Kevin Caliendo

can you just remind us what percentage of your COGS are resin?

if it were to go through, would this be a positive or a negative for you guys? Like, how would it impact what you're doing or the profits potentially on PPE

I want to dive a little bit more into what was driving the same-store generic unit growth. Is there a particular category that moved more?

On the noncontrolling interest, is that being added back to AOI? Or is that just $0.05 less below the line? I'm just trying to understand if it actually impacts the operating income

do you have enough comfort contractually that you, as a distributor and a purchaser of the drug, can pass through whatever the ingredient cost

are you actually seeing this now? Is it a question, of your comping higher utilization in the fiscal second half

I just want to make sure there's been no necessarily any change in GLP-1 economics going forward at all

can you talk about how you think about asset divestitures in the context of long-term growth rate or impact to long-term growth rates, impact near term to earnings

is your macro assumptions of your end markets different, or is this being driven by your own mix and the fact that you have more now, you are more levered to that

is there anything fundamental that you can see that would bring your growth rate down closer to your LRP, where it's been exceeding it now for almost 2 years

Does your fiscal '25 guidance embed any incremental customer loss beyond FCS

Is this a stepping stone? Is ophthalmology going to be the next sort of roll-up for you

Can you get to be profitable next year? And also enrollment, I know enrollment is not over yet

within your guidance, what's the offset that makes the second half a little bit better?

What are you guys seeing in terms of the HIX now that we have further visibility?

what other sort of headwinds and tailwinds should we be contemplating?

Are you still anticipating sort of 20 cents for the full year?

we've read some stories about strikes up in LifeLabs. The stories don't give a ton of details

In the context of how much of your supply costs come OUS. How much of it is fixed contracts, how should we think about the risks

Are there any other one-timers in there? And specifically, do you expect core margins, not sort of comping out some of the other things

Can you just give us a little bit of a cadence? I understand the exiting of the year at $125 million is great

The lower remeasurement in '26, you described it as lower. Is it materially lower

My question is around the Heartland relationship, how -- where we stand with that

did you view them as a strategic partner? Or did you think that they would come in more and help operationally?

The fourth quarter organic volume was lighter than normal, up 1%. Was there anything in particular to call out there?

From an absolute size perspective, $195 million is meaningful. Is this deal expected to be accretive in the first 12 months flat?

Should we be thinking about a year-over-year margin improvement within Invitae getting a little bit better that maybe you could see

is there any other color you can give us around cadence for the year as we think about EPS growth

core margins in Diagnostics sort of grown 50 basis points. Is there any dynamic that's different when you think about 2025

do you see GLP ones possibly introducing new utilizers on the prior authorization side

If I look at the Pharma segment growth in the first half of the year, the actual is north of 11% and would imply the second half is less than 4%

Can you help us just sort of understand that risk, meaning if there is some sort of Medicare Part B MFN impact to ASPs

be comfortable with that. You're comfortable with an earnings growth rate of 12% to 14%