Constantine Davides

“Just a question on the margin profile of the business. Looks like you've lifted that outlook. So I guess a couple of questions on that. First, is that a sustainable level of profitability, or is it more of a 2026 profile that you're talking about? number one.”

“David, it looks like capitated profitability really stepped up in the first quarter. Just wondering if there's anything to call out there. And then second part, you just talked about Medicaid and low-income populations.”

“Just on the PBM partnerships you've announced, obviously ESI is furthest along, but I'd love to understand what's similar leverageable from one PBM relationship to another?”

“I wanted to maybe touch on technology a little bit. In the release, you put in a lot of metrics around Intellify, and then I I think you referenced outsourcing and TeleFi to some other staffing companies.”

“And I guess just one follow-up on the newer solutions. I know you've said those won't really impact 26, but I guess, you know, you talked about having 2.7 million eligible members now with access to those programs.”