Competitive ThreatThe company's management is underestimating the competitive threat, particularly from competitors like Roche/Axelios, which could impact future performance.
Pricing And ProfitabilityIncremental competition is likely to pressure the company to increase operational expenses and remain aggressive on pricing, which could impact profitability.
Transition HeadwindsThe company is expected to face 'transition headwinds' for another 2-4 quarters, which could pose risks to future performance.