Market CompetitionVoxzogo from BioMarin is already available for the same indication as TransCon CNP, presenting competition in the market.
Potential ConflictsThe report notes a potential conflict of interest, as Wedbush Securities does business with companies it covers, which could affect the objectivity of the report.
Regulatory DelaysA three-month PDUFA date extension for TransCon CNP was announced, which was unexpected by both analysts and company management.