Competitive PositioningReported rPFS and response outcomes now appear comparable to an established competitor, reducing differentiation in the taxane‑naive market and increasing competitive risk.
Efficacy DeteriorationRecent updates show declines in objective response rates and PSA measures versus prior reports, weakening confidence in the program's efficacy profile.
Trial Design And Investor ConfidenceUncertainty around pivotal trial design and timing, combined with elevated market expectations, has driven pronounced share volatility and investor concern.