12/n See, the problem is that when you calculate excess deaths you make an estimate of the TREND of mortality, and then look at how many deaths you see above this trend (adjusting seasonally) (H/T @ArielKarlinsky)pic.twitter.com/6MEcEj3ALg
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23/n As far as I can tell from the study and news reports, it consisted of first identifying high-risk people for a week or two, then going house-by-house to test them and deliver care packages over the next few weeks/months
24/n This means that the EARLIEST that the program could've been delivering ivermectin is around the second week of August But look at the peaks of excess deaths in those graphspic.twitter.com/QjaXUNrslR
25/n It appears that in most cases, the peak of deaths happened in August ~or earlier~, which means that this program wasn't even started until deaths had already peaked in most places. This is a pretty huge issue for the analysis!
26/n Anyway, at a basic level there's absolutely no way to estimate from the data how many people were actually taking ivermectin in any of these places, so this analysis cannot possibly show that ivermectin is effective or ineffective 
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