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Should we think about this delta being sort of entirely just lapping new customers and M&A and understanding we have contribution from Solaris
The extra expenses, these were not part of the kind of investments that you talked about at Analyst Day. And then secondly, when we think about the $0.05 change for the liability, is that also incl...
is it fair to think that we should think predominantly that the pharma segment is what's going to be the primary driver here
Does the new administration and sort of the, kind of yielding of tariffs all over the place here. Is that looking to accelerate
Are you saying just those are just hurricane related and has distribution kind of -- everything kind of picked back up since
how much of the results we saw in the quarter were driven by formulary changes really to try to drive biosimilar adoption
is that aligned with the launch of the new rebate-free model is the first just sort of clarification question
Can you maybe give us a sense here on what the dialogue might be like in Washington between yourselves and other -- and some of your peers
You talked about a lot on CuraScript and just curious sort of what does this market look like when you're selling into health systems, in particular
what are, in your view, some of the more simple steps that could be done to maybe assuage some of these concerns about potential conflicts of interest
Is that related to GLP-1s at all? And related to that, as we think about the Evernorth guide going forward, you are starting at a 3% operating income growth
was that -- how do we understand that kind of speed of conversion that might have been sort of outside your expectations
is it right to think that this $30 million amount is an ongoing kind of an NCI piece that we should be modeling
you normalize for those, the core growth is actually still quite strong, probably north of 20-something percent by our estimation
What is the lead time generally for projects that come in for you? Is that like a year ahead of time
Can you talk a little bit more about what you're seeing here? Obviously, there's a lot going on in the pharma market, particularly with potential tariffs
Just wanted to understand how that launch is going for you, and what kind of opportunity do you see biosimilar Eylea being
what is the real benefit to owning the MSOs for you beyond just at the distribution? Is it really just a services business
biotech kind of highest levels you've seen in the last 2 years, maybe more large pharma kind of slowly rebounding
Maybe if I could just ask about the guide for coming up here, understanding the headwinds that you kind of laid out, particularly for the first quarter
the extra sourcing cost where you kind of had because of the greater-than-normal number of study starts, so you had to kind of go outside
is there any benefits to DSA margins with the DOJ investigation concluding?
Just want to make sure, is there anything else that I'm missing or as I think about sort of the factors driving that
any update on -- for CDMO, the FDA's Form 483 would be helpful
Can you talk about sort of risks to cancellations maybe ticking back up, given sort of the short time cycles and the quick study starts
if we think this gets adopted more broadly--and I think back to the Blue Shield of California contract
within the 2025 outlook, how you see those kind of separate parts of it
when you look at the AOI growth here, it's actually a little bit above the LRP targets of 5% to 8%
some of your competitors are, you know, kind of seeing maybe a little bit more deceleration in performance on a year over year basis
when we were thinking about the tax rate for the year, if I remember when you first gave guidance, you said -- you gave the range
have any of these recent prior authorization initiatives undertaken by insurers had any impact on the segment
free cash flow guide down from last year, can you help us bridge one of the pieces there
what's the average number of these Development Cloud products do they have on average
how you're seeing the overall competitive landscape kind of shaping up currently
Has this been maybe part of the driver of growth for Development Cloud or maybe is the reverse finally having something like Development Cloud available
maybe talk about a little bit more where you think you are in your journey in adding data sources to Compass and data cloud