@MrZackMorris @ripster47
$ITRM DD (I am infectious disease pharmacist):

Sulopenem:
- first oral carbapenem, all carbapenems are IV so used in hospital.
- increasing resistance to current oral abx - cipro, nitrofurantoin, septra etc. 3/10 pts will not respond. 1/n
- those who respond may need another course. Many urinary tract infections are recurring. So if other agents used first sulopenem will be used after first episode
- clinical trial showed efficacy without significant side effects 2/n
Potential to be used off label in complicated UTI even the trial failed. However trial failure not related to drug not working. It is likely due to how UTI was diagnosed. Something called asymptomatic bacteriuria, just positive urine culture without symptoms. 3/n
Obviously drug won't work if no infx so inferior results in trial. I will have no issue using in complicated UTIs. We do it all the time in treating infections. I rather not put ppl on IV antibiotics because they will need iv lines and come with their own issue 4/n
Same story with intraabdo infections. Results didn't meet criteria by 1 pt. Again I would use off label.

So summary:
- community vs hospital use
- will be used by many primary practitioners vs select in hospital (higher $$)

5/n
Continue..
- at least 35% market for uUTI(2.3 mil prescription/$1000 per rx = $2.3 bil minimum). Anything over is bonus. Trust me the use will be higher for pts who failed tx on other agents, who can't use other agents due to interactions, allergy etc
-? Off label market 6/n
Continue..

- community has no prescribing restrictions as no or minimum antimicrobial stewardship.
- how about ex-USA? asia and other continents have higher resistance rates ~50-60% so even bigger opportunity there
- no competitors in 1-2 yrs, first mover advantage! 7/n
- qdip bonus, extra exclusivity
- possible take over? If I am merck or pfizer I would be happy to take over. They already have expertise/channels. Of note, one of the iv arbapenems is from Merck. Coming off patent! Had been good money maker for them. So possible takeover. 8/n
- last but not least in IDs we are desperate for new drugs to treat infections.

Huge market with huge possiblity. I would assign 90% probability of approval!

The end 9/n
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