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Can you talk about what gave you the confidence for what you're seeing? Was it better than expected?
Is there anything specific to call out there around that strength? And then a second question on GMPD. Lower SG&A in the quarter around optimization efforts
Can you talk a little bit about the types of products where demand is high and the runway to drive outsized growth within that growing part of the business?
SG&A was up a bit quarter-over-quarter, and I know there's a lot of moving pieces here. You just said the closing of ADS. There's some R&D investments you talked about at the Investor Day. But can ...
are you seeing any script headwinds from consumer weakness related to tariff concerns and the weaker macro
How did the COVID vaccine volumes come in in the second quarter, versus your expectations
is there any way to frame the puts and takes on the gross margin line excluding that contract change
is it fair to assume that the starting point, excluding those would be 9%
How should we think about what's embedded in that core business for the rest of fiscal '26 if we exclude RCA and OneOncology
Should we think about the relative growth rate between specialty and generics? I would assume that the specialty growth rate is probably accretive to that 10% to 12%
Can you talk a little bit about growth in your different verticals there? Was there any standout as we think about growth in oncology versus retina
how should we think about new script growth more broadly in 2025 versus 2024? Is what's embedded in the current guidance a normalization
is there anything outside of that piece that's worth calling out around that sequential acceleration of top line growth
Can you talk about where you're gaining share
Can you talk a little bit about what you're seeing there in terms of pricing both on the value and the premium side
how does the model have to behave in order for that part of the business to grow next year
How should we think about the gross margins in the Distribution business in the second half of the year
you talked about an increase in de novo builds. DSOs, you mentioned were well financed, and they're expanding. Would love to get your updated thoughts
Why do you think the US implant market is a little weaker in 1Q '25 versus a year ago
you said new dental practice build-out is increasing. Can you expand on that a little bit
Is there any way to frame how fast dental implants grew in 4Q?
Can you talk a little bit about the opportunity to raise those margins over time?
On the RxTS segment, looking at the fiscal '27 revenue growth here, 2.5% to 6.5%
You talked about technology and automation, allowing some of your employees to support more patients in the annual verification season
This was the third straight quarter where SG&A was down year-over-year and gross profit is actually accelerating
brand price increases in July maybe coming in a little bit higher than expectations
It feels like there's more urgency today to accelerate capital deployment in biopharma services
2% operating expense growth in the quarter that's really strong