Class Safety ConcernsVoluntary withdrawal of a peer drug over reports of secondary blood cancers has raised class-level safety concerns, increasing regulatory scrutiny and pressuring investor sentiment for related programs.
Competitive Pressure In EGFR Exon20The EGFR exon20 lung cancer space is becoming crowded with multiple peer programs and some competitors materially ahead in first-line development, which could limit market share and pricing power for the company's drug.
Tolerability And Durability UncertaintyEnozertinib's relatively high rate of dose reductions combined with several unconfirmed responses creates uncertainty around tolerability and durability of benefit, which could complicate later-stage success.