Adjusted EBITDA PressureAnalyst reductions to adjusted EBITDA estimates, despite rising revenue forecasts, reflect the impact of incremental investments tied to expanding into the pediatrician market.
Market Penetration Execution RiskUncertainty around the pace of penetration into the general pediatrician market creates the risk that increased costs may not be offset quickly, keeping margins under pressure.
Operating Expense ExpansionElevated operating expenses from investments to seed long-term growth could weigh on near-term profitability and free cash flow.