Herd immunity to endemic diseases: Historical concepts and implications for public health policy

Author:

Robertson David1,Heriot George2,Jamrozik Euzebiusz3ORCID

Affiliation:

1. Swiss National Science Foundation; Faculty of History, Oxford Centre for the History of Science, Medicine, and Technology, University of Oxford Oxford UK

2. Department of Infectious Diseases Melbourne Medical School, University of Melbourne Melbourne Australia

3. Nuffield Department of Population Health The Ethox Centre & Wellcome Centre for Ethics and Humanities, University of Oxford Oxford UK

Abstract

AbstractBackground“Herd immunity” became a contested term during the COVID‐19 pandemic. Although the term “herd immunity” is often used to refer to thresholds at which some diseases can be eliminated (e.g., due to mass vaccination), the term has multiple referents. Different concepts of herd immunity have been relevant throughout the history of immunology and infectious disease epidemiology. For some diseases, herd immunity plays a role in the development of an endemic equilibrium, rather than elimination via threshold effects.MethodsWe reviewed academic literature from 1920 to 2022, using historical and philosophical analysis to identify and develop relevant concepts of herd immunity.ResultsThis paper analyses the ambiguity surrounding the concept of herd immunity during the pandemic. We argue for the need to recapture a long‐standing interpretation of this concept as one of the factors that leads to a dynamic endemic equilibrium between a host population and a mutating respiratory pathogen.ConclusionsInformed by the history of infectious disease epidemiology, we argue that understanding the concept in this way will help us manage both SARS‐CoV‐2 and hundreds of other seasonal respiratory pathogens with which we live but which have been disrupted due to sustained public health measures/non‐pharmaceutical interventions targeting SARS‐CoV‐2.

Funder

Wellcome Trust

Publisher

Wiley

Reference49 articles.

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3. MordecaiEA HarrisMJ LipsitchM.Opinion | The U.S. May Never Hit the Herd Immunity Threshold for Covid‐19.The New York Times. Published May 28 2021. Accessed July 11 2021.https://www.nytimes.com/2021/05/28/opinion/herd-immunity-covid-us.html

4. Jr DGM.How much herd immunity is enough?The New York Times. Published December 24 2020. Accessed September 6 2023.https://www.nytimes.com/2020/12/24/health/herd-immunity-covid-coronavirus.html

5. GregoryA.Neil Ferguson puts his faith in the herd.The Sunday Times. Published January 10 2021. Accessed January 14 2021.https://www.thetimes.co.uk/article/neil-ferguson-puts-his-faith-in-the-herd-dnvqjgg70

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