Competitive And Reimbursement PressureCompetition from larger medical device and pharmaceutical firms, combined with possible surgeon fee reductions and reimbursement pressures, could constrain pricing power and revenue growth for glaucoma and dry eye products.
Customer Base DeclineReported declines in surgical glaucoma customers raise concerns about potential market share loss in a one-MIGS environment, which could pressure near-term revenue.
Guidance Uncertainty And External HeadwindsManagement's conservative guidance, reliance on no new reimbursement assumptions, and references to weather-related disruptions, together with a lack of formal multi-period guidance, increase uncertainty about future performance.