OK, so next in the series of Jon looking at supply of each different COVID vaccine it's:
Novavax
This one is different to AZ, BioNTech, J&J etc., in that the EU has no APA with Novavax *yet*
Even that is somewhat confusing - Reuters reports that this is because Novavax is dragging its heels, citing production problems reuters.com/article/health…
Based on the above two links, the details of the supply chain here are sketchy - there are plants in UK, CZ, US, India - but how this all fits together I cannot work out based on public sources
CZ factory is not enough for EU needs, according to Reuters
Meanwhile Phase III in UK is complete, but when MHRA will approve Novavax is also so far unknown
This piece also examines its effectiveness targeting the B.1.351 variant
It strikes me that it's hard to draw any solid conclusions here, other than that the EU is definitely not going to be at the front of the queue to get any Novavax supplies
Is that going to matter?
It's hard to know. *If* this works according to the best case scenario it could be an excellent call made by UK. If instead approval drags and supply is slow, and BioNTech supply ramps up sooner instead... maybe the EU might not be so bothered
/ends
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* Very tentative conclusions on Janssen / Johnson & Johnson vaccine supply *
It looks like EU legitimately feared a UK/AstraZeneca situation with USA for J&J - that vaccine produce in NL and finished in USA would be prevented from leaving back to EU
It has been *repeatedly alleged* that J&J/Janssen vaccine being manufactured in Europe (Janssen plant in 🇳🇱) and finished in USA *could* be a problem for EU supply of that vaccine
I’ve tried to work out if there was any other rationale for choosing that number. And I can’t find one. I’m happy to hear if there is one, and I’ll delete this thread if so.
There is also no confirmation UK's MHRA has approved Halix either, but we know UK received 1 million doses from the plant, sometime before 31 Jan (matches the numbers given by Commission yesterday) - presumably these are stocked unused somewhere
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