The earnings call highlights significant progress with the early launch of ORLYNVAH, a large addressable market, secured manufacturing, extended financial flexibility, and strong market protection. However, increased operating expenses, rising net loss, and the need for additional share authorization highlight financial challenges. There is a balanced sentiment with notable achievements and challenges.

Company Guidance -

Q3 2025

During the Iterum Therapeutics Second Quarter 2025 Financial Results and Business Update Call, the company provided guidance on several key metrics related to the commercialization of ORLYNVAH. The launch of ORLYNVAH in the U.S. is expected around August 20, slightly ahead of schedule. The market for uncomplicated urinary tract infections in the U.S. generates approximately 40 million prescriptions annually, with about 26 million being for at-risk patients. Iterum plans to target 20 geographic territories initially, focusing on high-value prescribers and areas with significant antibiotic resistance. The pricing for ORLYNVAH is set between $1,400 and $4,700 per course of treatment. The company has secured a commercial supply agreement with ACS Dobfar and expects its current stock to meet demand until mid- to late 2026. Financially, Iterum reported a net loss of $6.5 million for the second quarter of 2025, with operating expenses increasing to $5.5 million due to pre-commercialization activities. The company had $13 million in cash and equivalents at the end of June and anticipates these funds will support operations into 2026. Additionally, Iterum plans to seek shareholder approval for an increase in authorized share capital to ensure financial flexibility.

Early Launch of ORLYNVAH

Iterum Therapeutics expects to launch ORLYNVAH on August 20, ahead of the previously announced timeline, marking the first new branded product in the uncomplicated urinary tract infection space in over 25 years.

Large Addressable Market for ORLYNVAH

The U.S. uncomplicated urinary tract infection market generates approximately 40 million prescriptions annually, with about 26 million for at-risk patients, representing a significant addressable market for ORLYNVAH.

Commercial Supply and Manufacturing Agreement

Iterum has executed a commercial supply agreement with ACS Dobfar in Italy, securing a world-class FDA-approved manufacturer for ORLYNVAH with a shelf life of 6 years, satisfying commercial requirements into mid- to late 2026.

Extension of Regulatory Payment to Pfizer

The $20 million regulatory payment to Pfizer has been extended from 2026 to 2029, easing near-term financial obligations and allowing more revenue for commercialization.

Market Exclusivity and Patent Protection

ORLYNVAH has market exclusivity until 2034 and patents extending to 2041, providing a long runway to create value.

Iterum Therapeutics (ITRM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ITRM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	-0.11 / -	-0.24	―	―	―
Aug 05, 2025	2025 (Q2)	-0.11 / -0.13	-0.23	43.48% (+0.10)	―
May 13, 2025	2025 (Q1)	-0.14 / -0.10	-0.38	73.68% (+0.28)	―
Feb 07, 2025	2024 (Q4)	-0.17 / -0.12	-0.81	85.19% (+0.69)	―
Nov 14, 2024	2024 (Q3)	-0.17 / -0.24	-1.2	80.00% (+0.96)	―
Aug 14, 2024	2024 (Q2)	-0.45 / -0.23	-0.77	70.13% (+0.54)	―
May 13, 2024	2024 (Q1)	-0.72 / -0.38	-0.58	34.48% (+0.20)	―
Mar 28, 2024	2023 (Q4)	-0.94 / -0.81	-0.66	-22.73% (-0.15)	―
Nov 14, 2023	2023 (Q3)	-0.88 / -1.20	-0.43	-179.07% (-0.77)	―
Aug 11, 2023	2023 (Q2)	-0.72 / -0.77	-0.45	-71.11% (-0.32)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ITRM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$0.71	$0.70	-1.41%
May 13, 2025	$1.01	$0.94	-6.93%
Feb 07, 2025	$1.49	$1.43	-4.03%
Nov 14, 2024	$1.43	$1.36	-4.90%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Iterum Therapeutics Plc (ITRM) report earnings?

Iterum Therapeutics Plc (ITRM) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Iterum Therapeutics Plc (ITRM) earnings time?

Iterum Therapeutics Plc (ITRM) earnings time is at Nov 07, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ITRM EPS forecast?

ITRM EPS forecast for the fiscal quarter 2025 (Q3) is -0.11.

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