{"version":"1.0","provider_name":"Brakke\u54a8\u8be2\u7f51\u7ad9","provider_url":"https:\/\/brakkeconsulting.com\/zh","title":"News from Brakke Consulting","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"n2mAUIScDF\"><a href=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-october-25-2024\/\">\u5e03\u62c9\u514b\u89c2\u70b9 2024 \u5e74 10 \u6708 25 \u65e5<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-october-25-2024\/embed\/#?secret=n2mAUIScDF\" width=\"600\" height=\"338\" title=\"\u300a\u5e03\u62c9\u514b\u89c2\u70b92024\u5e7410\u670825\u65e5\u300b\u2014\u5e03\u62c9\u514b\u54a8\u8be2\u7f51\u7ad9\" data-secret=\"n2mAUIScDF\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/\/# sourceURL=https:\/\/brakkeconsulting.com\/wp-includes\/js\/wp-embed.min.js\n\/* ]]> *\/\n<\/script>","description":"Finally, election season is upon us.\u00a0 But for finance nerds like myself, earning season is here as well with 3Q24 corporate earnings reports beginning in early November.\u00a0 It will be very interesting to see not only what the companies have to say about third quarter results but what signals they send for the rest of 2024 and 2025. I recently saw some data from Vetsource that indicates that through the end of September, foot traffic through the vet clinic is down by -1.8% vs. 2023.\u00a0 However, at the clinic level, revenues have increased by +3.1% indicating a continuation of solid price contribution. In the companion animal space, innovation is the most critical driver of growth.\u00a0 Elanco for example, is about to enter a wave of new product introductions in some of the largest market segments including flea\/tick\/heartworm (F\/T\/HW) and dermatology.\u00a0 BI recently launched NexGard Plus in the US.\u00a0 Zoetis\u2019 growth in F\/T\/HW, dermatology and osteoarthritis is unmatched and Merck has received approval in Europe\/Australia on the next wave of F\/T innovation with a long-acting injectable product.\u00a0 All of these therapies come with higher price tags. Will this innovation be enough to continue to drive growth?\u00a0 Will these products, especially the injectables and monoclonal antibody products, drive pet owners back to the clinic or will the increased prices finally create aView Full Post;"}