With consistently rising consumption, the extrapolation of production based on weekly consumption has also risen to 117m/month rate now.
This is close to the higher end forecast of 120m/mo rate projected for June, with one more week to go, and almost 2x early May rate.
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Nit: earlier image should say Wk 3 for last bar.
The rate of increase from Wk2 wasn’t as high as prior weeks, but a month long acceleration is clear - already twice as long as the April surge in vaccinations, with supplies still increasing.
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For the past month the continued acceleration in production has aligned with govt production forward estimates.
This give confidence that the estimates for July will also bear out - consumption rate this week was production rate from a few weeks ago.
4/
With 276 million doses done and 10 days left, >300m by end of June seems a reliable projection now - little over a week at current rate.
Accelerating 7DMA data showing Indian vaccination rate vs major continents, and the west:
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Keeping in mind current doses data is production from weeks ago, Indian production rate is on the cusp of overtaking EU.
June 4th week should see continued linear growth. July may be significantly higher based on production ramp up claims. An interesting 1-2 months ahead.
6/6
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Observations:
It has regularly been stated that April saw extremely high vaccination. In total numbers, this is true, over 90 million, increasing from 64M to 154M. However, daily data shows this is heavily biased to the first half.
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The April 7 day vaccination moving average drops to well below 3m/day in the second half of the month. And end of month it is 2.3M/day. May performance on the other hand has touched 2m/day as of May 24.
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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.
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:
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..')
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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.
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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:
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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:
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.
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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.
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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…