“Obviously, there's some chance of this moving back into Q4. That's not within our planning assumption today.”

In context

“at were specced into, there's really no change to the underlying trends, even given what we saw in the quarter. We think our portfolio is differentiated, and that's supported by our strong order book trends as consumables and equipment orders both grew mid-teens in the second quarter. Matt Gugino Mike, just on the numbers here, I think your numbers you quoted may be a touch high, but in the ballpark. I think in the second quarter, we saw about a 500-basis points impact to that overall bioprocessing growth, given that the dollar is probably more in that $50 million to $60 million type range. Then for the full year, we saw a little bit north of $100 million that shifted out of that Q2, Q3 into next year. That's a couple of hundred basis points to our bioprocessing growth for the full year. Obviously, there's some chance of this moving back into Q4. That's not within our planning assumption today. I think the other thing just to note here on Q2 is that outside of chromatography resins that Rainer referenced, we saw pretty good performance in the quarter in consumables, and that included strong double-digit growth in our upstream consumables business. No change to our view that bioprocessing is high single digit over the long term as we noted. Michael Ryskin Okay. All right. I'll use my follow-up on the same topic then. I guess just, is there anything that's changed with visibility in the business? Is there anything, you kind of alluded to that this happens from time to time, but it is a pretty meaningful swing. I know we spent a couple of years worrying about destocking, and it seems like we've moved past that, but still, there's a lot of questions on visibility, confidence in th”