“And longer term, we will add more U.S. manufacturing capacity, which is part of the planned $10 billion in capital investment that we announced during the first quarter call.”

In context

“ith the performance, and we'll update that long-term guidance at the appropriate time, but the momentum is clearly there. As it relates to tariffs, I'd say, as it relates to '25, we're fairly insulated from any impact this year given inventory management actions. But look, without policy details, -- we're not going to speculate on the longer-term impact. We do need to see the outcome of the 232 investigation and how tariffs are ultimately phased in. What I can say is that we do not expect our exposure to be outsized relative to peers. And as I mentioned during the first quarter call, we have a broad U.S. network. It includes 11 sites that manufacture API, biologics, toxins and small molecules. As a reminder, again, our largest product, Skyrizi, is made in the U.S. for the domestic market. And longer term, we will add more U.S. manufacturing capacity, which is part of the planned $10 billion in capital investment that we announced during the first quarter call. That again includes adding 4 new sites to our U.S. network that will cover API, peptides drug product and devices. And so we are well positioned. We'll obviously continue to invest in the U.S. I think we're having constructive discussions with the administration on sectoral tariffs. Clearly, the best way to motivate that is through tax incentives as well as a trade agenda that prioritizes innovation. But we're well positioned as a company, but we're not going to be able to really give you any details until we understand the outcome of the 232 investigation. Operator: The next question comes from Chris Schott with JPMorgan. Christopher Thomas Schott: Just a couple of follow-ups here. Just on Skyrizi, obviously, meaningful upside to results this year. And I just would love if you'd lay out”