Jul. 29 at 2:01 AM
$ITRM Couple thoughts here as we dip lower during this period of quiet:
1) Orlynvah is a very different pharmaceutical product than Bluejepa. Orlynvah is a necessary cog in a wheel heretofore missing that piece. It is a very potent abx class with much needed oral coverage in a world of growing MDRO’s. Bluejepa is a new class of abx in general, which makes it novel; however, its application appears to be somewhat similar to its control (nitrofurantoin) in the phase trials. Bacteriocidal agents that act by preventing replication have their place, but they are not in line with a penem class abx. Not even close. It is like comparing a nuclear bomb to a .22 rifle round.
$GSK deserves its rise, as a new novel class are relevant and exciting for future potential uses, but valuations for
$ITRM will be much higher.
2) Orlynvah will have instant recognition in the medical community-> in applicable uses, duration of therapy, and spectrum of coverage. This is invaluable when marketing at large.
