Competitive Position‘129 has not shown a differentiated safety or efficacy profile, making it challenging to enter a market where a new therapy requires distinct advantages.
Financial ValuationAnalysts have lowered the pipeline value for ‘129 to $800 million as additional data is awaited to validate its potential, reflecting decreased confidence in its market prospects.
Safety ConcernsThe market opportunity for ‘129 could be limited given an unfavorable safety profile to-date, with high rates of interstitial lung disease (ILD) and venous thromboembolic events (VTE).