Manufacturing IssuesNear-term uncertainty exists due to a manufacturing pause on the key revenue-driving asset EGRIFTA SV and uncertainty regarding the expansion of the company's pipeline/portfolio.
Market AdoptionDespite positive reactions, it will take time for payors to adopt the new formulation, and the full impact is unlikely to be realized immediately.
Revenue ImpactThe shortage resulted in an expected $10M — $12M one-time reduction in revenue, and weaker sales are anticipated in the short term.