Elizabeth Anderson

can you go into a little bit more detail about your sort of like change in ASP view. It just seems a little bit more positive than what you're saying.

I'm just trying to understand how much of it you think is market driven and how much you think is perhaps a different sales strategy or marketing strategy that you guys are adopting?

As you talk about sort of the positive ASE perhaps in the first quarter. Anything you can do to help us put a little bit more of a parameter around what you would consider sort of that positive gro...

I was wondering if you would mind commenting on any early 4Q comments -- color that you've seen in terms of the end market. And also, just if you could comment a little bit further about the new Cl...

Can you talk about how that trended across the quarter? Sort of are we at a stability point, you say it's still trending one way or the other?

Can you sort of help us think through sort of the uptake for that and sort of how you expect that based on sort of prior launches

Can you sort of talk about the demand? Are you starting to see any impact on demand?

if you could talk about two things. Maybe as regards to the Lumina and the scanner business more broadly

Are you seeing any sort of changes in trend there that give you the confidence to do that?

is ADSJ sort of performing in at, you know, ahead of your expectations in terms of how you thought that sort of full first-year performance would be?

does the assumptions now include Rite Aid from CVS closing that? Obviously, you've aligned with a high-growth customer there

Can you just confirm that the -- when you were talking about the things that moved the Pharma numbers versus I think your expectations of above that high end of the AOI guide for 4Q, and you talked...

how do we think about sort of, the cadence of sort of investments and sort of the opportunity, as we move through the back half

Can you talk about the -- some of the simplification efforts? I think, I mean, obviously this has been a longer term trend

how are you thinking about that business and its performance on a run rate business basis? Can you talk to us a little bit more about sort of the synergy acquisition

Where is it like shorter-term opportunities in terms of helping to drive AOI growth? And what sort of like a longer-term driver as we think about that platform

what are the next steps in the evolution of the MSO platform? What, I guess, maybe in your allusion to what you were just talking about in terms of things you cannot do while it is not consolidated

Can you talk about some of how that's tracking versus your expectations and what some of the early customer feedback is

how do you kind of see that playing out for the rest of the year? And then, if we talk about some of the drivers on a longer-term basis

Could you just maybe go into a little bit more detail about what happened to World Courier in the quarter and how to think about that

could you talk a little bit more about RCA and sort of how you think about sort of your MSO capabilities more strongly

I wanted to just sort of double-click maybe on the demand environment

China right now, particularly in regards to RMS, but anything else you are seeing there? And then anything you would chalk up the improvement in biologics to

Can you talk about whether you're starting to see any change in behavior among any of your client groups regarding NAMs?

how pharma is thinking about the current demand environment? And then anything that you've seen in July and early August would be very helpful

for the new revenue guide, you don't need book-to-bill to go back above 1. Is it fair to say that it should be sort of at current levels going forward

in the short term, as you talk to customers since this FDA announcement, are they taking any actions like specifically now that they're starting to get more -- change their study procedures

Were there any onetiming items just in terms of are you still seeing sort of continue -- would you characterize that you're still seeing sort of a continued environment into the second quarter?

you've mentioned Oak Street doing better in the quarter. So I was wondering if you could talk about that

How are you thinking about how those are coming in versus your expectations for 2026

Can you give us a little bit more detail on exactly what those are? And is this a onetime item

As we think about what you said in terms of moving CostVantage into the government business next year and maybe there's potentially some 340B impact

are you having any change in your guidance expectation on the back of the Wegovy announcement? It doesn’t look like it

Can you talk about how that catches up over the course of 2025? Should we think of that as broadly ratable

Can you talk about sort of any embedded like weather and sort of flu expectations for the short term in the quarter?

can you just highlight the Elevance and Sentara reinclusion in their networks and sort of the impacts you think that that will put through in 2026 volumes?

Can you talk about some of the other pluses and takes, because obviously, you've had very strong margin expansion

What are you assuming in your assumptions for potential utilization of, like, an uninsured population?

Are tariffs or any of the potential hospital reimbursement challenges, creating an opportunity in the hospital lab management space

how you're viewing any weather or flu items in the first quarter

how to think about the cadence of specialty growth over the course of the year

none of the future repo with the authorization and included in the guidance range you just gave

you talked about, I think, during the call, some of the stabilization in the gross margin in the distribution business

how do we think about sort of the EPS cadence in the back half of the year just -- vis-a-vis your guidance and sort of the year-to-date performance

the most recent update on sort of where we are with the integration of the different clear aligner brands

on the back of IDS being solely in March this year, can you talk about how you sort of thought about that show

How do we think about that flexibility with potentially changing some of the sourcing countries

Can you talk about the transition within the orthodontic market?

what exactly you included in the guidance or whether you just think it's sort of incremental

I was wondering if you could talk a little bit more detail about the change in EPS seasonality this year

Obviously, that number -- the decline in membership is coming in not as much as you had originally suspected

Could you comment on the drivers of EBITDA margin as we move through the year

have you actually seen -- I think 1 of the fears that came out this week

I was wondering if you could talk a little bit, Ari, about some of the differences between what you're seeing on the pharma side versus the biotech side

if you could comment on sort of the cadence in the back half of the year

talk a little bit more about the biotech environment, how that's going, how you're sort of seeing RFP flow

What are you hearing in terms of hospital participation? And how do you sort of see that impacting potential updates to PAMA later in the year

are those potential savings that you guys were talking about if PAMA came through, do you still view that as a potential source of upside

I was wondering if you could maybe expand a little bit more on your BLS commentary, if you have any comments on sort of biotech versus pharma or sort of pockets of strength

I noticed you guys mentioned a couple of times higher personnel costs in the quarter, and I just wanted to clarify, is that something that you're sort of seeing overall?

How are you kind of working with your customers to sort of anticipate some of these STELARA shifts

should we expect sort of a shift more towards those internal growth investments versus what we've seen recently in terms of being more acquisitive

I was wondering if we could double-click on the health system strength you called out in the quarter

are there broader platform things that you can sort of across -- that can run across both of those

Given some of the changing reimbursement models we're hearing about from the national change