Bioequivalence And Efficacy UncertaintyBioequivalence data and a different pharmacokinetic profile raise questions about whether Lumryz will deliver consistent efficacy across all indications, which could weigh on adoption in certain patient groups.
Contingent Value Payout RiskContingent value payments tied to future milestones appear unlikely under current assumptions, limiting additional merger-related upside for shareholders.
Deal Closing ConditionsThe proposed acquisition depends on shareholder and regulatory approvals, which create meaningful execution risk that could prevent the transaction from closing.