“However, we estimate that the announced tariff currently in effect will have a limited impact financially, which we have absorbed within our 2025 guide.”

In context

“as total prescriptions grew by 46% compared to Q1 2024. Leading performance was strong as a four week rolling average share of market increased by 5 percentage points compared to Q4 2024 and by 10 percentage points compared to the same quarter last year. On Slide 11, we provide an update on capital allocation. Moving to Slide 12 is our updated 2025 financial guidance. Our performance in Q1 was strong and we are encouraged by the underlying trends we saw across our portfolio of medicines. As a result, we are reaffirming our revenue and performance margin guidance. Our non-GAAP earnings per share guidance is unchanged, except for Q1 charges related to acquire IPR&D. As Dave mentioned, the situation regarding trade and tariffs remains dynamic. We continue to monitor the external environment. However, we estimate that the announced tariff currently in effect will have a limited impact financially, which we have absorbed within our 2025 guide. Now I will turn the call over to Dan to highlight our progress on R&D. Dan Skovronsky: Thanks, Lucas. I'll start with key data from our recently completed orforglipron Phase 3 trial and provide some context on our development plans and timelines for this important molecule. I previously said that our hypothesis was that orforglipron could deliver efficacy, safety and tolerability similar to the best seen for available GLP-1 monotherapy injectables. I believe the results from ACHIEVE-1 trial support that hypothesis. Let me start with efficacy. Beginning on Slide 13, you can see the reduction of 1.3% to 1.6% for hemoglobin A1c. Given the relatively low baseline of 8 in this 40 week monotherapy study, patients on the two highest doses ended the study with a mean A1c of about 6.5%, similar to”