CompetitionInfigratinib, given orally, could pose a substantial threat to the long-term growth of Voxzogo, a daily subcutaneous injection.
Pipeline ConcernsSeveral pipeline projects have been discontinued, which may affect long-term growth prospects.
Product PerformanceThe underperformance of Roctavian, with revenues of $0.8 million missing consensus numbers by approximately $4 million, indicates challenges in its market uptake.