Policy ChangeA state changed their Medicaid Imcivree coverage policy, resulting in patients moving to free drug, which could signal potential future losses in revenue.
Revenue ForecastAnalyst adjusts revenue projections downward, reflecting a cautious stance on the growth trajectory due to reimbursement challenges and a tepid ex-US launch.
Sales PerformanceImcivree sales falling short of expectations could reflect a concerning trend for future revenue, especially if prescription numbers continue to decline.