How many ATACMS for Ukraine

With the news that the U.S. will now send a small number of ATACMS to Ukraine, and of course over a year of asking why we haven’t sent them, I thought I’d do a little analysis of the numbers we could send.

Overall, it looks like the U.S. bought just under 3000 ATACMS over the years. The ATACMS actually went out of production years ago, then production re-started to meet Foreign Military Sales. But the U.S hasn’t bought new ones in a very long time and has no plans to do so. Instead, a new missile, the Precision Strike Missile (PrSM) will be available (“Early Operational Capability”) shortly (FY24). It won’t reach Initial Operational Capability and enter full production until FY25 or reach Full Operational Capability until FY27. Enough inventory to allow retirement of the ATACMS doesn’t happen until sometime in the 2030s.

That the U.S. purchased 3000 ATACMS doesn’t mean that is what the U.S. current has in inventory. Looking at various sources that show wartime usage, but having to guess at training and testing use, there are about 2300 ATACMS left in U.S. inventory. That could sound like a lot or a little to you, in reality it is a pretty small number. We have some data points that can show that. For example, the U.S. Air Force thinks in terms of there being 100,000 aim points (aka discrete targets) in a major regional war. The U.S. Army sees a lot more, and indeed we know that Ukraine has expended somewhere between 1 and 2 Million 155mm artillery shells alone so far. PrSM Increment 1 has an Inventory Objective of almost 4,000 (and then there are additional increments), so at a minimum the Army sees 4000 aim points for a missile in the same class as the ATACMS.

There are, sadly, a lot of targets in war. 2300 ATACMS seems like a drop in the bucket in that context, and that was before Russia’s invasion of Ukraine reinforced that western countries had allowed munitions inventories to drop far below what is adequate in wars between nation-states. With PrSM still a few years from full production, and other deep strike weapons (e.g., JASSM) running into production limits, the U.S. inventory of ATACMS is a critical resource that can’t be significantly reduced for a few years.

Those 2300 remaining ATACMS are not of a uniform type. Over half of the original 3000 were of the original M39 (ATACMS Block I) type. These have a cluster munition warhead, a maximum range of 165km, and INS-only (i.e., no GPS) guidance. The second largest type purchased was the M39A1 (ATACMS Block IA). That adds GPS and extends the range to 300km. After that the U.S. started buying versions with a Penetrating Blast-Fragmentation Warhead rather than cluster munitions. The initial version of that was the M48. An improved version is the M57. The U.S. has about 100 M48 and a little under 500 M57 remaining in inventory.

When you think about going after the Kerch Bridge and similar targets, think M48/M57. We just don’t have much to give away. But that isn’t the end of the story.

Since 2017 the U.S. has been remanufacturing the M39 and M39A1s into what is known as the M57E1. That’s an M57 with a new proximity fuze that allows an optional airburst for wide area effects, partially replacing the capability of the cluster munitions. So, the M57E1 is the most versatile ATACMS variant but we aren’t buying new ones (again, PrSM is coming). What isn’t clear is how many M39/M39A1s have already been converted to the M57E1. Hundreds certainly. We also don’t know the split between remanufactured M39s and M39A1s. On the surface remanufacturing M39s first makes more sense, because their shorter range, lack of GPS, and age (requiring a service life extension) makes them obsolete. And while the U.S. has been moving away from cluster munitions, it keeps some inventory in case of emergency. In that case, you’d want to retain some M39A1s.

Now the question comes up, what ATACMS might you supply to Ukraine? Some press articles have suggested they will be a cluster munition variant. We don’t know how many M39s are left in inventory, but frankly I don’t understand the utility of sending those to Ukraine. They don’t have the range or accuracy to meaningfully improve Ukraine’s capabilities. It’s not that the cluster munition warhead doesn’t add capabilities that nothing else provides, but volumes of M39s just wouldn’t be high enough under any conditions to make a substantial difference. Finally getting deliveries of the GLSDB going is going to be more impactful against targets in the 150km range, and hopefully that happens before the end of 2023. That leaves the M39A1s as a possibility.

There were 610 M39A1s produced. 74 were fired in Operation Iraqi Freedom. Others would have been fired in test and training. So, we can estimate there were around 500 in inventory before remanufacturing to the M57E1 started. The last contract (2021) for remanufacturing of M39/M39A1s to M57E1s that I can find ends in 2024. Projected funding for FY25 is half of what is allocated to the FY24 for completion of the 2021 contract, so it appears there are a few more missiles to remanufacture after the 2021 contract completes. I can’t tell if at that point there are no M39/M39A1s remaining, if any remaining M39s are headed for the scrap heap, and/or if we are still going to hold some M39A1s in reserve in case we desperately need a cluster munition. Any way you try to rationalize the numbers, the U.S. ends up with at best perhaps a couple of hundred M39A1s left after we end remanufacturing. One interesting possibility is that you end remanufacturing with the 2021 contract, leaving whatever was left with the projected FY25 funding (which perhaps you can redirect to PrSM) available to send to Ukraine. Good progress on PrSM makes that a low-risk approach to managing U.S. inventories. On the numbers front my best guess is that leaves at most 100 M39A1s that could be provided to Ukraine.

On the Penetrating Blast-Fragmentation (aka Unitary) warhead front there is a somewhat unique opportunity for delivering missiles to Ukraine. The 100 or so remaining M48s are known as the Quick Reaction Unitary (QRU) missiles. They were an interim buy while the M57 was developed. With most of the M39/M39A1s remanufactured into the M57E1, the U.S. could standardize fully on the M57/M57E1 and eliminate the remaining M48s from inventory. Those 100 M48s seem ripe for transfer to Ukraine.

When you get down to it, I’d estimate there are at most 200 ATACMS that the U.S. could spare, split between the M48 and remaining M39A1s. If we send any remaining M39s that would otherwise be scrapped, the numbers will sound larger, but the impact will be far less significant.

Now some caveats. I’m just an observer doing analysis of open-source information. There is information I might not have, and analysis where I am wrong. I don’t try to cover everything (e.g., the U.S. will soon deploy the Extended Range GMLRS that better addresses the targets that the M39 would have been used for). There are wildcards as always. I’ll even give one. A few weeks ago, it was reported that we “found” more ATACMS, and then that was denied. I suspect what “they” really meant is that the mix of ATACMS was a little different than the numbers they’d been working with. If “they” were looking at a post-remanufacturing Inventory Objective of say 2100 missiles and ignored that total inventory was actually 2300 (including remaining M39/M39A1s), it might seem that 200 more ATACMs had been “found”. They were never lost; they were just not part of the planning assumptions. If you add those back into the planning assumptions, you’ve found missiles you could spare for Ukraine while the U.S. still meets its inventory objective.

Update (10/17/23): Looks like the U.S. did send some of the remaining 165km range M39s to Ukraine as the remains of one have been found after a strike on Russia forces. As I mention above, a useful capability but not the “game changer” everyone is thinking ATACMS will bring.

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Understanding the US Constitution

So many questions I see display an incredible lack of understanding of the structure of the United States of America and its constitution. So how can this be explained simply? I’ll try.

Coming out of the Revolution you had 13 Colonies that became 13 Countries. Yes we called them States, because that is a generic term. Countries are States. They initially united under a pact called the Articles of Confederation, which gave them a relationship similar to the EU. The States did not give up their independence, they agreed to a contract of cooperation that put very limited powers into the hands of a central government. When it was apparent that this relationship wasn’t working as well as desired, the leaders of the states decided to try to improve the situation. In the ensuing argument over how to amend the Articles of Confederation proponents of giving the central (what we now call Federal) government more power won out and the Articles of Confederation were rewritten into the Constitution of the United States. The States then signed (nee ratified) this new contract. And that is the key thing to remember, the Untied States Constitution is a contract between the States. The reality is you are a citizen (even though we now say resident) of a State, and your relationship with the country as a whole is the result of that state’s contract with the other states.

Because the States agreed to give up some of their powers to a Federal Government, nearly everything about the structure of that Federal Government is designed to protect the interests of the States. The States select the President. Why do you think we have an Electoral College? Each State selects delegates to send to the Electoral College to represent it. The representatives of the States then pick a President. The States have a lot of leeway in how they select their delegates. Most states have settled on an election in which all the delegates are pledged to vote for whoever wins that State’s Presidential Election. But they don’t have to allocate them that way, it is just the way that gives the State the most influence over who will be President.

The Senate represents the States. It used to be that State Legislatures actually picked Senators, and that was changed to be votes within the states. But here is something crucial, the only thing you can’t amend in the U.S. Constitution is that each State has the same representation in the U.S. Senate. It is that important to the contract that changing it is explicitly forbidden. The next time you wonder why Wyoming (least populous) has as much power in the U.S. Senate as California (most populous) it is because the Constitution is a contract between the States, the States are equal in that contract, and the Senate represents the States.

Why are Federal Judges confirmed by the U.S. Senate? The States wanted to make sure that the Judiciary, as the mediator between the States, represented their interests. The President, who represents the States, nominates a judge. The Senate, which represents the States, confirms the Judge. When a Federal Judge, particularly when you talk about the Supreme Court, rules on a Constitutional issue they are acting as a representative of the States.

Why are the senior Federal Government officials confirmed by the U.S. Senate? The States, after choosing the President, wanted to make sure that the rest of the senior government leadership was acceptable to them.

Want to change the Constitution? That’s up to the States. It is a contract between them, and changing it without their overwhelming support invalidates it. So yes, Wyoming has as much say in changing the Constitution as California.

There is only one institution in the Federal Government that is not beholden to the States, the House of Representatives. The House is elected directly by U.S. Citizens without the States as intermediaries. Its one unique power is that only the House can initiate legislation to tax Americans. That whole “taxation without representation” thing really had an influence on the structure of the U.S. Government. But also it means that the States can’t impose legislation on the country without the consent of the body that directly represents the people. So it is the true balance point between the Federal Government being a representative of the States and the People having direct representation.

Many of the tensions in society these days stems from forgetting that we are union of 50 separate countries governed by a contract between those countries. Over time the Federal Government has expanded its power by finding cracks in the definitions of what its limited powers were supposed to be. The fact that the Senate, Judiciary, and Presidency are there to represent the States has failed to keep this power expansion in check. You can take any issue in the country today, from why the “Presidential Popular Vote” is meaningless to Abortion, Gun Control, Immigration, Health Care, etc. and get a much better understanding of why the debate exists the way it does in the U.S. by examining it in the light of the true nature of the U.S. Constitution. It is a contract between the States, and they remain independent countries in most regards. They become downright indignant when other states try to cram something down their throat via the Federal Government, particularly when it was not something they agreed to give the Federal Government powers over.

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Whither the JSOW-ER

One of the more interesting changes in the FY22 Defense Budget proposal is the U.S. Navy’s cancellation of the JSOW-ER powered glide bomb (nee, cruise missile) and its adoption of the JASSM-ER cruise missile instead. There is, not surprisingly, very little in the way of information currently available on their reasoning. So I thought it would be interesting to analyze the decision in the absence of explicit guidance as to their reasoning. Does this decision make sense? How will it impact military operations over the next decade or so? This is going to be on the long side, because it is analysis not reporting. Let’s dive in.

Much as been written on the People’s Republic of China’s growing Anti-Access/Area Denial (A2AD) capability. A2AD creates a long range bubble in which an adversary’s ships and aircraft are at extreme risk, making it difficult for them to survive to reach their weapons’ release range. Russia is also pursuing an A2AD strategy, though from a purely Naval perspective China’s is more front and center in U.S. Navy (USN) thinking. To summarize things as far as the JSOW-ER discussion goes, China has developed long range anti-ship weapons (including land-based anti-ship ballistic missiles) that requires U.S. Carrier Strike Groups to operate further from Chinese territory in order to retain the relative safety of the vastness of the ocean. Once the Carrier Strike Group starts operating more than a couple of hundred miles from targets its effectiveness starts to deteriorate. At a thousand miles from target transit times, the need to divert fighters from direct combat to acting as tankers, the need for additional escort aircraft (i.e., for electronic warfare or airborne early warning), etc. means you engage very few targets per day. Some see this as the death of the Aircraft Carrier, but of course that is a one-sided look at the problem. The U.S. is in the process of developing numerous weapons systems to allow the Carrier to remain effective at extended ranges. JSOW-ER was one of those technologies.

To understand JSOW-ER we should first look at a taxonomy of weapons. We start with gravity bombs, both unguided and precision guided such as the U.S. JDAM family of GPS-guided bombs. These are dropped/tossed at a target from fairly short range, though tossing them from high altitude does allow for enough range (up to 28km) to avoid short-range air defenses. These are followed by glide bombs, which can have ranges up to 130km. At 130km the launch aircraft is safe from both short and medium range air defenses, and even long range air defenses can struggle to engage them. However extended, very long, or extremely long range air defenses (as well as fighter aircraft) do place the attacking aircraft at risk. As these defensive systems proliferate, even 130km standoff ranges are insufficient until air defenses have been significantly degraded. To operate at longer standoff ranges you need to rely on powered weapons, for our discussion purposes we focus on cruise missiles. Cruise missiles not only allow you to launch weapons from outside the ability of air defenses to threaten the launch aircraft, it extends the overall reach of the aircraft. For example, if you take an aircraft with a 1200km combat radius and equip it with a 500km range cruise missile, you can strike targets 1700km (1050 miles) from the aircraft launch point without needing to refuel the aircraft.

The USN has a number of glide bomb options, but the JSOW-C/C1 (C1) is of most interest to our discussion. The C1 is a 1000lb-class weapon with a 500lb-class warhead. It is actually a dual warhead called BROACH that has one warhead designed to punch a hole in a hardened target (e.g., bunker, ship) that allows a second warhead (designed to have broader area effects) to get inside and detonate. The C1 uses GPS/INS (as well as a data link to obtain targeting updates) to navigate to the target area, then uses infrared terminal guidance to find and strike moving targets including ships. While anti-ship cruise missiles (AShCM) get all the press, the JSOW-C1 is a primary anti-ship weapon for the USN. With a standoff range of 130km even non-stealth aircraft can use it against all but the most high-end naval air defense systems, of which adversaries currently deploy very few. As very long range air defenses and AShCMs proliferate, that 130km range becomes increasingly insufficient for the early days of a war. One can imagine that by 2035, if not 2030 or sooner, it will be necessary to use a lot of weapons with longer ranges to degrade an adversaries defenses before being able to comfortably close within ideal distances to use the C1. Even though the stealthy F-35 could still safely penetrate long range air defenses to use the C1, keeping the Carrier Strike Group at safer distances presents the F-35C with the need for extended weapons release range. The Navy’s initial plans to increase standoff range was to add a small jet engine to the C1, creating the 500km range JSOW-ER.

The JSOW-ER seems like an ideal weapon for the USN for a couple of reasons. First, as an extended range version of the JSOW-C1 it is compatible with the same aircraft, the same logistics system, the same maintenance and handling systems, etc. Bringing it into the fleet is simple and inexpensive compared to developing and adopting an entirely new weapon. The reach of the Carrier’s F/A-18E/F Super Hornets and F-35Cs would thus be greatly enhanced. Second, the JSOW-C1 is already carried internally by the F-35C and the JSOW-ER was being designed to retain that internal carry capability. So a 1200km combat radius F-35C with a couple of internally carried JSOW-ERs could strike a Chinese DF-21D anti-ship ballistic missile launch site from a Carrier operating outside the range of the DF-21D.

When one thinks of the F-35 one always thinks of stealth, so a scenario with the F-35C operating in so-called Stealth Mode with internally carried cruise missiles makes a lot of sense. Except of course for one thing, when you are launching weapons from 500km away, how much stealth is really required? For many missions the F-35 can operate in so-called Beast Mode, carrying external weapons that degrade (if not eliminate) its stealth capability. Long range standoff strikes is one such example. So being able to carry the JSOW-ER internally sounds great, but might actually be a very niche capability. And what if 500km is still not as much range extension as one would like? The size restrictions imposed by the F-35 internal weapons may currently seems to preclude longer range cruise missiles. So if you want more range, you need an externally carried weapon. Could the USN adopt both the JSOW-ER and another longer range cruise missile for the Super Hornet and F-35C? Of course, and thus the plot thickens.

At the same time the original JSOW glide bomb program was started by U.S. forces, they started the JASSM stealthy cruise missile program. This is a 370km range, 1000lb warhead weapon. The Navy eventually left the JASSM program in order to develop the SLAM-ER instead. The SLAM-ER had somewhat less range than JASSM, and is not stealthy, but whereas the JASSM was only useful against fixed targets the SLAM-ER was also useful against moving targets and ships. Prior to the introduction of the LRASM, which we will get to in a moment, the SLAM-ER was actually the Navy’s longest range (270km) air-launched anti-ship missile. One great mystery is why once the extended range (925km) JASSM-ER was it not adopted by the Navy. While JASSM-ER does offer extended standoff distances, it once again was only useful for fixed targets.

DARPA pursued a technology demonstration project to see if the JASSM-ER could be turned into an anti-ship missile, and the USN decided to pursue that path to meet an urgent operational need. This became the Long Range Anti-Ship Missile, or LRASM. The LRASM retains a land attack capability but suffers from at least one problem, it is outrageously expensive. Reports have it as around 4x the cost of the JASSM-ER. This might be because of its development as an Urgent Operational Need weapon, where cost is one of the tradeoffs made to cut time from the development cycle. It might also be because of the relatively low production volumes involved, something that continues to be confirmed by the purchase rates in the FY22 budget proposal. Most likely it is both. So while the Navy pursues enough LRASM purchases to meet its short term long range anti-ship missile needs, LRASM does not meet the needs for a longer range land-attack missile to supplement or replace the JSOW-ER.

So if LRASM doesn’t fit the bill for a long range land attack cruise missile, and the Navy is cancelling the JSOW-ER, then what is the Navy’s solution? It is a new variant of the JASSM-ER! The Navy’s JASSM-ER will take the anti-ship features of the LRASM and combine them with the JASSM-ER for a unique variant that meets the Navy’s needs. It may also be the case that this new variant will pick up features from the so-called JASSM-XR program. The JASSM-XR is intended as a longer range, and some say larger warhead, version of the JASSM-ER. Now I find the information on the JASSM-XR program extremely confusing, but in at least one version of the story it would have a range of 1900km. There might actually be two new JASSM-ERs being talked about. One sticks with the form factor of the current AGM-158B, the AGM-158B-2, and the other goes to a potentially larger missiles called the AGM-158D. What the features of the 158B-2 are is anyone’s guess at this point, but there are clues. For example, years ago there was a contract for design of a new wing for the JASSM-ER that would yield some modest range extension. Some have associated this with the JASSM-XR program, though it may have been independent of that. So the 158B-2 might have some range extension but not a larger warhead or nearly the range that have been attributed to the JASSM-XR. So just what is the 158B-2, and how does it relate to the Navy’s adoption of the JASSM-ER? Or just what are the capabilities of the Navy JASSM-ER? Only time will tell. But it is clear that the Navy will be buying a cruise missile with a range at least double that of the JSOW-ER. And that greatly increases is standoff capabilities against A2AD environments.

The one things that the switch from the JSOW-ER to the JASSM-ER gives up is internal carry in the F-35C. There has been speculation from time to time that a reshaped JASSM-ER. along with modifications to the F-35 weapons bay, would allow for internal carry. But that is a lot of expense and disruption for a likely unneeded (at least in the foreseeable future) capability. You don’t need extreme stealth at 1000km weapons release range. What if the F-35 does need greater standoff range weapons for internal carry at a future point? First, it is getting some, like the AARGM-ER/SiAW that extends ranges to the 200-300km area. But if the Navy were to decide it wanted more range and larger warhead it could purchase the air-launched variant of the Naval Strike Missile (NSM) that it is already purchasing for ship-launch, the Joint Strike Missile (JSM). Comparison of the JSM and JSOW-ER options may have helped the Navy make this decision, since even if internal carry is eventually a priority the JSM is likely the better option. In the meantime, the U.S. Navy is getting the extended range strike capability that they really need.

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Some color on the F-35 “problem”

When I read statements about, well just about everything, I do mind experiments to try to better understand what I’m reading. The controversy over the F-35’s operating costs are a perfect example. Not so much the current numbers, but even the longer term direction. Now it is very difficult to get good numbers on operating costs because different sources have different numbers. I think that happens for two reasons. One is that some quote direct operating costs (e.g., how much fuel do you burn per hour) and others fully loaded costs (e.g., amortized cost of engine overhauls). Also costs are really reverse engineered from fleet-level costs. You have xxxxx aircraft, it cost yyyyy to operate and maintain those xxxxx aircraft, they fly zzzzz hours per year, so yyyyy/zzzzz gets you cost per hour. Of course if you have some old worn out aircraft and some shiny new aircraft, and the former require a lot of work and the later require very little, then this calculation is misleading. Just dump the old aircraft and buy more new aircraft and you have a much lower operating cost! And actually, this is part of the F-35s problem. Of the over 600 produced so far many are from before the design stabilized because of how the program was run. Buying aircraft concurrent with finishing its design means some number, I don’t know how many, are not representative of the Block 3F final configuration. So they add a lot of expense to the average as they are more difficult to maintain, require upgrades, etc. If that is 100+ aircraft then a big contributor to the cost reductions on F-35 operations is just making those a shrinking percentage of the fleet. But that isn’t what this blog post is about.

The biggest problem with the F-35 being the replacement for just about everything is that it is optimized for the high end fight. Let me give two scenarios to illustrate:

Commander(C): We have a unit pinned down by heavy enemy fire. You need to go eliminate the enemy position.

Pilots (P): They’re just finishing up a repair to the Distributed Aperture System on one of our aircraft. As soon as they close the panels and carefully apply the radar absorbent tape to get us our stealth back we’ll get to it.

C: We’ve already eliminated all air defenses in that area, all you have to worry about is ManPads. You don’t need stealth. Now go.

Two F-35s fly out and take care of the problem. Total operating hours 4 (let’s assume 2 aircraft, 2 hours each). Total cost at today’s ~$35,000 per flight hour is $140,000. At 2025 target cost of $25,000 per hour it is $100,000.

C: Hmm, I could have done that mission with an A-10 or F-16 for $50,000 or less.

Now you may think that a cost difference like this is nothing to worry about, but over the course of a conflict this turns into thousands of missions and many $Billions of dollars. And these costs are accumulating during training, patrols, ferrying aircraft, etc. too.

Now to be fair let’s look at a second scenario:

C: Our troops are pinned down by this enemy artillery position. Take your F-16s and eliminate the problem. There are reports of an HQ-16 in the area, but we haven’t located one. Better use standoff weapons.

P: No problem.

Two F-16s head off. Both are shot down with two pilots dead.

C: Damn, two pilots dead. And a $150 Million worth of aircraft lost. And the artillery still is pounding our positions. What happened?

Subordinate: Turns out they’d moved an HQ-9 into the area overnight but kept it silent so we never detected it. Their SDB’s kept them far out of range of the HQ-16’s missiles, but its radar queued the HQ-9 and they were able to get a lock on our guys, who were well within its missiles’ range. We fell right into their trap.

C: If our intelligence had given us any warning on this I would have sent F-35s. They would have taken out the artillery, and the *&U$#* HQ-9.

Now does the higher operating cost of the F-35 matter in this scenario? Of course not. Beyond the tragedy of two pilots dead, it cost $150 MILLION in lost aircraft to save $50,000 in operating costs. Alternatively you could send additional F-16s to perform the mission, with some dedicated to the Destruction of Enemy Air Defenses, mission. And others with electronic warfare pods to suppress enemy radars. I don’t know how many that would mean, 4? 6? In any case, once you do that any operating cost advantage is gone. You are spending the same or more then if you carried out the mission with fewer F-35s. And because each mission requires more aircraft, you can do fewer missions or need to buy many more aircraft.

There was a time when the Air Force, in particular, thought it better to have one aircraft type for all missions. Every fighter a stealth fighter. Now that doesn’t seem like the right strategy. They need a lot more high end aircraft then in the past because of the air defenses they are likely to encounter. On the other hand, they don’t need every aircraft to be a high end aircraft.

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What’s going on with the US Air Force Fighter programs?

A funny thing happened on the way to 2030, what everyone thought the US Air Force fighter force makeup was going to be changed. In a big way. In particular, the long standing position that all fighter/attack aircraft had to be (seriously) stealthy has crumbled. One could try to address this by answering each “Why is the USAF doing X” or “Does that mean the F-35 sucks” or a hundred other questions individually, or with a broader narrative. I decided to pursue the broader narrative. Which means this is going to be long.

The first thing to keep in mind is that defense programs tend to have long life spans. I always think of it as 10+ years of technology development, 10+ years of product development, 10+ years of production, and 10+ years of sustainment. The “+” is important since each of these 4 phases can last a lot longer than 10 years, but they almost never take less than 10. So this gives you a minimum 40 year lifecycle for a weapon system. At the same time as you are doing that research work you are trying to figure out the threat environment for the program’s lifecycle. So again you are forecasting 30-40 years, or more, into the future. How much has the world changed in the last 40 years? A lot. The Cold War ended. Which is a huge wow from a defense standpoint. Just 20 years ago we were at peace, friendly with Russia, and on a really friendly growth path with China. We had some terrorism concerns, but these were definitely things short of war. But in a few months we will arrive at the 20 year anniversary of 9/11 and 20 years of war against terrorist groups and nations that supported them. Orthogonal to that Russia and China have risen to be major threats again. On the technology front we all know how much has changed. 40 years ago people didn’t have PCs and computer networks were in their infancy. 20 years ago the Internet was in its toddler phase, only some of us had cell phones, and they were just phones. Drones were things the military used for target practice. Etc. Tech was primitive. And so was defense tech relative to what we know today.

The F-35 program has its roots in a program the US Marines worked with DARPA on starting in 1983 to look at a successor to the AV-8B Harrier (which had just entered service). So conceptually it goes back almost 40 years. Then the US Air Force also started a program to look at what should come after the F-16. And the US Navy, well they were still smarting from the cancellation of the A-12 and were back to trying to figure out how to obtain a stealthy strike aircraft. But the Cold War had ended sending ripples through all these programs. Aircraft were used less, and wearing out more slowly. The threat environment abated of course, taking some of the pressure off to stay ahead of potential adversaries. And defense budgets were cut dramatically. So in 1993 these separate efforts were merged into the Joint Advanced Strike Technology program. It was renamed to JSF in 1995. So as we sit here in 2021 and ponder the F-35, what we have is the world’s most advanced fighter aircraft that is also based on a view of warfare, future threats, and technology that is over 25 years old. Certainly that view saw tweaks before the final product definition for the F-35 was locked down, but even those tweaks are 20 years old now. That’s one reason rolling out the so-called Block IV changes have become so important. They update the F-35 to incorporate much more of what has changed in the last 20 years than could be done during its elongated development process. But the important thing to keep in mind is that the vision around the F-35 is a 20-40 year old vision, and not everything about that vision stood the test of time or march of technology.

First up in discussing the Air Force’s apparent change of position on stealth is to think of what they were trying to accomplish with an all stealth fleet. Stealth is not something you need for every mission, but the number of missions where it is required started to break the “first days of war” model that was in place in the late 80s and 90s. In that model you used a small number of specialized stealth aircraft (e.g., F-117), along with Navy ship/sub and Air Force strategic bomber launched cruise missiles, to severely degrade an adversaries integrated air defense network and command and control systems. Within days those were ineffective enough that you could use your non-stealthy aircraft to continue the strikes. The problem was, as sophisticated air defense systems proliferate the number of specialized stealth aircraft and their geographic positioning become issues. You will have heavily defended targets where it takes weeks or months before you can degrade their defenses. So the Air Force went in a different direction. If every aircraft was potentially stealthy, you could make the decision on a mission by mission basis on how stealthy it had to be. Going into an area where air defenses are minimal, hang as much ordinance as you want off the aircraft and don’t worry about stealth. Need to worry about heavy air defenses in another mission? Just use internal ordnance. So you shift the stealth decision from “Do we have any F-117s in the area that are available” to “What weapons should we load up each aircraft with today”. That’s a huge benefit, and one that works for everything from a peer state adversary to a regional adversary to we are going up against a terrorist group that is getting support from a state-level adversary with air defense weapons in the vicinity. So on that level, all aircraft are stealth aircraft makes sense.

Second up is to think about the weapons of the late 80s and early 90s when these decisions were made. Although we are very used to precision guided munitions, glide bombs, and cruise missiles today that was all pretty new stuff back when these decisions were made. Cruise Missiles, for example, were just on ships and large strategic bombers. And they weren’t capable of hitting moving (e.g., tanks) or relocatable targets (e.g., ballistic missile transporter erectors). Laser-guided bombs were available, but had to be released at short range (just a few miles). Laser-guided missiles were also available, but again range was only about a dozen miles. Even JDAM GPS/INS guided bombs were a few years away, and like cruise missiles only useful against fixed targets. Oh, and their range wasn’t much better than the Paveway and Maverick laser guided weapons already in inventory. Basically the idea of standoff weapons in the mid-90s was that 4th generation fighters could stay out of the way of Short-Range Air Defenses, but they were very vulnerable to medium range air defenses. And those were proliferating. A stealth aircraft could evade both long and medium range air defenses to safely close within range to use a Paveway Laser Guided Bomb (LGB) or a JDAM. The U.S. would also start work on longer range standoff weapons, such as the JSOW glide bomb and JASSM cruise missile (which unlike earlier cruise missiles was slated to be carried on larger fighter aircraft). But even though JSOW could be released at the fringes of a medium range air defense system, overlapping air defenses still leave 4th generation fighters vulnerable. And even JASSM, with its 200 mile range, doesn’t sufficiently shield aircraft from longer range air defense systems. In their original form, the form that was under development when F-35 decisions were made, JSOW and JASSM could not deal with moving or relocatable targets. For that you had to fly in and locate the target, then illuminate it with a laser and use a LGB, or other laser guided munition, to engage it. So even knowing that longer range standoff weapons were in the offing, stealth was still a key feature for any new aircraft.

Third is to talk about some cost factors. With weapons like LGBs and JDAMs you are looking at under $50,000 per weapons. In some cases half that. With cruise missiles you are looking at $1M and up. Glide bombs are somewhere in the middle, with those just capable of hitting fixed targets costing little more than a JDAM. When it comes to moving targets things get far more complicated. A simple laser guided glide bomb isn’t going to cost much beyond a JDAM, but requires the launch aircraft to be within range of medium range air defense missiles while it illuminates the target. When you add in alternative, autonomous, terminal guidance (imaging infrared or millimeter wave radar) costs soar and the glide bomb can approach cruise missile costs. Cost matters, as anyone who watches the ups and downs of U.S. (and other countries’) defense budgets can testify to. You are never going to afford enough cruise missiles to attack all necessary targets, you are going to have to use lower cost weapons for most targets. And back in the 1990s it was pretty clear you could only afford to use cruise missiles for the highest value targets. For everything else you would have to get in close with an aircraft and use standoff weapons with modest range and low cost guidance. And that means having to evade medium range air defenses.

Up until this point it should be clear why you want a stealth fighter, and why every fighter a stealth fighter makes sense. Of course the F-35 isn’t just a stealth fighter, it is a combination of all the latest and greatest technologies in one aircraft. For example, the F-35’s EOTS system combines the functions of a Targeting Pod and an IRST and is built into the aircraft. For an F-16, F-15, or F-18 these are pods that you swap out depending on mission. Air Superiority? Put a Legion IRST Pod on the F-16. Ground Attack? Instead of the Legion you throw a Lantirn, Sniper, or LITENING pod on it but lose the IRST capability. And while Rafale also has an integrated targeting/IRST capability, the F-35 goes further with its DAS system. That’s 6 IR sensors around the fuselage that gives it 360 degree situational awareness. There is a lot more there as well, just want to go into this saying the F-35 is an amazing aircraft. Even if you doubt that, just take it as an assumption for the rest of this.

Now of course the F-35 has its downsides. Although the purchase cost is now down to the same amount as a 4th generation aircraft (particularly when avionics, targeting pods, etc. are included), the cost per flight hour are way too high compared to other fighters. While this is supposed to be brought under control by 2025, there are skeptics of course. Then there are supply chain problems that make it difficult to increase production rates, not to mention holds readiness rates down when spare parts aren’t available. But these are short term concerns when you are talking about an aircraft that is early in its production life. They do impact short term decision making, but should be secondary factors in overall fleet mix discussions.

So it’s 2021, and a lot has changed. Certainly much of what fleet planners and defense analysts projected back in 1995 has come true. So called Area Denial/Anti-Access environments validate most of their fears. What they less anticipated was how other offensive technologies would change heading into the 2030s. And it is those changes that bring the “every fighter a stealth fighter” requirement into question. Before I go into that let’s set one more baseline. There are sets of missions that a fighter/attack aircraft might seek to fulfill, and within each mission there are numerous scenarios. We used to buy separate aircraft for each mission, or even for subsets of the scenarios within those missions. We had fighters, interceptors, light attack, all-weather attack, close air support, long range strike/tactical bombers, etc. Over time we were able to merge these missions into a small set of aircraft types. The multi-mission fighter/attack aircraft became the norm. And the F-35 is peak multi-mission. So one of the questions that you need to ask when evaluating fleet composition is simply “is a single type the right solution for all missions or could some missions be better served with other types”.

Multi-mission vs. single mission has already been answered in at least one case. While a case can be made that the F-35 (and particularly the F-35B) is a fine close air support aircraft, we’ve decided to retain the A-10 to fulfill at least the core of that mission. In reality every aircraft at our disposal has been used for close air support over the last two decades. Including the B-1 bomber. But for those cases where “low and slow” still make sense, nothing is going to beat an A-10.

How about the decision to replace the remaining F-15Cs with the F-15EX, rather than the F-35 (or staying on the original plan of waiting for a next generation air superiority fighter to replace the F-15C)? Now things get interesting, and first off lets talk about things that have changed and are changing since the every fighter a stealth fighter strategy came into play.

We need to talk about Drones, Cruise Missiles, and Standoff Weapons. Back in 1995 the vision of a Drone/UAV/RPV was as either target drones or as an ISR (Intelligence, Surveillance, Reconnaissance) asset. It wasn’t until post-9/11 that the Hellfire missile was jury-rigged onto a Predator RPV (Remotely Piloted Vehicle). The Reaper, which replaced the Predator, is much larger and can carry a variety of weapons. It started out as a civilian project (for a cellphone communications relay system), but the military saw it and realized it would make a great Predator replacement. While we had a hint of the future in the 90s when the IAI Harpy loitering munition, nee “suicide drone”, appears as an anti-radiation weapon it wasn’t until a more general purpose version (Harop) appeared about 2005 that things really began to change. Still it is only within the last half-dozen year or so that we’ve seen an explosion of armed drones, loitering munitions, consumer-grade drones modified to drop small weapons, swarming drones to overwhelm defenses, etc. We are still at the beginning of this trend. Likewise we’ve gone from long range cruise missiles being a U.S. only capability carried by large aircraft to being a threat to the U.S. itself. A great deal of U.S. effort these days is in figuring out how to stop saturation cruise missile attacks and deal with the wide variety of armed drones that are proliferating. That’s on the defensive side. On the offensive side, new types of drones and cruise missiles represent an opportunity for the U.S. The last factor is the growth in standoff weaponry.

In a major conflict there are going to be hundreds of thousands of targets that need to be engaged. Back in the 90s or early 2000s the U.S. could only have enough cruise missiles to engage hundreds of targets. Glide weapons weren’t yet in operation. But today standoff weapons are being acquired in large quantities. SDB and Stormbreaker, JSOW C/C1, JASSM-ER, upcoming weapons like JSOW-ER and JASSM-XR, etc. Many of these have autonomous moving and relocatable target terminal guidance. Cruise missiles can now be used to engage thousands of targets, 10s of thousands with glide bombs. While non-stealthy aircraft are still at danger from long range air defense systems, they can launch weapons from beyond short and (most) medium range air defenses. These weapons give new capabilities to the F-35, but also expand the set of scenarios where a 4th generation aircraft can be successful. And then there are hypersonic weapons. More on this later.

Now we can really start to delve into the U.S. backing away from the “all fighters are stealth fighters” strategy. Let’s start with the purchase of the F-15EX to replace the F-15C. When the air force announced this strategy there was a lot of pushback of the “why not the F-35” form. Going back to the point that there are various missions, the F-15C is primarily used for North American Air Defense. The Air National Guard also uses the F-16 for North American Air Defense. A few F-22s are used in that role as well. But the observation here is that hundreds of fighter aircraft are used for North American Air Defense, and for the most part they don’t need stealth. Their primary mission is shooting down large numbers of cruise missiles launched at the U.S., not at all something where stealth would help. In fact weapons like the APKWS laser guided rocket are being tested for cruise missile defense, a weapon not compatible with being carried inside a stealth aircraft’s weapons bay. And so capability and cost for a very narrow mission set made the F-15EX along with F-16 upgrades very attractive. There is now talk of new purchase F-16s, or even more recently maybe a new build 4th generation fighter. New F-16s probably follows the rationale of the F-15EX purchase. The F-15Cs were so old and worn out that maintenance costs quickly exceeded replacement cost. The F-15EX is a really easy way to replace the F-15C; minimal retraining and other costs. And you get a major upgrade to the F-15 as a result. I assume the original “new F-16s” falls into the same arena. We are upgrading existing F-16s, but they are worn out. Buying new ones in the latest configuration makes more economic sense. Again for missions where the F-35s unique capabilities aren’t needed. Both buys avoid the F-35 supply chain and cost per flight hour problems. The F-15EX also keeps the U.S. manufacturing base healthy by maintaining a second major airframe supplier.

The recent revelation that the Air Force might actually develop a new 4th generation F-16 like fighter is more interesting. Isn’t that likely to bring with it some of the same problems as with the F-35? Development costs. Creation of a new supply chain. Going through a maturization process. Extensive re-training? Etc. Why do this? Also, there is more chatter on replacing the existing F-15Es with the F-15EX is picking up. Why?

I’ve talked about missions that don’t require stealth. I’ve talked about the growth in standoff weapons. I’ve mentioned hypersonic weapons so let’s talk about that next. With great speed and range comes great size and weight. A long range (1000nm+) hypersonic cruise missile is probably too big and heavy to carry on the hardpoints of most fighters. Even the subsonic JASSM-XR is probably too big for many fighters. The F-15EX has a centerline hard point that can handle 7500lbs, which probably handles the large hypersonic missiles currently under development. Otherwise these missiles are going on bombers not fighters. The JASSM-XR may not be that heavy, but is almost certainly over 3500lbs. How close to 5000lbs I wouldn’t venture to guess. While the 30,000lb MOP bunker buster is not a fighter weapon, the 5000lb bunker busters are also pretty much an F-15 weapon.

The F-35 has two external hardpoints that can carry 5000lb weapons. That’s great, though of course that means you are flying in beast rather than stealth mode. The F-16? It doesn’t have any 5000lb rated hard points, they top out at 4500lbs. And the 4500lb hardpoints are usually used to carry external fuel tanks leaving the maximum weapons size at 3500lbs (on two other hardpoints). That could handle a JASSM-ER, but it is possible that the JASSM-XR may exceed the 3500lb limit. The F-16 also is very short range, about half the F-35 range, on internal fuel. So if you put heavy weapons on the two hardpoints that can handle heavy weapons you have a range issue. Yes there are conformal fuel tanks. There is also the centerline tank, but that is where you mount the Legion pod. So you can’t have IRST and lots of fuel and heavy weapons. The F-16 also has internal space limitations for many systems, so that you need to hang electronic warfare (and other) equipment that is carried internally on the F-15, F-18, and F-35 in pods. So what if you could design an aircraft that was in the same class as the F-16 (small, light, relatively inexpensive) but addressed these limitations? Perhaps that is what the revelation that a clean-sheet aircraft is being considered are all about.

Think of such a clean sheet aircraft as more internal fuel, more space to bring at least some podded systems inside, and a hardpoint or two that are always free for heavy weapons. At least meeting the 5000lb threshold, but imagine one that can handle 7500lbs. Now, beyond the anti-cruise missile mission, you have a 4th generation fighter that could handle the full gamut of standoff weapons. That’s interesting, though I’m not sure why you wouldn’t just buy more F-15EXs. Only details of what the aircraft is and what it costs will explain that.

The growth in standoff weapons is just one change, and perhaps the less interesting one, in terms of why more 4th generation (and by that I do mean 4+++ generation) fighters could make sense. The big investment area right now is in “loyal wingman” and other air-launched drones. These are often described as attritable, that is cheap enough to risk. Some may be attritable, some may be expendable, and others as undesirable to lose as the fighter itself. But as much as possible they are what you send into harms way. They have autonomous capability, but are under the command of a manned aircraft. They come in varieties for air defense vs strike vs other missions. They could be stealthy or not. They could be long range, or not. In any case, if your fighter is acting as the controller of such drones and it is the drones that are sent into harms way, why exactly do you need a stealthy fighter? It depends on the mission and specific scenarios, but it is not hard to imagine that as the Air Force re-examines the fleet mix in light of “loyal wingman” drones, ubiquitous long range standoff weapons, and other developments (e.g., efforts to create low cost cruise missiles), it finds a significant portion of its mission set doesn’t need a stealthy manned fighter. And that could put it on course to a roughly 50/50 mix of stealth vs. non-stealth fighter/attack aircraft supplemented by a large number of loyal wingman kinds of drones.

Now is this the right strategy? I don’t have a strong opinion yet. I certainly don’t see things as black and white. Not every fighter has to be a stealth fighter. But what is the right mix? That I don’t know.

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Covid-19 Vaccinations: Just get on with it

With multiple Covid-19 vaccines now approved having received Emergency Use Authorization (EUA), and with others on the way, two big questions keep resurfacing. One is on the prioritization of who should be offered the vaccines first, the other is about the willingness of people to be vaccinated at all. The first is a very valid debate, with quite a bit of tension in the system. Should we focus first on those with a high risk of exposure (i.e., healthcare workers) or high risk of death (i.e., pre-existing conditions)? Should we prioritize minorities who have historically been underserved by the medical community? Or is that too much of a throwback to the days when Black Americans were the subjects of medical experimentation? This later point intersects with the second question, because Black Americans are one of the most wary groups when it comes to being vaccinated against Covid-19.

On the prioritization front there are two camps. The first camp believes we should focus on healthcare workers so that our ability to care for Covid-19 and other patients is not diminished by those healthcare workers contracting Covid-19. We may feel good about rewarding them for their heroic efforts throughout 2020, but it is keeping them in the fight that justifies prioritization over the second camp. The second camp is simple, prioritization based purely on reducing death. A healthy young healthcare worker is very unlikely to experience more than mild illness, so why are they being prioritized over others who would likely experience severe illness or death? This is, of course, a vicious cycle of argument since even a mildly ill (or asymptomatic) healthcare worker is out of the healthcare business for weeks. And if we have enough of those, then people will die from lack of adequate care. But it is still a good philosophical argument to have. I have even talked to healthcare workers who are in no rush to be vaccinated, in part, because they believe it would be more valuable for others to get the vaccine first. For all the debate underway, and the variation between states since they decide the detailed vaccination strategy (based on CDC guidance), prioritization is quickly becoming the less interesting point simply because it is getting to be too late to alter the strategy.

So we switch focus to the second question, will people (and I’m U.S. focused here obvious) actually get vaccinated? Before delving into this more broadly I’ll talk about my personal position. I am one of the most pro-vaccine people on the planet. I know this comes from my parents, in addition to my scientific viewpoint. I grew up with stories about the horrors of Polio, starting from the days when I asked my mother why one of our cousins needed a brace to walk. During the AIDS Crisis my mother really opened up about Polio as it triggered memories of her youth, and the fear that they lived with. And one of my earliest childhood memories? Lining up for blocks to get into a polio vaccination clinic. Hours waiting in line so that I could eat a sugar cube that had a drop of the newly introduced Sabin Polio Vaccine on it. Recently I’d asked my mother if her mother had told stories about the Spanish Flu, and instead she revealed that the pockmark on my Grandmother’s face was the result of Smallpox. Polio and Smallpox, two horrific scourges of humanity that only a few remaining Americans have any personal knowledge of. Two that I haven’t had to worry about my entire life because of vaccines. Despite that, I’m not in a rush to get the Covid-19 vaccine even though I deeply desire one.

My reluctance to get the Covid-19 vaccine is simple. Since it will not materially alter my life if I get it in January versus March, April, or even June, I’d rather wait and make sure we don’t discover a different side-effect profile in broad use than was found during trials. And that is partially a reflection of age. I’m on the cusp of being in one of the riskier groups, both by age and pre-existing conditions, but not actually there. So I don’t feel the full pressure of the high probability of severe illness should I contract Covid-19. On the other hand, I am not as much of a risk taker as I was in my 20s or even 30s when I not only would be jumping up and down for the vaccine I would likely have applied to be in a trial. So the risk/reward evaluation is, I want it soon but I’m not in a rush. Now if there were lifestyle benefits, like being able to visit my mother (who I have only seen once in a year, and who will be receiving the vaccine very shortly) then the risk/reward balance would change and I’d be in more of a rush. But so far no one is suggesting being vaccinated exempts you from all the restrictions on life. That is probably not something we see until the summer.

It’s not just me of course. The general conversation I have with people reveals similar thinking to mine. Even others who very much want to be vaccinated are in no rush. Then there are the skeptics for various reasons. Finally there are those who are either broadly anti-vaccine, or have been convinced there are issues with these. We will ignore those who are broadly anti-vaccine because that’s a different topic. We should be addressing those with “other issues” by addressing those issues. Yet I had to do faceplant the other day as Colorado’s State Epidemiologist tried to address the question of the use of abortive fetal cell lines in the development of Covid-19 vaccines. She well addressed that the vaccines don’t contain any fetal cells, but botched the overall answer by obfuscating whether the cell lines used in development of the vaccines originated from abortive fetal tissue. This obfuscation is certain to fuel the fire of many morally opposed to the use of abortive fetal tissue in medical research, and cause them to avoid vaccines where this is the case. I think North Dakota handles this question much better, pointing out that many key authorities have rules there is no moral conflict. Even the Catholic Church is supporting the use of these vaccines. Still, many are likely to avoid the vaccine over this moral dilemma. And as you’ll see in a minute, that’s ok.

As for some of the other objections, well I just can’t deal with the “Bill Gates trying to inject us all with tracking chips” people. I will admit that actually knowing Bill, not that we are buddies or anything, causes me to get pretty emotional about irrational attacks on him. I think that most people who have worked with Bill over the years have the same kind of reaction. So we will ignore those people. Oh, and as you’ll see in a minute, their irrationality doesn’t matter.

Right now we are supply limited on Covid-19 vaccine. That means many of these debates just don’t matter. If people in the artificially determined higher priority groups delay being vaccinated when initially offered there are plenty of people in the next priority group ready to step in a little earlier. I’ve been predicting that the vaccines will be made available to anyone who wants them much earlier than the official timeline specifically because of this. That’s not failure, that’s success. There are many paths to get to the endpoint we are seeking, which is very high percentage of the population being vaccinated. You can try as much as you want to come up with the optimal path to get there, but that was never going to be fully agreed to or realistically executed upon. What’s important is every dose available being deployed as quickly as possible.

What about all those resisting for one reason or another? With a few small exceptions it doesn’t matter because their objections will fall by the wayside as vaccination proceeds. Myself, and all those with a little reluctance? I’m not that reluctant. If my doctor calls in March and says “go” I’ll go for it. Actually, I think February would be ok. My wife commented she wanted 6 months of data, and I pointed out that we’ve already passed that mark for trial participants. We will soon have 10s of millions of Americans, and many more worldwide, who have been vaccinated and that will remove a lot of doubts. There are vaccines in the pipeline with absolutely no taint of the abortive fetal tissue issue. By the time we need to get those with remaining moral concerns on board at least one of those should be available. Even the “tracking chip” people will eventually find a vaccine available which Bill Gates had absolutely no involvement in, and so perhaps many can be convinced to be vaccinated with those. This all goes back to my point, that no grand plan survives (as in the military, no battle plan survives the first encounter with the enemy). And that’s ok.

Everyone who is vaccinated is a step in breaking the back of Covid-19. No we don’t have data on if these people can still transmit the SARS-Cov-2 virus, but that’s just a lack of data. It is one of those things that we gave up by starting vaccinations under EUAs rather than full approvals. That data will come in as we go, but it seems very likely that vaccination will at least reduce (if not eliminate) transmission. And if we get those most likely to suffer from severe illness vaccinated early, it may not even matter. We live our daily lives with the threat of mild to moderate illness as a constant, and if we reduce the Covid-19 threat to the level of other constant threats then life as normal can return.

When asked about return to normal spectator sports the other day Colorado Governor Polis said he expects some people to be in the stands for the Colorado Rockies’s season opener at Coors Field in April, and that by the last (regular season) game at Coors Field in September the stands will be full. That’s a really fun timeline to be working with, especially if you are a baseball fan like me.

The bottom line for me is that most of the debates about the Covid-19 vaccines themselves, the prioritization of offering them, the willingness to be vaccinated, etc. are pretty much meaningless. All that is important is that we get on with vaccinating people as quickly as we possibly can, the rest will take care of itself.

Less talk, more pokes.

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Masking Ignorance

I’m still working on having two different blogs and posted a piece on my tech blog that really belongs here. Rather than moving or re-posting it, just leaving this placeholder for it. https://hal2020.com/2020/05/11/masking-ignorance/

 

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More evidence on my Covid-19 Wave 2 projection

This is an area that is developing so fast that I wanted to do a quick update. Besides Remdesivir, trials of another anti-viral treatment for hospitalized patients has yielded a somewhat similar positive result. This time it is a drug cocktail, born not just out of how we learned to combat HIV but including drugs used in that fight. In this trial average time to resolution of symptoms was 7 days vs 12 days for the control group. The cocktail is of existing approved drugs, so in theory doctors could begin using this therapy at any time (i.e. “off label”). By the time Wave 2 hits this fall one or both of these therapies will have much more supporting data and be available in reasonable quantities.

There is another exciting effort going on that was initiated by Steve Kirsch to find early use out-patient treatments. This effort is called the COVID-19 Early Treatment Fund (CETF) and one of the things they point out is that there are currently 700 funded trials of inpatient treatments (i.e., for when you are so sick you are hospitalized) and only 2 for outpatient treatments. So they are trying to raise funds to support trials of outpatient therapeutics, with Kirsch having provided seed funds. I bring this up as part of my Wave 2 thinking because they already have supported one compound that has started trials, peginterferon lambda-1a (“Lambda”). Lambda is a drug that has already been through late stage trials for other indications and has an established safety profile. If trials for Covid-19, including the one  CETF is supporting at Stanford, show efficacy than it could have an accelerated path to approval. Would the FDA use its Emergency Use Authorization powers to make a drug  for treating mild cases on an outpatient basis (and hopefully preventing them from turning into cases requiring hospitalization) quickly available? Or would they require a classic, if accelerated, Phase 3 trial and New Drug Application? That’s probably the difference between if Lambda (assuming it actually works) is available as a tool to combat Wave 2 or not. But both Lambda, and CETF’s broader mission of focusing on near-term early treatment options, are quite promising.

 

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The fall Covid-19 return will not be like the current outbreak

Now that we seem to be getting the Covid-19 situation under control, not that life will return to true normal for a long time, discussion about a second wave this fall is getting much more attention. Let’s just accept, or at least assume, that there will be a second wave 6 months from now. Things are going to be very different. I’ll go further, and at the risk of sounding overoptimistic, argue that it will be a quite manageable situation.

The biggest problem with Wave 1, which is only now starting to abate, is that it had a high amount of what Donald Rumsfeld famously called the unknown unknowns:

…there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknown unknowns—the ones we don’t know we don’t know. And if one looks throughout the history of our country and other free countries, it is the latter category that tend to be the difficult ones.

Every few years there is a pandemic, or at least an epidemic, from some new novel virus. And while occasionally they cause significant harm, outside the medical community,  here in the U.S. we tend to ignore them. So when word of a new virus in Wuhan China started making the rounds in January 2020 (the WHO was alerted on 12/31/2019, which explains the SAR-CoV-2019/Covid-19 naming) there was somewhat of a Chicken Little effect. Been there, done that, have some t-shirts, there are no hand sanitizer dispensers out at the airport so it can’t be a big deal, etc. By the way that last one was me for a while. In previous major outbreaks like H1N1 hand sanitizer stations was everywhere even if people weren’t paying attention to why. But even for my final airplane flight to shelter at home on March 13th, neither SeaTac nor Denver airports had deployed hand sanitizer. Yes I know a shortage developed, but the airports must have had stockpiles they never deployed. By the end of February we were in WTF mode, which transitioned a couple of weeks later to “we are F…..” mode.

Think about all the known unknowns and unknown unknowns from just 60 days ago. How does it spread, how long does it live on surfaces, how deadly is it, why people die from it, etc. We had no idea what supportive treatment protocols worked. We knew we had no therapeutic, prophylactic, or vaccine solutions but didn’t know how long it would take to find and prove what worked. Yes we’ve barely scratched the surface on all this, but we do have some scratches now.

So we panicked, and shut down as much human interaction as possible. I’m not going to discuss that here,  but maybe in a future blog post. The point is the extreme social distancing was a response to the level of known unknowns and unknown unknowns. And my premise is that by September 1st the number of unknowns, of both varieties, will be so greatly reduced that Wave 2 will be manageable without shutting down the world.

Even though it has only been a bit over two months since Covid-19 went from stories out of Wuhan China to deaths in a nursing home in Kirkland Washington, treatment protocols for the disease have already changed dramatically. In March a huge part of the panic was that we had insufficient ventilators for the most serious patients. Lots of companies have stepped into fray and by September we will have a lot more ventilators, but more importantly perhaps, we’ve learned that we were putting people on invasive ventilators prematurely and that for many alternate approaches were called for. More recently the need to aggressively confront blood clots has emerged as a front in the battle.  Even ignoring theraputics, by September supportive treatment protocols will be far more mature and likely (hopefully) lead to improved survival rates and a reduction in lasting damage for serious cases. We also learned how to quickly increase the number of intensive care rooms to handle serious Covid-19 cases.  The protocols healthcare professionals are following keep evolving to better protect themselves and their patients. At one point an acquaintance who works in a hospital told me they were getting protocol updates multiple times per day. By September these protocols should be much more mature.

Another huge change when comparing September to March is Personal Protective Equipment (PPE) availability. We went into this crisis with an inexcusable lack of supply of PPE for both healthcare professionals and individuals. Again there is a huge ramp-up in both manufacturing of PPE underway, and rollout of technology to sterilize what are traditionally disposable PPE to alleviate shortages. Between massively increased supply and some demand slowdown over the summer months, in September there will likely be adequate PPE. It is even likely that there will be adequate supply for non-healthcare professionals , for example Chinese KN-95 masks are increasingly available outside the healthcare environment (where U.S. N-95 respirator masks are the standard).

Now let’s talk about theraputics. Last week we got the initial results from the first large scale high quality study on the use of an antiviral, Remdesivir, for treating Covid-19. It showed a 1/3 reduction in time to recovery for patients with severe Covid-19. Is this a silver bullet? No. The problem with Remdesivir is that it is administered by IV for 5 days in a hospital setting. Because of that, it is only likely to be used on patients who have severe enough illness to require hospitalization. But what we know about antivirals is that they work best when administered very early, like in the first few days after infection. So it isn’t a silver bullet, but cutting the time someone needs to be hospitalized by 1/3 means a significant reduction in the number of hospital beds required.

Taken together, the improvements in treatment protocol, the increase in ventilators, the ability to rapidly scale up intensive care rooms, the abundance of PPE, and at least one drug that reduces the length of hospital stays suggests we will go into September without the same pressure to “flatten the curve” to avoid overwhelming the healthcare system that we had in March.

Of course these developments also suggest we will start to reduce the so-called Case Fatality Rate from Covid-19 as well. So let’s explore that some more. I’ve already mentioned Remdesivir, and now investigation into use of blood thinners, but is that all we’ll have in September? I certainly hope not. There are a lot of trials of medications to address the cytokine storm that is believed responsible for Covid-19’s high fatality rate. There is even a blood filter that is being tested for this. Is it possible that all attempts to mitigate the cytokine storm will fail, or require more extended development? Yes. Is it likely? My gut says lots of people wouldn’t be pouring immense amount of energy and money into this if they didn’t have pretty high confidence of success. While I can’t say what precisely will work and what won’t, it is very clear that by September doctors will have additional tools at their disposal for combatting the effects of Covid-19.

So what about “silver bullets”? I’ll distinguish silver bullets from nuclear weapons, where that latter are vaccines. Let’s split this into two different categories. First there are other antivirals beyond Remdesivir that might look silvery if not actually be silver bullets. Favipiravir is an antiviral approved in Japan for fighting influenza and currently undergoing trials in multiple countries for use against SARS-Cov-19. In Japan they are already ramping up production in anticipation of successful trials. EIDD-2801 is a promising antiviral just entering trials here in the U.S. Both are taken orally, so can be administered early on. For example, you test positive even if asymptomatic and are given one of these drugs to cut the disease short. Or perhaps you were exposed to someone who was infected, and one of these are given to you prophylactically. By stopping the virus early you both prevent progressive into more serious disease state and reduce its transmission. There is a decent chance that one of these will be available (possibly favipiravir as an approved drug, or EIDD-2801 under an emergency use authorization), though perhaps in very limited quantities, by September.

The area that excites me the most are antibody treatments. Not only could they cut short the disease for those infected, they have the potential to provide immunity for several weeks after dosing so are ideal prophylactics until vaccines are ready. Trials of convalescent plasma antibodies are already under way and, if successful, would have the clearest path to being available in September. But that approach has limitations (e.g., you need plasma donations from recovered Covid-19 patients with high concentrations of antibodies in their bloodstream). Many companies are pursuing non-plasma antibody theraputics for battling Covid-19, and Regeneron’s is about to enter trials. They are going to ramp up manufacturing in parallel with the trials so that if the trials are successful they will have a large number of doses available by September. If this approach works out then we will have a real way to stop the virus in its tracks, at least in hospital settings, and possibly provide 8-10 weeks of prophylactic protection. BTW, if you want to participate in development of another antibody treatment it turns out distributed bio is accepting crowdfunding to boost its efforts.

Vaccines are the real nuclear weapons in the fight against Covid-19. They also take time to develop and test, and so most estimates don’t have them available (and certainly not in quantity) until late 2021. But there are a couple of approaches that might provide vaccines by September. One is a repurposing of the BCG tuberculosis vaccine, which appears to have some broad protective ability. Although I’m not a doctor, and don’t even play one on TV, if the BCG vaccine helps at all I’m not getting the feeling it is preventative so much as something that leads to milder disease. More promising is a vaccine developed at Oxford University that could be ready in 6 months, but even if successful it is unlikely to be available in large quantity in time to make a big difference in a fall outbreak. What it could be used for is to protect healthcare workers, and perhaps some very vulnerable segments of the population, while manufacturing ramps up and other vaccines are developed. Bottom line is that we may have help from vaccines by this fall, but I’d put a lot more on antibody treatments being available and highly successful.

At this point what I think I’ve established is that by September our ability to treat patients who come down with Covid-19 will be tremendously improved. Survival rates should be higher. Concerns about running out of resource should be greatly reduced. We may even be able to protect healthcare workers and vulnerable populations from becoming infected. But what about the non-medical response to managing the fall outbreak?

Lack of testing has been the bogeyman of the entire coronavirus outbreak. I was a skeptic about the value of having more testing when we (a) had no treatments and (b) the tests took days to yield a result. But you can see in the news pretty much every day a massive expansion in test availability, and in particular rapid point of care testing.  By September we should expect wide availability of testing that allows us to to discover within a few minutes if someone is currently sick or if they have antibodies. Tools will also be available for contact tracing, though I suspect there will be significant resistance to using the more automated mechanisms like cell phones, for this. In any case, this will allow the use of narrowly targeted measures to stem the disease (i.e., isolating only specific individuals, or temporary closures of specific business locations).

Combine all this with what is sure to be continuing voluntary social distancing, ongoing efforts to reduce the density of human gatherings, and generally heightened use of infection control tools, and the fall outbreak should be far less scary or impactful than the winter/spring one has been.

Could I be totally completely wrong? Of course. Not only is this not my area of expertise, which adds more uncertainty to everything I’ve said, but its actually possible that every drug and treatment currently being tested will ultimately fail. And we are already so fatigued of “stay-at-home” that by September “authorities” won’t be able to convince enough of us to go back into it, nor will they be able to sufficiently enforce a stay-at-home order, sending us right back into March madness. But I’m going to stay positive and keep to my message, Fall Covid-19 will be nothing like Winter/Spring Covid-19.

 

 

 

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Hello world!

I’ve had this blog “allocated” for years, who would have thought it took Covid-19 to really use it. For my primary blog, which is Tech Focused, please go to Hal2020

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