Clinical Trial ConcernsPrior data from the healthy volunteer trial included cases of treatment-related thrombocytopenia, which remains a concern for the higher doses being tested in the Phase 2b trial.
Commercial CompetitionShare weakness is likely also driven by PKR activator competitor readout from Novo Nordisk, which demonstrated comparable performance in VOC reduction and hemoglobin response.
Drug Safety ConcernsThe liver tox risk disclosed could impact the perception of the drug's safety.