{"id":35040,"date":"2025-07-11T05:04:52","date_gmt":"2025-07-11T11:04:52","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=35040"},"modified":"2025-07-11T05:04:52","modified_gmt":"2025-07-11T11:04:52","slug":"brakke-viewpoint-july-11-2025","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-july-11-2025\/","title":{"rendered":"Mirante de Brakke 11 de julho de 2025"},"content":{"rendered":"<p>\u00c9 dif\u00edcil acreditar que estamos na metade de 2025 e estamos ansiosos para ouvir sobre os 2<sup>nd<\/sup> Desempenho trimestral das empresas de sa\u00fade animal de capital aberto. Talvez os relat\u00f3rios de lucros esclare\u00e7am algumas coisas. Eis o que quero dizer.<\/p>\n<p>De acordo com o Wall Street Journal <a href=\"https:\/\/www.wsj.com\/health\/wellness\/tick-season-summer-2025-tips-1b471028\">artigo<\/a> publicado esta semana na segunda-feira, os carrapatos s\u00e3o realmente ruins neste ver\u00e3o para os humanos. Universidade Fordham <a href=\"https:\/\/www.fordham.edu\/about\/campuses\/the-louis-calder-center\/research\/indices\/fordham-tri-state-tick-risk\">\u00edndice de carrapatos<\/a> est\u00e1 em 9 em 10 \u2013 um per\u00edodo de alto risco para humanos. E o CDC <a href=\"https:\/\/www.cdc.gov\/ticks\/data-research\/facts-stats\/tick-bite-data-tracker.html\">rastreador de picadas de carrapatos<\/a> tem 2025 como o ano com o maior n\u00famero de atendimentos em pronto-socorros por picadas de carrapatos desde 2019. Ent\u00e3o, se carrapatos s\u00e3o ruins para humanos, devem ser ruins para c\u00e3es, certo?<\/p>\n<p>Mas se voc\u00ea acompanhar os dados semanais da Vetsource sobre a ind\u00fastria veterin\u00e1ria, parece que a distribui\u00e7\u00e3o de produtos contra pulgas e carrapatos caiu todas as semanas deste ano. De acordo com a Vetsource, o n\u00famero de pacientes que compram c\u00e3es por cl\u00ednica caiu cerca de 71 TP3T em rela\u00e7\u00e3o ao ano anterior (at\u00e9 junho) e os meses de prote\u00e7\u00e3o dispensada ca\u00edram 101 TP3T em rela\u00e7\u00e3o ao ano anterior no mesmo per\u00edodo. Portanto, um ano com muitos carrapatos, mas vendas lentas de parasiticidas em cl\u00ednicas veterin\u00e1rias. O que est\u00e1 acontecendo?<\/p>\n<p>Ser\u00e1 que alguns donos de animais de estima\u00e7\u00e3o est\u00e3o migrando para lojas de venda livre para comprar seus produtos preventivos contra pulgas e carrapatos? Ser\u00e1 que alguns donos de animais simplesmente n\u00e3o est\u00e3o comprando este ano? Descobriremos em breve.<\/p>\n<p><em>Robert Jones<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>\u00c9 dif\u00edcil acreditar que estamos na metade de 2025 e estamos ansiosos para ouvir sobre o desempenho do 2\u00ba trimestre das empresas de sa\u00fade animal de capital aberto. Talvez os relat\u00f3rios de lucros esclare\u00e7am algumas coisas. Aqui est\u00e1 o que quero dizer. De acordo com um artigo do Wall Street Journal publicado esta semana na segunda-feira, os carrapatos s\u00e3o realmente ruins neste ver\u00e3o para os humanos. O \u00edndice de carrapatos da Fordham University est\u00e1 em 9 de 10 - um per\u00edodo de alto risco para humanos. E o rastreador de picadas de carrapatos do CDC tem 2025 como o ano com o maior n\u00famero desde 2019 de visitas ao pronto-socorro por picadas de carrapatos. Ent\u00e3o, se os carrapatos s\u00e3o ruins para os humanos, eles devem ser ruins para os c\u00e3es, certo? Mas se voc\u00ea acompanhar os dados semanais da Vetsource Veterinary Industry, parece que a distribui\u00e7\u00e3o de produtos contra pulgas e carrapatos caiu a cada semana este ano. De acordo com a Vetsource, o n\u00famero de pacientes que compram c\u00e3es por cl\u00ednica caiu cerca de 7% em rela\u00e7\u00e3o ao ano anterior (at\u00e9 junho) e os meses de prote\u00e7\u00e3o dispensada ca\u00edram 10% em rela\u00e7\u00e3o ao ano anterior no mesmo per\u00edodo. Portanto, um ano com muitos carrapatos, mas vendas lentas de parasiticidas em cl\u00ednicas veterin\u00e1rias. O que est\u00e1 acontecendo? Alguns donos de animais de estima\u00e7\u00e3o est\u00e3o migrando para canais de venda livre para comprar seus preventivos contra pulgas e carrapatos? Alguns donos de animais simplesmente n\u00e3o est\u00e3o comprando este ano? Descobriremos em breve. Robert Jones<\/p>","protected":false},"author":19,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[43],"tags":[],"class_list":["post-35040","post","type-post","status-publish","format-standard","hentry","category-viewpoints"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>News from Brakke Consulting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-july-11-2025\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"News from Brakke Consulting\" \/>\n<meta property=\"og:description\" content=\"It is hard to believe that we are half-way through 2025 and we are looking forward to hearing about the 2nd quarter performance of the publicly traded animal health companies.\u00a0 Maybe the earnings reports will clear up a few things.\u00a0 Here is what I mean. According to a Wall Street Journal article published this week on Monday ticks are really bad this summer for humans.\u00a0 Fordham University\u2019s tick index is at a 9 out of 10 \u2013 a high risk time for humans.\u00a0 And the CDC\u2019s tick bite tracker has 2025 as the highest year since 2019 for ER visits for tick bites.\u00a0 So if ticks are bad for humans, they must be bad for dogs, right? But if you follow the weekly Vetsource Veterinary Industry data, seems like the flea and tick product dispensing is down every week this year.\u00a0 According to Vetsource, the canine purchasing patients per practice is down about 7% YOY (TTM through June) and the months of protection dispensed are down 10% YOY for the same period.\u00a0 So, big tick year, but slow sales of parasiticides through veterinary clinics.\u00a0 What\u2019s happening? Are some pet owners moving to OTC channels to purchase their flea and tick preventatives?\u00a0 Are some pet owners just not purchasing this year?\u00a0 We will find out soon. Robert Jones\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-july-11-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-11T11:04:52+00:00\" \/>\n<meta name=\"author\" content=\"Amanda McDavid\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda McDavid\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tempo estimado de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint July 11, 2025\",\"datePublished\":\"2025-07-11T11:04:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/\"},\"wordCount\":215,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"pt-PT\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/\",\"url\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2025-07-11T11:04:52+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/#breadcrumb\"},\"inLanguage\":\"pt-PT\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint July 11, 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/brakkeconsulting.com\/#website\",\"url\":\"https:\/\/brakkeconsulting.com\/\",\"name\":\"Brakke Consulting Website\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/brakkeconsulting.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"pt-PT\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\",\"name\":\"Amanda McDavid\",\"url\":\"https:\/\/brakkeconsulting.com\/pt\/author\/amanda\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Not\u00edcias da Brakke Consulting","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-july-11-2025\/","og_locale":"pt_PT","og_type":"article","og_title":"News from Brakke Consulting","og_description":"It is hard to believe that we are half-way through 2025 and we are looking forward to hearing about the 2nd quarter performance of the publicly traded animal health companies.\u00a0 Maybe the earnings reports will clear up a few things.\u00a0 Here is what I mean. According to a Wall Street Journal article published this week on Monday ticks are really bad this summer for humans.\u00a0 Fordham University\u2019s tick index is at a 9 out of 10 \u2013 a high risk time for humans.\u00a0 And the CDC\u2019s tick bite tracker has 2025 as the highest year since 2019 for ER visits for tick bites.\u00a0 So if ticks are bad for humans, they must be bad for dogs, right? But if you follow the weekly Vetsource Veterinary Industry data, seems like the flea and tick product dispensing is down every week this year.\u00a0 According to Vetsource, the canine purchasing patients per practice is down about 7% YOY (TTM through June) and the months of protection dispensed are down 10% YOY for the same period.\u00a0 So, big tick year, but slow sales of parasiticides through veterinary clinics.\u00a0 What\u2019s happening? Are some pet owners moving to OTC channels to purchase their flea and tick preventatives?\u00a0 Are some pet owners just not purchasing this year?\u00a0 We will find out soon. Robert Jones","og_url":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-july-11-2025\/","og_site_name":"Brakke Consulting Website","article_published_time":"2025-07-11T11:04:52+00:00","author":"Amanda McDavid","twitter_card":"summary_large_image","twitter_misc":{"Escrito por":"Amanda McDavid","Tempo estimado de leitura":"1 minuto"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint July 11, 2025","datePublished":"2025-07-11T11:04:52+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/"},"wordCount":215,"articleSection":["Viewpoints"],"inLanguage":"pt-PT"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/","url":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/","name":"Not\u00edcias da Brakke Consulting","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2025-07-11T11:04:52+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/#breadcrumb"},"inLanguage":"pt-PT","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-july-11-2025\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint July 11, 2025"}]},{"@type":"WebSite","@id":"https:\/\/brakkeconsulting.com\/#website","url":"https:\/\/brakkeconsulting.com\/","name":"Site da Brakke Consulting","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/brakkeconsulting.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"pt-PT"},{"@type":"Person","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615","name":"Amanda McDavid","url":"https:\/\/brakkeconsulting.com\/pt\/author\/amanda\/"}]}},"_links":{"self":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/35040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/comments?post=35040"}],"version-history":[{"count":1,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/35040\/revisions"}],"predecessor-version":[{"id":35042,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/posts\/35040\/revisions\/35042"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/media?parent=35040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/categories?post=35040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/pt\/wp-json\/wp\/v2\/tags?post=35040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}