CureVac's COVID-19 mRNA vaccine may not be salvageable. However, the company's brand new manufacturing supply chain - capable of delivering 1 billion doses - should be. But doing so requires creative industry / policymaker collaboration.

My latest 1/ 🧵
piie.com/blogs/realtime…
In mid-June, CureVac recorded surprisingly poor results in final-stage clinical trials of its COVID-19 mRNA vaccine candidate.

The news that the vaccine had an efficacy of just 47 percent was devastating... 2/

reuters.com/business/healt…
On April 15, CureVac had announced its supply chain was on track to manufacture 300 million doses of its mRNA vaccine by the end of 2021 and another 1 billion doses in 2022, upon regulatory approval.

The June news meant over 1bn doses might be lost... 3/
fiercepharma.com/pharma/europe-…
The bad news of 47% efficacy came alongside the Johnson & Johnson announcement that it has to cut projected output of its (SINGLE shot) vaccine by 400-500 million doses in 2021... 4/

reuters.com/business/healt…
Inoculating the world against COVID-19 may require almost 14 billion doses, a number that could rise if variants require booster shots.

The world could hardly afford one more vaccine manufacturing setback on CureVac’s scale... 5/
Like others, CureVac benefited from considerable public support in 2020 to develop its COVID-19 vaccine, support clinical trials, and create a manufacturing supply chain.

• CEPI $8.3m
• Germany €300m (23% stake)
• European Investment Bank €75m loan
• Germany €252m

6/
CureVac created from scratch a complex production network to ultimately manufacture its vaccine.

It contracted seven sites run by seven companies in four countries to manufacture its active pharmaceutical ingredient and mRNA. Two plants in France would bottle it... 7/
News that CureVac's candidate had 47% efficacy was devastating ALSO because of the massive work CureVac put into creating that vaccine supply chain.

Can those 1 billion doses be saved by repurposing the supply chain to manufacture another (mRNA?) vaccine instead? 🤔🤓🤔8/
There are LOADS of pandemic-era examples of OTHER pharmaceutical companies making big reallocations of resources to help quickly scale up facilities to manufacture other brand new COVID-19 vaccines.... 9/
To be fair, repurposing the CureVac vaccine supply chain would not be easy.

CureVac and its contractors would need to work out terms for licensing the COVID-19 vaccine technology from some other firm, like a BioNTech or Moderna... 10/
Though, policymakers should support it.

The German government and European Commission have come out against simply waiving COVID-19 vaccine patents.

They have come out in favor of getting companies to share their IP within existing WTO rules, like this... 11/
In exchange for their help, policymakers should obtain commitments from companies in a revamped CureVac network to allocate a hefty share of the 1 billion doses to the COVAX facility for distribution to lower-income countries....12/

gavi.org/covax-facility
Time is of the essence. Even if all agreed:

• European Medicines Agency needs to investigate and certify the new production process
• Plants may need to acquire some specialized inputs to make the new vaccine, perhaps from COVAX Marketplace
cepi.net/the-covax-mark…
The company's initial attempt at developing an effective COVID-19 vaccine may have failed. But CureVac's equally important supply chain work on behalf of global public health should not be allowed to go to waste.

ENDS/
piie.com/blogs/realtime…

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More from @ChadBown

4 Aug
How in the world did we end up with billions of doses of COVID-19 vaccines manufactured by Pfizer/ BioNTech, Moderna, AstraZeneca, and Johnson & Johnson?

My latest, with @TomBollyky 1/ 🧵
piie.com/publications/w…
First, an update:

Roughly 4 billion doses of COVID-19 vaccines have now been administered worldwide. Most required a two-dose regimen—if that trajectory continued, close to 14 billion shots would be needed to inoculate the global population. 2/
Getting a new vaccine from beginning to end — from concept to delivering shots into the public’s arms — requires five steps associated with five, largely separable, sets of fixed costs. 3/
Read 23 tweets
6 Jul
Chip shortage! The Biden administration and US allies have now committed to work together on semiconductor policy. That will prove hard. Why it's needed, and where to start.

My latest, in @ForeignAffairs 1/
foreignaffairs.com/articles/2021-…
The chip shortage facing automakers heightened the issue's seriousness. But the supply of semiconductors was at risk long before the pandemic, and COVID-19 is only partly to blame for today’s problems.

One of the biggest culprits was a sudden shift in US trade policy... 2/
Trump imposed 25% trade war tariffs on semiconductors beginning in July 2018. The US now imports **half as many** semiconductors from China as it did pre-trade war. (That's billions of fewer chips).

Those missing chips have NOT been replaced by imports from elsewhere... 3/
Read 9 tweets
16 Jun
CureVac news is disappointing. But if it is not a viable vaccine, current constraints to global vaccine production raise an important POLICY QUESTION:

Can policymakers help Curevac reallocate its scarce supplies of vaccine-making inputs to help OTHER companies scale up? 🧵 1/10
March: White House and European Commission set up a liaison between Jeffrey Zients and Thierry Breton to help overcome input shortages facing vaccine makers on both sides of the Atlantic... 2/10

politico.eu/article/eu-us-…
April: CureVac CEO complains about lack of access to inputs, blaming the Defense Production Act:

“Be it chemicals, equipment, filters or hoses: US manufacturers are obliged first to meet American demand, and that means we are slipping down the list” 3/10

reuters.com/business/healt…
Read 10 tweets
15 Jun
Monitoring COVID-19 vaccine input shortages: 🧵1/

Novavax said yesterday

"Now that borders are opening up, and all the manufacturers have been trying to increase their capacity- whether it's for filters, whether it's 2000 L bags or media...

This is an industry-wide problem.
...And we're getting better availability of product. It's still tight.

In normal times you would want six months worth of raw material inventory in a production plant, and we don't have that.

But we have weeks at least.

Before we had a week.

So it's getting better." 2/
Read 4 tweets
7 Jun
US government was accused of banning exports of vaccine-making supplies, most notably to India. New supply chain data reveals there was never a US export ban. But the episode highlights a problem demanding new policy.

My latest, with @ChrisGHRogers 🧵 1/
piie.com/blogs/trade-an…
India is being devastated by the pandemic right now. It needs more vaccines at home, and it needs equipment to make more vaccines for home... 2/

nytimes.com/article/india-…
Worse, Indian companies had also been expected to play a major role in providing billions of vaccine doses to poor countries globally through Covax.

Hopes were high as late as February 2021. By March, hopes were dashed, and the Serum Institute stopped exporting... 3/
Read 23 tweets
21 Apr
VACCINES 🧵

1) Yes, policymakers & companies must address IP / tech transfer

2) But another bottleneck is how COUNTRIES cooperate to get vaccine manufacturing scaled up globally

Thanks @Aime_Williams for describing a proposal by @TomBollyky & me... 1/
ft.com/content/f230e4…
.@TomBollyky and I have proposed a Covid-19 Vaccine Investment and Trade Agreement (CVITA)... 2/ Image
The problem to solve:

The vaccine manufacturing supply chain is complex.

(Reflexively we think "Big Pharma," but that is NOT reality for Covid-19 vaccines)

THIS supply chain is highly fragmented & requires considerable coordination to get ANY vaccines manufactured at all 3/ Image
Read 7 tweets

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