Conor Browne Profile picture
Dec 20 18 tweets 3 min read
COVID-19 in China: Current Situation and Downstream effects: 🧵

1/ From the outset, it is very important to recognise that a humanitarian catastrophe is currently unfolding in China. Analysis of this situation is not incompatible with recognising the horror of the situation.
2/ In short, I am well aware that behind this analysis is human suffering on a vast scale.
3/ It is obvious that SARS-CoV-2 is now spreading in an uncontrolled manner across China. The dominant variant within China is most likely BF.7. My feeling is that the virus is now beyond positive control. That is to say, even if the Chinese leadership reversed course...
4/... and re-enacted significant non-pharmaceutical interventions (NPIs), community transmission could now only be slowed down, not stopped. Some reports indicate that BF.7 has an unprecedented R0 of 16 in China right now.
5/ This, of course, means the virus is spreading incredibly quickly in the Chinese population. As we have seen in earlier national outbreaks of SARS-CoV-2, when large amounts of people get sick at the same time, hospital systems fall over.
6/ When hospital systems fall over, severely ill patients cannot get the care they need, which leads to more fatalities. In effect, the absence of a functioning hospital system increases the fatality rate of the disease. I think China will reach that point very soon.
7/ In terms of fatalities, the key question for me is as follows: how well do two doses of Sinopharm or CoronaVac protect against severe disease and death? Especially in the context of vaccine effectiveness waning over time.
8/ Data on this is not particularly reassuring:

nature.com/articles/d4158…
9/ This is the most important variable in determining how many fatalities China will suffer.
10/ Regardless, the sheer number of infections that will occur over the next two to three months will obviously cause four ongoing negative population health effects for China.

(a) There will be millions of cases of Long Covid.
11/ (b) There will be very large numbers of secondary bacterial infections - particularly acute bronchitis and pneumonia - in individuals who have had Covid.

(c) Health system overload will cause excess morbidity and mortality because people with conditions other than Covid...
12/... will not be able to access timely care.

(d) Immune dysregulation caused by SARS-CoV-2 will cause a significant increase in other infections amongst the Chinese population. We may well see other pathogens endemic in China behave atypically or more severely.
13/ Precursor chemicals used in the manufacture of pharmaceuticals are exported primarily from three countries: the US, India, and China. In the context of both inevitable negative supply chain impacts from China, and the recent unprecedented demand for antibiotics...
14/... in other parts of the world, it is likely that the global supply chain for pharmaceuticals will be significantly disrupted. This, of course, will have negative population health impacts globally.
15/ If you are taking regular medication for a chronic condition, now might be a good time to request an extra supply from your healthcare provider.
16/ Uncontrolled viral transmission in China also poses a significant risk for the emergence of a new variant. There are a large number of immunocompromised people in China, and the majority of these individuals are going to get infected over the next few months.
17/ The Alpha variant emerged in the UK in a comparable situation. A relatively immune-naive population, although, unlike China, entirely unvaccinated. Still, my feeling is that there is a good possibility a new variant will emerge from China.
18/ The significance of any such variant cannot be predicted at this time. There are possibilities for increased intrinsic transmission and / or recombination.

It should be remembered, however, that the next new VOC could well appear in some other part of the world /end

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More from @brownecfm

Dec 15
A short thread on Covid in China:

1/ It is very obvious that uncontrolled transmission of SARS-CoV-2 is now occurring in China.

The dominant sub-lineage is likely to be BA.5.2.1.7, shortened to BF.7

BF.7 is a sub-lineage of BA.5, which is a sub-lineage of Omicron.
2/ BF.7 has a R0 of somewhere between 10 and 18.6. This means it will spread like wildfire. China's population is vaccinated predominantly with the inactivated vaccines Sinopharm and CoronaVac, which have a low effectiveness against infection and symptomatic illness.
3/ Protection against severe disease (disease requiring hospitalisation, normally for supplemental oxygen therapy) may well hold up in those individuals who have had 3 doses of these vaccines. 2 doses will prove less protective.
Read 9 tweets
Dec 14
1/ First, I'd like to thank everyone who commented, quote-tweeted, or otherwise constructively engaged with this thread. Obviously the thread gained significantly more traction than I expected, but, rest assured, over the next few weeks I'll be sure to read every comment.
2/ With that said, some themes are obvious in the comments, which I'll attempt to briefly address here:
3/ First and foremost, the work of Dr. Anthony Leonardi @fitterhappierAJ has been groundbreaking since 2020, and, of course, his research has been a part of my ongoing analysis. However, it is important to understand that analysts such as myself develop scenarios...
Read 12 tweets
Dec 10
1/ A large part of my job is producing detailed reports for commercial clients regarding how the ongoing pandemic will affect the market in the future. Weeks, months, years.
2/ Since commercial clients are not interested in wishful thinking, the analysis I am expected to produce has to take into account a range of scenarios that government agencies are unlikely to consider.
3/ In early 2022, February I think, I posited the concept of what I termed, 'population cyclical immune dysregulation' in one of these reports. This was a *speculation* on my part, a worse-case scenario that was low-probability but high-risk.
Read 13 tweets
Dec 8
Global pandemic response in three tweets: 🧵
1/ Governments always place the maintenance of power as their first priority; opposition parties always place the attainment of power as their first priority. Political parties perceive the re-introduction of any NPIs as the kiss of death for re-election / election chances.
2/ Because of an average four-year election cycle, 'the economy' will always be viewed in a short-term manner - see point 1. The phrase 'for the economy' actually means 'for the economy until the next election'.
Read 4 tweets
Dec 6
The future of the pandemic: a 🧵

1/ In late 2019, a novel coronavirus emerges and begins human to human transmission. This novel coronavirus has pandemic potential, and, despite the best efforts of China to contain it, obviously becomes a pandemic. This pandemic continues.
2/ As I've mentioned before on this platform, the virus enters a world unlike any previous pandemic. First - and obviously - frequent, cheap air travel means the virus can spread rapidly globally.
3/ Second, the virus spreads in a world with a vastly higher percentage of immunocompromised people than any pandemic virus before it - including millions of people with unmedicated HIV. Already, one pandemic disease is now interacting with another.
Read 15 tweets
Dec 2
Covid and immune dysregulation: a 🧵

1/ We know that SARS-CoV-2 can adversely effect the human immune system. We don't know for sure to what extent, or what percentage of infected people this happens to. I'm being as conservative as I can here.
2/ Shouldn't we at the very least be considering the hypothesis - the *hypothesis* - that the atypical behaviour of a number of pathogens is in some way connected to this?
3/ RSV
Read 9 tweets

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