The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Olivier Calvet - UBS - Analyst
: Yes, hi, good morning. Thanks for taking my questions. I would have, a couple, maybe first, technical one for you and mood on the first quarter.
Could you shed some light on the volume developments in DCS in the first quarter? I see the organic, number that's, helpful, but just wanted to
get a better sense of price versus volume, and especially within DCS core, because I guess bulk is driving pricing up in in DCS overall.
The second one would be on the FX impact, so both at the sales level in DCS and at EBITDA at group level, I was just wondering if it would be fair
to assume that this is mostly gone from the 2nd quarter.
And then, more big picture, on files, you, you've given some color by region in the last couple of calls. I was just wondering, if you could also,
reiterate, or give you some information there on especially the EMEA in North America, growth rates.
And yeah, and final one just on, GLP-1, so firstly, would you have an update on the timing of your US expansion in North Carolina? And secondly,
do you include deliveries to compounding pharmacies in your overall GLP-1 sales in cartridges?
Question: Olivier Calvet - UBS - Analyst
: Okay, thanks.
Unidentified Company Representative
I'm to already over my first question but doesn't matter. Yeah. So, we are really optimistic about [white] volumes because the last month, we really
see significant improvement in order intake. That it will not realize immediately, but within the next few months, it will realize. And that is something
which is for the first time really so significant. I would say already the number, we are more in the range of the high double-digit teams, yeah, at
the moment, almost 20%. Yeah, that is true for all regions. Especially EMEA and North America are recovering strongly, yeah, so which is good,
Question: Olivier Calvet - UBS - Analyst
: Thanks.
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