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Since you started seeing the stop loss claims pressure into 3Q, was some of that pressure already included in the 3Q guide as more than 10% growth
it kind of implies that Medicare 1Q beat your expectations by about 370 bps
Can you help us understand the mechanics of the actuarial soundness look back process
was there a trend acceleration in claims or a noticeable market with pool deterioration in June compared to earlier in the quarter
are you talking about the dynamic of just new members not having trended to normal margins yet, or is there something in the acuity or claims data
you've got $4 billion more in revenue, EPS stayed the same. Is there any other moving pieces or is it just conservatism
on the bronze shift you mentioned, can you quantify how much your mix moved
Can you quantify how much of that decline reflects pricing actions on those government accounts versus employers shifting preference to ASO
Can you talk about how Carelon margins are lining up compared to your initial expectations
How did the portion of new members that onboarded with existing RAAF scores compared to historical average for Elevance
is that [indiscernible] possible for full year to hit the existing guide of 2% to 3% volume
Can you talk about how commercial exchange and self-pay compare historically on fee schedule and revenue collection rate?
How are you using your CapEx to support forward growth of that? Can you give us some insight into how you're thinking about providing your spend into high acuity versus low acuity
I just want to clarify again the bridge on equivalent admissions going from the 4.5% to the 3% to 4%
I was hoping you could clarify the moving pieces in the guide based. If I take about 1/3 of the 1Q beat that was described to CenterWell
I was wondering if you could help us with how much of your investments moved out of 1Q. Did it move into 2Q?
How do you think about the path to 3% margins? Does that assume any sort of stars improvement needed to get there?
is 2.5% to 3% adjusted admissions for behavioral volume still the right long-term target or the right target for '25 given year-to-date performance?
if you're still at 2.5% to 3% on behavioral volumes for the year, I think that implies a step up for the rest of the year that is above the guide range
The Nevada DPP that came in from the quarter, how many months was that related to?
what is the pipeline look like, or or how fast do you expect? This business is to graft.
Can you talk a little bit about areas that you're looking to expand? Are you guys looking at CTC or methadone clinics? Are you looking at more outpatient?
Can you speak to trends across physicians, hospital and drugs, how those are performing in the different books
Can you talk about any changes you've made in your management review process of underwriting assumptions and conservatism?
Are the penalties under the IRA for pharma manufacturers who raise price above inflation enough to protect you from tariffs pass through on Medicare?
could you help us bridge '24 to '25 by sizing some of the impact of the components that you called out