As we turn the page to October, it is baseball playoff time. As a Met fan, I am left searching for a team to follow after a slow, painful 3 ½ month collapse into oblivion. I know my friends who are Yankee fans will tell me there is plenty of room on the bandwagon but that will never happen.
In the companion animal space, there is so much focus on the parasiticide market but competition in the dermatology market is about to heat up in a big way. According to Kristen Peck, the CEO of Zoetis, there are more than 20 million dogs that are under or untreated leaving a huge opportunity.
Zoetis built this market with their blockbuster products, Apoquel and Cytopoint. Combined on a moving annual total basis, these products sell in excess of $1.7 billion globally and $1.1 billion in the US alone. Elanco launched Zenrelia in September 2024 but faced challenges with label restrictions, but the FDA recently approved a label odification lifting the label warning. Soon, Merck will be entering the fray with Numelvi, the first 2nd generation JAK inhibitor. Numelvi has been approved in the EU and should be approved in the US shortly.
The gloves are off and the competition is on. The major animal health manufacturers are expanding sales teams, establishing marketing budgets to capture growth and market share in a growing and undertreated dermatology market. Plenty of room on the dermatology bandwagon.
Randy Freides
English 
Portuguese 
Japanese 
Chinese