Product Concentration RiskMaterial concentration risk exists because Zoryve is the company's sole commercial asset, leaving the business vulnerable if uptake slows or competitors win formulary position.
Revenue HeadwindsExpected revenue step-down from deductible resets, increased copay use, channel inventory unwind, and weather-related disruption could temporarily depress realized sales.
Rising Expense AssumptionsAnalyst models reflect higher research and selling expense assumptions to support clinical development and a larger sales force, which weighs on near-term profitability.