Let's forget Pfizer for a minute. Here's a timeline of the AstraZeneca vaccine:

Feb 2020 - Development started at Oxford
May 2020 - Licensed to AZ, 1 BILLION doses ordered (100M UK, 300M US)
June 2020 - SII license granted, WHO orders 300M
July 2020 - Clinical trials begin
Aug 2020 - EU orders 400M
Sep 2020 - WHO orders another 100M
Nov 2020 - Bangladesh orders 30M, Thailand orders 26M, phase 3 trial results published
Dec 2020 - UK approves use, South Korea orders 20M
Jan 2021 - India approves use. Orders *11M* doses (SII has 70M stockpiled)
Feb 2021 - India orders 10M doses, then another 45M doses
Mar 2020 - India orders 100M doses
Apr 2021 - India orders 110M doses
28-Apr-2021 - India finally pays SII 1700 Cr advance to scale up manufacturing
That difference between May 2020 and April 2021, in two heartbreaking graphs:
We do nothing when developed countries order a billion doses, do nothing when an Indian company gets the license to manufacture, do nothing when phase 3 results are published, do nothing when the UK approves it, order 11M doses for 1.3B people,then crib there isn't enough vaccine

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More from @banglani

2 May
Genuine question for the advocates of compulsory licensing: what's the long term plan?

Say we can get anyone to manufacture Covishield in any quantity. How do we get mRNA vaccines? How do we get drugs that treat covid? New vaccines and drugs for TB, malaria and AIDS?
Since we don't have any domestic R&D, we depend on western pharma companies for IP. Our domestic pharma industry only manufactures under license. Why will big pharma trust Indian manufacturers again if they believe the government can break their patents any time?
It's not a moral debate but a practical one. I don't see a solution other than a negotiated one - where we convince, not force, western pharma companies to license their IP to many Indian manufacturers for a low fee. Else we may have to depend on imported medicines for decades.
Read 4 tweets
25 Apr
I want to talk about children's mental health in these times.

Advance apologies because it is totally trivial compared to people losing their lives and loved ones. But till you d*e you gotta live, so here goes:
Children, both my own and among friends and family I've spoken to, are terrified with what's going on. They're also lost and confused.
First, they're afraid of catching the virus themselves. My 8-year old keeps smelling things all day to ensure he hasn't lost his sense of smell. If he feels hot (it's summer), he asks us to take his temperature. If his legs are sore from running, he asks if it's a covid symptom.
Read 20 tweets
14 Apr
It's a real delight to back an entrepreneur like @Kunal_credflow. He's 25, comes from a small business background and is on a mission to ensure SMBs get paid on time. In our evaluation, *every single* business owner we spoke to identified cash collection as a top business problem
Credflow provides a "collection dashboard" to business owners that tells them who owes what, how long it has been pending for, and who is responsible for collecting it. It talks top the vcustomer to validate invoices, send payment reminders and provide early payment discounts.
Kunal wants Credflow to be the first screen a business owner sees every morning, a "daily MIS" of the business. They can then leverage this position to provide any number of financial services to the customer, from bill discounting to shipment insurance.
Read 5 tweets
3 Mar
My parents told some heartwarming stories about the vaccination drive in Jaipur. At 6.30 this morning, government nurses went around neighborhood parks to round up senior citizens on their morning walks. "Auntie please come, we are open", it seems.
Doctors are specifically requesting those who got the vaccine to post their pictures on Facebook and in WhatsApp groups. Apparently nothing convinces the skeptics better than seeing their friends smiling for the vaccine pic.
One center had a long 3-hour queue, but the nurses didn't turn anyone away. They said "we will work till late in the night but nobody will go home without the vaccine".
Read 4 tweets
2 Mar
Replug: open positions at @Stellaris_VP and our portfolio companies:
- Investment Analysts, Bangalore
- VP Marketing for Stellaris, Bangalore
- Product Manager for an SMB fintech company, Delhi
(deets below)
Read 4 tweets
25 Nov 20
Narcos: Bengaluru
It literally says so on the label, comrade. What do you think the C stands for?

(I guess I'm now live-tweeting my reading of this wild, wild piece)
How to become a rich VC: "give more money"
Read 12 tweets

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