Some thoughts on where we are, in the form of a “zigzag” thread where I offer alternating good and bad news, and end on a question mark. Let’s start with some bad news: 1/11
This morning’s threads from @alexselby1770 and @TWenseleers, as well as last week's PHE data on secondary attack rates , are all pointing towards ~70% higher transmission for the Delta variant (B.1.617.2) vs Alpha (B.1.1.7) 2/11

BUT (good news) my previous analysis showed 55-60% higher R0 wasn’t a disaster, and could be kept under control with a combination of baseline controls and cautious behaviour (eg. continued WFH). A quick model run suggests 70% isn't very different. 3/11
BUT (bad news) increased transmission of Delta isn’t just due to higher R0, but is probably a combination of that with:
a) some escape of immunity from vaccines & infection
b) other environmental factors.
I’d like b) to be true but can’t rely on it, so will focus on a). 4/11
For the UK, the more immunity escape we have, the worse it is. This is because losing some of the immunity we’ve already built up pushes us back on the road towards herd immunity, AND makes it harder to move forwards (because each vaccination or infection counts for less). 5/11
BUT (good news) it looks from PHE data so far that the escape of immunity is much greater against the 1st dose than it is against the 2nd (and unclear vs. prior infection). This offers us a way out: get a high % of the population to have their second dose of the vaccine. 6/11
BUT (bad news) to get to herd-immunity levels of protection on second doses, with a variant that also has very high R0, means we need to get the 18-40s second-dosed. And (depending on how high R0 is) maybe teenagers as well. 7/11
And because we have limited supply of mRNA vaccines (Pfizer and Moderna), and have decided the 18-40s should take those in preference to AZ (due to side-effect risks), it’s not easy to speed up the second-doses for those groups in the way we’ve done for the over-50s. 8/11
This means we may face a choice: delay Step 4 until (say) September, when we have a much higher % of the population second-dosed. Or go ahead on roughly the current schedule, and risk a significant exit wave over the summer. 9/11
I don’t have enough data yet to offer a clear view on the size of the exit wave; it’s all very assumption-dependent, and I’m hoping the next PHE Technical Briefing will help to solidify the data on the extent of the immunity escape, and hence on the R0 for Delta. 10/11
I don’t expect the new data will make the trade-off decision for us, but it might change the balance of risks. To answer one frequent question: I’ve seen nothing so far that makes me think we might need to reverse Step 3, this is all about the timing & content of Step 4. /end

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More from @JamesWard73

4 Jun
A few thoughts on yesterday’s PHE data: overall, the report is a bit of a mixed bag. Of the three significant bits of news, one is positive, one negative, and the other neutral. But you might not get that impression from the reaction here on Twitter or in the media. 1/n
Let’s take the negative first: we now have data suggesting that the new variant (Delta) is more likely to lead to people being admitted to hospital – perhaps 2.5 times more likely than when infected with the old Alpha variant. 2/n
That’s clearly bad news, and will have an impact on model projections for Step 4. But it’s not necessarily a complete disaster: if we can control the spread of the virus, then it doesn’t matter what the hospitalisation ratio is, because very few people will be catching it. 3/n
Read 21 tweets
1 Jun
I’ve been away for a few days, and have come back today with a fresh eye. A couple of observations:
1. What was a handful of hotspots before, now looks like more broadly-based growth
2. Whereas growth last week was led by the u20s, it’s now the 20-30s leading the way. 1/5
To evidence the latter, look at the growth rates by age category last week: 2/5
And now this week: 3/5
Read 5 tweets
27 May
It’s even better than that: it’s brilliant news. By my calcs, Hancock’s statistic (10% of people in hospital have had 2 doses of vaccine) implies the vaccine is having at least a 95% protective effect – and probably more like 98%, or maybe even higher. Let me explain… 1/n
To start with, we have to recognise that for this calculation, not all people are equal – some have more hospitalisation risk than others. So vaxxing those people will have more of an effect. Fortunately, we have targeted our vaccines on those with highest risk. 2/n
By applying some broad weighting factors to different JCVI categories, I can estimate that c. 71% of the (pre-vaccine) hospitalisation risk is in people who have now had a second dose of the vaccine, and a further 22% is in people who have had a first dose. 3/n
Read 11 tweets
23 May
When I tweeted my initial reaction to the PHE data release last night, I promised you some model scenarios to help understand the impact of B.1.617.2 on the roadmap, and in particular whether opening up on 21st June still looked possible. 1/
I’ve done some analysis, and I’ll warn you in advance it’s a bit of a mixed bag: at the more optimistic end of assumptions, things look not too bad. But at the more pessimistic end, we’re back to facing a mid-sized exit wave, which calls the timing of Step 4 into question. 2/
Before that, a quick word on assumptions: while the PHE data last night was very helpful, it still leaves quite a lot of questions unanswered, and some of the data is confusing, or appears to contradict things we thought we knew. See for example: 3/
Read 31 tweets
22 May
for those of you too distracted by Eurovision to read the PHE's technical briefings, here's a quick summary thread. first, the bad news:
1) as per press reports earlier today, B.1.617.2 appears to have a moderate degree of vaccine 'escape' particularly after 1 dose 1/n
2) looking at secondary attack rates, B.1.617.2 appears to have a transmission gain of around 50-60%; some of this will be due to the vaccine escape, but as I noted earlier, that's not enough to explain 50-60%, so there's probably an uplift in R0 also 2/n
but there's also quite a bit of good news, some obvious and some less so:
1) the vaccine escape is much smaller after 2 doses than after 1 (so once we're fully vaxxed, much less of an issue)
2) there's no sign yet of large numbers of re-infections, suggesting that immunity.. 3/n
Read 7 tweets
22 May
having played around with some numbers, I think it is plausible that a moderate immunity escape by B.1.617.2 (as per JBM thread) could account for a ~15-30% apparent gain in transmissibility for the new variant, given the UK's current distribution of immunity.
some workings for those following at home: I'm assuming (rough numbers, allowing for lags) we have about 35% of total population with an effective 2nd dose, and another 25% with an effective 1st dose. and about 30% of the unvaxxed will have a prior infection.
I'm then applying transmission reduction factors of 80% for a first dose, 90% for 2 doses, and 85% for a prior infection. note these factors include the VE vs. infection, with an assumed 40-60% reduction in transmissibility of breakthrough infections (more after 2nd dose).
Read 8 tweets

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