Coronavirus 2019-2020 thread (no unsubstantiated rumours!)

[KYli]

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[Tyler]

So far, we're looking at Chinese companies ramping up vaccine production capacity for over 5 billion people.

There are only 7.8 billion people in the world, so there's no way Pfizer or Moderna will be able to restrict supply to the world.
That will drive prices down and make vaccines available to all a lot faster.

And it's telling that Joseph Stiglitz couldn't get this piece published in the New York Times or Wall Street Journal.
That is where he frequently writes.

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China does not need 1 billion doses of Biontech. Since Fosun is a partner of Biontech and China should have lower production costs for vaccines, it is possible that China will export a lot of Biontech vaccines. But Pfizer has the right, outside of Greater China. How will this work out?

 

[weig2000]

China does not need 1 billion doses of Biontech. Since Fosun is a partner of Biontech and China should have lower production costs for vaccines, it is possible that China will export a lot of Biontech vaccines. But Pfizer has the right, outside of Greater China. How will this work out?

Greater China has about 1.5 billion people; 1 billion doses are enough to vaccinate 500 million people for double doses per person, probably less if we consider some inevitable losses. If a third booster dose is needed, as per Pfizer CEO's suggestion, the 1 billion doses are just enough to vaccinate 330 million people. Since these doses will be produced over a relatively long period of time, they may or may not be produced up to that number. It's better to reserve a bit more capacity, especially considering that this particular vaccine is expected to be quite popular in Greater China.

Just saying.

 

[Tyler]

Greater China has about 1.5 billion people; 1 billion doses are enough to vaccinate 500 million people for double doses per person, probably less if we consider some inevitable losses. If a third booster dose is needed, as per Pfizer CEO's suggestion, the 1 billion doses are just enough to vaccinate 330 million people. Since these doses will be produced over a relatively long period of time, they may or may not be produced up to that number. It's better to reserve a bit more capacity, especially considering that this particular vaccine is expected to be quite popular in Greater China.

Just saying.

China has billions of doses of its own vaccines like sinovac, sinopharm, Cansino, a few other Chinese vaccine, and then the upcoming mRNA vaccines. They don't need 1 billion Biontech for thenselves each year.

 

[broadsword]

China does not need 1 billion doses of Biontech. Since Fosun is a partner of Biontech and China should have lower production costs for vaccines, it is possible that China will export a lot of Biontech vaccines. But Pfizer has the right, outside of Greater China. How will this work out?

China will be able to export more of their indigenous vaccines while using the doses of Biontech on themselves.

 

[j17wang]

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The US still has a staggerly high viral load despite a reasonable vaccination campaign (there are countries that have done much better). It is not unreasonable to expect the next vaccine resistant strain to emerge from the US south west where vaccine hesitancy highest. The real question will be, will the United States survive another wave?

 

[Tyler]

The US still has a staggerly high viral load despite a reasonable vaccination campaign (there are countries that have done much better). It is not unreasonable to expect the next vaccine resistant strain to emerge from the US south west where vaccine hesitancy highest. The real question will be, will the United States survive another wave?

CDC is now recommending there is no need for face masks for fully vaccinated people. It looks like they are creating another wave.

 

[weig2000]

China has billions of doses of its own vaccines like sinovac, sinopharm, Cansino, a few other Chinese vaccine, and then the upcoming mRNA vaccines. They don't need 1 billion Biontech for thenselves each year.

Note that I did not say anything about China should or should not, from government's or anyone's standpoint. I was talking about the commercial opportunity from Fosun's perspective. Unless Chinese government refuses to approve the Pfizer/BNTech vaccine, which is not likely, that's how you assess the market opportunity and make corresponding business decision.

 

[B.I.B.]

CDC is now recommending there is no need for face masks for fully vaccinated people. It looks like they are creating another wave.

Israel has dropped the requirement to wear masks outdoors since April without encountering any problems.

 

[hashtagpls]

Pfizer, Moderna Vaccines Show Limited Effectiveness Against B1617 Variant Of COVID​

The WHO said in a note that preliminary laboratory studies have found that the mRNA vaccines from Pfizer and Moderna showed reduced effectiveness against the tricky variant discovered in India. B.1.617 (and its sublineages 1.617.1, B.1.617.2, and B.1.617.3)—the mutant variant—was categorized as 'variant of concern', or VOC, by the WHO earlier this week.

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Inactivated viral vaccines seems to show effectiveness. But mRNA based vaccines of Pfizer and Moderna were found wanting.

Does this mean AstraZeneca, Sinovac/canosino and Sputnik are the best ones against Indian variant?