{"id":35636,"date":"2025-11-07T08:20:15","date_gmt":"2025-11-07T14:20:15","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=35636"},"modified":"2025-11-07T08:20:15","modified_gmt":"2025-11-07T14:20:15","slug":"brakke-viewpoint-november-7-2025","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/pt\/brakke-viewpoint-november-7-2025\/","title":{"rendered":"Mirante de Brakke 7 de novembro de 2025"},"content":{"rendered":"

Gosto de ver declara\u00e7\u00f5es como estas:\u00a0<\/span>\u00a0<\/span><\/p>\n

\u201c\u2026Forte crescimento impulsionado pela pecu\u00e1ria\u2026\u201d (Relat\u00f3rio Financeiro da Merck para Sa\u00fade Animal do 3\u00ba trimestre de 2025)\u00a0<\/span>\u00a0<\/span><\/p>\n

\u201c\u2026As vendas de produtos para pecu\u00e1ria aumentaram 14% organicamente\u2026\u201d (Relat\u00f3rio Financeiro da Zoetis, 3\u00ba trimestre de 2025)\u00a0<\/span>\u00a0<\/span><\/p>\n

\u201c\u2026Crescimento de 10% no neg\u00f3cio de animais de fazenda\u2026\u201d (Relat\u00f3rio Financeiro da Elanco, 3\u00ba trimestre de 2025)\u00a0<\/span>\u00a0<\/span><\/p>\n

A import\u00e2ncia de um portf\u00f3lio equilibrado de esp\u00e9cies animais deve ser evidente para empresas e investidores do setor de sa\u00fade animal. Voc\u00ea consegue imaginar o que o mercado de a\u00e7\u00f5es estaria fazendo com as empresas de sa\u00fade animal de capital aberto se n\u00e3o fosse pelo setor pecu\u00e1rio, que sustenta tanto a receita quanto o lucro?\u00a0<\/span>\u00a0<\/span><\/p>\n

Nos \u00faltimos anos, muita \u00eanfase foi dada ao neg\u00f3cio de animais de companhia (AC), resultando em discuss\u00f5es sobre como o \u00fanico crescimento no setor de sa\u00fade animal (SA) estava no segmento de AC.\u00a0<\/span>\u00a0<\/span><\/p>\n

De fato, as empresas desinvestiram no mercado pecu\u00e1rio de diversas maneiras, por meio da redu\u00e7\u00e3o de gastos em P&D, da diminui\u00e7\u00e3o das atividades comerciais e at\u00e9 mesmo da venda de portf\u00f3lios. Os investidores estavam pessimistas tanto em rela\u00e7\u00e3o \u00e0s empresas consolidadas quanto \u00e0s startups do setor pecu\u00e1rio, e obter investimento de capital nesse segmento era praticamente imposs\u00edvel. Chegou-se a discutir a possibilidade de separar a divis\u00e3o de pecu\u00e1ria das grandes empresas!\u00a0<\/span>\u00a0<\/span><\/p>\n

Certamente, havia uma l\u00f3gica s\u00f3lida por tr\u00e1s dessas estrat\u00e9gias, mas, na minha opini\u00e3o, elas s\u00e3o m\u00edopes. Existem certas "constantes" em nosso neg\u00f3cio, e a sa\u00fade animal no setor pecu\u00e1rio \u00e9 uma delas. Ela proporciona um crescimento sustent\u00e1vel baseado no aumento da popula\u00e7\u00e3o global e na demanda humana por prote\u00ednas animais.\u00a0<\/span>\u00a0<\/span><\/p>\n

Na minha opini\u00e3o, precisamos de mais investimento em inova\u00e7\u00e3o para a pecu\u00e1ria, e sabemos que os produtores pecu\u00e1rios pagar\u00e3o por produtos inovadores. O mercado responder\u00e1 positivamente e beneficiar\u00e1 empresas ou startups bem-sucedidas \u2013 e veremos mais manchetes como as acima.<\/span>\u00a0<\/span><\/p>\n

Paul Casady<\/span><\/i>\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"

Gosto de ver declara\u00e7\u00f5es como estas: \u201c\u2026Forte crescimento impulsionado pela pecu\u00e1ria\u2026\u201d (Relat\u00f3rio Financeiro da Merck para Sa\u00fade Animal do 3\u00ba trimestre de 2025) \u201c\u2026As vendas de produtos para pecu\u00e1ria aumentaram 141% em termos org\u00e2nicos\u2026\u201d (Relat\u00f3rio Financeiro da Zoetis do 3\u00ba trimestre de 2025) \u201c\u2026Crescimento de 101% no segmento de animais de produ\u00e7\u00e3o\u2026\u201d (Relat\u00f3rio Financeiro da Elanco do 3\u00ba trimestre de 2025). A import\u00e2ncia de um portf\u00f3lio equilibrado de esp\u00e9cies animais deve ser evidente para empresas e investidores do setor de sa\u00fade animal. Voc\u00ea consegue imaginar o que o mercado de a\u00e7\u00f5es estaria fazendo com as empresas de sa\u00fade animal de capital aberto se n\u00e3o fosse pelo segmento de pecu\u00e1ria, que sustenta tanto a receita quanto o lucro? Nos \u00faltimos anos, muita \u00eanfase foi dada ao segmento de animais de companhia, resultando em discuss\u00f5es sobre como o \u00fanico crescimento em sa\u00fade animal estava no segmento de animais de companhia. De fato, as empresas desinvestiram no mercado de pecu\u00e1ria de diversas maneiras, por meio da redu\u00e7\u00e3o de gastos com P&D, da diminui\u00e7\u00e3o das atividades comerciais e at\u00e9 mesmo da venda de portf\u00f3lios. Os investidores estavam pessimistas tanto em rela\u00e7\u00e3o \u00e0s empresas consolidadas quanto \u00e0s startups do setor pecu\u00e1rio, e obter investimento de capital para o setor era praticamente imposs\u00edvel. Chegou-se a discutir a possibilidade de separar a divis\u00e3o de pecu\u00e1ria das grandes empresas! Certamente, havia uma l\u00f3gica s\u00f3lida por tr\u00e1s dessas estrat\u00e9gias, mas, na minha opini\u00e3o, elas s\u00e3o m\u00edopes. Existem certas "constantes" em nosso neg\u00f3cio, e a sa\u00fade animal no setor pecu\u00e1rio \u00e9 uma delas. Ela proporciona crescimento sustent\u00e1vel com base no aumento da popula\u00e7\u00e3o global e na demanda humana por prote\u00ednas animais. Na minha vis\u00e3o,<\/p>\n

Ver postagem completa<\/a><\/div>\n

;<\/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-35636","post","type-post","status-publish","format-standard","hentry","category-viewpoints"],"acf":[],"yoast_head":"\nNews 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-november-7-2025\/\" \/>\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=\"I like to see statements like these:\u00a0\u00a0 \u201c\u2026Strong growth driven by livestock\u2026\u201d (Merck\u2019s 3Q25 Financial Report for Animal Health)\u00a0\u00a0 \u201c\u2026Sales of Livestock products increased by 14% organically\u2026\u201d (Zoetis 3Q25 Financial Report)\u00a0\u00a0 \u201c\u202610% Growth in Farm Animal business\u2026\u201d (Elanco 3Q25 Financial Reporting)\u00a0\u00a0 The importance of having a balanced animal species portfolio should be\u00a0apparent\u00a0for companies and investors in the animal health (AH) industry. Can you imagine what the stock market would be doing to the\u00a0publicly traded\u00a0animal health companies if it\u00a0wasn\u2019t\u00a0for the livestock business shoring up both the top line and the bottom line?\u00a0\u00a0 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.\u00a0\u00a0 In fact, companies disinvested in the livestock market in many ways through reduction in R&D\u00a0spending, downsizing commercial activities, and even divesting portfolios. Investors were bearish on both established companies and startups in livestock and capital investment in livestock was\u00a0nearly impossible\u00a0to secure. There was even discussion\u00a0about spinning\u00a0off the livestock business of the larger players!\u00a0\u00a0 Certainly, there was solid reasoning behind these strategies,\u00a0but in my opinion, it\u00a0is short-sighted. There are certain \u2018constants\u2019 in our business, and livestock animal health is one of them. 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