Brendan Smith

“And congrats again on the print, Michelle. It's great to have you. Maybe one here on the revenue mix that we should think about moving forward. I guess you guys noted that HVPs are over 50% now of revenues, and some of which includes, I think, Biologics, around 43% you had in the deck there.”

“I wanted to just first clarify quickly on 201. Is it maybe fair for us to assume, you know, you'll get the interim data in hand and put it out before initiating endometriosis study and then full POC hair loss data in Q1 thereafter?”

“Maybe first, actually, on HyperCon, I know we'll get confirmation of the first two assets by early next year. I'm just wondering if you can give us a little bit more of a sense of timing for kind of subsequent assets in that pipeline and just roughly when the next wave might be.”

“Maybe just one more follow-up on predictive talks. I appreciate all the color there so far. I think I wanted to ask maybe how we should think about kind of the 10% to 15%, you know, medium-term growth expectations you've noted previously.”

“Actually, just wanted to ask quickly about net retention rate. I think we noticed in the filing it looks just down a bit sequentially and maybe year over year. So I'm wondering if there's any nuance there in the quarter we should be aware of or any kind of customer feedback you've been hearing just in Q2.”