Geographical ExpansionEx-U.S. Carvykti growth was 59% quarter-over-quarter, driven by expansion in Germany, Switzerland, Austria, and Brazil, with additional growth expected following recent launches in Spain, Denmark, Sweden, Belgium, Portugal, and the private markets of Israel and the U.K., which might lead to overextension concerns.
Manufacturing CapacityManagement has reiterated guidance of manufacturing 10,000 doses by year-end with an expansion to its Raritan facility and initiation of commercial production at Tech Lane Belgium Facility coming online in 2H25, which might raise concerns about execution risks.