New Brunswick, 🇨🇦
Latest from @StatsCanada

Excess mortality (all ages) accelerates beginning in summer 2021.📈

Last 25 weeks of 2021:
4,599 actual deaths, minus
3,713 expected deaths...
=886 excess deaths (24% excess)

Only 114 Covid-19 deaths in the same period.
Quick🧵(1/9)
As reported by @CBCNB, the NB Health Minister @ShephardDorothy confirmed the province is investigating, with the support of Premier @premierbhiggs, and with opposition leader, @RogerMelanson pressing them. (2/9) cbc.ca/news/canada/ne…
Some in the science community are already blaming (at least in part) underreported Covid deaths.

CBC New Brunswick quotes Tara Moriarty, @MoriartyLab, an "infectious disease expert" in the UofT crowd, who suggests health authorities may have missed Covid deaths... (3/9)
...she notes the large Covid outbreak in the last five weeks of 2021 and suggests the overlap with excess deaths is almost perfect, and so that's a clue the deaths are Covid related...

...that seems a little intellectually lazy to me! (4/9)
...from this basic chart comparing excess deaths with Covid deaths, we clearly see the waves of excess deaths are in no way correlated with the waves in recorded Covid deaths, with significant excess deaths already occurring before the "significant" fall/winter Covid waves. (5/9)
It is troubling to see infectious disease scientists so quickly jumping to conclusions about the potential causes of these excess deaths, and the media immediately printing these undercounting hypotheses with no evidence supporting the possibly. (6/9)
...the Health Minister @ShephardDorothy even said @MoriartyLAB was fear mongering.

Either way, a very positive step that the NB Health Minister, Premier, and Opposition Leader all want answers. (7/9)
To my knowledge, NB is the only province in Canada that has so openly acknowledged the need to investigate the excess deaths problem occurring countrywide, and I look forward to following the outcome there. Hopefully other provinces, especially Ont, AB, BC follow suit. (8/9)
Lastly, one item that makes NB unique is that it does not have the same degree of opioid/drug related deaths as other provinces that otherwise muddies excess death analyses. Nor did it have the same acceleration in opioid deaths in 2020/2021 as seen in other provinces. (9/9)

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More from @rubiconcapital_

Jun 7
mRNA Vaccine Oversupply, by the numbers
US🇺🇸 EU🇪🇺 UK🇬🇧 Canada🇨🇦 (combined)
Pfizer+Moderna

Purchase Agreements (2021+2022):
~3.1 billion doses

Delivered:
~2.0 billion

Given:
~1.5 billion

Available excess:
~0.5 billion

Still to deliver under '21+'22 contracts:
~1.1 billion
Note: Numbers above include only contracted amounts, and exclude purchase options.

Sources (1/2):

- Pfizer/Moderna company filings (for dose agreements)

- EU CDC (dose admin/shipment data): vaccinetracker.ecdc.europa.eu/public/extensi…

- US CDC (dose admin/shipment data): covid.cdc.gov/covid-data-tra…
Sources (2/2):

- UK data (doses admin by manufacturer): gov.uk/government/pub…

- Canada data (procurement/shipments/administered): health-infobase.canada.ca/covid-19/vacci…
health-infobase.canada.ca/covid-19/vacci…
canada.ca/en/public-serv…

- Pfizer Website (global deliveries): pfizer.com/science/corona…
Read 4 tweets
Jun 7
Pfizer will not meet its 2022 revenue guidance of $32 billion in Covid-19 vaccines and $22 billion in Paxlovid pills.

It won't even come close.

Thesis: Short, $PFE.
Pfizer will not have an ongoing Covid-19 mRNA franchise as it and Wall St. currently predict.

$PFE's 2021 EPS of $4.42 included ~$2.50/sh of contribution from C-19 vaccines... and Wall St.'s $6.80/sh 2022 EPS estimate for 2022 is a laughable delusion.
Read 5 tweets
May 20
I thought it time to disclose to everyone the following:

I am short Pfizer $PFE. I have made a bet material to my net worth that Pfizer stock will decline drastically.

I own deep out of the money puts expiring January 2023, June 2023, and January 2024.
DISCLAIMER: the above is not investment advice—do your own due diligence.

The above investment was initiated only recently, and everyone that follows me knows I have been bravely tweeting on C-19 issues for nearly two years—well before this investment was initiated.
My thesis is simple:

1. Pfizer's vaccine and Paxlovid sales will plummet, and they will not meet guidance given to Wall St. Europe has already restructured its supply deal after Poland/Romania refused more vaccines.
Read 10 tweets
May 13
ICYMI today, @JustinTrudeau agreed to send another $532 MILLION of our money (presumably without parliament) to something called the "Access to COVID-19 Tools-Accelerator", a @WHO initiative still trying to vaccinate the world, particularly low income countries that have said no!
The WHO said, "jump"...
... and Justin said, "how high ???"
Read 4 tweets
Apr 11
What is going on in Alberta and British Columbia?

From Stats🇨🇦 data, excess deaths in ages 0-44 as of Dec. '21 are MORE THAN 70% of expected deaths, since accelerating in Jul '21.

This is the real "tsunami of death", and a public health emergency that must be investigated ASAP.
The number of deaths year-to-year are predictable. But as of Dec. '21 in Alberta & BC, actual deaths are far exceeding the number of expected deaths (by a factor of ~1.7x).

These deaths cannot be explained by Covid-19. So what is causing them? Citizens deserve to know.
Data is from Statistics Canada
Actual mortality: www150.statcan.gc.ca/t1/tbl1/en/tv.…
Expected mortality: www150.statcan.gc.ca/t1/tbl1/en/tv.…
Explanation of provisional weekly death counts from StatsCan: www150.statcan.gc.ca/n1/daily-quoti…
Read 5 tweets
Apr 9
🇨🇦 Ages 0 to 44 - Excess Mortality 🚨

This cohort including millennials, saw persistent >25% weekly excess deaths to Oct. 2021, after a rapid acceleration in July 2021.

The rate of change starting in July can't be explained by a sudden rush of suicides, overdoses, cancers, etc.
Lockdown-related deaths were clear drivers of excess mortality in this group in 2020. Excess deaths began trailing off at the end of 2020 / start of 2021, but then re-accelerated suddenly in summer 2021, as Covid-19 deaths were low and declining, and as vaccine programs finished.
In my view, this is a potential public health emergency that needs to be investigated immediately.

From July to October 2021 (good data to Oct.), weekly excess deaths among young people (over baseline) averaged ~65/week.

Journalists/media, please turn your attention to this.
Read 5 tweets

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