Daniel Grosslight

what’s been the biggest surprise versus your initial expectations? Is it the rental adoption, lower ASP, macro pressure?

I think you mentioned that you’re not going to change list prices here despite the reimposition of the tax.

Can you just comment on the underlying assumptions for the cadence of profitability this year, particularly I know there's a lot of uncertainty around the Middle East, but how much impact around th...

I'm curious how the ramp of distribution volumes have tracked versus your initial expectations?

What specific capabilities are resonating most with manufacturers then as we look forward, for the next year or so, are there any significant investments that you anticipate making

When you talk about the accretion from ION and GIA, are you also including the accretion from onboarding the distribution businesses?

Can you talk about some of the potential pricing headwinds in home solutions, particularly I'm thinking about competitive bidding coming back maybe in a couple of years from now?

how much of the price increases that you are going to seek to take are contractually obligated versus how much are you are going to have to

I'm wondering if you could help kind of segregate that out between the United States and Mexico

I was curious if, more broadly speaking, you're seeing an increase in the competitive intensity within this segment

which geographies or therapeutic categories are driving this growth? Is it broad-based or concentrated

do you think you'll continue to see World Courier growth

I was wondering if you could provide an update on how much accretion you saw from RCA in the first year or maybe quantify that app performance for us

How are all these factors informing your near-term M&A strategy? Outside of oncology, do you think we will see a slowdown in some of the larger M&A

The proposed hospital outpatient prospective rule seeks to end the pricing advantage that hospital-owned off-campus outpatient facilities have in drug administration

Health systems seem to be getting a lot more airtime this quarter than in previous quarters. So, I'm just curious why that is

I was wondering if you could talk a little bit about the competitive environment within the MSO space, specifically ophthalmology and retina

maybe a little bit more detail on the size of that headwind and when you guys think that this should start to abate?

How are you balancing buybacks against potential M&A opportunities

I was hoping you can provide a little bit more detail on the phasing of incremental investments in the second half

bifurcate a little bit more or force rank the contribution from volume, price and innovation on the improved outlook

Guidance does imply a bit of a step down in free cash flow, about 13% reduction year-over-year

much of that growth is coming from GLP-one related programs versus other specialty drugs

if we do see an increase in uninsured and more insured people paying cash for their prescriptions, perhaps through TrumpRx, how do you anticipate that will impact your prior auth business

biosimilar adoption and any acceleration in benefits that you're getting from that the bottom line

Lilly and Novo seem to be really expanding their cash pay GLP-1 programs via LillyDirect to NovoCare

there's been any change in the oncology or retinopology markets that makes now a more opportune time to invest

how, if at all, are you changing your marketing channel strategy, your investments in DTC