The Opportunity of the Equine Market

In this week’s newsletter- BI announced the approval of a therapy for the treatment of insulin dysregulation in horses and ponies in Great Britain. A few weeks ago, we noted the publication of a peer-reviewed controlled trial in equine regenerative medicine for an...

Lessons from Dolly

I couldn’t help but read the many tributes to Dolly Parton this week. I do not have any stories to tell about her other than she owned a small cottage in Solvang, California, which is in the Santa Ynez Valley where I grew up and where most of my family still lives....

Beware of AI Without Expertise

AI is becoming ubiquitous in animal health, from diagnostics and market analysis to due diligence and fundraising. But its value—and its risk—depend heavily on who is using it. Experts rarely accept the first AI-generated answer. They challenge assumptions, test...

Differentiation Can Protect Market Share

As major segments in our industry get crowded and new players with analog molecules or generics enter the market, there is risk of price erosion and segment value reduction. Prescription/purchase decisions based on lowest price carry no brand loyalty. Decisions based...

Trust Still Drives Supplier Relationships

Recently at an internal company event, I had the opportunity to hear a keynote speech from Sarah Furness, a former combat helicopter pilot for the British army. Her presentation was very impressive, and there were a lot of takeaways to think about. One that resonated...
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