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The demographic and geographic
impact of the COVID pandemic
in Bulgaria and Eastern Europe
in 2020
Antoni Rangachev1,2, Georgi K. Marinov3* & Mladen Mladenov4
The COVID-19 pandemic followed a unique trajectory in Eastern Europe compared to other heavily
aected regions, with most countries there only experiencing a major surge of cases and deaths
towards the end of 2020 after a relatively uneventful rst half of the year. However, the consequences
of that surge have not received as much attention as the situation in Western countries. Bulgaria, even
though it has been one of the most heavily aected countries, has been one of those neglected cases.
We use mortality and mobility data from Eurostat, ocial governmental and other sources to examine
the development and impact of the COVID-19 pandemic in Bulgaria and other European countries.
We nd a very high level of excess mortality in Eastern European countries measured by several
metrics including excess mortality rate (EMR), P-scores, potential years of life lost (PYLL) and its age
standardised version (ASYR), and working years of life lost (WYLL). By the last three metrics Eastern
Europe emerges as the hardest hit region by the pandemic in Europe in 2020. With a record EMR at
~0.27% and a strikingly large and mostly unique to it mortality rate in the working age (15–64 years)
demographics, Bulgaria emerges as one of the most aected countries in Eastern Europe. The high
excess mortality in Bulgaria correlates with insucient intensity of testing, with delayed imposition
of “lockdown” measures, and with high prevalence of cardiovascular diseases. We also nd major
geographic and demographic disparities within the country, with considerably lower mortality
observed in major cities relative to more remote areas (likely due to disparities in the availability of
medical resources). Analysis of the course of the epidemic revealed that individual mobility measures
were predictive of the eventual decline in cases and deaths. However, while mobility declined as a
result of the imposition of a lockdown, it already trended downwards before such measures were
introduced, which resulted in a reduction of deaths independent of the eect of restrictions. Large
excess mortality and high numbers of potential years of life lost are observed as a result of the COVID
pandemic in Bulgaria, as well as in several other countries in Eastern Europe. Signicant delays in the
imposition of stringent mobility-reducing measures combined with a lack of medical resources likely
caused a substantial loss of life, including in the working age population.
e SARS-CoV-2 virus and COVID-19, the disease it causes1–3, have emerged as the most acute public health
emergency in a century. e novel coronavirus spread rapidly before signicant eorts at containment were
implemented in much of the world, resulting in devastating early outbreaks in the United States and Western
Europe, starting in late February and early March of 2020.
Some combination of lockdown measures, imposed in response to surging infections, voluntary changes in
behavior, and the onset of the summer season is thought to have caused the major decline in COVID-19 cases
in Europe in the summer of 2020. However, winter in the Southern hemisphere, during which large epidemics
developed in South Africa and South America, together with the well-documented seasonality of common-cold
coronaviruses4, strongly suggested that a major second wave was to be expected in Europe with the arrival of
winter5, and when it eventually arrived expectation turned into reality.
During the early months of the pandemic, a dichotomy emerged between countries in Western and Eastern
Europe (with the possible exception of Russia). Western Europe was heavily aected—by June 2020 ocial
OPEN
1Department of Mathematics, University of Chicago, Chicago, IL 60637, USA. 2Institute of Mathematics and
Informatics, Bulgarian Academy of Sciences, Soa 1113, Bulgaria. 3Department of Genetics, Stanford University,
Stanford, CA 94305, USA. 4Premier Research, Morrisville, NC 27560, USA. *email: GKM359@gmail.com
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COVID mortality reached 600 to 800 deaths per million (DPM) in countries such as Spain, Italy, the UK,
Belgium, France, and Sweden, with excess mortality rates even higher6–10. In contrast, most Eastern European
countries registered relatively few deaths, possibly because of much earlier implementation of social distancing
measures relative to the development of the outbreak.
is dichotomy disappeared during the second wave at the end of 2020, with both countries in Western and
Eastern Europe ocially registering a large number of COVID-related fatalities, as well as in some cases consid-
erably larger excess mortality. However, the development of the pandemic in Eastern Europe has so far generally
received much less attention than that in the West even though multiple countries in the region were heavily
aected by it. We show this using multiple excess mortality measures, which quantify the pandemic-related loss
of life and allow for standardized comparisons between countries.
Among Eastern European countries, Bulgaria has emerged as perhaps the most heavily aected by the pan-
demic as suggested by excess mortality analysis6. Here we analyze the development and impact of the pandemic
on Bulgaria, in the broader European context, across demographic groups within the country, and for its regional
subdivisions, as well as the inuence of human mobility changes and government-imposed quarantine measure
on the course of the pandemic. We use these analyses to identify correlate factors likely responsible for particu-
larly high unexplained excess mortality in certain settings.
Results
Mortality during the COVID pandemic in Bulgaria. We analyzed overall excess mortality patterns in
Bulgaria for the year 2020 and compared it to data for other European countries, which submit mortality data
to Eurostat,for the same period. We focus on excess mortality rather than ocially registered COVID deaths
because limited testing and varying standards for ocial reporting of COVID deaths can result in large dis-
parities between public gures for COVID-related mortality and the actual burden the disease has imposed on
the population6. While some of the excess deaths are caused by the collapse of healthcare services during peak
moments of COVID waves, when a particularly large discrepancy between ocial COVID deaths and excess
deaths is observed, and when the shapes of the excess mortality and ocial COVID case and death counts match
closely, excess mortality is likely mostly due to underreporting of COVID deaths due to insucient testing and
other irregularities like reporting almost exclusively COVID-19 deaths that occurred in hospitals as it is the case
with Bulgaria.
In total, we estimate that 19,004 lives have been lost in Bulgaria in 2020 in excess of the baseline from previ-
ous years (Fig.1A). is amounts to an EMR of 2,734 DPM, or ~0.27%, for the year and ranks the country as
the most highly aected within the EU (Fig.1A; according to P-scores Lithuania, Italy and Spainrank higher).
COVID mortality is in most countries higher in males than in females32, and this is also what is observed in
Bulgaria and most other EU countries (Fig.1B,C). For females, an EMR of 2,248 DPM is observed (P-score of
19.3), compared to an EMR of 3,250 DPM for males (P-score of 24.1) across all ages.
ese observed EMR values are much higher than the ocially reported COVID-attributed population fatality
rate (PFR), by a factor of ~2.5
×
. Examination of the EMR/PFR ratios in Europe showed that excess deaths are
higher than ocial COVID death tolls in most countries (Fig.2). However, a clear dichotomy emerges between
Eastern and Western Europe, with the EMR/PFR ratio being considerably higher in countries in Eastern Europe
such as Bulgaria, Romania, Poland, Slovakia, Lithuania, and others.
ese estimates and geographic patterns are in agreement with other recent analyses of excess mortality33,34.
Loss of life as a result of the COVID pandemic. We next examined the impact of the pandemic in
terms of years of life lost using the PYLL and ASYR metrics based on excess mortality (Fig.3), where the latter
metric is the more suitable one for cross-country comparison. Both metrics paint a similar picture. However,
there are some notable dierences when using P-scores from (Fig.1). For instance, Italy, Spain and Belgium
are among the countries with highest P-scores - 2nd, 3rd, 7th, respectively – but in terms of ASYR valus these
countries rank 9th, 10th, and 14th.
Using standardized ASYR and PYLL values (per 100,000 population; Supplementary Figs.2A-C and 1), we
nd that the highest total loss of life among the examined countries occurred in Lithuania and Bulgaria for
both males and females, followed by Romania, Poland, Serbia, Montenegro, Czechia and Hungary. Out of the
top 13 countries in SupplementaryFig.1A 11 are in Eastern Europe. is higher loss of life burden in Eastern
European countries is explained not only by their high EMRs but also by a large numbers of deaths in younger
age groups (
<65
years). Lithuania and Bulgaria exhibit 3,351 and 3,195 years of life lost per 100K standardised
population, whereas countries with similar P-scores like Italy and Spain show 1,506 and 1,498 years of life lost
per 100K standardised population, respectively. is drastic dierence is explained by the age distribution of
excess deaths relative to the life expectancy for each country.
Calculation of WYLL values, which show the loss of working years of life, showed Lithuania and Bulgaria to
have incurred the highest such loss within the set of examined countries (Supplementary Fig.2D-E; note that
the high total WYLL value for Iceland is possibly an artifact of the small population of the country). In Lithuania
and Bulgaria,
25%
and
21%
of excess deaths, respectively, are of people in the age group 40–64. In contrast, only
7%
of excess deaths in Italy and Spain are in the age group 40–64 (see Fig.4D).
In countries such as Italy, Spain, France and Belgium, only 17–20% of excess deaths are under 75 years of age,
while 67–70% of all excess deaths in these countries are in the age group
80+
.
For Bulgaria, we nd an average PYLL value of
12.91 ±0.08
in total,
12.24 ±0.24
for males, and
12.67 ±0.08
per female (Supplementary Fig.2). Excluding outliers (note that average PYLL values based on excess mortality
are very high in countries such as Iceland, Luxembourg due to stochasticity associated with the very low number
of excess deaths), these values are generally higher than what is seen in Western Europe. e only three countries
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Figure1. Excess mortality in Bulgaria and other European countries in 2020. (A) Overall P-scores and
excess mortality (in deaths per million; DPM) for all ages in Bulgaria (highlighted in red) and other European
countries; (B) P-scores and excess mortality for females of all ages; (C) P-scores and excess mortality for males
of all ages. All error bars in this and subsequent gures represent 95% condence intervals.
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with an average PYLL
≥
13 are Estonia, Lithuania, Serbia, and Bulgaria, compared to values in the 7 to 9.5 years
range for countries such as Switzerland, Sweden and Belgium. Despite males exhibiting higher mortality due
to COVID-19, the average PYLL based on excess deaths in Bulgaria is higher for females (it is also higher for
females in several other European countries; Supplementary Fig.3).
Using ocial COVID-attributed deaths, for Bulgaria we obtain an average of 12.37 years lost for males and
14.01 years lost for females. Based on the ocial COVID-19 mortality data for Czechia (the other country for
which exact data about the age of the diseased was availableto us) we obtain 9.78 and 9.35 for males and females,
respectively. In both cases, the estimates we obtain for the average PYLLs from excess mortality and ocial
COVID-19 deaths data are in agreement (note, however, that there are substantial dierences between Bulgaria
and Czechia in other aspects – for example, the average age of ocially registered COVID-19 deaths for women
is 71 years in Bulgaria compared to a life expectancy of 78.4 years, while in Czechia, the average age of the female
COVID-19 deaths is 80.81, which is very close to the 82.1 life expectancy for women in that country).
ese observations suggest that the impact of the pandemic in late 2020 on countries in Eastern Europe
was not only large in absolute terms but also aected heavily younger demographics than in Western Europe.
One possible explanation for this discrepancy is the underlying comorbidity structure of population. Car-
diovascular diseases (CVD) are a known risk factor for severe COVID, so we carried out a correlation analysis
between the dierent excess mortality metrics we used and the prevalence of CVDs (based on 2018 data) in
Europe. As a direct indicator for CVD prevalence we used CVDs death rates. We found strong correlation
between PYLLs and CVD death rates, ASYRs and CVD death rates, and between WYLLs and CVD death rates
restricted to age
<65
years (Supplementary Fig.9); correlation between EMR values/P-scores and CVDs was
not statistically signicant. ese correlation warrant further investigation.
Demographic-specic mortality patterns in Bulgaria. By the ocial statistics of the Ministry of
Health18,19 the average age of a deceased male and female from COVID-19 are 69 and 71, respectively. e lead-
ing comorbidity is cardiovascular disease (
55%
), followed by diabetes (
17%
), pulmonary disease (
12%
), obesity
(
3%
), and
30%
are listed with no known comorbidity. An overwhelming majority of
94.5%
of all 7,576 ocial
COVID-19 deaths occurred in the hospitals with working age deaths comprising
28%
of all COVID-19 deaths.
For the working age group females on average died at age 55.9 and males at age 55.7 with
45%
of the deceased
having a cardiovascular disease.
Data on excess mortality for people under 65 reveals a slightly dierent picture. e working age group excess
deaths are
21%
of all excess deaths with an average age of the deceased
55.65 ±0.07
for men and
57.57 ±0.28
for
women. e reason for the higher average age for women is that our data does not reveal excess deaths in women
under 40, whereas in the ocial statistics
5%
of the casualties are of ages between 10 and 39.
Figure2. Ratio between excess mortality and ocial COVID-attributed deaths in European countries in 2020.
Note that the high EMR/PFR ratios for 2020 in countries like Finland and Estonia might be an artifact of overall
low both excess and COVID-attributed mortality.
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Next, we examine mortality in Bulgaria within the working age population in detail. Due to the well-docu-
mented age-related skew of COVID fatalities, we focused on two subgroups of working age individuals – those
in the 30–39 and those in the 40–64 age ranges.
We nd no elevated mortality in females in the 30–39 age group, while mortality is elevated in males of the
same age bracket, with P-scores of –0.39 and 9.37, respectively (Fig.4A–C).
In contrast, we nd highly elevated excess mortality in both males and females in the 40–64 age group, in
which Bulgaria and Lithuaniarank highest in the EU (Fig.4D–F), with P-scores of 23.2 and 28.6 for Bulgar-
ianmales and females, respectively. e dierence between males and females is remarkable, as, unlike the
typical situation, elsewhere in the world in this group in Bulgaria excess mortality measured by P-scores is lower
for males than for females. We discuss the possible explanation for these observations in subsequent sections.
Figure3. Geographic distribution of excess mortality-based ASYR and PYLL values for European countries in
2020. Shown are the total (per 100K people) values. (A) ASYR values for the whole population; (B) ASYR values
for females; (C) ASYR values for males; (D) PYLL values for the whole population; (E) PYLL values for females;
(F) PYLL values for males.
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Regional disparities in COVID pandemic-related mortality in Bulgaria. Following from the obser-
vation of considerable disparities between dierent European regions, we then analyzed regional dierences in
pandemic impacts within Bulgaria (Fig.5). As a reminder, the overall statistics for Bulgaria are an EMR of
0.27%
,
P-score of
21.8%
, CFR of
3.7%
, an EMR/PFR ratio of 2.5, and a percentage of population tested positive of
2.9%
.
e rst major such disparity we observe is that between the four most populated provinces and the rest of
the country. e excess deaths in these four major regions – Soa (city), Plovdiv, Varna and Burgas – account for
just
32%
of all excess deaths even though
≥50%
of the Bulgarian population lives there. Moverover, Soa (city),
Varna and Burgas have the lowest EMR of all provinces (Fig.5A) and P-scores in the range 12–25% (Fig.5B).
e provinces of Soa (city) and Burgas also show the two lowest CFR values (Fig.5F).
In contrast, the more peripheral regions are among the most heavily aected. For example, the regions of
Vidin and Silistra exhibit some of the highest EMRs – 0.46 and 0.40, respectively. Vidin also has the second
highest CFR (
8%
). e close to the average for the country P-score of
24%
in Vidin is likely a result of already
very high pre-pandemic mortality in the region (the region has one of the fastest aging populations in the EU
and the death rate there is 22 per 1000 people per year, whereas the death rate for Bulgaria is 15 deaths per 1000
people per year). In Silistra, the EMR/PFR ratio is 3.00, the second highest in the country and the P-score is
28%
. In Kardzhali, the EMR/PFR ratio is 4.00, the highest in the country, and the P-score is
22%
. With a P-score
of
30%
and EMR of 0.40, Smolyan is one of the hardest hit regions in the country, and it also has a CFR of
8.9%
,
which is the highest among all provinces.
ese regions also tend to show a lower percentage of the population that has tested positive, despite exhibit-
ing the highest excess mortality (Fig.5E), oen high CFRs (Fig.5F), and high EMR/PFR ratios (Fig.5G).
We also nd curious disparities in regional patterns of male- and female-specic excess mortality (Fig.5C,D).
e highest male excess mortality was observed in Pazardzhik, Gabrovo, Soa (region) and Smolyan, while the
highest female excess mortality is seen in Blagoevgrad, Silistra, Pazardzhik and Targovishte.
Figure4. Excess mortality in working age populations in Bulgaria and other European countries in 2020. (A)
P-scores for the overall population in ages 30–39; (B) P-scores for females in ages 30–39; (C) P-scores for males
in ages 30–39; (D) P-scores for the overall population in ages 40–64; (E) P-scores for females in ages 40–64; (F)
P-scores for males in ages 40–64.
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Remarkably, only
32%
of all excess deaths in the working age group occurred in Soa (city), Plovdiv, Varna
and Burgas. For women in the working age group only
29%
of the deaths occurred in those regions. A regional
analysis reveals that the regions that with the highest P-scores in this demographic category are Blagoevgrad, Sil-
istra, Pazardzhik, Targovishte, Kardzhali, Kyustendil and Dobrich ranging from
52% ±6%
to
36% ±7%
(Fig.5C).
Women in the age group 65–69, which includes working women in retirement age, were also heavily aected
with an overall P-score of
23.7%
and exceptionally high regional P-scores in the provinces of Sliven -
76% ±10%
,
Kardzhali -
46% ±8%
Blagoevgrad -
45% ±7%
, Pazadzhik -
43% ±6%
, and Smolyan -
42% ±11%
and (Sup-
plementary Fig.4). We discuss the possible explanations for these observations in the Discussion section.
ese observations suggested that there might also be signicant disparities in the impact of the COVID
pandemic within regions, i.e. regional centers showing better outcomes than peripheral municipalities within
Figure5. Regional disparities in the impacts of the COVID-19 pandemic in Bulgaria. (A) Overall excess
mortality in Bulgarian regions (EMR units); (B) Overall excess mortality in Bulgarian regions (P-score); (C)
Excess mortality in working age (40–64) females in Bulgarian regions (P-score); (D) Excess mortality in working
age (40–64) males in Bulgarian regions (P-score); (E) Percentage of the population who have tested positive
for SARS-CoV-2 in Bulgarian regions; (F) CFR values for Bulgarian regions; (G) Ratio between excess deaths
(EMR) and ocial COVID-19-attributed deaths (PFR).
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each region. Examination of available data at the level of individual municipalities in Bulgaria indeed shows such
as a pattern (Fig.6, Supplementary Fig.6).
CFR values are lower in regional centers, and the most heavily aected municipalities in each region tend to
be smaller ones outside the region’s core city, and this is not an artifact of the their small population size. Some
examples include: in Vidin, the region center’s P-score is 19.5% (±4.0%) while in Kula it is 39.4% (±10.5%); in
Pernik, Pernik’s P-score is 16.3% (±1.3%) while in Tran it is 42.3% (±15.0%); in Gabrovo, Gabrovo’s P-score is
9.9% (±2.5%) while Tryavna has a P-score of 39.5% (±9.2%) and Dryanovo has a P-score of 36.3% (±9.4%).
The trajectory of the pandemic in Bulgaria and the eectiveness of implemented pandemic
control measures. Finally, we mapped the trajectory of the pandemic in Bulgaria onto the timeline of
imposition of social distancing measures and independent measures of actual changes in societal mobility to
understand the relationship between those factors and its development (Fig.7).
e rst period of the COVID-19 pandemic in Bulgaria, from March to the end of September, was marked
by a slight elevation of the new conrmed cases in the summer, peaking at 242 cases per day towards the end of
July. e excess mortality for this period is around 300 people and the ocial COVID-19 death toll amounts to
820 people, with a daily death rate of up to 10 deaths until the middle of October.
Figure6. Regional disparities in the impacts of the COVID-19 pandemic in Bulgaria at the county/
municipality level. (A) Overall excess mortality in Bulgaria at the county/municipality level; (B) CFR values
for Bulgaria at the county/municipality level (note that there are two municipalities named “Byala”, and
available data does not distinguish between the two, thus they are colored in white as missing data. Regions are
demarcated in black, regional centers are shown as black dots.
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Figure7. Development of the COVID pandemic in Bulgaria over 2020 and the eectives of measures implemented in order
to control it. (A) Number of tests conduced and test positivity percentage over the second half of 2020. aOcial daily testing
data was only made available from 06 Jun 2020–Open Data Portal (https:// data. egov. bg/ data/ resou rceVi ew/ e59f9 5dd- afde-
43af- 83c8- ea291 6badd 19). (B) Ocially registered COVID cases. Note that rapid antigen tests were only included in statistics
starting from December 22nd 2020. (C) Ocially registered weekly COVID deaths and overall weekly excess mortality over
the course of 2020. (D) Social mobility changes and the timing of imposition of restrictions. Arrows indicate the time of
imposition of “lockdown” measures. “Time Home” refers to the change of the number of visitors to residential areas relative to
the period before the pandemic. “Time Retail and Recreation” refers to the change of the number of visitors to places of retail
and recreation relative to the period before the pandemic. is includes restaurants, cafes, shopping centers, theme parks,
museums, movie theatres, libraries.
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Rapid growth in the number of new conrmed cases started around the end of September. en an explo-
sion of cases occurred in late October, November and the rst half of December (Fig.7B). e peak in the 7-day
moving average of the number of conrmed cases occurred on November 19th.
Ocial COVID-19 deaths peaked on December 6th with a 7-day moving average of 140, or ~18 DPM/day;
excess deaths started decreasing around the same time (Fig.7C). Excess deaths began diverging from ocial
statistics with the start of the Fall surge, in the middle of October, and peaked at ~54 DPM/day in the week
ending on November 27th. is corresponds to a
112.3%
increase in relative age-standardised mortality rates
(rASMRs) according to the ONS35; a higher number in Europe in 2020 was observed only in Spain for the week
ending on April 3rd at at
142.9%
.
One of the obvious candidate explanations for the discrepancy between ocial and excess deaths is insuf-
cient testing36.
Indeed, that appears to be the case for Bulgaria. Test positivity rates peaked ~40% in late November. However,
a curious pattern is observed in the number of tests recorded in ocial statistics, which actually began decreasing
while the positivity was still increasing in the month of November (Fig.7A). An explanation for this pattern is
that the results of rapid antigen tests were not included in ocial statistics until late December, and a consider-
able portion of testing shied from PCR to antigen tests as the Fall wave developed. is likely accounts for at
least some of the discrepancy between recorded and excess deaths.
We then examined the factors responsible for the Fall surge eventually receding using the stringency index
and mobility metrics (see Methods), changes in which have been shown before to be predictive of the trajectory
of COVID epidemics37–40.
e stringency index was at 35.19 from mid September until October 29th (Figs.7D,8B), when the Bulgarian
government imposed some new restrictions (high schools and universities moved to remote learning; nightclubs,
Figure8. Mobility metrics, stringency of restrictions and mortality and cases at the peak of the late-2020
wave in Bulgaria. (A) Google Mobility Data and Stringency Index at the peak of the fall wave in Bulgaria and
other EU countries. “Time Home” refers to the change of the number of visitors to residential areas relative to
the period before the pandemic. “Time Retail and Recreation” refers to the change of the number of visitors
to places of retail and recreation relative to the period before the pandemic. is includes restaurants, cafes,
shopping centers, theme parks, museums, movie theatres, libraries. (B) Timeline of imposition of social
distancing measures and of reductions in mobility in Bulgaria around the peak of the late-2020 wave. e peak
occurred around November 11th 2020, as demonstrated by mortality data, which at any given moment reects
the dynamic of new cases in Bulgaria approximately 2.5 weeks prior to that moment.
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pubs and bars were closed), which is reected by an increase in the stringency index to 48.15. No further sub-
stantial epidemiological measures were introduced until aer the peak of the fall wave – on November 27th,
restaurants, bars, malls, schools and gyms were closed. However, the stringency index, though now increased to
53.7%, remained considerably below the levels of restrictions imposed in other European countries (Fig.8A), as
no stay-at-home orders or curfews were imposed, non-essential stores and hair-dressing salons remained open,
and gatherings of up to 15 people were permitted.
As the peak of restrictions occurred around the time of the peak of excess mortality and thus aer the peak of
infections, it is likely that restrictions were not the main cause for the eventual decline in cases. Indeed, changes
in people’s behavior as reected in social mobility measures were observed much earlier than the imposition of
restrictions, likely due to fear of becoming infected spreading among the population, a pattern previously noted
elsewhere in the world41. Our data supports this:
40%
of the total increase from October 1st to November 27th
of the time spent at home occurred in the period November 3rd to November 27th when no new substantial
measures were introduced (see8B).
e 7-day running average Google mobility data measured on November 19th shows a total decrease of at
home compared to the baseline (Figs.7D,8B). However, as with the stringency index, these values are still the
lowest among analyzed European countries (Fig.8B), which is likely a contributing factor to the very high excess
mortality resulting from the pandemic.
Finally, we examine hospitalization trends in Bulgaria and several other European countries. We nd that
at their peak on December 12th, hospitalizations in Bulgaria reached a level of
0.1%
of the population, which
is one of the highest hospitalization rates up to date (it has since been exceed by Hungary and by Bulgaria itself
during the subsequent March surge; Fig.9).
Discussion
In this survey, we analyze the impact of the COVID-19 pandemic in 2020 in Bulgaria and the broader Eastern
European context. Aer a relatively low level of COVID-19 cases and deaths prior to that, in the concentrated
span of less than three months in October, November, and December 2020, Bulgaria recorded the largest (per
capita) number of excess deaths among the examined countries. Similar, though somewhat lower, large excess
mortality increases were observed in most other countries in Eastern Europe. However, ocial COVID-19-at-
tributed deaths account for only less than half of the excess deaths.
is discrepancy is likely caused by a combination of multiple factors – COVID-19 cases leading to death
that were not reported as such in ocial statistics, COVID-19 cases resulting in death some time aer recovery
due to longer-term complications from the disease, and deaths from other causes that increased as a result to
the inability of the healthcare system to treat them due to it being overwhelmed by COVID-19 patients. As the
disparity between excess deaths and ocial COVID-19 mortality is very large in the case of Bulgaria – excess
deaths amount to ~0.27% of the population while ocial COVID-19 are at ~0.11%, i.e. a ~0.16% dierence – and
excess mortality is highly temporally concentrated in a short time span of about ten weeks (i.e. the contribution
of the latter two factors is unlikely to have been so large in such a brief period), it is most likely that the bulk of
excess deaths were caused directly by COVID-19.
Why they were not recorded as such is also probably due to a multitude of factors. Testing in Bulgaria has
been greatly insucient throughout the pandemic and even more so during the late-2020 surge and the low-
est among the examined countries (Supplementary Fig.8; in addition to that, the decision to not include rapid
antigen tests in public statistics certainly has contributed to the underreporting. Most reported deaths occurred
in hospitals, and many of those who could not be hospitalized due to healthcare systems being overwhelmed
and died at home were not recorded as having died of COVID. Whether additional social and socioeconomic
factors could have contributed, as has been suggested to be the case elsewhere in the world42, is a subject for
Figure9. Peak hospitalizations in Bulgaria and other countriesfrom the beginning of the pandemic till April
2021.
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future investigations, as is the question of whether the reasons for underreporting are uniform across the more
general Eastern European region. Lack of testing on its own in turn has probably contributed to the epidemic
growing out of control and leading to such a number of excess deaths.
Another contributing factor to the high mortality rate in Eastern Europe is probably the very high prevalence
of cardiovascular diseases in the region43 also suggested by our correlation analysis in Supplementary Fig.9.
In Bulgaria over half of the COVID-19 ocially reported fatalities are listed with cardiovascular disease as a
comorbidity.
Bulgaria also exhibits one of the most highly elevated working-age excess mortality, and it is also an outlier in
terms of working-age excess mortality among females. We also observe signicant regional disparities within the
dierent regions in the country in total and in working age sex-specic excess mortality. A possible explanation
for the latter is the development of outbreaks at workplaces where mostly women work – for example, garment,
textile and shoe factories, which in Bulgaria almost exclusively employee women and which are major sectors of
the economy in provinces such as Blagoevgrad, Kardzhali, Smolyan, Sliven, and Kyustendil44. Indeed, there were
numerous reports about outbreaks in such settings. Analogous causality might be behind regional disparities
in working age male-specic excess mortality (Fig.5D). A list of reports about outbreaks in these regions can
be found in our GitHub repository, which includes reports about outbreaks in battery, automotive parts, power
transmission, sanitary ceramics, and other factories.
Regional disparities in overall excess mortality, in particular the clear dichotomy emerging between the major
population centers, in which generally better outcomes are observed, and the more heavily aected peripheral
regions, also warrant further investigation. COVID-19 is still oen considered a disease that impacts highly
populated big cities the most, where disease spread is thought to be facilitated by density; this is due to many of
the most notable initial outbreaks aecting well-connected in terms of international travel large metropolitan
areas. However, as the pandemic has spread throughout the countries that have not controlled it, it may be
the case that previously established regional disparities in healthcare infrastructure are becoming a key factor
determining dierential outcomes between generally better resourced major cities on one hand, and the less
equipped to test, track and treat COVID-19 patients countryside areas. ere is evidence that such causation is
at play in Bulgaria – many of the heavily aected regions have fewer ICU beds, fewer doctors, and fewer special-
ists in the most relevant to the treatment of COVID-19 specialties than the capital and a few other major cities
(Supplementary Fig.7). For example, Vidin and Silistra have fewer than average hospital beds, Kardzhali has the
lowest number of doctors, general practitioners and pulmonologists and the second to last number of ICU beds
per capita in the country, and Smolyan has the lowest number of ICU beds (just 9 in total for the whole region)
and a generally low number of doctors.
In addition, in some of these regions (e.g. Smolyan, one of the most heavily impacted in the country) there are
purely geographic factors that may have complicated the timely treatment of patients due to the logistic challenges
of transporting patients to the regional center (which is where the only ICU units are located) from remote small
towns through mountainous terrain while the core city’s health infrastructure is itself under immense stress (as
shown in Fig.9, Bulgaria recorded record hospitalization levels during the peaks of the pandemic). For example,
four of the peripheral municipalities in the Smolyan region have twice as high CFR values as the city of Smolyan
(see Fig.6B). Whether similar regional patterns of pandemic-related excess mortality are observed in other
areas of Europe will be informative and instructive for minimizing the impact of subsequent COVID-19 waves.
It should also be noted that healthcare disparities possibly play a role on a broader-level45–47, as Eastern
Europe’s healthcare systems as a whole are well-documented to be suering from an outow of skilled medical
labor due to large numbers of doctors and nurses emigrating to Western Europe in recent years48.
However, the main factor behind the very high levels of excess mortality is still most likely the late imposition
of restrictions on social mobility and lax governmental eorts at controlling the spread of SARS-CoV-2, as our
analysis shows. In Bulgaria these were adopted long aer exponential growth in cases had commenced and was
clearly going to overwhelm hospital resources, little testing was carried out and insucient eorts were made
to ensure the isolation of infected individuals, and even when restrictions were imposed, they were generally
the most lax in Europe; furthermore, the late-2020 epidemic appears to have begun to trend downward due
to changes in individual behavior, the onset of which actually preceded the imposition of restrictions by the
government. e high levels of excess mortality are probably a natural consequence of following these policies.
Methods
Data sources. All-cause mortality data for European countries, as well as NUTS-3 (Nomenclature of Terri-
torial Units for Statistics) regions in Bulgaria, was obtained from Eurostat11,12. e data presented in the datasets
is sex- and age-stratied, with age groups split in increments of 5 years. Since not all countries submit data at the
same time and in the same manner, only countries that have consistent weekly data for the period 2015–2020
(inclusive) were analyzed.
Country-level population data at the beginning of 2020 was collected through Eurostat13, but was further
supplemented by population data from the United Nations’ UNdata Data Service14. We further elaborate on this
topic in the subsequent section on Potential Years of Life Lost (PYLL) and Working Years of Life Lost (WYLL)
estimates.
Life expectancy values at dierent ages were obtained from three separate sources. We acquire the full life
tables for Bulgaria through the country’s National Statistical Institute15, and for Czechia through the country’s
Statistical Oce16. Abridged life tables for all European countries were obtained from the World Health Organi-
zation’s open data platform17. is dataset is partitioned by age, in increments of 5 years.
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COVID-related mortality and testing data for Bulgaria was collected through the resources available from
the Ministry of Health18,19. COVID-related mortality for Czechia was acquired from Czech Ministry of Health
ocial website tracking the pandemic20.
Excess mortality and P-scores. To calculate excess mortality across countries as well as across Bulgarian
regions, we analyze the mortality observed between week 10 and 53 of 2020 and compare it to expected (base-
line) mortality for 2020 using the historical data for the previous ve years (2015–2019). e model we used is
the Karlinsky–Kobak regression model6:
where
D
t
,
Y is the number of deaths observed in week or month t in year Y,
β
is a linear slope across years, and
αt
are separate intercepts (xed eects) for each week or month and
ǫ∼N(0, σ2)
is Gaussian noise. e model
prediction for 2020 is
Expected Mortality
t
,2020 =ˆ
αt
+ˆ
β
·2020
. We then establish a 95% condence interval for
the expected mortality. is range is used to calculate the excess mortality
t
for a week or a month t as:
is calculation is done both as a sex- and age-stratied metric, as well as an aggregated total excess mortality
for 2020, which we denote by
. To normalize excess mortality across countries, we calculate excess mortality
per total population. To do this we use population data from Eurostat for 2020.
Set
z:= |�|/√Var[�], where Var[�]
is computed in6. If
z
is signicantly below 2 for a given country, we
consider the excess mortality for this country to be not signicantly dierent from zero. In the computations
related to the years-of-life lost metrics considered in the paper, we excluded a few countries having both
z
-values
signicantly below 2 (typically lessthan 1) for each age interval and wide condence intervals that included 0
for the excess mortality associated with each of these age intervals.
Based on the excess mortality ranges we also compute a P-score value for each country/region. A P-score
value is dened as the ratio or percentage of excess deaths over certain period relative to the expected deaths for
the same period based on historical data from the years 2015–2019 (see21). We calculate the P-score as follows:
We also calculate the ratio between excess mortality and ocial COVID-19-attributed mortality. Due to the
demonstrably low testing in Bulgaria22 and other countries, this allows us to estimate under-reported COVID-19
fatalities. We also use the total positive tests per region reported at the end of 2020 to compute a Case Fatality
Ratio (CFR) which estimates the proportion of COVID-19 fatalities among conrmed cases.
Potential Years of Life Lost (PYLL), Aged-Standardized Years of life lost Rate (ASYR), and
Working Years of Life Lost (WYLL) estimates. Potential Years of Life Lost (PYLL) is a metric that
estimates the burden of disease on a given population by looking at premature mortality. It is derived as the
dierence between a person’s age at the time died and the expected years of life for people at that age in a given
country. As such, the metric attributes more weight to people that have died at a younger age.
We compute the PYLL across countries by taking the positive all-cause excess mortality for all ages groups
(in Eurostat they are aggregated at 5 year intervals). We use the abridged life expectancy tables by the WHO
(also aggregated at 5 year intervals) and calculate a total and average PYLL value for all countries. To be more
precise, for an age interval
[x,x+4]
and sex s (if no sex is specied we assume it’s for both sexes) dene by
ED([x,x+4],s)
the excess deaths and by
LE([x,x+4],s)
the life expectancy. en the potential years of life
lost are computed as
e total PYLL is computed by summing over all age intervals. In our computations we take into account the
margin of error for each
ED([x,x+4],s)
.
A limitation on this approach is the upper-boundary aggregation value for the two datasets. e all-cause
mortality dataset’s upper boundary is 90+, while the WHO’s abridged life tables only go up to the 85+ age bracket.
To account for this, we attribute the life expectancy of the 85+ age group to the 85-89 mortality group. We have
further excluded the 90+ mortality group from our analysis. is is further elaborated on in the Limitations
subsection, where we also provide a way of correcting for this exclusion.
Two countries for which we have the exact ages and sex for each reported COVID-19 fatality are Bulgaria
and Czechia. We also have full life tables (increments of one year) for both countries provided by their respec-
tive statistical institutes. is allows us to compute and compare the PYLLs for each country based on excess
mortality data and ocial data for COVID-19 fatalities.
Finally, we standardize PYLL values across countries by diving the total sum value by the population and
normalizing it per 100,000 people:
Dt,Y=αt+β·Y+ǫ
t
=Mortality
t
,2020 −Expected Mortality
t
,2020.
P
:=
Mortality
2020
−Expected Mortality
2020
Expected Mortality2020
∗
100
PYLL([x,x+4],s)=ED([x,x+4],s)∗LE([x,x+4],s).
PYLL
std :=
PYLL
total
Total Country Population
0−89
∗
100, 000
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e data for country-level populations in Eurostat has a similar limitation in the upper boundary of the age
distribution (a cut-o at 85+). To mitigate this limitation, we supplement the population data from Eurostat for
ages 0-84 with population size data for the 85-89 age group from the UNdata Data Service.
To compare the impact of the pandemic across European populations with dierent age structures we com-
pute the Age-Standardized Years of Life Lost Rate (ASYR)23,24. Let
([x,x+4],s)
as be an age interval for a sex
s in a standard life expectancy table for a given population. Denote by
P([x,x+4],s)
the population size of
P([x,x+4],s)
. Dene the PYLL rate for
([x,x+4],s)
For the 2013 European Standard Population (ESP) denote by
W([x,x+4],s)
the weight of
([x,x+4],s)
in the
standard population. Dene
where the sum is taken over all age intervals. For a given population of sex s this measure is interpreted as the
years of life lost per 100,000 people (of sex s) if the population has the same aged is tribution as the ESP. ASYR
allows for comparison of the pandemic impact on EU countries having dierent age distributions. Finally, we
derive total average and total standardized WYLL value approximations. To accomplish this we rst assume
people to be in the working age group if they are 15 to 64 years old, and thus exclude excess mortality for all age
groups over 65. To calculate the remaining years of working life, we further assume a mean age for each age group,
e.g. for the age interval 60–64 we assume a mean age at 62.5 years. is would leave this group with approximately
2.5 years until retirement. Limitations on this approach are discussed in the subsequent Limitations subsection.
Stringency index and mobility data. Metrics of population mobility were obtained from the Google
COVID-19 Community Mobility Reports25. ese datasets contain data on how visits and length of stay at dif-
ferent places change compared to a baseline by generating anonymized metrics from data of Google users who
have switched on “Location History” on their mobile devices.
To quantify governmental pandemic-response measures across countries, we used the Oxford COVID-19
Government Response Tracker26, which systematically collects information on several dierent common policy
responses that governments have taken to mitigate the eects of the pandemic27. is allows a comparison of
governmental measures between over 180 countries worldwide.
Limitations. Each of the presented data sources and approaches to analysis have their own limitations.
Below we discuss each one in detail.
Limitation of scope. e current time frame that is analyzed creates a hard boundary between week 10 and
week 53 of 2020. e exit conditions of dierent countries at these boundaries, however, are not equal. Some
countries experienced subsequent surges in January 2021 and later months. us the current research provides
a snapshot of the eects of the pandemic up to the end of 2020, not the totality of its eects.
Limitation of data. All cause mortality gures for 2020 are still provisional for most EU countries, so they are
subject to readjustment in future time. Even so, they can provide a good estimate of the eect of COVID-19 in
dierent countries up to this point.
Limitation of excess mortality and P‑scores. Inuenza outbreaks in the period 2015–2019 contribute to the
estimation for the expected mortality for 2020. us the expected mortality is an estimate of the “normal” death
rate in the presence of seasonal inuenza.
Since the P-score metric we compute is derived from the excess mortality gures we calculate for each indi-
vidual country, this metric also suers from the issues we outline for excess mortality.
Limitations of PYLL/ASYR/WYLL. Since PYLL, ASYR and WYLL data only take into account fatalities, these
metrics do not provide information about any worsened quality of life of surviving individuals, reduced life
expectancy of these individuals and working capacity. Metrics such as Disability-Adjusted Life Years (DALY),
Quality-adjusted life year (QALY) and Healthy Years of Life (HALE) metrics may illuminate further the total
disease burden on the European population, however, obtaining the necessary information for these measure-
ments is not yet possible.
As mentioned before, due to data availability limitations from Eurostat in our computations of PYLLs and
ASYRs we excluded the 90+ group. Given that countries like France, Italy and Spain have signicant excess
mortality in this age group we also present a computation of the ASYRs including the 90+ age by assuming 4
years of life expectancy (the average life expectancy for the 90+ age group for the European populationis 4.74,
according to the UNdata Data Service). By linear interpolation, 4 is approximately the life expectancy for the
age interval [90,94] assuming that the average age of deaths for this interval is in the range 92.7-93 (the average
age of the COVID-19 fatalities above 90 years of age is 92.7 in Czechia and 92.1 in Bulgaria, and likely it’s higher
in Western countries which overall have higher life expectancy).
is rough approximation gives an upper bound of how large the ASYRs can go. It leads to 5–14% and 14–22%
increase in the ASYRs for the
(0−89)
population of Eastern and Western European countries, respectively, but it
PYLL
rate(
[
x,x
+
4
]
,s)
:= PYLL([x,x+4])
P
([
x
,
x
+4],
s
)∗100, 000.
ASYR
(s)
:=
PYLLrate(
[
x,x
+
4
]
,s)
∗
W(
[
x,x
+
4
]
,s
)
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does not yield a decrease between the inequalities of the countries from the two groups or any signicant change
in their ranks (see Supplementary Fig.3).
e WYLL measure we present has some additional limitations. e rst comes from the assumption that
retirement age across European countries is 65. While it is most oen assumed as a standard between European
countries, there is actually some variation between individual member states30. Furthermore, we assume that the
mean age of people who have died in a given age group is the middle of the given range, e.g. for the age group
60–64 -
mean age =62.5
. It may well be a fact that a majority of the fatalities are concentrated in the upper part
of the age bracket. However, since we do not have data about the dierent causes of mortality, but rather an
aggregate total, we cannot be certain that this trend will hold true for all age groups and across dierent countries.
Google COVID‑19 community mobility reports. Bulgaria is below the EU average when it comes to use of
mobile devices in the 16–74 age group. Still, a majority of the population within that group (~64%) utilized
mobile devices to access the internet in 201931. However, it is possible that there might be a skew towards the
younger half of this age range of users who are supplying data.
Data availability
All datasets and associated code can be found at https:// github. com/ Mlad- en/ COV- BG. git.
Received: 30 April 2021; Accepted: 29 March 2022
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Author contributions
A.R, M.M. collected data; A.R, and M.M. analyzed data and A.R., M.M., and G.K.M. wrote the manuscript.
Competing Interests
e authors declare no competing interests.
Additional information
Supplementary Information e online version contains supplementary material available at https:// doi. org/
10. 1038/ s41598- 022- 09790-w.
Correspondence and requests for materials should be addressed to G.K.M.
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