Adoption ChallengesThe market model has been adjusted to reflect a slower adoption of the immune-ablative approach for intermediate-risk patients, as it deviates more from current practice.
Market CompetitionThe neoadjuvant space is more competitive, with a number of programs in the post BCG/high risk setting.
Market ExpectationsOverall peak sales for bel-sar in bladder are now estimated at $800 million, down from a previous estimate of $1.1 billion.