Double Individual Speculator Profile picture
Jul 4, 2021 10 tweets 5 min read Read on X
Since the UK decided to experiment with living with #COVID19 by dropping NPIs in the face of an upward wave, it's now more than ever important to look at data. I can't stand the bickering & manipulation by both sides, so I'll try to look at it objectively.
bloomberg.com/news/articles/…
All numbers used here are from GOV.UK summary & this analysis ends on 29 June, the last day with hospitalization info. Charts are logarithmic, adjusted to match a 100 for both cases & hospitalizations.
coronavirus.data.gov.uk
1st, let's compare daily numbers with 7-day averages. Last year, cases bottomed in July & slowly increased to 1000, while at the same time, hospitalizations continued to decrease through the summer, until September. Then, they synchronized again, with a usual hospitalization lag.
In the summer of 2020, there were no variants & no vaccines, so this discrepancy in the trajectory suggests some seasonal effect. Maybe temperature, humidity & better mucosal immunity, maybe behavior switching median age lower, probably both.
But this year, cases never managed to drop below 1000 & bottomed in May. Hospitalizations bottomed just two weeks later (again around 100) & are continuing to increase on a log chart a bit slower than in September. Meanwhile, cases have jumped 1000-> 10000 almost quickly as then.
2nd, I used my seasonality chart to better compare 2021 to 2020; current & September waves look eerily similar. We are at the date when trajectories of cases & hospitalizations started to diverge. So, it's not surprising to see hospitalizations rise shallower than in September.
In fact, it's terrible that it's rising now at all, despite the high vaccination rate & the seasonal effect. That's the result of the Delta variant & the abandonment of NPIs. Now, let's look at a difference in spread between red/blue & green/purple lines.
3rd, those lines clearly show that at the same moment in 2020, there was a much larger hospitalization rate than there's today (more cases needed for the same no. of hospitalizations). But as you can see, much of the progress occurred by autumn; since then, it has slowed.
When looking at the hospitalization rate with a 2-week lag, there wasn't that much of an improvement since April when it was 4%. Now, it's 3.4% & increasing again (not clearly visible yet on this chart). Once cases slow, the hospitalization rate without a lag usually shoots up.
While the hospitalization rate & CFR improved, it's premature & dangerous to claim that the link between cases & hospitalizations/deaths has been forever broken with vaccines. Promoting a much higher no. of cases might result in no. of hospitalizations equivalent to last year.

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More from @x2IndSpeculator

Sep 15, 2022
Insurance companies, esp. life insurance, seem to be the only institutions left that still give a damn about #COVID. Why? Because they can NOT afford not to. Everyone else can just pretend the pandemic is over & #SARS2 is a mild cold, but insurers can NOT! They know it's real.
Insurers will soon be the last remaining source of #COVID data, now that governments & health care public institutions are disgracefully abandoning their duties.
For the pandemic's ongoing toll, look at the latest Group Life #COVID19 Mortality Report.
soa.org/programs/covid…
Here's the direct link for the August 2022 edition.
soa.org/4a368a/globala…
And the impressive list of companies contributing data for this report. I don't think anyone can accuse these companies for faking #COVID deaths & the pandemic's excess deaths in general.
Read 11 tweets
Jun 17, 2022
So, the OPPOSITE of what the "expert" virologist Jasnah (& friends) was telling me a year ago.
"Key characteristic of FATAL #COVID19 outcomes is that the immune response to the #SARSCoV2 spike protein is enriched for antibodies directed against epitopes SHARED with ENDEMIC...
beta-coronaviruses & has a lower proportion of antibodies targeting the more protective variable regions of the spike... suggesting an antibody profile in individuals with fatal outcomes consistent with an original antigenic sin type-response."
insight.jci.org/articles/view/…
"Exposure to antigens shared between #SARSCov2 & related HCoVs may affect immunity & infection outcomes as a consequence of ‘original antigenic sin’ (OAS). For OAS to manifest, antigens need to be shared between primary & secondary exposures."
Read 7 tweets
May 30, 2022
In a month, we got 2 studies from TWO highly respectable teams demonstrating MHC-I downregulation in cells infected with #SARSCoV2. While conclusions are the same, results differ in the exact #SARS2 mechanism of inhibition of the presentation of expressed antigen to CD8+ T-cells.
"...we found that ORF7a reduced cell surface MHC-I levels by approximately 5-FOLD. Nevertheless, in cells infected with #SARSCoV2, surface MHC-I levels were reduced even in the absence of ORF7a, suggesting additional mechanisms of MHC-I downregulation."
biorxiv.org/content/10.110…
"#SARSCoV2 ORF7a physically associated with the MHC-I heavy chain and inhibited the presentation of expressed antigen to CD8+ T-cells."
Interestingly, not observed in SARS-COV-1:
"unlike #SARSCoV2, the ORF7a protein from SARS-CoV lacked MHC-I downregulating activity."
Read 18 tweets
May 26, 2022
"Head-to-head comparisons of T cell, B cell & antibody responses to diverse vaccines...
We additionally compared their immune memory to natural infection for binding antibodies, neutralizing antibodies, spike-specific CD4+, CD8+ T cells & memory B cells."
cell.com/cell/fulltext/…
Interesting summary of differences in humoral & cellular immune memory. But, this caught my attention; mostly disregarded as an inconvenience.
"mRNA vaccines and Ad26.COV2.S induced comparable CD8+ T cell frequencies, though ONLY DETECTABLE in 60-67% of subjects at 6 months." Image
E.g. his is considered waning.
"100% of mRNA-1273 recipients remained positive for spike IgG, RBD IgG & neutralizing antibodies at 6-months post-vaccination.
From peak to 6-months, GMTs of spike IgG decreased 6-fold, RBD IgG 9-fold & neutralizing antibodies decreased 7-fold." Image
Read 5 tweets
May 15, 2022
The two of the best economic blogs I've been reading for years are written by brilliant, independent individuals: calculatedriskblog.com by Bill McBride @calculatedrisk, and bonddad.blogspot.com by the anonymous blogger called New Deal Democrat.
The recent post by NDD about #SARSCoV2 illustrates the prevalent reasoning that led to the current policy blind alley.
"A year ago I thought that between nearly universal vaccinations & an increasing percentage of the population already infected...
the virus would wane into a BACKGROUND NUISANCE BY NOW.
No more. I am now thoroughly convinced that there will be an UNENDING SERIES of VARIANTS that will create CONTINUING WAVES of new infections and, increasingly importantly, RE-infections."
Read 13 tweets
May 13, 2022
Oh, how long we have waited. Finally, a step forward.
"Such repeated immune activation might be mediated by a SUPERANTIGEN motif within the #SARSCoV2 spike protein that bears resemblance to Staphylococcal enterotoxin B, TRIGGERING BROAD & NON-SPECIFIC T-CELL ACTIVATION."
"We hypothesise that the recently reported cases of severe acute hepatitis in children could be a consequence of adenovirus infection with intestinal trophism in children PREVIOUSLY INFECTED by #SARSCoV2 & carrying VIRAL RESERVOIRS...
In mice... This outcome was explained by adenovirus-induced type-1 immune skewing, which, upon subsequent Staphylococcal enterotoxin B administration, led to EXCESSIVE IFN-γ production and IFN-γ-MEDIATED APOPTOSIS of HEPATOCYTES...
Read 4 tweets

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