Steve Baxter

“I just wanted to, I guess, first a clarification. The higher health benefit costs, are those just restricted to the senior living acquisitions that you've been doing, or do they also extend into the United Medicis assets?”

“I just wanted to follow up on the supply chain margin question. Just hoping you could discuss a little bit with the rebates, like why they're coming in, I guess, higher, it seems like, than maybe you initially forecast them to be.”

“So you've touched on the, I guess, the capital and strategic parts of this, but if we think purely a bit about the operating cost structure, we can look back to the original Caremark and CVS transactions or the more recent CVS Aetna transactions and just see that, you know, operating cost synergies were a big part of…”

“It's the acquisition of Precision Medicine Group for $2.25 billion, so this is going to be part of your oncology and multi-specialty segment going forward. I mean, maybe first talk a little bit about the strategic rationale for the deal and then a couple of kind of follow-ups.”

“Could you expand a little bit on the PAWS Texas Medicaid Supplemental Payment that was mentioned during the guidance color? I guess what exactly is happening there and what needs to happen for that payment to come back online in 2026 and how much I guess of the year-over-year impact is that driving?”