Dennis Ding

“So, John, you've always alluded to and emphasized that you guys are looking for a global partner. So can you go through exactly what you're looking for in a partner, at least on the U.S. side, and how important is it for a partner to have a presence in nephrology specifically?”

“We had two on the court's open guidance. So, number one, you know, what factors didn't play out to your expectations that has driven the guidance revision, because you guys landed, you know, within your Q1 and Q2 soft guidance, but then lower 2026 by about 30 million.”

“So, number one, it sounds like demand is fine, but access is getting more difficult. And I think that's really the new piece of info for me. Can you give more color on what those hurdles are?”

“I had a question about raising the low end of your guidance. I see that you raised it again to 385 but held the 390 top. And given the core of the momentum, and as you said, the expansion benefit is still mostly ahead in the second half.”

“I have two pipeline questions, so one on lupus and one on salatogrel.”