Clinical Data RisksRisks include negative clinical proof-of-concept data for any of the company's drug-drug conjugate candidates or other pipeline programs.
Market CompetitionPoorer-than-anticipated commercial uptake of company products, particularly taletrectinib, due to higher-than-anticipated levels of competition or other market-related factors.
Market SizeBear case highlights niche market and competitive threats with the ROS1 NSCLC being approximately 3K patients in the U.S.