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Australia Veterinary Pharmaceutical Manufacturing Industry Market Research Report 2024 Featuring Virbac, Zoetis, and Intervet Schering-Plough Animal Health
GlobeNewswire News Room· 2024-07-11 17:58
Dublin, July 11, 2024 (GLOBE NEWSWIRE) -- The "Veterinary Pharmaceutical Manufacturing in Australia - Industry Market Research Report" report has been added to ResearchAndMarkets.com's offering.This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares. Veterinary pharmaceutical manufacturers have endured their ...
Zoetis Deep Dive: Better Setup Than Human Pharma
Seeking Alpha· 2024-07-08 17:00
Vesnaandjic/E+ via Getty Images Zoetis (NYSE:ZTS) is a leading animal pharmaceutical company, primarily focused on both companion pets and livestock. Zoetis boasts a robust portfolio of long-lasting blockbusters, benefiting from lower R&D costs and quicker development timelines compared to human pharmaceuticals. However, valuation concerns persist amidst reliance on key drug launches for future growth. One-Minute Summary of Zoetis' Business Here are some key highlights of Zoetis' business and industry i ...
Zoetis: Don't Fret Excessively Over The Animal Healthcare Leader
Seeking Alpha· 2024-06-11 23:30
JHVEPhotoZoetis Is The Animal Healthcare Leader Zoetis Inc. (NYSE:ZTS) is a fundamentally strong healthcare company focusing primarily on animal health. Zoetis has a long history of delivering on its value proposition "by advancing care for animals." As a result, it has propelled ZTS into one of the world's leaders in animal health, capitalizing on its massive global scale and R&D expertise. Moreover, a relatively more fragmented market (as compared to the human health business) has also afforded Zoetis ...
Zoetis: Why The Focus On Companion Animal Segment Will Pay Off
seekingalpha.com· 2024-05-23 02:31
JHVEPhoto Just over a year ago, I thought Zoetis Inc. (NYSE:ZTS), the undisputed leader in the animal health industry, was fairly valued even at premium valuation multiples given that the company enjoys durable competitive advantages stemming from its scale and brand recognition. Since then, Zoetis stock has gained just 2% while the S&P 500 has soared almost 30%. This underperformance, if continued for longer, may spook investors, but I believe long-term investors should double down on ZTS stock because ...
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors of Zoetis Inc. - ZTS
prnewswire.com· 2024-05-17 09:15
NEW YORK, May 16, 2024 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Zoetis Inc. ("Zoetis" or the "Company") (NYSE: ZTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Zoetis and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.[Click here for information about joining the class action]On April 12, 2024, The Wall Street Jou ...
Is Trending Stock Zoetis Inc. (ZTS) a Buy Now?
Zacks Investment Research· 2024-05-06 22:01
Zoetis (ZTS) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this animal health company have returned +0.7% over the past month versus the Zacks S&P 500 composite's -1.6% change. The Zacks Medical - Drugs industry, to which Zoetis belongs, has gained 0.1% over this period. Now the key question is: Where could the stock be headed in the near term?Although ...
Zoetis (ZTS) Q1 Earnings and Revenues Surpass Estimates
Zacks Investment Research· 2024-05-03 01:36
Zoetis, Inc. (ZTS) delivered first-quarter 2023 adjusted earnings (excluding one-time items) of $1.38 per share, which surpassed the Zacks Consensus Estimate of $1.34. In the year-ago quarter, the company delivered adjusted earnings of $1.31 per share.Total revenues grew 10% year over year to $2.19 billion in the reported quarter, which also beat the Zacks Consensus Estimate of $2.14 billion. In the year-ago quarter, the company reported total revenues of $2 billion.Shares of Zoetis are rising during market ...
Zoetis(ZTS) - 2024 Q1 - Earnings Call Transcript
2024-05-03 01:25
财务数据和关键指标变化 - 公司第一季度营收为22亿美元,同比增长10%,扣除汇率影响增长12% [28] - 调整后净利润6.34亿美元,同比增长4%,扣除汇率影响增长15% [28] - 毛利率为70.7%,同比下降10个基点,扣除汇率影响实际上有所上升 [54][55] - 调整后营业费用同比增长11%,主要由于销售及管理费用增加10%和研发费用增加13% [56] - 调整后税率为19.7%,同比下降80个基点 [57] 各条业务线数据和关键指标变化 - 伴侣动物业务营收增长20%,是公司增长的主要驱动力 [31] - 畜牧业务营收下降1%,受到去年同期供应恢复的高基数影响 [31][36] - 伴侣动物业务在美国和国际市场均实现两位数增长 [37][48] - 畜牧业务在中国受到经济环境影响,在澳新市场也受到天气等因素影响 [53] - 公司正在出售部分饲料添加剂和水溶性产品业务,以集中资源于更有潜力的领域 [22][59] 各个市场数据和关键指标变化 - 美国市场营收增长16%,伴侣动物增长25%,畜牧业务下降7% [37][38] - 国际市场营收增长8%,伴侣动物增长14%,畜牧业务增长2% [48][49] - 美国市场受益于新品上市,如Librela和Solensia等骨关节疼痛产品 [37][41][42] - 国际市场Librela和Solensia销售增长强劲,分别增长71%和54% [48][49] - 中国市场受到经济环境影响,营收增长受到一定拖累 [53] 公司战略和发展方向及行业竞争 - 公司持续专注于创新,在研发投入和新品上市方面保持领先 [24][25] - 公司通过收购和剥离非核心业务,不断优化业务组合,集中资源于高增长领域 [22][59] - 公司在骨关节疼痛、皮肤病和驱虫等领域建立了强大的品牌和市场地位 [19][20][21] - 公司在面临竞争时也能保持增长势头,如在驱虫和皮肤病领域 [157][158][159] - 公司看好动物健康行业的长期发展前景,认为是一个具有韧性的行业 [128][129] 管理层对经营环境和未来前景的评论 - 管理层对公司第一季度的出色业绩表示满意,认为体现了公司多元化和抗风险能力 [8][9][65] - 管理层对Librela在美国的表现感到乐观,认为其有望成为10亿美元级别的产品线 [17][43] - 管理层对公司在皮肤病和驱虫等领域的领先地位以及未来发展前景充满信心 [19][20][21][157][158][159] - 管理层认为动物健康行业具有韧性,即使在经济环境不确定的情况下也能保持增长 [26][128][129] - 管理层表示将继续保持谨慎乐观的态度,密切关注市场变化并做出相应调整 [26] 问答环节重要的提问和回答 问题1 **Michael Ryskin提问** 对于公司提高全年业绩指引,是否考虑了阿根廷价格上涨的影响 [68] **Wetteny Joseph回答** 阿根廷价格上涨对本季度营收增长贡献约200个基点,预计全年贡献在50个基点左右,其余增长来自于业务本身的强劲表现 [134][135][136] 问题2 **Jon Block提问** 对于Librela在美国的推广,是否有计划进行后续研究以应对一些潜在的安全性问题 [81] **Kristin Peck回答** 公司对Librela的安全性和有效性非常有信心,已在全球使用超过14万剂,不良反应发生率非常低,公司将继续密切监测并与监管部门保持沟通 [86][87][88][89][90] 问题3 **David Westenberg提问** Librela在美国的销售数据是否反映了终端医院的实际使用情况,而不是分销商的库存变化 [102] **Wetteny Joseph回答** Librela在美国的销售数据直接反映了医院的订单情况,不受分销商库存变化的影响 [103][104]
Zoetis(ZTS) - 2024 Q1 - Quarterly Report
2024-05-03 00:26
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________ to __________ Commission File Number:001-35797 Zoetis Inc. (Exact name of registrant as specified in its charter) Delaware 46-069 ...
Compared to Estimates, Zoetis (ZTS) Q1 Earnings: A Look at Key Metrics
Zacks Investment Research· 2024-05-02 22:36
Zoetis (ZTS) reported $2.19 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 9.5%. EPS of $1.38 for the same period compares to $1.31 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.14 billion, representing a surprise of +2.36%. The company delivered an EPS surprise of +2.99%, with the consensus EPS estimate being $1.34.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...