I have the utmost respect for Dr. Gottlieb and have appreciated his
 prescience on many issues.  He's called a lot of the pandemic better 
than most.  However, I don't think this will be one of his better 
predictions; he got a little unlucky in his timing, as his comments were
 before SAGE's findings.  Based on them, I'm siding with Larry Brilliant
 here.
That
 is because infection with Delta will confer limited immunity in both 
space and time to variants of the K417N/T/E484Q/K/N501Y sort.  These 
variants generally don't have great transmission dynamics, but with a 
completely different antigenic presentation than B.1.617.2.x, they don't
 need to.  They just need to be good enough to spread on their own, as 
they are effectively not even competing with Delta.
The modeling is a mess.  The best study I've found recently was:
Consider, for example, that the level of crude cumulative immunity was modeled in Texas at 70% at the beginning of July.
Since then, their curve has looked like this:
The
 old S-protein in the vaccines, fortunately, lies in the nebulous space 
where it is still somewhat cross-neutralizing against both Delta and 
Beta, although with profoundly reduced efficacy in both(39% VE against 
infection with Delta on Israel's latest numbers, where cases are 
persistently climbing despite an outdoor and indoor mask mandate, and 
some 10-fold drop in nAb activity against Beta, depending on vaccine).  
If SAGE's 
findings hold, they are a conclusive demonstration that infection by one
 strain no longer confers meaningful protection against another strain. 
 Due to the qualitatively different mechanisms of immune escape, 
we'll see more divergence with time -- it's an optimal game theoretical 
strategy for strains to avoid cross-reactivity so they can both spread 
without interfering with one another.
That low of a VE against infection and 
transmission gives Delta ample room to evolve further, and 
Beta/B.1.621/etc. don't need to worry about being squished out of 
circulation like Alpha was because Delta sera, and presumably a 
Delta-based mRNA vaccine beyond the first few months of antibody spike, 
is not protective against them.  As a demonstration in the opposite 
direction, although the numbers from there stink, a large outbreak of 
B.1.351 in Bangladesh didn't prevent the rapid subsequent emergence of 
B.1.617.2.
NPI's
 really are our best shot, and that's why the UK is working on its 
contingency planning for this winter.  The political cost here and there
 will be huge, and non-compliance will probably be, too, which is a 
factor in my dismal forecast.
Finally, note that this is not the first time two antigenically distant strains have co-circulated comfortably.
If
 I could make one public health move, it would actually be to encourage 
everyone to get boosters against poliovirus and mumps.  The titers of 
the antibodies against the latter strongly inversely correlates with 
SARS-CoV-2 disease severity, though through unknown mechanisms; the 
antibodies themselves have been identified as non-cross-reactive.  
Poliovirus vaccines work by targeting SARS-CoV-2 RdRp, which is much 
more conserved than S.  IPV is in clinical trials now.
B.1.621 poses a higher risk of breakthrough 
infection in people infected by Delta than to people inoculated against 
Wuhan-Hu-1 because of antigenic distance and that nebulous sweet spot I
 mentioned.  It's likely not much higher than B.1.351 and others with 
that constellation of mutations.  Both B.1.621 and B.1.617.2 probably 
pose similar risks of breakthrough infections to vaccinees based on 
studies of nAb titers and real-world data from Israel, the UK, 
Provincetown, and so forth, while being infected by B.1.617.2 apparently
 confers little to no additional immune defense against B.1.621, and 
likely vice-versa.  This is all modulo the overall infectiousness and prevalence of the strain, so we are likely
 to see greater absolute infections of B.1.617.2, probably by a landslide
You can imagine it as being a
 bit like a rubber band.  We started with it unstretched and built our 
vaccines around the center of it.  The evolution of the virus has 
stretched the rubber band in several directions, and it's stretched 
enough such that immunity at one end of the rubber band is now 
immaterial to immunity at the other end.  The ends are still close 
enough to the center that the vaccines will be protective against both, 
but it is now shown that the rubber band can stretch far enough that the
 distance between points on it becomes too great, and that could
eventually include the distance from the old center to the point of a 
novel variant, yet to be identified -- vaccine evasion.
The volume of the rubber band is, of course, the radial phylogenetic tree of SARS-CoV-2.
We're effectively witnessing or have witnessed the emergence of at least 2 
SARS-CoV-2 serotypes already, so Gottlieb's hypothesis fails because 
it's based on one serotype.  Fortunately, our vaccines are not targeted 
at either serotype, but somewhere in the middle.  The desire to stay at 
the middle for as long as possible is probably why there has been no 
roll-out of mRNA-1273.351(the Moderna vaccine with a Beta spike protein;
 in clinical trials, no EUA, slower than the original) or Pfizer's 
attempt at Delta.  Either vaccine should fare badly against the other 
serotype.
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