by Amanda McDavid | Sep 4, 2026 | Viewpoints
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...
by Amanda McDavid | Aug 28, 2026 | Viewpoints
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...
by Amanda McDavid | Aug 21, 2026 | Viewpoints
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...
by Amanda McDavid | Aug 14, 2026 | Viewpoints
Brazil’s Veterinary Market Is Moving Fast — Is Your Fund Already Behind? Brazil, Latin America’s largest veterinary service market is also the most globally dynamic market and its being reshaped in real time. The window to get in early is...
by Amanda McDavid | Aug 7, 2026 | Viewpoints
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...
by Amanda McDavid | Jul 31, 2026 | Viewpoints
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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