Addressable Patient LimitationsAnalyst warns certain patient groups and those on specific medications are unlikely candidates and that contraindications for some conditions narrow the addressable market.
Operating Cost PressureAnalyst moderately raised the 2026 operating expense forecast, signaling higher expected costs that could weigh on margins and free cash flow.
Uptake Uncertainty And Retention HeadwindsAnalyst flags slowing new patient starts, rising discontinuations and insurance access hurdles, alongside safety‑report driven disruption, which could constrain future treatment uptake.