Investor SentimentStock reaction remains muted despite CARVYKTI consistently exceeding Street expectations, indicating investor fatigue with incremental beats.
Market CompetitionBispecific growth validates demand but might temper 2L CAR-T use, potentially creating competitive headwinds for CARVYKTI.
Safety ConcernsCarvykti label updated to include new safety warnings, including immune effector cell-associated enterocolitis as a black-boxed warning.