CompetitionThe convenience of TransCon CNP, which is a weekly subcutaneous injection, could be a key competitive advantage as compared to Voxzogo which is a daily subcutaneous injection.
Market ShareWe see new competitors reducing Vox US market share in achondroplasia over time, from peak 36% in 2026 to 22% in 2033.
Stock PressureTransCon CNP’s potential impact to Voxzogo’s commercial share will likely continue to put pressure on the stock.