Patrick Donnelly

high single digit growth in the quarter. You know, pretty healthy there. Obviously, talking still about the mid teens

nice to see low double digit growth in LC/LCMS. Can you just talk about what markets you are seeing that strength in

It did come in light, even backing that out. It sounds like it's around the cell analysis and genomics piece

Can you just give a bit more color? And again, it sounds like the mid-teens, still very much on the table.

Can you talk about maybe specifically on the instrument side, what you've been seeing? Again, it does sound like biotech is loosening up a little bit for you guys.

Is that fully booked out through '26? And then you talked about the expansion, the capacity expansion plan as the year goes.

is next year setting up that it has that potential to be an out margin year given kind of the headwinds this year that will not recur next year?

if you could just talk about what you saw pricing versus volume in the quarter and expectations going forward

Can you talk about the visibility there? I know sometimes you get orders well out a few quarters. I mean, are you into '26 on some of these order books?

Can you just give us some color how those progressed as the quarter progressed? I mean, you guys are unique with the timing, probably saw a little bit of the pharma tariffs

Can you just talk about what you're seeing there, the traction? It feels like there could be some nice upside there. I know that there's more tenders coming as well.

I know last quarter you talked about high-single-digit growth expectations, maybe some potential for double-digits. So, we'd love to hear the latest thoughts there.

Can you talk about where we are in the cycle, what your expectations are? As you guys know, there's a debate in the market about what the cycle looks like.

Can you just talk about what you guys are seeing there and hearing there? You know, Bob, helpful to hear that you guys got your first orders there in October.

Can you just talk through a little bit? It sounds like half of it is M&A, half of it some of the other moving pieces

Can you just talk about that kind of small mid-sized early biotech portion, what you're seeing there

KF is a nice impact this year. You look out, you know, beyond this year, is it almost a compounding effect on the NHP side

Maybe the divestiture process, Jim, can you just update us where we are there? It sounds like negotiations are still going with the buyers

is there a path to DSA growing in '26? And what does that mean maybe for the margins?

Can you talk about what you're seeing from customers? Is the biotech market loosening up a little bit?

the confidence that stepping on this hiring, the confidence that we are kind of turning the corner here

Can you just talk through that? And then what -- maybe it's one for Flavia on the back end, what that implication means for margins?

now that it's over 1x, is the expectation that it kind of stays here?

just on the margin side, I think previously you guys were talking about DSA down a bit this year. How are you thinking about just the moving pieces on the segment margins

Can you just talk about, I guess, the moving pieces inside DSA? And then you talked a little bit about the pricing environment forward

Can you just talk about the Project Nova piece, how the investments are progressing there?

Just want to talk through the moving pieces on the margins

What are you guys seeing there and expectations into year-end?

can you just talk about, you know, the 3Q setup in terms of margins, earnings would be helpful

Can you talk a little bit about 2Q? I know typically seasonally that's the strongest quarter, so just want to talk through margins

Can you just talk about the cadence, anything to call out as the year progresses? I know LifeLabs is starting lower margin

it sounds like things are improving across the board, Abcam, Aldevron, SCIEX. Can you just run through what you saw into year-end

What is the path back to the LRP that you guys have out there? Is that on the table as we look ahead

where we're going to be on 4Q? It sounds like the low 30s is a good place to be in.

can you just talk about the building blocks 2Q to 4Q to get back to growth?

Are you having any of those conversations or suppliers talking about higher prices? What are the mitigation efforts?

what's the appetite on capital from hospitals, what are you hearing there?

Any changes there, whether it's BV CV/TV or other parts of the portfolio that the competitive landscape has changed at all?

Maybe just take us through what you're seeing there? How much of it is again, maybe a little bit of a pause before the product launch?

Can you talk about the moving pieces on the margin front for the year

Can you talk about the outlook for the year. It sounds like maybe a new launch moving here on the gantry side

Can you talk a bit more about the bookings trends you're seeing in BLS? If you guys can break down what you're seeing in ED versus central lab

Can you just talk about the expectations there? I know you've talked about the $100 million top line impact

Can you just talk about what you saw in the quarter? I guess, both central lab and then particularly the early development business looked like it picked up a little bit of momentum as the quarter ...

sounds like it's just a matter of when these trials take off, they're all in the backlog, do some of them slip or not

On the lab side, can you talk about the conversations there? I know pricing has been a little bit more firm on your guys' side

can you just talk about the pricing side, what those conversations have been with payers, the expectations for '25 on that front?

how have those conversations changed with customers? What are you hearing given the macro backdrop

I think the previous guide was 250 basis points of price, maybe 100-ish of organic volume. Can you just update where we are there?

Is that something you're hearing through the first month and change here? Or is it just -- obviously, there's a typical Mettler conservatism

I would love if you could break out how you're thinking about pricing versus volume, both on the revenue side

I think Europe flattish year-to-date. It seems like it's been improving a little bit. I think Shawn talked about low single digits next year

can you just talk about what you're seeing there, what the trends are, conversations with customers

Encouraging to see you guys guide above the Street. I don't recall the last time that happened

Can you just talk about pricing as a potential lever, what the expectations are, what's built into guide here

What are you hearing from customers on the core industrial piece? What's the right way to think about how you guys are forecasting that today versus maybe a few months ago

Can you just break down kind of where that impact is coming from? Obviously, China was a pretty big concern coming in just in terms of some of the import-exports there

it sounds like product inspection momentum is picking up, pharma seems better. Just curious if that was more conservatism or something you're seeing to start the year

Can you just talk about the margin build this year? It's always helpful to hear about the price contribution, the moving pieces, both 1Q and for the year

it sounds like ac and gov got a little bit better. Are you seeing the recent biotech funding start to show up a little bit?

Can you just talk about the recent conversations with customers? I know you talked a lot about your offering with all the focus on that business.

can you just talk about the reagents versus instruments piece? What did reagents do in the quarter in particular?

Can you just talk about the moving pieces? Obviously, you have the China diagnostics piece.

Can you just talk about not only what you saw in the quarter, but expectations going forward?

Can you just talk about your appetite, what you've seen and what the funnel looks like at the moment?

I think overall, that segment is low single previously. It sounds like instruments moved lower, software maybe a little higher

Can you talk about first what those products are? What you guys are doing to shift around and offset that? And just how you're able to do it so quickly?

Can you just talk about the 2025? It sounds like mid single-digit growth for that piece

Can you just talk about kind of the offset hitting that earnings number in 1Q and visibility on the margin build as we go through the year

what are you hearing? I mean, the funding has looked quite good for over 6 months here

Can you just talk about what you're seeing and then the expectations visibility going forward?

Can you help us size up? I think at our conference when we were chatting, we were talking about at the peak, those two customers were maybe as much as 40% of the GMP business

You talk about the biotech piece in particular? Again, still declining for you guys, but sounds like all the conversations are improving

Can you just give an update as to what the quarter looked like there, what the momentum looks like?

Can you talk about, I guess, what you saw underlying in the quarter and then the expectations going forward?

What are you guys looking for in terms of gaining a little more visibility and ramping back to maybe a little bit more of the normal growth rates

can talk about what you're seeing from the biotech customer base certainly been a concern across the industry just given the volatility of the funding backdrop

just a quick update on what's happening with Wilson Wolf, what the trends were this quarter

Can you just talk about, I guess, what you saw in terms of the environment confidence level in terms of the recovery?

Can you just talk about the moving pieces the expansion opportunity, and and again, anything else under the hood other than FX?

Can you just give a little more color on what you saw how the biopharma conversations trended in the quarter

how much do you think was just kind of an air pocket as the transition of the management happened

Can you talk about the acceleration you saw there? It sounds like, Bob, I think you were talking about low double digits for the rest of the year

Can you just talk about how we should think about the margins for the rest of the year between the mix shift piece?

Can you talk about the drivers there, the mix piece?

in terms of the visibility and fulfilling that with high-margin business, it sounds like -- what are the conversations there

Can you just talk about the margin construct as we work our way through the second half?

Just curious in terms of the ramp, what are you guys seeing on the order front?

Can you just talk about, I guess, the build as we work our way through the year?

Can you talk about, you know, the growth you're seeing from that market, particularly proprietary side