ITRM

$ITRM chatter on StockTwits

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  Stephen@Steloco13h

  $ITRM hopefully this is leading to a new owners sales team preparing for launch.

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  ALAS@Amb86753093h

  $ITRM also on my previous calls with Alto they had a separate team that was handling the launch of Orlynvah- I could never confirm that they were only handling or Linda and no other drugs, but the Pharmacist told me today that that team has been disbanded. FWIW

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  Jordan@DollerADayBullish4h

  $ITRM The last financials we have is from Q3 2025 and the B/S is interesting: As of September 30, 2025, Iterum reported total inventory of $1.149 million, consisting of: * Finished goods: $948,000 * Work-in-progress: $106,000 * Raw materials: $95,000 Based on average contract rates, the manufacturing cost per treatment course were: * $50, then $948,000 would represent ~19,000 courses. * $100, then ~9,500 courses. * $200, then ~4,700 courses. Either way, the manufacturing agreement is moving with the buyer and even if another production run never occured, there was 5K - 10K courses remaining. If they burned through all that, we are so rich it’s not even funny based on the rapid adoption. **Iterum stated it began capitalizing commercial inventory after FDA approval and that commercial production began in February 2025. That means these balances are manufacturing cost, not selling price.**

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  ALAS@Amb8675309Bullish4h

  $ITRM I know we have theorized that CF planned this all along when he couldn’t get the number he wanted back in Q4/24, but combined with him chewing up 10 months before he starts a mid quarter Q3/25 launch, reports modest sales, hits us with proxy of Sept/25, then another Feb /26- all this may actually be because of stubbornness, not tactical mastery. The Teneo process has now gone on long enough that restarting manufacturing if a buyer acquires it basically chews up another year- that’s now 3 years lost on the patent. Was the mistake made in 2021 in deciding to not do another phase 3 for cUTI vs the pivot to uUTI outpatient? If low ballers really needed to see revenue risk removed, was even a skeletal launch just never going to be enough to up their offers? What was point of hiding Q4/25 and Q1/26? Starting to think maybe this was an epic fumble and everything done was CYA, not a set up for a massive sale during liquidation. Still hoping for $12.04 yellowjacker…

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  ALAS@Amb86753095h

  $ITRM

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  ALAS@Amb8675309Bullish5h

  $ITRM just got off phone with alto- drug is discontinued- their doses sold- McKesson not carrying it anymore. Puts pressure on Teneo to get a deal done. At this point restarting manufacturing of the drug results in a 3-6 month lag before it’s on pharmacy shelves, so first year scripts could be zero or low. Not a kiss of death, but time is of the essence. Still weighting our valuation model more on actual scripts for US market and international markets. Macro narrative and future step down are icing but cake is uUTI outpatient. Let’s get this wrapped up Teneo…

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  Jordan@DollerADayBullish7h

  $ITRM The strongest support for Step Down is the prior cUTI Phase 3 program. Sulopenem was actually studied as IV sulopenem followed by oral sulopenem/probenecid in cUTI, and more patients in the sulopenem arm were able to step down to oral therapy than in the ertapenem comparator arm: 86.8% vs. 66.4%, largely because baseline pathogens were resistant to common oral alternatives. That matters because it shows the oral formulation was not merely theoretical for post-IV continuity. It was used in a real cUTI trial as part of an IV-to-oral treatment sequence. Orlynvah has enough prior clinical, safety, PK, and microbiology evidence to easily justify a serious hybrid regulatory pathway —especially if a stronger sponsor (i.e., Shionogi) can add targeted RWE or a focused prospective study to bridge the exact FDA gap. Orlynvah has a depth of 5,000 trial patients! Tebi 3K, Blujepa 2K.

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  KCB@CapitalismUSABullish7h

  $ITRM Was Iterum “Naked Shorted” to death by hedge fund crooks? Thus FishFucks decision to pursue liquidation?

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  Devon@Biorocksme8h

  $ITRM If you were a stock I would short you Get a grip on shorting 4 penny nonsense

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  Kevin OLeary@yellowjacker8h

  $ITRM Shorty, Teneo fees and payout is structured by the size of the sale. In a sructure liquidation debt can be negotiated down.

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  ALAS@Amb867530910h

  $ITRM price per dose internationally will be not much higher than what countries pay for generics but if you take pricing out of it, which is the better drug the generics or Orly so I would assume that the total number of cases where Orlie will be used is going to be much higher than here in the United States, where it’s the drug pricing that puts a crimp on the payer side. You won’t have these prior authorization issues at all because you don’t have private insurance in China and Japan it’s nationalized socialized almost health insurance so the metrics will be really interesting there.

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  ALAS@Amb8675309Bullish10h

  $ITRM obviously want as high a number as possible. treating cUTIs saves insurers: 50% of 4 day hospital stay that’s currently down to 2 days. With 626,000 annual hospital visits now cut in half and assuming at least 50% of these patients could be released early, payors will gladly spend $2500/dose to save $10,000-that math maths. uUTIs: 12,000 to 20,000 women admitted to hospital/yr in US- bec they fail oral generics- assume Orly will be used for most of this group. Michael Dunne: there’s 1 Million US women who don’t respond to any of the current oral generics. So what market share will Orly capture? This uUTI build out/GTM plan will be valued differently by interested buyers, depending on whether they have a sales team etc. Then you have volume from ex US markets where price/dose will be significantly lower. Then add in other ptoentialities. Hoping Teneo can extract max value because liquidations are often seen as bargain basement sales- buyers want a deal. Fingers crossed

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  Stephen@Steloco111h

  $ITRM

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  Alder@Alder7711h

  $ITRM Guys, it's been quite a while now since the end of March. I admire the resilience with which you continue to write on this forum. Obviously, I feel sorry for everyone who is losing money, whether large or small. This company's flaws were unfortunately evident even before it obtained the FDA. Let's tell it how we want, Corey Fishman acted in bad faith and in my opinion, even if it's difficult to prove, there would be the extremes of fraud. I hope you raise as much as possible, but usually, in 99% of cases, these outcomes make it difficult to cover creditors, let alone shareholders. Good luck. 😉

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  Devon@Biorocksme13h

  $ITRM PFE and Teneo+ lawyers wamt to get paid. This will wind down very soon. fwiw Valhalla ends in fire and total destruction for Wotan stealing the ring. Wagners greatest work.

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