Mike Kratky

to what extent do you really see that in the third quarter? How should we think about that moving forward, both in 4Q and '26

are you seeing anything on the type 1 side of the world, whether it's market growth and penetration or just your overall market share

have you seen any noteworthy shifts in your market share that you're capturing across the different segments

is that $2 billion that you've talked about in annual CAS sales now squarely on the table for fiscal '26? Or what reservations would you have about committing to that?

How are you thinking about how the competitive landscape could evolve in type 2 in 2025

what's giving you the confidence to reiterate the guidance and especially in the backdrop of any ongoing disruptive factors like GLP-1 impact

could you look to do that through piecemeal M&A or would you potentially be open to considering more of a platform acquisition