The article has many logical inconsistencies. None of the points made refute Gates' position. The stockpile of the US would be just as high if the IP were free

The article has many logical inconsistencies. None of the points made refute Gates' position. The stockpile of the US would be just as high if the IP were free. They overproduced out of an abundance of caution which from a national point of view certainly made sense. The only thing that the Serum Institute proves is that if there are production capabilities in development countries, they are used to full effect and IP is not keeping them from anything. OP would have a point if the facilities at the SI would be idling due to licensing issues. Whats keeping them from producing more seems to be predominanlty supply chain issues (which have almost nothing to do with IP). From what I can see, there are simply no excess production capabilities available (neither in developed nor in development countries) which is the bottleneck.