“Maybe just say one comment from my side. When we talk about more so from the demand perspective, I think in the U.S. in particular, the proxy that we alluded to on the growth that we see across both and Mounjaro and Zepbound in TRx of that 25% sequential quarter-on-quarter is a good proxy to start basically trending out into next year, more so to provide more perspective from the market side and the demand side than the manufacturer.”

In context

“in early February. But qualitatively, you can see the flow of our investment and CapEx into this space and you could kind of go backwards three years or so and expect the capacities we announced then to be coming on full line in that timeframe and then rolling that forward. So of course, we made an announcement this year and those are a couple of years away from having full impact. But if you go back to '21, '22, '23, we are working hard to bring those online and expect good growth next year. So I think Lucas mentioned, we're seeing acceleration in demand, but that means acceleration in supply during this year and we expect strong growth on the total for next year and we'll lay out the details if we get into the guide call. If you have anything else to add to that, Lucas? Lucas Montarce: Maybe just say one comment from my side. When we talk about more so from the demand perspective, I think in the U.S. in particular, the proxy that we alluded to on the growth that we see across both and Mounjaro and Zepbound in TRx of that 25% sequential quarter-on-quarter is a good proxy to start basically trending out into next year, more so to provide more perspective from the market side and the demand side than the manufacturer. Joe Fletcher: Thanks, both. Paul, next question? Operator: Next question will be from Umer Raffat from Evercore ISI. Umer, your line is live. Umer Raffat: Hi guys. Thanks for taking my question. Maybe just to spend one more minute on the inventory dynamic in the quarter. I'm trying to think out loud, could the launch of cash-pay single vial option via LillyDirect have impacted channels' interest in filling out their inventory given how those launch is going? And/or were there any changes in your incentives or fees to the distributors that could have impacted it? Thank you very much. Joe Fletcher: Thanks. I'll let Patrik quickly handle that. Patrik Jonsson: Well, overall, we launched LillyDirect self-pay by just a month ago. Not we are pleased with the uptake, but we also realized that it”