Erin Wright

what you're seeing in terms of growth across brackets and wires versus clear aligners in the market, just more broadly?

how is broader clear aligner growth across the industry, particularly in the North American market? Comparing to brackets and wires?

Were there any of your own initiatives like promotional activity that didn't really just play out to plan

any metrics that you have on the actual conversion rates of Invisalign First and Palate Expander and how you're seeing that translate into growth

Just to clarify, so there's no buffer kind of embedded in your guidance as it stands today from a tariff perspective?

how do we think about to sustain momentum into 2027? What would make you deviate from the long-term growth algo

can you unpack or break down some of the components of the profit performance in Pharma Solutions? And can you break down what's organic versus inorganic?

has anything surprised you like on an intra-quarter basis that really drove the upside maybe relative to your internal expectations in the quarter? And then maybe you could unpack a little bit of t...

what are you seeing in terms of utilization trends across the segment? And then on the tariff front, I think you said no change to your expectations there. But just speak to how maybe some of the m...

how we should be thinking about that in terms of the progression of pharma growth and the quarterly cadence of this onboarding

could you talk a little bit, about what you're seeing across specialty right now, just the key drivers

how do we think about the quarterly progression in medical at this point for the balance of the year

how central is specialty to the strategy? How do we think about this in the context of your capital deployment priorities

can you talk about the specialty business? You mentioned some of the strong organic growth there. Can you unpack a little bit some of the key drivers

I think you mentioned that roughly in the range of 4% PBM margin would be durable or sustainable even with some of the potential permutations of outcomes from a PBM reform perspective

Could you give us an update on some of the changes that you're seeing in the retail reimbursement model and landscape with more of the cost-plus models

Could you describe a little bit more about inReach as well as the InGuide pharmacy role and what these initiatives entail and the economics for Cigna

how are you thinking about, I guess capital deployment from an acquisition standpoint, and just any sort of change in your thought process around the regulatory environment

what is your guidance right now

how do you just think about some of the longer-term dynamics across the exchange business, the longer-term margin targets and growth profile

Do you still see the longer-term opportunities across the MSO assets that are out there

Can you describe that a little bit more? Is there a specific geography that this was attributable to in terms of in the quarter

Can you talk a little bit about the overlap with your core business across some of those other businesses that are now in the other segment

how are you thinking about commitments to the international business, the different components of that business? I'll throw in animal health as well

will the RCA deal help to explain your future focus from an M&A standpoint as we think about your learning so far there

any key therapeutic categories to call out there; and if I can ask a two-parter here, I'm switching species but I'm just curious what you're seeing in animal health

Could you speak a little bit to World Courier? Just give an update on fundamental demand trends across that business

can you break down a little bit more what some of those incremental investments are in 2026

I'm curious to your thoughts on the Part D space and how that's playing out kind of relative to plan

How should we think about the quarterly progression for MLR? You gave us some of the detail on your overall assumptions

can you speak to the overall margin profile outside of the Quest Direct business?

Can you speak to some of the sustainability of growth across this segment, the margin profile?

how would you break the 2 of those out if we do get some sort of more favorable negotiation on the exchange subsidies?

how are we trending now into kind of the third quarter? I guess, how would you characterize utilization throughout the quarter as well?

what are those in terms of what you're making there and what's incremental relative to what you were thinking previously

is it accelerating in terms of the market, underlying market share gains that you're seeing as well? And then also just lastly

can you talk about some of the proof points today or progress on that front, quantify any of those efficiency gains

can you remind us of just your response? I think we know that to some extent, but just ability to mitigate this on top of the cuts that you're making this year as well

Anything to call out on the commercial cost trend? I mean I think you mentioned just broader cost is kind of in line with expectations. But any areas such as behavioral to call out

what are you doing maybe differently in terms of cost structure initiatives throughout the balance of the year and into next year

Has anything changed on that front? You also have respiratory that you just called out, per the seasonality. I guess where does that leave us for MLR in the second quarter

I wanted to hear your thoughts on the advanced rate notice and where it can go from here in terms of incorporating a catch-up period in the final rate notice

can you remind us on the progress on addressing some of the operating costs?

is there anything specifically on the rate notice that you would have outsized exposure to relative to the industry from a coding perspective

I was wondering if you could talk a little bit more about the Specialty Pharmacy strength and what was kind of driving that

how are you thinking now in terms of visibility into that state rate mismatch and how that's progressing now

in light of that CMS push for further integration, across Medicare and Medicaid and to service that decent population by 2030

remind us what actually would be in view related or directly associated with inVue consumables? Is that really moving the needle yet?

do you have a backlog or preorders to speak of on that front that customers are waiting for F&A

Is that U.S. Market or is it international? Where are you seeing the tangible market share gains

How should we be thinking about continuing mid-teens growth into 2026 or the cadence that we should be thinking about things here

are we still on track with FNA and the launch? And what are you seeing from some of the pilot programs with FNA so far

how much of the strength is actually InVue consumables, lipase or just the new contracting terms when you do place an InVue

can you talk a little bit about the contracts that coincide with the placements in terms of consumables agreements

what's reflected in terms of that office visit trends now? What gets you to the high end, low end of the range?

Could you talk a little bit about Cancer Dx and the pull-through that you're seeing

what gives you confidence in sort of the pickup and CAG recurring for the balance of the year

can you speak to what guidance assumes now in terms of the innovation contribution in 2025?

does your guidance assume any sort of notable changes from a customer account standpoint at Point-of-Care or ref lab?

how would you describe the deal pipeline right now? Like what are you seeing in terms of the pipeline

how do you think about the durability of growth across the consumer-driven market?

how do you think about the nature of the deal pipeline now, how it compares to maybe this time last year?

Could you speak a little bit to your efforts around the consumer-driven testing, the contribution you're seeing now from that?

What's embedded in your guidance as we head into the second quarter? Is there any normalization in trend or just a continuation of the same?

Could you break down a little bit in terms of your expectations on underlying organic growth across the Diagnostics business for the balance of the year?

on PAMA and versus PAMA reform, what are your latest thoughts in terms of timing and magnitude?

what about PAMA [indiscernible] and just the broader regulatory environment where we stand today with the new administration?

Could you characterize, I guess, the backdrop right now across Biopharma, what are your expectations in terms of the underlying market into 2025?

What's embedded in guidance in terms of just underlying utilization trends?

can you speak a little bit more about how the transactions are progressing

those gains in terms of rationalization across U.S. oncology. It sounds like that's purely one-off, but any reason we should anticipate those being more frequent

any changes to how you're thinking about that, the impact across kind of U.S. Oncology as well as other businesses

how do you think about the opportunity across general ophthalmology versus the retina business

I just wanted to be clear what was embedded in guidance from a share repurchase standpoint

What should we, though, expect in terms of these savings accelerating in 2027, '28?

has there been any surprises that have come out of some of the initiatives there, especially at OptumCare?

Is there anything you can quantify or break down for us in terms of those steps to turn around Optum Health?

what is your latest thinking in terms of just PBM reform?

What does guidance imply now for the quarterly progression for companion animal

the 3% to 5% operational guidance, does that incorporate what U.S. Companion Animal operational growth is?

can you speak to some of the areas that you continue to drive from a cost management perspective? And how do you think about the quarterly progression from an operating margin standpoint from here?

how are you thinking about your ability to still achieve high single-digit, 6% to 8% kind of operational growth next year and some of those just like higher level headwinds and tailwinds as we head...

can you describe what exactly is embedded in terms of the growth tariff impact and what mitigation efforts you have?

you speak to what you’re seeing across the US market in terms of the Librela label change, how that’s responding relative to your expectations there?

just on the margin improvement year-to-year in 2025, can you talk a little bit about what's driving that in terms of the mix shift with the MFA divestiture

can you speak to how vets are responding following the vet letter and label change? Like, has that helped them in terms of understanding kind of how to prescribe?