Suraj Profile picture
22 May, 11 tweets, 4 min read
There’s a lot of recent handwaving about Covaxin focusing on sensationalism around ‘lack of WHO EUL’. The status of this information can be readily found:
extranet.who.int/pqweb/sites/de…

@BharatBiotech submitted the EOI only a month ago, with pre-submission meeting in May/June.

1/
The WHO guidelines are listed here: who.int/publications/m…

This qualifies everything from the trials process to manufacturing.

2/
An interesting example here is J&J, which received an ok of its US/Netherlands manufacturing sites in March:

But then the entire US production has been under question. All US J&J vaccines used are imported from Netherlands.

news.yahoo.com/100-million-do…

3/
Back to Covaxin and its WHO EUL process, essentially all approved vaccines are from entities with the money to run trials in multiple places. A summary:

covid19.trackvaccines.org/vaccines/

The number of approvals and trials are a function of monetary and geopolitical power.

4/
Covaxin has been already produced in more volume than J&J and Sputnik. The cumulative 20m J&J vaccines imported in US from J&J’s EU site is less than May’21 Covaxin output. Given production ramp up, well over 0.5 billion doses of Covaxin will be consumed by end 2021.

5/
The sensationalism of this topic is pointless. It’s worth noting that Sinovac and Sputnik V are not WHO EUL listed. J&J is listed despite its main production site being verified and yet everything ever produced there (the controversial Emergent Biosolutions) being spoiled.

6/
Covaxin will over the next few months have the volume to be probably the most consequent COVAX candidate. It’s much cheaper than mRNA options. Even Sinopharm goes for Rs.2600 a dose:

7/

nytimes.com/2021/03/12/wor…
A WHO EUL means 2 things - a clearance standard and the ability to supply worldwide Gavi/COVAX supply pipeline to developing world.

1. Acceptance of a vaccine for travel purposes. The Biden Administration is opposed to vaccine passports:

voanews.com/episode/why-us…

8/
Regardless of whether a vaccine has WHO EUL, many do not want to have to prove whether they have been vaccinated at all. Until vaccine passport system is standardized, whether or not a vaccine is in EUL is irrelevant. It means nothing today.

9/
COVAX supply is arguably a far more important consequence. Covaxin at under $15 a dose to international supply (with additional subsidization from WHO) will undercut essentially every other vaccine - even Covishield which it can exceed in production volume by end 2021.

10/
@BharatBiotech ’s WHO EUL application timeline is well aligned to its production ramp up, and India currently will not support exports of its vaccine production anyway. They will have their EUL much before popular support for exporting their production in volume.

11/11

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More from @surajbrf

17 May
I'll try to interpret the *data* I've presented in this context:

The Indian approach cab be best characterized as opportunistic. It considers that certain things can be affected and certain things cannot. It attempts to maximize what can be leveraged. Let us explore:

1/
Given the choice to develop N vaccine candidates (N can be few or many), certain invariants hold:
* Each of N takes 3 steps to approval.
* Each will take a minimum time to clear all 3.
* Addi resources or options will not speed this up ('9 women and a baby in 1 month..')

2/
Therefore during the discovery phase the govt chose to be an enabler. As Poonawalla's tweets in Apr-Dec 2020 showed, Govt facilitated their scaling up and encouraged them to sign big deals, and start production early.

3/
Read 11 tweets
15 May
This article exhaustively collects order data and current delivery data for the US, India, EU/UK plus some other countries.

It specifically addresses the assertion that India failed by not making large bulk orders during mid 2020 like the west did by spending billions .

1/
Let us look at US data since they were at the forefront with Operation Warp Speed; all numbers here are backed by reference data.

This shows how much of total US order volume has so far been fulfilled:

2/
Observations: three of six OWS contracts have yielded 0 doses to date. The J&J contract has yielded 15m doses, all imported because entire US production has been discarded for QC reasons, and they have been written off as a source:

politico.com/news/2021/04/2…

3/
Read 23 tweets
5 May
Recently various sources have pitched the Pfizer vaccine for India. This parlays the recent western ‘branding’ effort differentiating Pfizer, but it is known that this vaccine has some unique technical requirements.

This thread analyzes the Pfizer logistics in depth.

1/
Storage
The vaccine must be stored at -60 to -80C, i.e. ultra low temp (ULT), much colder than normal freezer (-20C) or fridge (2 to 8C). Such storage systems are costly but cost depends on capacity. These have alarm systems to notify of failure or temperature fluctuations.

2/
The Pfizer transport box shows ~5000 doses = 10L tray volume. It is packed with dry ice and can be transported for no more than 10 days unopened, 15 if dry ice recharged. Each pallet has IoT comm to notify Pfizer of problems:
truckinginfo.com/10134508/vacci…
bbc.com/news/technolog…

3/
Read 24 tweets
4 May
Great thread that takes apart WSJ's predictable opposition to the TRIPS waiver that would help expand COVID vaccine production. The @WSJ is stridently focused on avoiding any attempt to learn from history.

@prasannavishy @c_aashish @amargov @centerofright
The TRIPS waiver was first mooted in October 2020 by India and South Africa:

docs.wto.org/dol2fe/Pages/S…

1/
A wider document was circulated in January 2021 with the signatories list expanding dramatically:

docs.wto.org/dol2fe/Pages/F…

2/
Read 11 tweets
28 Apr
@SerumInstIndia and @BharatBiotech recently released new Covid-19 vaccine prices. Enrolment for 18+ begins today.

Are they profiteering ?

This thread covers their production effort, scaling and some other factors. Starting with SII:

1/
SII started out with 50-60 million doses/mth capacity. Apr 1 it announced efforts to scale up to 100m by May using internal resources, and requested Rs.3000cr funding to scale up. The bulk order came thru mid April, enabling further scale up and deliveries through May/June.

2/
A common mistake made is to extrapolate latest prices to all future orders. Prices are tied to capital costs of scaling up and order size. Early SII orders were Rs.200/dose + GST. The higher initial price Is due to setup and initial investment SII made, described later.

3/
Read 34 tweets
22 Apr
This thread addresses Indian vaccine prices and orders.

Covishield sale price. Source: unicef.org/supply/covid-1…

1/
Observations:
1. SII-AZ signed the Covishield licence prodn deal to enable COVAX supply, so $3/dose is baseline
2. SII supplied 50m doses at that price, another 100m doses at 66% of that price to Indian govt.

2/
The second deal significantly stressed SII, supplying so far below cost. Same vaccine made in EU goes for $4-6 (Rs.300-450) per dose. SII pays ~Rs.75 per dose as royalty to AZ. At Rs.150/dose it makes only Rs.75.

3/
Read 18 tweets

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