 months.
more sophisticated Ab cocktails are probably needed 1 year from now. There will be an ongoing evolution of new antibodies and new vaccines in response to new mutations.

We definitely need more on-going genetic sequencing of new COVID cases.
In the mean time, anything that makes COVID milder helps us get through this pre-vaccine, pre-Ab period:

PPE, personal hygiene, supplements.
guurr...

Typo galore.

The Danish Mink strain is not evading REGN-COV2.

The Dutch Mink strain is. But Dutch government has already closed down Dutch mink farms in the summer.

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More from @Barton_options

28 Oct
People ask me how Chinese managed to control COVID for the last few months.

Well, people there have to run mobile tracing apps on their cell phone 24/7, which generates a pass for them to access any transportation, restaurants, malls, hotels etc.
A relative of mine recently did a sight-seeing trip in China, and ended up having to run 4 tracing app on her phone.

One from China CDC
One from the cdc of the province she lives
One from the cdc of the destination province
One from the Hubei CDC for her 5hr layover in Wuhan
If any lab-confirmed covid cases has came in close proximity of her, the tracing app will turn red automatically as soon as the lab report comes out. And anybody who contacted her would have the tracing app turning orange.
Read 5 tweets
28 Oct
Fasten your seat belt. Covid19 is going to explode in the US from now through the new year.

The worst of all, i am hearing a lot of anecdotes of primary-care physicians in smaller cities/rural areas managing covid symptoms as if it is flu.
Very little thoughts being put into anti-inflammatory and anticoagulant.

When its-just-flu bros get treated by its-just-flu physicians,
That's what I call a shitshow.

Death lags inflections by 4-6 weeks. Right now is not the time to be complacent.
A lot of lab resources and personalized care are needed to navigate the 2nd-3rd week of covid (hyperinflammatory and hyper-coagulation phase). Just imagine that big post Thanksgiving and post Christmas flux of elderly patients rushing the hospitals at the same time
Read 4 tweets
21 Oct
So what's the tail risk...

China published an ultimatum to Taiwan last week on People's Daily

translate.google.com/translate?hl=&…
So far Taiwan has pretended not to understand it, claiming it to be virtue messaging for mainlanders, and thus has brushed it off.

I've checked with friends in Beijing. no one paid attention to the ultimatum. it was not intended for mainlanders.
In terms of time frame, that ultimatum is usually issued several months before any real action.

There are still a few events that could prevent the situation from reaching the point of no return. I will cover it when new information emerges.
Read 4 tweets
29 Sep
our CDC and WH are now pushing for “younger kids have lowest risk of spreading COVID19”, based on extrapolated data from spring and summer when schools are CLOSED.
In contrast, major cities in China, e.g. Shanghai, impose stricter quarantine rules for school kids for their upcoming holiday week:
non-student adult can travel domestically without restrictions, while school kids who leave their residence city have 14-day mandatory quarantine
Part of their risk management:

Adults can be quickly traced and notified with their cell phone QR systems, should an outbreak occur

School kids don’t have cell phones, are more prone to asymptomatic spread, and are packed in classrooms with poorer ventilation (higher risk)
Read 4 tweets
29 Sep
The podcast is out! Watch this episode with @badams78 on recent market moves and on COVID19 vaccines.
An important question is what vaccines to take if you have a choice. Prof. Florian Krammer did an excellent review of major vaccines that are likely to be available soon here.

The best combo right now are

Pfizer mRNA and Novavax.

Pfizer mRNA (two doses) likely to be available sooner than other vaccine candidate (other than Moderna).

Novavax induces really high antibody response (so could be very good booster shot in a year).
Read 8 tweets
21 Sep
There are three distinct pictures of Chinese economy.

The version in US media/social media is getting close to the Soviet version in the 70s/80s

The version in domestic Chinese media is like the US in the go-go days of the late 90s

both images serve domestic political purposes
The 3rd version is the blueprint/plan agreed upon by the ruling elite in China, which they talk about occasionally.

To me, this 3rd version appears strikingly similar to what FDR-Henry Morgenthau executed in the 30s-40s for the US.
I found this fascinating, because how this unfolds will definitely affect the standing of USD in the next 20 years and they've decided to use an American strategy to compete with America.

will expand on this topic after I wrap up a couple of projects at hand.
Read 4 tweets

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