Emerging Safety ConcernsA reported supraventricular tachycardia event and the risk of new or worsening safety signals could weaken the investment thesis and push valuation toward the company's existing assets.
Inconsistent Clinical EfficacyPrimary arrhythmia measures have not reliably improved in the same patients who show reductions in premature ventricular contractions, raising doubts about consistent, multi-metric clinical benefit.
Medication ConfoundingBackground use or changes in anti-arrhythmic medications can create apparent efficacy in small cohorts, making it difficult to isolate true drug effect without normalizing for medication changes.