“But as we look forward, we do continue to see a strong opportunity for growth.”

In context

“t know that the epidemiology is so certain because there hasn't been a treatment. And when oftentimes, there's not a treatment, the epidemiology, one has to be a little bit thoughtful about. Robert M. Davis: Yes. And Vamil, this is Rob. As it relates to the ex U.S. business, overall, to your point, it is still very early in the launch. And really, we're going to really see most of the reimbursements coming in the second half of this year, and that's when you're really going to see growth. But if you look at what happened in the quarter, we're actually seeing contracting is in the markets where we are currently marketing the drug like Germany, it's off to a good start. What you saw from the revenues, actually, there was a pricing adjustment in the quarter that, that's why it appeared flat. But as we look forward, we do continue to see a strong opportunity for growth. And just to contextualize, you might recall, this is about 90,000 patients worldwide, roughly half of that is the United States. The other half is Europe and Japan. And we expect -- we, I think, recently got approval in Japan. So that's coming in the back half of the year, and then we expect broader reimbursement through Europe. So as we sit here today, it's early, but I would say it's on track. Operator: Our next question comes from Chris Schott with JPMorgan. Christopher Thomas Schott: Great. I just wanted to dig into the $3 billion restructuring announcement. I know you mentioned in the press release you're planning to fully reinvest that. But just when we balance what seems like a large ramp in the pipeline and the Phase III programs over the next few years against this cost initiativ”