Competition And Adoption HeadwindsRising competition, physician concerns about GLP-1 impacts, lower doctor fee reimbursement, and execution delays in rollout could slow surgeon adoption and limit volume acceleration.
Medicare Administrative Contractor ActionsRemovals of CPT code 64568 by certain MACs have already weighed on the stock and raise the risk that further MAC pullbacks could erode an expected pricing tailwind.
Regional Coverage FragmentationDelegation of coverage decisions to regional Medicare contractors creates inconsistent reimbursement policies across regions, increasing uncertainty about future payment outcomes.