坚决支持辉瑞的tiered pricing 疫苗政策,反对把美国IP拱手送人。让学生物的娃和父母们将来也有前途

M
MtDenali
楼主 (文学城)
 

Dear Colleagues,

 

The recent announcement that the United States Trade Representative will discuss options to waive some COVID-19 vaccine intellectual property (IP) rights has created some confusion to the world. Has Pfizer done enough to ensure fair and equitable distribution of our COVID-19 vaccine? Is the proposed waiver going to bring solutions or create more problems? I am writing to you today to discuss these questions.

 

Fair and equitable distribution was our North Star from day one. In order to ensure that every country can have access to our COVID-19 vaccine two conditions had to be met: a price that anyone can afford and reliable manufacturing of enough vaccine for all.

 

The first condition was met in the early days. Back in June of 2020 we decided to offer our vaccine through tiered pricing. The wealthier nations would have to pay in the range of about the cost of a takeaway meal and would offer it to their citizens for free. The middle-income countries were offered doses at roughly half that price and the low-income countries were offered doses at cost. Many of the poorest communities will receive their doses through donation. Equity doesn’t mean we give everyone the same. Equity means we give more to those that need more.

 

Meeting the second condition was much more challenging but we are getting there with remarkable speed. Thanks to the ingenuity and hard work of our scientists, engineers and skilled workers, and multibillion dollars of Pfizer investment, we announced that we will provide to the world more than 2.5 billion doses in 2021. In fact, our internal target is 3 billion doses, so we feel quite comfortable about our commitment. Achieving 3 billion doses this year means, by extrapolation, 4 billion doses in 2022. These doses are not for the rich or poor, not for the north or south. These are doses for ALL. We have concluded agreements to supply 116 countries and we are currently in advanced negotiations with many more for a total of approximately 2.7 billion doses in 2021. Upon finalization of all agreements, we expect that 40% of them, or more than 1 billion doses, will go to middle- and low-income countries in 2021.

 

This clearly poses another question. Until today, we have shipped approximately 450 million doses and the balance is more favorable to high income countries. Why is that? When we developed our tiered pricing policy, we reached out to all nations asking them to place orders so we could allocate doses for them. In reality, the high-income countries reserved most of the doses. I became personally concerned with that and I reached out to many heads of middle/low-income countries by letter, phone and even text to urge them to reserve doses because the supply was limited. However, most of them decided to place orders with other vaccine makers either because mRNA technology was untested at that time or because they were offered local production options. Some didn’t even approve our vaccine. Unfortunately, other vaccine producers were not able to meet their supply commitments for varying technical reasons. Most of the countries that did not choose us initially, came back and thanks to our phenomenal supply ramp up, we have started signing supply agreements with them. We expect the supply balance to weigh in their favor in the second half of 2021, and to have virtually enough supply for all in 2022.

 

Last week, I had the opportunity to provide these facts to the US Trade Representative and explain why the suggested waiver of IP rights could only derail this progress. Which brings me to the second question. Is the proposed waiver going to improve the supply situation or create more problems? And my answer is categorically the latter.

 

When we created our vaccine there was no manufacturing production of any mRNA vaccine or medicine anywhere in the world. We had to create manufacturing infrastructure from scratch. With 172 years of quality manufacturing tradition, substantial deployment of capital, and more importantly, an army of highly skilled scientists, engineers and manufacturing workers, we developed in record time the most efficient manufacturing machine of a life-saving vaccine that the world has ever seen. Currently, infrastructure is not the bottleneck for us manufacturing faster. The restriction is the scarcity of highly specialized raw materials needed to produce our vaccine. These 280 different materials or components are produced by many suppliers in 19 different countries. Many of them needed our substantial support (technical and financial) to ramp up their production. Right now, virtually every single gram of raw material produced is shipped immediately into our manufacturing facilities and is converted immediately and reliably to vaccines that are shipped immediately around the world (91 countries to date.) The proposed waiver for COVID-19 vaccines, threatens to disrupt the flow of raw materials. It will unleash a scramble for the critical inputs we require in order to make a safe and effective vaccine. Entities with little or no experience in manufacturing vaccines are likely to chase the very raw materials we require to scale our production, putting the safety and security of all at risk. 

 

 And I would like to make a final point. I worry that waiving of patent protection will disincentivize anyone else from taking a big risk. We deployed $2 billion before we knew whether we could successfully develop a vaccine because we understood what was at stake. Just recently, I authorized spending an additional $600 million on COVID-19 research and development that will bring our total spend for R&D in 2021 to more than $10 billion . The recent rhetoric will not discourage us from continuing investing in science. But I am not sure if the same is true for the thousands of small biotech innovators that are totally dependent on accessing capital from investors who invest only on the premise that their intellectual property will be protected.

 

Ending the pandemic and vaccinating the world is a massive, but achievable undertaking. We remain fully focused on getting high-quality, safe and effective vaccines to patients all over the world as quickly as possible and to putting an end to this deadly pandemic. Once again, we will not let politics stand in our way and we will continue doing what we do best – creating breakthroughs that change patients’ lives.

 

Albert

M
MtDenali
上面是辉瑞CEO致员工的信
中国心中国人
拜登没权放弃,也就说说而已,而且,辉瑞疫苗的IP是德国的
M
MtDenali
Upenn的IP
s
sidelooker
放心吧,有圣母默大妈在,白总基本上是痴心妄想

德国人多精明,看看一战二战德国人如何给日耳曼争利益。现在提议放弃有德国利益在内的IP, 那是千万个不会答应的,痴人说梦罢了

M
MtDenali
mrNA疫苗最重要的两个IP,都是美国拥有

One of the key discoveries that allowed the mRNA vaccine field to expand was based on research by Kariko et al. (2005 and 2008) on the incorporation of modified nucleoside into mRNA to increase stability and to ablate the mammalian innate immune response through the activation of Toll-like receptors (patented technology filed by the Trustees of the University of Pennsylvania). The other key discovery was the use of lipid particles to protect and deliver the RNA molecule into the cells (patented by Protiva Therapeutics, now Arbutus Biopharma). The combination of these two discoveries allowed the field to expand, with an approximate 9-fold increase in patent publications between 2009 and 2020.

M
MtDenali
默大妈这次倒是蛮不左的,赞一个
B
BeLe
有原料制造新冠疫苗的国家也很少吧。
s
sidelooker
牵扯到自家利益“包子没皮,露馅liao”, 也就白总能出这提议,没谁了。lol
清水胜浓茶
有意思的信

信息量不小

1) 成本:穷国offered at cost, 富国20/dose, 中等国家 10/dose, cost <10;  这里有个有趣的问题,成本到底是多少? 我猜疫苗的边际成本极低,前置成本极高,2020年的成本跟2021-2022年的会有天壤之别,不知道Pfizer怎么算这笔账。

2)产量:2020年产量450M以下(这个数字包括部分2021), 2021年2-3B,2022年4B; 21-22年产量40%分配给发展中国家

2021年收入 3B*(60%*20 + 40% * 10) =48B,分给合作伙伴一半, 剩下24B;  翻了一下2019年辉瑞财报收入400多亿。也就是说Covid能给辉瑞带来每年200-300亿收入。厉害!

但是考虑到辉瑞去年花了1-2B搞3期,今年还要花1B,这么多钱一下子就没了。现在又被政治限制住收钱的天花板,管理层白忙活,股东白欢喜

 

M
MtDenali
原料赚钱和生产疫苗赚钱估计是不同的公司

搞生物的不就指着靠疫苗赚钱

M
MtDenali
这个病没有疫苗就是全国lock down,对经济影响无以伦比,20块让你可以出去工作真的是良心价
清水胜浓茶
Arbutus Biopharma是加拿大公司
M
MtDenali
中国人为了回国连上几万刀的机票都愿意买
s
skyport
世界大战后,全球分为第一,第二,第三世界。瘟疫有类似机能,控制疫苗就是手段之一,绝对跟各国整体实力有关。
清水胜浓茶
我也觉得20块钱不贵,他们没狮子大开口,开价参照普通流感疫苗

不理解为啥被众多发展中国家拒绝。  

大概中国俄罗斯的疫苗更便宜吧。。。

 

M
MtDenali
公司网站上的地址

M
MtDenali
那时mRNA被怀疑
b
baydad
白灯比较脑 残
千里一盏灯
见死不救,好样的。
千里一盏灯
要是打出问题来,还不许索赔。收钱的时候有他,一到追责就推个干净。
千里一盏灯
怎么没权放弃呀,拜尔的阿司匹林专利,不就取消了吗?
终于不潜水了
这个道德上的压力确实非常大,但是各种变种都在路上,现在就打击首研公司的积极性无疑也是杀鸡取卵,而且

这个事情去年南非就嚷嚷来着,现在是印度嚷嚷,我觉得他们嚷那么厉害,很大程度也是造声势,转移国内民众对政府的批评。

美国政府做出一个积极的姿态,然后大家还是在法律框架下综合长短期利益好好谈判,其间药厂在这个压力下必定竭尽全力增加产量降低价钱,也是一种督促吧。还是盼望印度疫情快快调头往下走。

终于不潜水了
是的,这个不光是专利的那点钱疫苗的那点收入,这是差不多能和核武器相比的战略手段。
R
Rockeymountain
专利输研发公司和个人所属, 政府没有权力什么送人一说。救助贫穷国家可以政府花钱买来赠送。
f
fantasticdream
这不等于见死不救

可以免费援助

 

终于不潜水了
我给你这个话题再添点柴,这是饶毅的公众号上一篇采访文章,内容和评论都挺乐的。

https://mp.weixin.qq.com/s/2k0Pbb56O_X5COwNtvNz5g

 

M
MtDenali
嗯,赞成bill盖茨花几十亿为非洲购买
终于不潜水了
加拿大说了要把预订的多余的捐了。
M
MtDenali
一个人$10-20,印度南非不会这个钱也出不起

制造不出来是另一回事

f
fei_xng
对 别人死不死和咱没关系!自己捞到钱就行
M
MtDenali
意思就是说,公布专利不够,你要手把手把我教会了(技术无偿转让)否则你是见死不救
M
MtDenali
有钱的国家为什么要免费送给他?

真没钱的可以考虑成本价

M
MtDenali
美国为了走出疫情lock down一年多,让有些国家赚的

脑满肥肠。美国现在为什么不能靠自己国民当小白鼠试出来的疫苗去赚回一些损失?

M
MtDenali
这个疫苗是美国人拿命试出来的,你这么轻描淡写说一句德国的IP?
有言
可惜英文水平不行。想看也太费功夫了。-:)
s
sidelooker
给您配个图,来自大天朝政法委

j
julie116
良心价:)要不是几十亿的人都被停工二十块都卖不出
千里一盏灯
那些参加试验的勇敢的美国人,我相信他们那样做的目的是拯救生命。
千里一盏灯
把疫苗作为武器是个非常恶心的主意。
b
baydad
发明疫苗的确是很罪恶滔天的事
v
violinpiano
不知道Pfizer如何 BioTech說要買要和代理商買 價格又要加上代理商要賺的錢

终于不潜水了
哈哈哈,天下恶心的事和人多了去了。要坚强得好吃好喝好好活下去。
M
MtDenali
制造病毒的在你嘴里不邪恶,发明疫苗的倒邪恶了。哈哈。这脑回路
中国心中国人
和在谁的身上试药无关,辉瑞疫苗的专利是德国公司的

在大中华区的专利卖给了一家中国公司

中国心中国人
可惜试药的人没有专利权
M
MtDenali
mRNA的技术专利是Upenn的,别在那继续意淫了

德国技术也不是你中国的。默克尔更不会白给你

有言
真的假的?
M
MtDenali
想从美国这白拿疫苗技术,门都没有
M
MtDenali
哈哈,某些人的脑回路很奇葩的

现在动上疫苗的脑筋了

M
MtDenali
我不由得想起疫情初期某国抢注“人民的希望”的难看吃相
有言
又是邪恶又是滔天。这些是你们按在灯兄头上的吧?-:)
M
MtDenali
恶心这个词是他先说的吧
s
sidelooker
当然真的,纽时关于此图引起纠纷的报道在此

https://www.nytimes.com/2021/05/04/world/asia/china-india-covid.html
千里一盏灯
我知道有人会把发明疫苗的人和把疫苗当武器的人混为一谈。

这样做也很恶心。

千里一盏灯
我很同意您把将疫苗当武器和制造病毒等同起来。

都一样的恶心。

M
MtDenali
谁把疫苗当武器了?我只看到某国人把别人的疫情当武器嘲笑别人点火烧尸

自己点火箭

z
zaocha2002
同支持,主要是怕底线不一样的国家。。。美国同意没用 德国不同意

g
gladys
支持!科学家应该得高工资。科学家们才是人类的希望。

要不然大家都去做happy 水管工了。