May. 26 at 7:51 PM
$ITRM here’s a simple math:
$7.2 billion spent to treat uUTIs in 2024. This treatment is dominated by
$4-
$20/dose drugs and only .2% of uUTIs end up in the hospital, so where’s all the money going? It’s for all these women that get repeat infections and they don’t respond to that first generic and then they end up in what’s called a treatment cascade failure of multiple office visits, lab cultures, a whole bunch of tests, different generics, and the money starts to add up. We ran the number several times and it’s over
$2 billion per year You can save if you use ORLY at the first office visit for the women that are highly likely to not respond to the first generic prescribed. This is the same environment that GSK, who spent 600 million to develop bluejepa, will be in, although I like to look at bluejepa as more of a complementary versus direct competitor for a bunch of reasons I won’t discuss here. Any new drug in this space has to steal market share from
$4GENERICS from 1953.