$ITRM As I've always said, in 32 years I've seen several companies go bankrupt. There was always one certainty: shareholders 100% of the time got nothing. And Iterum will follow suit. Continuing to place hopes seems foolish to me at this point. Unload and move on. I did it months ago, even before it went OTC, with the last sale at 0.17. In the stock market, you win and you lose. With Iterum, you lose everything. End of story
$ITRM Three defining AMR events remain this year. I believe the Hero will emerge immediately before one of them—and the most powerful moment is before IDWeek.
Acquire sulopenem. Preserve ORLYNVAH. Walk onto the world’s leading infectious-disease stage as the company that refused to let a groundbreaking, FDA-approved oral penem die inside a historically broken antibiotic market.
That announcement would transcend an acquisition. It would declare the arrival of the world’s defining anti-infectives leader—the company that stepped forward precisely as global policy, clinical urgency and scientific validation converged.
In one decisive act, the buyer could rescue a vital medicine, restore investor faith in antimicrobial innovation and prove that successful antibiotic development will still be recognized and rewarded.
The market failed Iterum. The right buyer can repair the model—and own the moment.
$ITRM Obon week is over. Poster submissions for IDWeek is due Sep 1. That is the first of the three remaining AMR global events this year.
August 30th 11:00pm PDT is 😉
$ITRM
Https://www.cidrap.umn.edu/antimicrobial-stewardship/commentary-we-must-address-market-challenges-behind-microbiome-sparing
In his CIDRAP commentary, Dr. Henry Skinner, CEO of the AMR Action Fund, highlights the severe market challenges facing antibiotic innovation. He cites Iterum Therapeutics as a prime example, which was forced to wind down just seven months after launching its FDA-approved, highly effective broad-spectrum oral penem antibiotic (Orlynvah). Dr. Skinner emphasizes that despite the potent therapeutic value of such novel drugs, current commercial models fail to support them without policy reforms like the PASTEUR Act.
$ITRM mediocre news. According to AI
“To write off your losses on Iterum Therapeutics plc (ITRM) for the 2026 tax year, you do not have to wait for the liquidators to completely finish their work in court. Because the stock has been officially delisted and the liquidators have formally declared that shareholders will receive nothing, you can claim the loss now using the IRS Worthless Securities rule.”
We can write this off despite it not being finalized because the notice. So least we don’t have to wait.
$ITRM heads-up longs or holders. Buy a Powerball lottery ticket for tonight. 1 billion top price. And the winner shares with current holders. Good luck.
$ITRM just reviewed the difference between Tebi and Orly(once orly is approved for cUTI step down)- the whole package of current uUTI indications PLUS future value of Orly as cUTI step down vs Tebi could mean GSK isn’t interested in Orly to just block Shionogi from getting an oral cUTI step down drug(we had originally thought if GSK bid and won to mainly keep Shionogi out of the oral cUTI step down market, but would just shelve Orly for cUTI), looks like there are situations where Tebi doesn’t work- perhaps GSK wants both Tebi AND Orly- so while GSK goes through an Orly phs 3 trial plus FDA(call it 18 months-2years), it can double down on both bluejepa+Orly for uUTI. So strong interest by both Shionogi &GSK, a biotech #2 vs #1 fight card➡️who wants it the most? Getting a higher number than my $400-$700 target depends on two BPs in REAL tension. Then, it comes down to RLN vultures, PFE sub licensure fee and all the other lawyers/creditors➡️hopefully a little something something for us….
$ITRM After AI evaluation of every piece of RLN information, in now way are they entitled to $414M or are they likely to even sniff that. And as greedy and horrible as a lot of the parties involved here are, they can't just steal hundreds of millions without substantial legal justification. If this sells for $100-$200M, sure we could be toast. But with what we know about the debt waterfall, a sale over $250M should guarantee residual value for shareholders. It's all on Teneo to do their job. There's no boogeyman who can wash a $400M deal to leave us empty handed. Go get some sunlight and let this thing play out.
$ITRM Well, if we voted yes to extend this shit show cash would be running out in another month or two anyway. With the way Fish sabotaged the launch to look really bad it would not have made much of a difference and we would be in the same spot but with like 1/15th of the total amount of shares. Keeping the share count at like 53-54M was key if there is to be a return. Let's just hope there is some justice and that those of who stuck around were correct that Orlynvah IS a solid asset. The way this has played out was a bit numbing.
