A thread on the Centre’s projected supplies of Covid vaccines. 1. This is based on the Govt’s latest affidavit. We are told that 1350 m doses are coming between Aug and Dec. The chart depicts the pipe dream
2. The only possible credible number in that chart pertains to project supplies of Covishield, by SII. It is to supply 500 m doses out if a total of 1350 doses b/w Aug and Dec 2021 - @ of 3.33 m doses/day.
3. This is feasible at a stretch because we k ow SII has supplied @ 3.04 m doses/day in June (1-22) that I have tracked. For the sake of India’s horribly jinxed vaccine story so far, I hope this materialises.
4. This is because the rest of the projected supply looks highly iffy. Covaxin, the other vaccine, produced by BBIL, is to account for 400 m doses in the same time period. Covaxin is to account for 30 per cent of all vaccine supplies.
5. This means the daily projected strike rate is to be 2.67 m doses per day in those 5 months. But we know that in June so far avg per day Covaxin supplies have only been a measly 0.51 m doses.
6. This is less than one-fifth of the asking rate in Aug-Dec. To expect vaccine supplies to rise as spectacularly as the Govt claims is to ask us to suspend our senses. The claimed numbers of other vaccine candidates in that list are also suspect.
7. 300 m doses are to come from a protein subunit vaccine, a vaccine from a platform that is not yet out in the world in any meaningful quantity anywhere in the world.
8. Novavax the American big daddy in this business is still struggling, and we are told that Biological E’s version will not only be up and ready but available in significant quantities in the next few months.
9. The vaccine has not yet undergone trials, let alone limited scales of production to be anything other than a grand pipe dream. Prof Satyajit Rath lucidly explains the problems in scaling up here frontline.thehindu.com/covid-19/inter…
10. Zydus Cadila is to account for 50 m doses but this too shares the same fate as the previously mentioned one. Mind you, both of these are exciting new platforms and worthy of celebration, but to claim that they will be available in plenty very soon is sheer baloney.
11. 100 m doses are expected b/w Aug and Dec but even this depends on a significant ramp up of Sputnik manufacturing capacity in the next few months, which is extremely unlikely. As we have seen, supplies of Sputnik from overseas has been only in a trickle.
12. In the first 3 weeks of June less than 50000 doses had been delivered. It is obvious that supplies will have to come from within India. One producer recently explained to me the difficulties - frontline.thehindu.com/covid-19/inter…
13. It is obvious from the aforesaid that at the most - and at a stretch - at the most only about half of the 1350 m doses projected over the 5-month period are likely too materialise.
14. The rest is part of the NaMo regime’s favourite game of forever pushing solutions of problems deeper and deeper into the future — like a truant child who pretends that it can never be found out. (END)
Thread on vaccination in states on June 22 1. Now for how the champion states of June 21 fared y’day. The six champions of MP, Karnataka, UP, Bihar, Gujarat and Haryana - in that order - accounted for 58% of vaccinations on July 21. How did the fare the day after?
2. Strikingly, all of them slid sharply as shown in the attached chart. The two prime champions of 21st slid by 96 % (MP) and 64 % (K'taka), respectively. UP was the only one among these states that increased vaccination-by 14 %. Who dares to say vaccines are not about politics?
3. Among the large states Maharashtra and UP were the only ones who managed to evade this collapse y’day. The collapse indicates three things: a) The rates of June 21 are unsustainable
A short thread on vaccination on June 22, 2021. An inevitable fall from the peak?
6.07 m vaccines were delivered y’day, a fall of 32 % from a day earlier, clearly demonstrating that the spike is unsustainable.
2. Covaxin dose deliveries, the weak link in the chain, fell by 23 %. Covishield, the mainstay, which accounted for >95% of vaccinations y’day, fell by >32 % and Sputnik, of which only 4125 doses were delivered y’day increased marginally.
3. The avg for June (3.55m doses/day) has improved significantly thanks to the spectacular, but evidently weakening, spike. Like all averages, this can be misleading. Remove the two extraordinary days and the avg is down to 3.16 m doses/day.
THREAD on the spectacular single-day spike on June 21 - a whopping 8.87 million doses administered in India. 1. The questions to ask are: How may this have happened? Is this sustainable over a longer time frame?
2. First, the context. Vaccine doses delivered yesterday was 42 % higher than the previous highest single-day number registered on March 16 (6.25 m doses). Indeed, apart from the March instance, dose delivery crossed 5 m/day only once - on April 7. So, this is indeed a big deal.
3. In the first 20 days of June an average of 3.16 m doses were delivered. Monday’s spike was 181 % higher than this avg. Let us look at the numbers a little more closely. In the last month or so Covshield had been accounting for about 88% of all deliveries. Y’day it was 92.35 %!
Thread on BBIL’s justification of higher Covaxin’s prices and the media’s gullible coverage of BBIL’s claims about costs, pricing and output. 1. Most stories in the business media are solely based on the BBIL’s press release of June 15, 2021, without any contestation.
2. To innocent journos who know little about manufacturing and costs, BBIL explains vaccine making has many steps and risks associated with production and marketing of a pharma product. It doesn’t tell us that these risks were known to it BEFORE it undertook to develop Covaxin.
3. It refers to the “complex” manufacturing process associated with the inactivated virus vaccine platform. Again, it does not bother to tell us that nobody forced the company to adopt this platform. It was a choice BBIL made, with its eyes open.
Thread on the yawning gap between vaccine procurement and production
1. This is in the light of the Govt announcement on June 8 (VK Paul, head, Group on Vaccination) that the Govt is set to procure 770 million doses b/w Aug and Dec 2021.
2. To place the numbers in context: India has so far delivered about 235 m doses, of which about 90 % are Covishield. In April, the avg daily vaccination rate was 2.935 m, which dipped to 1.928 m/day in May - fall of 34% . Things improved in June, but not convincingly enough.
3. In the first 4 days of June the daily strike rate was almost 4 m doses but yesterday it was just 2.740, a drop of almost one-third. IOW, things look up but not convincingly enough.
1. Most important takeaway: This is not a course correction. It is a mere amendment to the disastrous vaccine policy. Why do I say this?
2. The decision to provide “free” vaccines to states for 18-44 is welcome, but it comes with no intent to streamline vaccine distribution by making it dependent on objective, normative and verifiable standards. The arbitrary allocations to states will continue.
3. The only difference is that instead of a three-tiered pricing regime, there will be a two-tier pricing regime as 25 % of vaccine allocations will be to private sector. Already, how this is happening, and what prices are being charged is shrouded in opacity. This won’t change.