The earnings call reflects a positive outlook with the impending launch of ORLYNVAH, a strong strategic plan, and extended financial and market protections. However, increased operating expenses and net loss along with potential shareholder dilution present challenges.

Company Guidance -

Q3 2025

During the Iterum Therapeutics Second Quarter 2025 Financial Results and Business Update Call, the company provided several key metrics and guidance on their upcoming plans. The company anticipates launching ORLYNVAH in the U.S. on or around August 20, 2025, targeting the large uncomplicated urinary tract infection market, which generates approximately 40 million prescriptions annually. Iterum's initial focus will be on 20 geographic territories across seven states, targeting 2,300 high-value physicians who are estimated to write between 1 million and 2 million prescriptions annually. Their market access strategy aims to secure payer coverage and set the wholesaler acquisition cost between $1,400 and $4,700 per treatment course. Iterum has successfully secured a commercial supply agreement with ACS Dobfar and extended a $20 million payment to Pfizer to 2029. Financially, the company recorded a net loss of $6.5 million for Q2 2025 and expects its current cash reserves to fund operations into 2026. They are also seeking shareholder approval to authorize an additional 80 million shares to ensure financial flexibility for future strategic objectives.

Upcoming Launch of ORLYNVAH

Iterum Therapeutics is set to launch ORLYNVAH around August 20, 2025, ahead of the previously announced timeline. This is significant as it will be the first new branded product launched in the uncomplicated urinary tract infection space in over 25 years.

Market Potential and Addressable Market

The uncomplicated urinary tract infection market in the U.S. generates approximately 40 million prescriptions annually. ORLYNVAH targets at-risk patients, approximately 26 million prescriptions annually, who are most in need of new therapies.

Strategic Geographic Launch Plan

The first phase of the launch will cover 20 targeted geographic territories in 7 states with a focus on high-value physician prescribers. These include New York, New Jersey, Connecticut, Pennsylvania, Georgia, Florida, and Texas.

Strong Manufacturing and Supply Agreement

Iterum has executed a commercial supply agreement with ACS Dobfar, a leading manufacturer, ensuring a world-class FDA-approved manufacturer for ongoing production. The current stock is expected to satisfy commercial requirements into mid-to-late 2026.

Extended Market Exclusivity and Patent Protection

ORLYNVAH has been granted market exclusivity in the U.S. until October 2034, with patents scheduled to expire between 2039 and 2041, providing a long runway for value creation.

Financial Extension Agreement with Pfizer

The $20 million regulatory payment to Pfizer has been extended to October 2029, removing a near-term financial obligation and allowing more revenue to be used for ORLYNVAH commercialization.

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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