by Amanda McDavid | Jun 5, 2026 | Viewpoints
A couple of my recent assignments have brought me into the big wide world of animal health, meaning emerging markets in Asia Pacific, Middle East, Africa, and Latin America. There you will find a different landscape for our industry, with different needs and...
by Amanda McDavid | May 29, 2026 | Viewpoints
The recent announcement of Tractor Supply Company’s acquisition of VIP Petcare sets up a formidable challenger to Chewy’s veterinary ecosystem that they are building with their recent acquisitions of Modern Animal and Smart Equine with a few notable differences...
by Amanda McDavid | May 22, 2026 | Viewpoints
Like other industries, animal health thrives on innovation, and this edition of the newsletter includes several examples. A new treatment for canine allergic and atopic dermatitis. A new authorization for an established anti-parasitic. A new product for the evaluation...
by Amanda McDavid | May 15, 2026 | Viewpoints
We recently published the animal health industry’s first Sentiment Index and the respondents’ sentiment for 2026 was “cautiously optimistic.” But after watching the stock market’s response to Zoetis’s 1Q performance and their updated full year outlook, perhaps...
by Amanda McDavid | May 8, 2026 | Viewpoints
In the last several decades, the financial performance of the major animal health companies has been driven by the companion animal market segment. Will we join Marty McFly and go Back to the Future where the livestock segment is the driver of performance? It seems...
by Amanda McDavid | May 1, 2026 | Viewpoints
Why You Should NOT Invest in Animal Health Let’s be honest, animal health is not an easy place to make money as an investor. For decades, insiders have repeated the same narrative: great fundamentals, resilient demand, strategic interest. And yet, for many investors,...
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