Competitive ThreatAn oral competitor offering a more convenient dosing route could reduce uptake of injected therapies despite similar efficacy, putting pressure on market share for the company's injectables.
Label Limitations And Clinical SkepticismCurrent label restrictions limiting treatment to patients two years and older, along with expert doubts that the added growth hormone may provide only a short-lived boost, could narrow the addressable patient population and limit long-term adoption of the combination approach.
Payor Access And Pricing ImpactPayor access challenges for Skytrofa combined with expected gross-to-net discounts for Yorvipath are likely to constrain reported revenue even if prescription volumes remain strong.