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:


We fail various assumptions by serious measures with currently circulating strains, though the length versus height of the wave will depend on vaccine efficacy against transmission and the pool of people ready to be re-infected by a relatively antigenically distant strain.  Unless antigenic drift slows, this will not be the last wave we see.

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:

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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.

Once the serotypes have drifted far enough, the middle will no longer be good enough, and a polyvalent vaccine will be required.  Gardasil-9 and the Dengue Fever Virus vaccines offers a lucid cautionary tale here: updating the immune system is not easy.  Getting people from the middle to a polyvalent state may be difficult due to original antigenic sin.

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