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Brakke Consulting’s
Animal Health News & Notes for November 7, 2025
Copyright © Brakke Consulting
Editor: Christine Merle DVM, MBA, CVPM
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IN THE NEWS:
Brakke Consulting News
2026 Industry Overview – Registration Coming Soon
Earnings News
Cencora (MWI Animal Health)
Colgate- Palmolive ( Hill’s Pet Nutrition)
Elanco
Freshpet
Idexx
Phibro
Zoetis
Zomedica
Company News
Alphaeon
Bionet America
Colossal Biosciences
Conexeu
Dechra
EmGenisys
Fabtech Technologies
Felixvet
Medivet (UK)
Native Microbials
PadsPass
Sass & Sass
smaXtec
Tyree & D’Angelo Partners
Vet at Home (SW)
Viagen Pets and Equine
Western Veterinary Partners
Zesty Paws
Zoetis
Animal Health News
Nigeria
United States
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Brakke Consulting
Annual Industry Overview – Mark Your Calendars
Brakke Consulting’s Annual Industry Overview is returning to VMX and WVC!
Join us for the most trusted, data-driven look at the trends shaping the animal health industry
How did the top animal health companies perform in 2025? What critical issues, innovations, and emerging trends will shape the industry in 2026? Find out at Brakke Consulting’s annual Industry Overview.
Key presenters include:
- Robert Jones
- John Volk
- Dr. Charles Johnson
- Dr. Alexis Nahama
You’ll also hear directly from a panel of executive leaders in the animal health industry during our Panel Discussion, moderated by Paul Casady.
VMX 2026:
Location: Hyatt Regency Orlando, Florida Ballroom B-C
Date: January 19th, 2:00-4:00
WVC 2026:
Location: Four Seasons, Ballroom 4
Date: February 16, 2:00-4:00
This information-packed two-hour session delivers essential insights for executive leadership, sales and marketing, strategy, and finance professionals, as well as anyone guiding business decisions in animal health.
Stay tuned for registration details and early sign-up opportunities.
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Company Earnings Releases
- Zoetis reported its third quarter 2025 results with reported revenue of $2.4 billion, an increase of 1% compared to previous year. The US Segment reported revenue of $1.3billion, a decrease of 2% on a reported basis compared to previous year with declines seen in the company’s companion OA monoclonal antibody products and divesture of the livestock medicated feed additive product portfolio. (investor.zoetis.com)
- Third Quarter 2025 revenue of $1.1 million an increase of 10% on reported basis versus previous year was announced by Full Year 2025 guidance was raised due to these higher-than-expected results. (investor.elanco.com)
- Idexx reported a third quarter of 2025 reported growth of 13% ($1.1million) driven by its Companion Animal Group and increasing diagnostic frequency and expansion of their instrument instillations. It also increased full year 2025 revenue growth guidance by ~1% at midpoint. (com)
- First Quarter 2026 results forPhibro highlighted net sales growth of $363.9 million an increase of 40% driven by Animal Health sales. (pahc.com)
- Colgate- Palmolivereported its third quarter of 2025 result with a net sales increase of 2% over previous year. Their Hill’s Pet Nutrition division saw a 1.4% increase in net sales primarily driven by price increase and foreign exchange. (company press release)
- Third Quarter and year to date 2025 reporting from Freshpet was announced. Third Quarter net sales increased 14% (to $288.8 million) versus prior year. Year to Date 2025 net sales grew to $816.8 million driven by 12.8% volume gain and a favorable price/mix of 1.8%. (freshpet.com)
- Cencora, parent of MWIAnimal Health, reported its Fourth quarter 2025 and Fiscal Year 2025 results. Revenue increased 9.3% to $321.3 billion for Fiscal Year 2025. Beginning in Fiscal 2026, the company will change its reporting structure moving MWI Animal Health and other business that they are exploring strategic alternatives for into a not reportable segment labeled “Other”. (investor.cencora.com)
- Zomedicaannounced 16% growth versus previous year in revenue to $8.1 million in third quarter of 2025. Growth was attributed to adoption of Truforma diagnostic platform. (issuerdirect.com)
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Company News Releases
- The retirement at the end of 2025 by President of Research and Development, Rob Polzer, PhD, has been announced by Zoetis. In a planned succession process, Dr. Kevin Esch will take over the role on January 1, 2026. (zoetis.com)
- Dechra has launched Solovecin (cefovecin sodium), an in-clinic antibiotic solution for skin infections. (com)
- FDA approved Felixvet’s generic cefpodoxime proxetil tablets.(com)
- The appointment of Charlie Sheppy as the new CEO ofsmaXtec, a global dairy cow health monitoring company, was announced. (com)
- Fabtech Technologieshas secured a contract to establish a veterinary medicines manufacturing facility in the Maghreb region of North Africa. (trade)
- Miles Harrison has been named President and CEO of Conexeu Science, a pre-commercial biotechnology company focused on next-generation collagen science.(yahoo.com)
- Colossal Biosciencesannounced its acquisition of Viagen Pets and Equine, a leader in animal cloning. (com)
- EmGenisys, a technology to assess embryo health, won the Inaugural American Society of Reproductive Medicine’s INNOVATE Pitch Tank Competition. (com)
- O’Pet Curv, a wireless veterinary monitoring system, has been launched by Bionet America. (com)
- The launch of PadsPass, an app to streamline pet travel, was announced. (company press release)
- A collaboration between Native Microbialsand Zesty Paws is leading to the launch of a new line of products featuring novel microbial species from the gut of healthy dogs. (com)
- Sass & Sass announced the rebranding of its Polyprenyl Immunostimulant to VetImmune PI (company press release)
- An expansion in its offerings will bring Alphaeon, a third party financing company, to veterinary practices. (com)
- Western Veterinary Partners’partnership with Tyree & D’Angelo Partners, a Chicago-based private equity firm, has been extended. (finance.yahoo.com)
- SW- ESS Group, a Swedish hotel chain has launched on-site veterinary services in a collaboration with Vet at Home. (com)
- UK- Medivet, a veterinary group, has announced a restructuring proposal with the goal of ensuring all its UK practices are co-owned and led by “partners” by 2027. (com)
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Animal Health Stock Price Tracker
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Animal Health News
- US- NOMINATIONS – The Feather In Her Cap Associationhas extended the nominations deadline to November 15 for its 2026 awards recognizing women’s leadership and advocacy. (press release)
- NIGERIA- MINIMUM SALARY- The Nigerian Veterinary Medical Association approved a N200,000 (US$138.65) minimum monthly salary for new veterinarians employed in private hospitals and clinics nationwide. (com)
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Brakke Consulting Viewpoint
I like to see statements like these:
“…Strong growth driven by livestock…” (Merck’s 3Q25 Financial Report for Animal Health)
“…Sales of Livestock products increased by 14% organically…” (Zoetis 3Q25 Financial Report)
“…10% Growth in Farm Animal business…” (Elanco 3Q25 Financial Reporting)
The importance of having a balanced animal species portfolio should be apparent for companies and investors in the animal health (AH) industry. Can you imagine what the stock market would be doing to the publicly traded animal health companies if it wasn’t for the livestock business shoring up both the top line and the bottom line?
In the past few years, so much emphasis was placed on the companion animal (CA) business, resulting in discussion about how the only growth in AH was in the CA space.
In fact, companies disinvested in the livestock market in many ways through reduction in R&D spending, downsizing commercial activities, and even divesting portfolios. Investors were bearish on both established companies and startups in livestock and capital investment in livestock was nearly impossible to secure. There was even discussion about spinning off the livestock business of the larger players!
Certainly, there was solid reasoning behind these strategies, but in my opinion, it is short-sighted. There are certain ‘constants’ in our business, and livestock animal health is one of them. It provides sustainable growth based on global population increases and the human desire for animal proteins.
In my view, we need more investment in innovation for livestock, and we know that livestock producers will pay for innovative products. The market will respond and be positive for companies or startups that are successful – and we will see more headlines like the ones above.
Paul Casady
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Your View
Last Week we asked which major disruption in the last 20 years had the most positive impact on your career and the Smartphone (50%) led the way. Relative newcomer Artificial Intelligence (19%) is close to second place Google Search (26%), social media was last (5%).
This Week
Well, back to last week…we changed our clocks back to standard time and we gained an hour of sleep on Sunday. For many people, this time change is problematic, and their sleep cycles get out of order.
For you, how many days does it take for you to sleep well when we turn our clocks back an hour?
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