Theodore O'Neill

“Cancute, last quarter you talked about gross profit margin having a ceiling of 78%, And I'm wondering if that's still the ceiling you're looking at. And if you feel that this kind of gross profit margin might attract competitors.”

“The first is about memory chips and sort of the supply chain of semiconductors in general. You cited here, which everyone has been seeing is memory chip cost increases.”

“I'm struck by how Well Energy Services is doing. And, Rick, I wonder if you could talk about, you know, it's up year over year, but it's also up sequentially. Can you give us some more detail on what's going on there?”

“So, Holger, if you could give us some more detail on what's happening with advertisers and travelers. You say in the prepared remarks here that conflicts are creating uncertainty.”

“I wanted to ask about the Impetus Bioscience Agreement, and could you give us some more information about what indications the JAK inhibitors are for, and do you expect there to be any milestones for your relationship with them beyond this in 2026?”