This Nature paper makes strong case that any COVID, not just serious disease & hospitalization, jacks up risk of many health problems for many months thereafter (long COVID). What’s it mean for vaccines? Durably high protection matters, & boosters. nature.com/articles/s4158…
More specifically, it means that when you hear about vaccines that protect by 70% but claim “yeah, but protects 100% against severe diseases”, know that the 30% residual risk of getting even mild-moderate COVID comes with more risk than we thought. It’s risk worth avoiding.
So right now, get whatever vaccine you can. mRNA seems better than adenoviral and inactivated vaccines. Get booster when offered, both to protect against new variants & old ones, b/c immunity wanes.
Encourage everyone around you to get vaccinated. One unvaccinated person can spew plenty of virus & that can overwhelm immunity of even those who have been vaccinated (esp as their immunity wanes with time). So if you don’t get vaccinated for yourself, do it for others.
Long COVID doesn’t seem to be like long flu. Nature paper looked at people who recovered from flu in past to see if they suffered from long term health issues. They did, but not as much as what we see with COVID. So covid is a new, long-term threat to health worth mitigating.
Long term problems involve respiratory problems, but also autoimmune, metabolic (diabetes), and neurological/psychological. Higher rate of death, too. The evidence is strong that this virus is worse than we thought.
So vaccine that reduces infections by 80% is great when people are still distancing & masking up, but when everything is back in full swing, 80% reduction of much higher transmission rates might still leave plenty of people getting mild COVID, of which some get long COVID.
Too early to know how long vaccines will protect for. mRNA vaccines are currently best on market. What starts as 95% protection against all COVID, by 6m is likely 85%, & likely drops from there. So might not even be 80% protection in months 6-12. So mask up even after vaccine.
If we can get to vaccines that get us to >90% protection out to a year & then get an annual booster, that would likely help keep down Long COVID rates. Or we consider more frequent boosters. A well tolerated vaccine that we get every 6m maybe isn’t a crazy idea.
So as you read about vaccines that emphasize their protection rates against serious COVID and hospitalization, know that’s not enough. Protection against all COVID matters. And high initial titers and protection are best chance at durable protection.
95% doesn’t seem a lot better than 85% to start, but by 6m or 9m after vaccination, that gap might widen to 80% vs 40% protection. And strain coverage matters. Right now, all vaccines are weaker against some emerging strains.
New boosters against those strains will help keep up your total protection rate against any COVID disease, & therefore against any long COVID.
In meantime, there will be plenty of studies about long COVID to see how to treat it. Some reports that vaccine shots treat it. That’s odd mechanistically to me, as I wouldn’t expert virus to linger so long, but at this point we know so little that have to be open to possibility.
So get the best vaccine you can asap, mask up in crowds outdoors (transit, ball games) & indoors outside your bubble, (yes, enjoy outdoors w/ some distance w/o mask), and get booster when offered. More vaccine work & other research to be done for sure.
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Do patient groups perceive drug price controls (HR3) will end progress in treatment of many diseases? Cancer, Alzheimer’s, Parkinson’s... done. HR3 not benign. Price controls always kill investment in risky R&D. No “alternative” economics on that point. timmermanreport.com/2021/03/a-glim…
Some patient advocacy groups I’ve spoken with say “we don’t want to be seen defending drug industry”. And yet, as w/COVID, that’s who develops the treatments- that’s where hope comes from. What’s the point of having standing and pathos if you won’t use it to defend what’s right?
Some say “no, NIH invents drugs.”. They misunderstand. NIH builds foundation but not the product. It makes prototypes at best. But it’s takes the $160B of R&D each year to bring ~50 drugs/year to market... to patients. nopatientleftbehind.docsend.com/view/mxht62ee3…
Everything wrong w/ healthcare & drug pricing debate is evident in these slide. Healthcare costs in Massachusetts grew at 4.3% (slide 32). On 33, they report drug spending grew 7.2% gross of rebates. On 34, they show it’s only 3% growth net of rebates. mass.gov/doc/presentati…
Conclusion on slide 55 blames drug prices for Medicare spending growth, yet in footnote acknowledge its “not net of rebates”. Well why not? They clear know net drug spending growth is lower than almost every other aspect of healthcare. It’s clearly hospitals driving growth.
They talk about hospitals, but highlighting drugs is willful misdirection. As for patients’ costs, slide 42 & 47 shows shift towards higher out of pocket costs. So even as drug spending shrinks as a fraction of healthcare spending, Americans afford less & blaming drug costs.
Last Call! Apply by Thu March 4th for Spring 2021 “Business of Biotech” discussion sessions (Wed, 3-5pm ET, March 10/17/24). If can’t make it, our virtual Thinkific materials (listed below) are available indefinitely & more discussions to come. Register at racap.com/courses
RA Capital hosts course b/c we are inspired by all that we've seen the biotech industry accomplish for human health, have learned a lot of the past couple of decades, and want to share lessons learned so that biotech can be even better than it has been.
And now more than ever, we think it's important for everyone in biotech to understand and unite around Biotech Social Contract that governs what the public expects of innovators and insurance.
Summary of Clubhouse chat (thanks @BiotechCH)... 5 injustices in a drug NPV model... 1) <100% of patients getting drug they need due to inability to afford out of pocket costs is injustice we mustn’t accept and therefore must push for insurance reforms that lower OOP costs....
2) assumptions of continued high profitability into out-years (eg >15 years) due a drug being hard or impossible to genericize (eg biologics, esp gene therapies) have a far greater cost to society than their contribution to the NPV.
That’s b/c society’s costs are net revenues discounted at 1.5-2%/year but NPV only counts out-year profits discounted at a much higher rate (~8%). So public & Congress is right to challenge drug prices but it’s not that they are too high... it’s that they are high for too long.
This one might tweak your brain. There would be MORE interest in developing new antibiotics if NO ONE needed them today. Huh? Yep... let’s think about it. Today, no one needs drugs for smallpox nor pandemic flu. But those have been developed precisely because... 1/18
...we KNOW that we MIGHT need them in the future. The US contracts through BARDA w/ companies to develop drugs & vaccines (commit to buying a certain number of doses/year at a guaranteed price) b/c it’s buying an insurance policy. Members of Congress understand that. 2/
Media seems to understand that. Academics understand that. Presumably the public understands that. Drugs we don’t need AT ALL today are still worth buying to have in our back pocket JUST IN CASE. Logical. It’s insurance! 3/
Some people think we overpay for only incrementally better medicines. That only home runs deserve high prices. But as in baseball- most are trying as hard as they can & job is to at least get on base. Sometimes, biology allows for a home run, but it’s not the strategy.
However you reward progress, it just takes a certain level of revenues to support industry of certain size, baseball or biopharma. Not paying for singles means paying more for home runs. It means less certain employment since not every disease lends itself to big breakthroughs.
But if you offer little reward for just getting on base in, let’s say, pancreatic cancer or lupus, which are tough pitchers, then no one will bother to step up to the plates against them. Those players will only want to go up against diseases where bigger advances seem possible.