Sep. 12 at 4:36 AM
$ITRM Sept MTD Bottom line: Current view remains Orlynvah 90% meaningful monetization:
* ORLYNVAH still commercially active: Alto fulfillment continues;
$25 copay messaging remains live despite Aug. 31 expiry.
* Bermuda changed: Sept. 9 meeting notice vanished, never replaced
* PTE looks clean so far: No challenge surfaced after Aug. 25; the process may now simply be in the FDA→USPTO handoff.
* Patent watch: Pfizer’s key patent is 7,795,243; next meaningful item would be Certificate of Extension.
* Real-world use confirmed: ~127 Medicare Part D claims, 108 patients, ~
$420K Q1 spend.
* Payer infrastructure remains active: UHC, Florida Medicaid, and Wisconsin Medicaid still recognize/manage ORLYNVAH.
* Clinical support remains intact: IDSA support continues and FDA postmarketing obligations remain active.
Personally anticipating Oct news as the stars align; 2 yr (!) FDA anniversary (10/25), IDweek (10/21), pre-holiday, Corey Fishman has bills to pay
