**Modest but Encouraging Launch Progress**: 280+ ORLYNVAH prescriptions in first 10 weeks, 100+ unique prescribers.
- **2026 Revenue Guidance**: $5-15M with lean field team of 10 reps + virtual support.
- **Critical Capital Need**: $25-30M operating expenses; must raise funds to sustain growth.
- **Payer Momentum**: 16% insured lives covered, signed Medicare rebate agreement.
- **Physician Engagement**: 60% prescribers wrote multiple scripts; 40% scripts filled via payer process.

**【CEO Summary Section】**
- Launched ORLYNVAH in August 2025, generating 280+ prescriptions through November 12, 2025, with 100+ unique prescribers.
- 2026 net product revenue guidance: $5-15 million, achieved with a reduced field team of 10 reps (originally planned 20 reps).
- Operating expenses for 2026: $25-30 million; current cash runway extends into Q2 2026.
- Must raise capital to continue commercialization; seeking shareholder approval for additional share issuance.

**【CFO Financial Commentary】**
- Q3 2025 net product sales: $400,000 (includes specialty pharmacy stocking).
- Total operating expenses: $8.1 million (Q3 2025) vs. $4.9 million (Q3 2024), driven by commercialization costs.
- Net loss: $9 million (GAAP) / $7.3 million (non-GAAP) for Q3 2025.
- Cash on hand: $11 million as of September 30, 2025; AT-the-market offering raised $2.6 million through November 13, 2025.

**【Q&A Highlights】**
- **Sales Metrics**: 280+ prescriptions, 100+ prescribers, 40% fill rate through specialty pharmacy.
- **Payer Coverage**: 16% of insured lives covered; signed rebate agreement with top Medicare PBM.
- **Field Team Strategy**: 10 in-person reps + virtual reps to cover 20+ high-value territories efficiently.
- **Capital Needs**: Must raise funds to expand into new territories and maintain commercial momentum.
- **Physician Feedback**: 60% of prescribers wrote >1 script; 40% of scripts filled via payer approval process.


ITRM(Delisted)

ITRM(Delisted)

Iterum Therapeutics (ITRM) Financials Overview

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