“I think you'll see the benefits of that coming into the back half.”

In context

“derstand, are there any incremental investments that you need to make? I know you've been a lot more transparent than others. But is there anything to think about? And if you do come to a settlement with the FTC, do we need to think about redomiciling the GPO to the U.S.? And is there any cost there? Stephen Hemsley: Yes, we'll handle those separately. Wayne, do you want to talk about the slope? Wayne DeVeydt: Yes. The one thing I would say on the slope is for Optum Insight, I would view this as what we're doing is a couple of things. One is slowly decommissioning old products that were not AI-based and reinvesting in those products through the AI investments. So you're getting the slow rundown of those products in Q1 and then the investments to transfer those over into more AI based. And I think you'll see the benefits of that coming into the back half. Relative to Optum Rx, we are onboarding almost 800 new clients this year, of which the vast majority of those will be going into next year in terms of the actual run rate. So you're getting the full impact of those onboarding starting early in the year. But I think as the year progresses and we begin to migrate and bring folks over, you'll start to see that subside. And I would also just remind you that we've assumed a little bit of lower script volume, obviously, due to the membership that we had. But as the year progresses, I think you'll see some of our G&A initiatives and AI investments coming through, and that will actually improve the outlook in the back half. Stephen Hemsley: Thanks, Wayne. And Patrick and Jon, do you want to address PBM? Jon Mahrt: Sure. Happy to. Thanks again for”