John Burn-Murdoch Profile picture
May 27, 2021 20 tweets 7 min read Read on X
NEW: B.1617.2 is fuelling a third wave in the UK, with not only cases but also hospital admissions rising.

Vaccines will make this wave different to those that have come before, but it remains a concern, and one that other countries will soon face.

Thread on everything we know:
First, cases in the UK.

It’s been clear for some time that B.1.617.2 has been driving local outbreaks in North West of England, but data suggest it’s now far more widespread.

By mapping sequence prevalence onto total cases, we can see how the new variant is behind recent spikes
If we plot B.1.1.7 and B.1.617.2 on a common baseline, most areas show a shrinking outbreak of B.1.1.7 alongside a growing one of B.1.617.2.

What looks like "cases are flat", is probably "one going down, other going up, and it has more room to grow than the other has to shrink".
Two things to note at this point:

First, it’s not clear everywhere will follow Bolton, Blackburn, Bedford. They absolutely could (and 👀 Rossendale), but it’s also possible conditions in those areas favoured more rapid spread than elsewhere.
For example we know Bolton’s outbreak initially flared in neighbourhoods where vaccine uptake was moderately low. Pointing this out is not to blame individuals, but to demonstrate how local contexts matter in outbreaks.

Other areas e.g Sefton saw spikes become bumps.
Second thing to note, and first sign that vaccines will fundamentally change this wave:

Case rates are staying low among older, mostly-fully-vaxxed age groups

No indication this pattern is changing, and it supports evidence from @PHE_uk that two doses stand up well to B.1.617.2
And this really matters when we move onto the more critical metrics, like hospital admissions and deaths.

If you have two waves of cases of equal volume, and one has a much younger age profile, it will result in much fewer deaths.

We can use Bolton to illustrate exactly this.
Since April 1 there have 3,387 cases in Bolton. In the same length of time during last autumn’s wave, there were 3,386

But while last year 3,386 cases became an estimated 35 deaths, this year we can use age-specific-CFRs to estimate they will result in 9 deaths. A 75% reduction.
You can see the driver of that difference in expected death rate more clearly if we look only at older groups:

Although we’re looking at two periods of 3,386 cases in Bolton, the latter has far fewer cases among the elderly. 75% fewer cases among over-80s, the most vulnerable.
So the same number of cases but 75% fewer deaths, because vaccines are keeping [most of] the elderly out of this wave.

(A big thanks to @VictimOfMaths for giving my maths a sanity-check in those calcs, and to Daniel Howdon whose age-specific CFRs I used).
And it’s also worth plotting that same data for the whole of the second and third waves last year for Bolton:

The signs are that Bolton’s current outbreak is near its peak, whereas last year it was only just getting going.
Nonetheless, protecting the very elderly is only half of the battle.

Even though fatality rates are much lower for younger people, if large numbers of younger people get seriously ill, a small percentage of a large number can still cause lots of hospitalisations and some deaths.
And the data now show that hospital admissions in the UK are indeed rising. Admissions have risen by 20 per cent across the UK as a whole in the last week.

In the North West that’s 25%, and in some other regions including Scotland it’s higher still.
If we zoom in to Bolton, we can compare the recent rise in Covid hospital patients to the second wave.

That early rise looks very similar, though I would caution that last year rates kept climbing for months, this time with cases now no longer increasing that’s very unlikely.
But as with cases, it’s not enough just to look at total trends, age breakdowns matter with hospital admissions too.

And again here we see signs that this wave is not like previous waves. Thus far the rise in admissions in the North West has come exclusively among younger people
Of course, no hospital admission is a good hospital admission, and if hospitals become too full, quality of care and outcomes suffer, regardless of age.

But so far, the age profile of admissions looks promising and would again suggest a much lower fatality rate for this wave.
So in summary:
• B.1.617.2 has sent cases rising again even in a country with very good vaccine coverage
• But vaccines are keeping cases and hospital admissions largely among the younger age groups whose risk of deaths from Covid is much lower
To be clear, this is not a "so everything’s fine!" thread.

Everything is not fine, and with hospital admissions rising again it’s clear the reopening roadmap needs to be re-evaluated.

But this wave is not like the other waves, and it’s important to keep that in mind.
Finally, I said other countries will soon face this challenge.

B.1.617.2 is already dominant in India & UK (and many other Asian countries where sequence data is lacking), but prevalence also climbing fast in US, as well as many European countries.

(HT @TWenseleers for method)
What we’re seeing in UK is very likely to show up in other Western countries soon. This thread is a sign of what may come, but also a call to vaccinate, fast.

Vaccines are already making UK’s third wave less lethal. With enough jabs in arms, next country could fare even better.

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More from @jburnmurdoch

Apr 12
NEW: my column this week is about the coming vibe shift, from Boomers vs Millennials to huge wealth inequality *between* Millennials.

Current discourse centres on how the average Millennial is worse-off than the average Boomer was, but the richest millennials are loaded 💸🚀 Image
That data was for the UK, but it’s a similar story in the US. The gap between the richest and poorest Millennials is far wider than it was for Boomers. More debt at the bottom, and much more wealth at the top.

In both countries, inequality is overwhelmingly *within* generations, not between them.Image
And how have the richest millennials got so rich?

Mainly this: enormous wealth transfers from their parents, typically to help with buying their first home.

In the UK, among those who get parental help, the top 10% got *£170,000* towards their house (the average Millennial got zero).Image
Read 9 tweets
Mar 11
NEW 🧵:

American politics is in the midst of a racial realignment.

I think this is simultaneously one of the most important social trends in the US today, and one of the most poorly understood. Image
Last week, an NYT poll showed Biden leading Trump by less than 10 points among non-white Americans, a group he won by almost 50 points in 2020.

Averaging all recent polls (thnx @admcrlsn), the Democrats are losing more ground with non-white voters than any other demographic. Image
People often respond to these figures with accusations of polling error, but this isn’t just one rogue result.

High quality, long-running surveys like this from Gallup have been showing a steepening decline in Black and Latino voters identifying as Democrats for several years. Image
Read 33 tweets
Feb 23
The politics of America’s housing issues in one chart:

• People and politicians in blue states say they care deeply about the housing crisis and homelessness but keep blocking housing so both get worse

• Red states simply permit loads of new homes and have no housing crisis Image
And if you were wondering where London fits into this...

It builds even less than San Francisco, and its house prices have risen even faster.

That cities like London & SF (and the people who run them) are considered progressive while overseeing these situations is ... something Image
Those charts are from my latest column, in which I argue that we need to stop talking about the housing crisis, and start talking about the planning/permitting crisis, because it’s all downstream from that ft.com/content/de34df…
Read 20 tweets
Feb 9
NEW: we often talk about an age divide in politics, with young people much less conservative than the old.

But this is much more a British phenomenon than a global one.

40% of young Americans voted Trump in 2020. But only 10% of UK under-30s support the Conservatives. Why? Image
One factor is that another narrative often framed as universal turns out to be much worse in the UK: the sense that young generations are getting screwed.

Young people are struggling to get onto the housing ladder in many countries, but the crisis is especially deep in Britain: Image
It’s a similar story for incomes, where Millennials in the UK have not made any progress on Gen X, while young Americans are soaring to record highs.

Young Brits have had a much more visceral experience of failing to make economic progress. Image
Read 31 tweets
Jan 28
Quick response to this:

The confusion stems from the fact that I used the Gallup Poll Social Series, whereas the below is using the General Social Survey.

The Gallup poll samples 10,000+ people, whereas the GSS (below) only samples about 2,000 (and only about ~250 under-30s)
Folks like @EconTraina are right to say the GSS data for 2022 is dubious because they changed the sample mode.

This is precisely why I didn’t use that data.

The divergence I find is due to using a different dataset, not including a dodgy data point
Image
The reason the GSS still appears in my list of data sources is that I used it for the period before the 1998 Gallup poll began in 1998.
Read 7 tweets
Jan 26
NEW: an ideological divide is emerging between young men and women in many countries around the world.

I think this one of the most important social trends unfolding today, and provides the answer to several puzzles. Image
My column this week is on new global gender divide and its implications

But let’s dig deeper:ft.com/content/29fd9b…
We’re often told Gen Z are hyper progressive, but other surveys suggest they’re surprisingly conservative 🤔

But breaking things down by sex provides an explanation: young women are very progressive, young men are surprisingly conservative.

Gen Z is two generations, not one.
Read 31 tweets

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