I get that argument, but it's missing the point. Preproduction state intervention has massively accelerated tge development and production capability for AZ not just in the UK factories but also in Europe and the rest if the world. So without that initial UK government gamble the EU production would be even further behind.TheNatalShark wrote: Fri Mar 05, 2021 7:28 amArgument from the other side is that pre-production state intervention has and can similarly interfere with potential for exports as post-production interference. Ie we know from the January fiasco that AZ indicated in some capacity it has/had/thought it had control of the outflow of production from UK sites, otherwise they would frankly not have been specifically referenced in sites that would not require pre-clearance from the EU to make-up continental shortfall. It would surely have been clear as day to AZ at the time that the site's wouldn't meet the complete orders for the UK in time and still include those sites in potential production plans for priority Q1/Q2 deliveries.Saint wrote: Thu Mar 04, 2021 9:30 pm There are some really problems with exporting AZ vaccibe from the UK
1 - what is really misunderstood is that almost all UK production is actually Government leased, subleased to AZ. The contracts for almost all UK supply chain predates AZ being involved in Oxford, which has effectively inherited the everything.
2- UK production is small. It's genuinely designed to meet UK requirements and not much more (see point 1). It's currently being rebuilt to increase output, so we have an internal short term shortfall, but the ability of UK vaccine manufacturing to significantly scale AZ is stupidly limited right now. There are other significant investments in Harwell and Braintree that will come onstream later this year that oukd change that, but right now it's a challenge.
EU manufacturing output for AZ, while underperforming EU expectations, already massively exceeds UK output
If it knew it had no control over the outflow, it would be absolutely bonkers to not state that in the EU contract, rather than have them listed as potential sites?
Invariably a shit situation all round. Wonder if in another world Oxford didn't care for developed world prices, and AZ had a nice profit incentive to deliver and out compete in Europe, that it remained the lead driver of many EU countries plans.
And frankly I think the idea that AZ don't have sufficient motivation to get this sorted as soon as possible is laughable - they're making profit on every dose as it is, just not making 100%+ margins