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Is there anything you are doing to the organization or the salesforce in order to prepare for this market unlock
it's impressive you're able to deliver on margins and EPS despite the customer timing in a very high-margin business
you mentioned promotional activity in Protein Sciences when talking about the margins there. Can you talk about these activities?
Have these customers who received FDA Fast Track already placed orders for their Phase III clinical trials and you've already recognized revenues
Was that similar growth profile across the rest of the cell and gene portfolio?
Is the plan to toggle the amount of ExoDx reinvestments depending on top line? Or would any upside to the organic top line lead to upside to margin expansion
Is it fair to assume that fiscal '26 margins at that 4Q exit rate of about 32% makes sense?
just using peer comments, it implies that the US academic and government end market could see like 10% to 15% incremental headwinds in calendar 2025
called out NovaPure as a positive for the first time in a while. And backing up, I think mix shift is such an awesome part of the story
the full year now looks more first half weighted versus what's typical. Is there anything to call out that's causing a decel in the back half
Can you talk about what you are hearing in customer conversations that suggest it could be a greater area of focus for customers going forward
you mentioned that demand outstripped supply.
I had a 2-parter for you. First, I'm curious on high-level headwinds and tailwinds to high-value components in 2026 as you see it today
I was curious if you could tell us the contribution in the quarter. I think it was 200 basis points in the first quarter
Can you discuss the potential upside you could continue to see from AnnexOne over coming quarters and years?