Financial ConcernsWith a looming $3B patent cliff and a $1.8B cash position, shares are perceived as fairly valued until a significant acquisition or successful late-stage clinical data emerges.
Growth And Revenue IssuesJakafi's growth is slowing down despite efforts to expand its indications in PV and GVHD, raising concerns about sustaining revenue momentum.
Pipeline ChallengesThe discontinuation of zilurgisertib, the ALK2 inhibitor, highlights ongoing struggles in the development pipeline, adding to a growing list of setbacks.