Jon Worth Profile picture
24 Mar, 12 tweets, 5 min read
All right then

Where we are *now* with the AZ 💉 supply saga

Thanks to good work by @jamescrisp6 and an initial discussion about "Europe" as opposed to "EU" in a statement, now clarified, this is what I *think* the situation is
There are 29 million AZ 💉 doses at Anagni 🇮🇹

AZ states 13 million of these are destined for COVAX countries, and 16 million for the EU (10 million this month and 6 million next month)
We don't know what % of the doses contain vaccine from Halix 🇳🇱 and Seneffe 🇧🇪
Perhaps importantly, given all the controversy about export bans, NONE of the doses at Anagni are destined for countries that have been talked about as countries to which the EU would consider banning exports
So, weirdly, we are back to where we were - *if* AZ's statement about Anagni is correct...

... because we still do not know where any doses due for 🇬🇧 even are!
"Britain ready to share Dutch-made vaccine with EU" @brunobrussels reported for The Times on Monday

thetimes.co.uk/article/ben-wa…

But *where* is it?

AZ is stating nothing at Anagni is destined for the UK
Another option - floated by @DaveClark_AFP - is that the bottling of Halix production might actually happen in 🇬🇧 (this could theoretically happen in Wrexham)

Were this so, exports would have to be registered with the Commission by AZ
A further possibility is the bottling is done somewhere else - according to the Irish Times early AZ imports into the UK were made in Netherlands and bottled in Germany irishtimes.com/business/healt…
That *could* be at the IDT Biologika plant in Dessau
reuters.com/article/us-hea…
So where are the Halix doses the UK says it might be willing to split with the EU? And how many of them are there?

That was the question 48 hours ago and, weirdly, still seems to be the question - after the Anagni diversion
Thanks
@Sime0nStylites
@APHClarkson
@DaveClark_AFP
@JamesCrisp6
@grimmse
@vramosbis
@BrunoBrussels
for help piecing all this together!

/ends
P.S. Following the thread here it's *possible* that the vaccine for the 13 million COVAX doses at Anagni was actually produced... in Argentina

But that leaves the key question still: where are the Halix doses?

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More from @jonworth

26 Mar
A little counterfactual

What if AstraZeneca had no exclusive 💉 agreement with UK, and had in Q1 supplied both UK and EU equally as a proportion of population from its UK and EU plants?
(Please don't shout at me "they didn't" (I know), "there was different funding arrangements" (I know), "UK started earlier" (I know) - those points are not central as you will see)
Getting stats on AZ deliveries to both UK and EU is complex. EU we can estimate pretty closely based on yesterday's COMM statement, and the Anagni doses - 29 million in Q1
Read 10 tweets
24 Mar
So now there are 3 different reports that there are 29-30 million AZ 💉 doses at the Catalent plant in Anagni 🇮🇹

Europe1
europe1.fr/international/…

L'Express
lexpansion.lexpress.fr/actualite-econ…

And La Stampa
Note: that this stock is in Italy is *incidental* to the whole story. AZ vaccine manufactured at Seneffe 🇧🇪 and Halix 🇳🇱 is bottled at Anagni
So what's up?

Let's assume the 29-30 million number is right

But that doesn't help much
Read 6 tweets
23 Mar
Trying to piece together what's happening with AstraZeneca, 💉 supply to UK and EU, and... why an export ban might be the only thing the EU has got

A long and complex 🧵 - but necessary as this story is damned complex!

1/16
So @SebTallents gave me the first link, that helped start all of this...

Halix was part of the initial University of Oxford consortium, that has the first (so far unpublished) contract with UK Govt

News here:
b3cnewswire.com/202004152058/h…

List here:
covid19vaccinetrial.web.ox.ac.uk/sponsors-and-p…

2/16
UK's Cobra Biologics is also listed as in the consortium, and like Halix, has been in from early on:
news.yahoo.com/uks-cobra-biol…

As has Oxford Biologica:
business-live.co.uk/manufacturing/…

3/16
Read 16 tweets
23 Mar
OK, this is about the best I have found re. the AZ vaccines supply issue - but it's in Dutch and needs a free registration to read!

Exportverbod vaccins kan België in lastig parket brengen

standaard.be/cnt/dmf2021032…
Quotes are Google Translate from Dutch

Most importantly it claims there are 4 million AZ doses at Halix in Leiden

Is it even worth having a fight this major over that number of doses? Perhaps. But either way this won't solve either UK or EU's supply headaches
"The first target of the possible export ban is AZ's Halix site in Leiden. The EU suspects AZ has hesitated to apply for authorization of the site to the EMA to deliver to the UK first"

Not important. Authorized or not, export stats would still have to be submitted to Commission
Read 8 tweets
17 Mar
OK, now I have found time to look at von der Leyen's actual words earlier... the whole statement is here:
ec.europa.eu/commission/pre…

Highlighted bit is what got everyone excited
"countries, who have higher vaccination rates" can only really refer to the UK and USA at this stage (Israel does not have its own production just now AFAIK)

"whatever tool we need to deliver on that" has been interpreted as the Commission wanting to use Article 122 TFEU
This is the text of Art 122
Read 7 tweets
17 Mar
The current state of the numbers on 💉 exports UK-EU and EU-UK, as far as I can tell
If there is different data I am happy to delete and correct the graphic
Read 5 tweets

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