Quote:
Originally Posted by pavulon
Couldn't be that demand has exceeded manufacturing capacity. Nah, there's a conspiracy by big Pharma in there somewhere and surely its motivation is political. Expect a quote of piercing insight from nutcon.com any moment now.
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This is the best I can find on supply and demand. Data ends 8/18. I do know that both supply and demand have increased since 8/18.
On July 1st treatments supplied were about 10% of cases and had grown to 20% by 8/18.
In that same time frame, 6/30 -8/18, the highest use states used the following. Approximate %.
I realize these 5 had high rates of infection and would logically order as much as they possible could. They did order a very high percentage of total doses available. Supply during that time frame went from about 10% to a peak of 20% of total national cases. If that same trend continued (unknown) I can see why limitation have been put in place.
Based on what Regeneron reports the restrictions will probably last until 4th quarter when the "vast majority " of the latest purchase will be shipped.
If anyone has more recent data I would gladly do a similar workup.
Florida 670,000 cases and 125,000 doses.or 18.7%
Texas 400,000 and 94,000 or 23.5%
Louisiana 161,000 and 60,000 or 37%
Mississippi 78,000 and 56,000 or 72%
Alabama 62,000 and 37,000 or 60%
https://www.bloomberg.com/news/articles/2021-09-02/u-s-shipping-enough-monoclonals-to-treat-1-in-5-covid-cases
https://www.prnewswire.com/news-releases/regeneron-announces-new-us-government-agreement-to-purchase-additional-doses-of-regen-cov-casirivimab-and-imdevimab-antibody-cocktail-301376898.html
Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced that the U.S. Department of Health and Human Services (HHS) and the Department of Defense (DOD) will purchase 1.4 million additional doses of REGEN-COV (casirivimab and imdevimab). The government will continue to provide REGEN-COV at no cost to patients.
Under the new agreement, Regeneron will supply an additional 1.4 million 1,200 mg doses of REGEN-COV to the U.S. government by January 31, 2022, at a cost of $2,100 per dose. This new agreement follows two earlier agreements with the U.S. government announced in July 2020 and January 2021.
Regeneron expects to begin delivering the additional REGEN-COV doses to the U.S. government in September, with the vast majority delivered in Q4 2021. Regeneron will record all net sales associated with this agreement. Pursuant to a prior agreement, Roche will manufacture approximately one third of the doses for Regeneron to fulfill this new agreement with the U.S. government.