Andrew Cooper

“Maybe just going back to the PDF preferred payer mix, Jeff, you said 64% now. Longer term, how much higher do you think you can drive that mix? And then how should we think about how that impacts your spreads over time, over the next couple of years?”

“Maybe first, um you know we've heard a lot from from different players in the space through the quarter or through the the earnings reports already i guess uh i think tony you mentioned some payer mix shifts in a few markets could you touch on that a little bit more and anything you're seeing from a procedure mix…”

“And maybe just to tag onto that, I mean, like we've talked about, we used to talk about a higher level of growth that felt durable in terms of collections. You just had high single or low double digit in the U.S., but you're sticking with the zero to two.”

“When we contemplate all the puts and takes to the guidance revision for this year, it looks like underlying EBITDA growth accelerates several hundred basis points in the back half.”

“Maybe first on Plasma, I don't think you shared an apology if I missed it, but U.S. collection volume trends you saw in the quarter at kind of the market level.”