Astellas' Izervay As A CompetitorThe biggest potential headwind factor for Syfovre is the full market return of Astellas' Izervay, as they battle for a share of new GA patient starts.
Funding Shortage ImpactThere is a funding shortage at the co-pay assistance programs, which is unlikely to be resolved soon, potentially increasing the free drug rate and leading to downside for numbers.
Syfovre Revenue PerformanceApellis reported Syfovre revenue of $130.2 million, well below the estimates and consensus, indicating weaker-than-expected performance.