“We continue to expect about that $1.1 billion that we shared for total impact of which about $900 million or so is specific to HIV.”

In context

“dollar has weakened for those of us that are based in the United States. There's a tailwind relative to our budgeted FX amount. That will help offset some of those as well. So we're very confident today that with the strong growth you saw in the base business in the first quarter, despite the Part D impact, which Johanna can speak to, even with the tariffs, we're happy to reconfirm guidance for the year, and we feel like we're in a good spot. Johanna Mercier: Great. And maybe just specific to your Part D redesign question. Although still quite early in the stages of implementation, just important to note that Medicare claims will lag by a quarter so still kinda looking for that data, and we'll get that sometime late Q2. For the first quarter of this year. Our assumptions haven't changed. We continue to expect about that $1.1 billion that we shared for total impact of which about $900 million or so is specific to HIV. And in terms of phasing, we do expect some linear progression over the quarter. Is that in part driven by the cost of our medicines, and then last but not least, we're really quite pleased with our Q1 results. You think about our HIV business growing six points year over year, if you were to take out Part D redesign, you'd be looking at a 9% growth year over year. So we're really pleased with how HIV is playing out and being able to navigate those seasonal dynamics of inventory that we always see in Q1, but also the Part D redesign dynamics. As a reminder, we ask that you please limit yourself to one question so we can get to as many analysts as possible during today's call. Our next question comes from Tyler Van Buren at TD Cowen. Tyler, go ahead. Tyler Van Buren: Hey, guys. Thanks very”