Guidance And Analyst DisconnectAnalyst flags that management guidance appears disconnected from analyst consensus, prompting concerns and planned meetings to resolve divergent revenue expectations.
Price Compression And Sales ContractionAnalyst cautions that significant price compression for DefenCath could trigger a large sales contraction into 2026 and 2027, weakening revenue visibility.
Reimbursement Transition RiskAnalyst warns an upcoming reimbursement transition is expected to lower net pricing for DefenCath, creating a near-term headwind for revenue.