Here's a thought: AstraZeneca/Oxford are in the weird position of delivering exactly the vaccine everyone expected, but since everyone else seems to be overdelivering, it might just not be enough. Also, it seems they botched their Phase III trial with a dosing error, leading to the "half/full" regime being tested first place.
This is a great chance for regulators to boost vaccine confidence by
not approving the AZ/Oxford vaccince. I am not saying it's bad or dangerous, but given that it's 20% less effective than not only Moderna and Pfizer, but also than what we know in terms of early data from the Russian Sputnik-V and the Chinese SinoVac effort, it's just
not good enough.
It's advantages in distribution (cooler instead of freezer storage) and price (1/10th of the competitors) will make it a surefire hit with developing nations, but for the US and EU, who can master the distribution challenges of the mRNA vaccines and can afford them, there's just no need to approve the Oxford effort, on the contrary, it would play into the anti-vaxxer "regulators are desperate and will approve anything" narrative.
As an unrelated second point, it seems the predictive power of animal models seems to be high in Covid vaccines, if we look back at
this comparision from July, which put AZ/Oxford quite a way behind the other frontrunners in terms of antibody response.
EDIT/UPDATE: the more I learn about the Oxford trial the clearer it is that they will not be in a position to submit an EUA request for quite some time to come, probably/possibly making my point above moot. Their current plan seems to be to switch the remainder of their US trial participants to the half/full dosing, and thus getting at least 10K+ participants behind that dosing (up from 2.2K right now). This factually means restarting the Phase 3 trial now.
It puts them behind J&J and Novavax (as well as Sputnik-V and two to three of the Chinese vaccines), all of which are expected to report on Phase 3 results before the year's over. Instead, they now are in the same timeframe as Merck, GSK/Sanofi and even CureVac, who all are planning to start Phase 3 trials before Christmas.