Binary Clinical RiskReliance on a single pivotal readout creates binary risk, where failure to meet trial endpoints could trigger a sharp negative re-rating of the stock.
Competitive LandscapeSeveral approved and competing EGFR therapies and combination strategies may limit market uptake of firmonertinib, particularly in settings where competitors are already established.
Data And Tolerability UncertaintyLimited early datasets and frequent dose modifications observed in trials raise concerns about real-world tolerability and complicate interpretation of comparative efficacy.