Covid Impacts

  • Interesting data from Foursquare regarding foot traffic (up to 27th March) in the US.
  • As expected Airports -66%, Hotels -61%, Bars -60%, Gyms -64%, Malls -61%, Clothing Stores -72%, Movie Theatres -75%, Restaurants -73%.
  • There are some interesting observations though.
  • Despite restaurant traffic being down 73%, fast food is only -17% – likely due to take away.
  • Interestingly after the initial stocking spike traffic to supply stores, grocery stores (pictured) and liquor stores is now well down from the peak (but still up overall).
  • Drug stores on the other hand are seeing a +28% and hardware stores continue to see strong traffic (+27%).
  • Gas station traffic initially ticked up but are now seeing -7-8% decline.
  • Outdoors is booming with visits to trails +34% and parks +10%.

Covid Drug Development

  • Clinicaltrials.gov counts 104 active studies in the US.
  • There is also SOLIDARITY, a WHO megatrial announced on Friday.
  • Drugs in Clinical Trials:
  • Chloroquine (Plaquenil) – 70 year old treatment for malaria repurposed. Only small open label trials done so far (here, here and here) show encouraging early results.
  • Siltuximab, Sarilumab and Tocilizumab – all IL-6 inhibitors (for anti-inflammatory conditions) repurposed and being clinically tested.
  • Remdesivir – previously tested for other viruses including Ebola. Two phase III studies initiated.
  • Ritonavir/lopinavir – HIV medication repurposed. Although initial trial failed.
  • Drugs in Pre-Clinical Development:
  • Regeneron – are using their novel antibody discovery technology to find a cocktail of antibodies.
  • TAK-888 – a hyperimmune globulin that has previously shown benefit in severe acute viral respiratory infections.
  • RNAi – Alnylam are using siRNA technology pre-clinic to find a candidate.
  • WP1122 – Moleculin Biotech are testing a glucose decoy prodrug.
  • Vaccines:
  • 39 in development, 12-18 months away, full list here.
WordPress Cookie Notice by Real Cookie Banner