Commercial Execution And Guidance CredibilityAn overhaul of commercial practices caused de‑stocking and a material revenue shortfall, and the resulting guidance reduction has impaired management's credibility, likely requiring several quarters of outperformance to restore investor confidence.
Limited International ReimbursementInternational sales are a small portion of revenue and limited reimbursement overseas means stronger guidelines may not generate meaningful near‑term international revenue.
Market Competition And Financial ExposureSlow growth in the interventional market, competing less invasive treatments, and plans to offer operating leases increase adoption challenges and raise financial risk for the company.