Competitive MarketA significant increase over semaglutide alone is needed to justify the combination approach, presenting a challenge for the company's strategy.
Strategic AlliancesThe pressure on VTYX relates to a lack of concurrent update on interactions with Sanofi, which maintains right of 1st negotiation for VTX3232.
Strategic ChallengesThe company is not focusing on monotherapy for obesity as the market is highly competitive, indicating challenges in this strategy.