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Bullboard - Stock Discussion Forum Zoetis Inc ZTS

Zoetis Inc. is a global animal health company. The Company is focused on the discovery, development, manufacture and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests and precision animal health. The Company operates through two segments: the United States (U.S.) and International. Within each of these operating segments, it offers a... see more

NYSE:ZTS - Post Discussion

Zoetis Inc > Elanco poses a real threat here
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Post by TrickyGuy on Mar 04, 2024 3:44pm

Elanco poses a real threat here

Elanco Animal Health is #2 in animal pharmaceuticals.

Zoetis has 15 Blockbuster drugs (>$100 million in sales) and has been a stock market darling.
#1 in Companion animals (mostly dogs and cats) plus Farm animals. Strong relationship with vets.
 
Elanco (ELAN symbol) has 9 Blockbuster drugs plus 6 potential Blockbuster drugs in the US by 2025!
New drugs focus on Pet parasites, dermatology and pain; Farm – livestock sustainability [emissions]
Elanco was a spin off of Eli Lilly's animal business plus Bayer's animal pharma business.
$4.4 Billion in Sales. 55% outside US (20% Companion, 35% Farm), 90+ countries
45% US breakdown: 28% Companion, 17% Farm.

Disclosure: I don't own either at these prices.
Comment by frebeach1 on Aug 23, 2024 1:37pm
Investors invited to comment on possible Security Violations. Ck their bullboard.