Could COVID-19 Variants Upend Global Vaccine Supply Deals?
WHO Approval Softens South Africa Blow For AZ Partner
South Africa recently decided against using AstraZeneca partner Serum Institute’s vaccine for its immunization program, given its low efficacy against the B.1.351 strain. However, certain vaccines have shown higher efficacy. Is this a sign that newer strains of SARS-CoV-2 could upset supply deals and revenue projections for some vaccines?
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AstraZeneca has sent a legal notice to Indian partner Serum Institute for non-delivery of COVID-19 vaccines. Will this and the entry of a new challenger, Sputnik V, in the Indian market affect Serum’s fortunes? Will the EMA and MHRA announcement on clotting incidents related to the AZ vaccine shrink demand for the partnered vaccine?
Coronavirus Update: Double-Mutant Strain Discovered, India Puts Temporary Hold On AZ Vaccine Exports
Concern in India as a double-mutant strain with E484Q and L452R escape mutations has been found in the state of Maharashtra.
While speculation mounts about Serum Institute being next in line for an RDIF partnership, Gland Pharma and Strides unit Stelis sign up to make COVID-19 vaccine Sputnik V. Part of the 550 million dose output tied up from India so far could be consumed domestically, but exports are a possibility as demand from European countries is set to jump.