William Szablewski
Head of Investor Relations & Capital Markets

business, particularly North America, North America being up 3%, driven by the portfolio. Kudos to the team for continuing to get our complex portfolio approved and also launched. Last year, we launched two complex injectables, which is helping drive that growth.

But also, we're seeing continued strong trends with our generic Symbicort in the market. So North America positioned in a very favorable manner. And so overall, I think when you look at this business, we're on a trend line right now of 2-plus percent operational growth. You mentioned the enterprise-wide strategic review. We're beginning to implement that cost savings program this year.

We expect to deliver $120 million of net savings. So that's certainly helping with the operating leverage we're seeing in the business. So overall, I think the business is in a really good spot as we look out to the rest of the year.

Jason Gerberry
BofA Securities, Research Division

I guess for some of us who followed you guys for 10-plus years, the company has gone through a lot of permutations between Mylan, the Upjohn deal, some divestitures. When we look ahead to the $11 billion of capital return that you talked about, maybe half of which could be used for BD. Is that a firm number?

Are there some variables that could enable you to push greater on the BD toggle for the business, depending upon the accretion profile of the target and/or other facets of a target asset that's