{"id":34192,"date":"2024-10-25T10:39:54","date_gmt":"2024-10-25T16:39:54","guid":{"rendered":"https:\/\/brakkeconsulting.com\/?p=34192"},"modified":"2024-10-25T10:39:54","modified_gmt":"2024-10-25T16:39:54","slug":"brakke-viewpoint-october-25-2024","status":"publish","type":"post","link":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-october-25-2024\/","title":{"rendered":"\u5e03\u62c9\u514b\u89c2\u70b9 2024 \u5e74 10 \u6708 25 \u65e5"},"content":{"rendered":"<p>\u6700\u540e\uff0c\u9009\u4e3e\u5b63\u5373\u5c06\u5230\u6765\u3002\u4f46\u5bf9\u4e8e\u50cf\u6211\u8fd9\u6837\u7684\u91d1\u878d\u8ff7\u6765\u8bf4\uff0c\u76c8\u5229\u5b63\u4e5f\u5230\u4e86\uff0c2024 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u4f01\u4e1a\u76c8\u5229\u62a5\u544a\u5c06\u4e8e 11 \u6708\u521d\u5f00\u59cb\u3002\u4e0d\u4ec5\u8981\u770b\u770b\u5404\u516c\u53f8\u5bf9\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u7684\u770b\u6cd5\uff0c\u8fd8\u8981\u770b\u770b\u5b83\u4eec\u5bf9 2024 \u5e74\u548c 2025 \u5e74\u5269\u4f59\u65f6\u95f4\u53d1\u51fa\u7684\u4fe1\u53f7\uff0c\u8fd9\u5c06\u975e\u5e38\u6709\u8da3\u3002<\/p>\n<p>\u6211\u6700\u8fd1\u770b\u5230\u4e00\u4e9b\u6765\u81ea Vetsource \u7684\u6570\u636e\uff0c\u8868\u660e\u622a\u81f3 9 \u6708\u5e95\uff0c\u517d\u533b\u8bca\u6240\u7684\u4eba\u6d41\u91cf\u4e0e 2023 \u5e74\u76f8\u6bd4\u4e0b\u964d\u4e86 -1.8%\u3002\u7136\u800c\uff0c\u5728\u8bca\u6240\u5c42\u9762\uff0c\u6536\u5165\u589e\u52a0\u4e86 +3.1%\uff0c\u8868\u660e\u4ef7\u683c\u8d21\u732e\u6301\u7eed\u7a33\u56fa\u3002<\/p>\n<p>\u5728\u4f34\u4fa3\u52a8\u7269\u9886\u57df\uff0c\u521b\u65b0\u662f\u589e\u957f\u7684\u6700\u5173\u952e\u9a71\u52a8\u529b\u3002\u4f8b\u5982\uff0cElanco \u5373\u5c06\u5728\u4e00\u4e9b\u6700\u5927\u7684\u7ec6\u5206\u5e02\u573a\u63a8\u51fa\u65b0\u4ea7\u54c1\uff0c\u5305\u62ec\u8df3\u86a4\/\u8731\u866b\/\u5fc3\u4e1d\u866b (F\/T\/HW) \u548c\u76ae\u80a4\u75c5\u5b66\u3002BI \u6700\u8fd1\u5728\u7f8e\u56fd\u63a8\u51fa\u4e86 NexGard Plus\u3002Zoetis \u5728 F\/T\/HW\u3001\u76ae\u80a4\u75c5\u5b66\u548c\u9aa8\u5173\u8282\u708e\u9886\u57df\u7684\u589e\u957f\u65e0\u4e0e\u4f26\u6bd4\uff0c\u800c\u9ed8\u514b\u516c\u53f8\u5df2\u5728\u6b27\u6d32\/\u6fb3\u5927\u5229\u4e9a\u83b7\u5f97\u6279\u51c6\uff0c\u63a8\u51fa\u4e00\u6b3e\u957f\u6548\u6ce8\u5c04\u4ea7\u54c1\uff0c\u8fce\u63a5\u4e0b\u4e00\u6ce2 F\/T \u521b\u65b0\u3002\u6240\u6709\u8fd9\u4e9b\u7597\u6cd5\u7684\u4ef7\u683c\u90fd\u66f4\u9ad8\u3002<\/p>\n<p>\u8fd9\u79cd\u521b\u65b0\u8db3\u4ee5\u7ee7\u7eed\u63a8\u52a8\u589e\u957f\u5417\uff1f\u8fd9\u4e9b\u4ea7\u54c1\uff0c\u5c24\u5176\u662f\u6ce8\u5c04\u5242\u548c\u5355\u514b\u9686\u6297\u4f53\u4ea7\u54c1\uff0c\u662f\u5426\u4f1a\u4fc3\u4f7f\u5ba0\u7269\u4e3b\u4eba\u91cd\u8fd4\u8bca\u6240\uff0c\u8fd8\u662f\u4ef7\u683c\u4e0a\u6da8\u6700\u7ec8\u4f1a\u7ed9\u6d88\u8d39\u8005\u5e26\u6765\u4e00\u4e2a\u4e34\u754c\u70b9\uff1f\u968f\u7740\u7b2c\u4e09\u5b63\u5ea6\u6536\u76ca\u548c 2024\/2025 \u5e74\u9884\u6d4b\u7684\u516c\u5e03\uff0c\u6211\u4eec\u5e94\u8be5\u80fd\u5bf9\u6b64\u6709\u6240\u4e86\u89e3\u3002<\/p>\n<p><em>\u5170\u8fea\u00b7\u5f17\u83b1\u5fb7\u65af<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>\u7ec8\u4e8e\uff0c\u9009\u4e3e\u5b63\u5230\u4e86\u3002\u4f46\u5bf9\u4e8e\u50cf\u6211\u8fd9\u6837\u7684\u91d1\u878d\u8ff7\u6765\u8bf4\uff0c\u8d22\u62a5\u5b63\u4e5f\u5230\u4e86\uff0c2024\u5e74\u7b2c\u4e09\u5b63\u5ea6\u7684\u4f01\u4e1a\u8d22\u62a5\u5c06\u4e8e11\u6708\u521d\u5f00\u59cb\u53d1\u5e03\u3002\u4e0d\u4ec5\u8981\u770b\u770b\u5404\u516c\u53f8\u5bf9\u7b2c\u4e09\u5b63\u5ea6\u4e1a\u7ee9\u7684\u5c55\u671b\uff0c\u8fd8\u8981\u770b\u770b\u5b83\u4eec\u5bf92024\u5e74\u5269\u4f59\u65f6\u95f4\u548c2025\u5e74\u53d1\u51fa\u7684\u4fe1\u53f7\uff0c\u8fd9\u5c06\u4f1a\u975e\u5e38\u6709\u8da3\u3002\u6211\u6700\u8fd1\u770b\u5230Vetsource\u7684\u4e00\u4e9b\u6570\u636e\uff0c\u663e\u793a\u622a\u81f39\u6708\u5e95\uff0c\u517d\u533b\u8bca\u6240\u7684\u5ba2\u6d41\u91cf\u4e0e2023\u5e74\u76f8\u6bd4\u4e0b\u964d\u4e86-1.8%\u3002\u7136\u800c\uff0c\u5c31\u8bca\u6240\u5c42\u9762\u800c\u8a00\uff0c\u6536\u5165\u589e\u957f\u4e86+3.1%\uff0c\u8868\u660e\u4ef7\u683c\u8d21\u732e\u6301\u7eed\u5f3a\u52b2\u3002\u5728\u4f34\u4fa3\u52a8\u7269\u9886\u57df\uff0c\u521b\u65b0\u662f\u589e\u957f\u7684\u6700\u5173\u952e\u9a71\u52a8\u529b\u3002\u4f8b\u5982\uff0cElanco\u5373\u5c06\u5728\u4e00\u4e9b\u6700\u5927\u7684\u7ec6\u5206\u5e02\u573a\u63a8\u51fa\u65b0\u4ea7\u54c1\uff0c\u5305\u62ec\u8df3\u86a4\/\u8731\u866b\/\u5fc3\u4e1d\u866b\uff08F\/T\/HW\uff09\u548c\u76ae\u80a4\u75c5\u5b66\u3002BI\u6700\u8fd1\u5728\u7f8e\u56fd\u63a8\u51fa\u4e86NexGard Plus\u3002\u7855\u817e\u5728F\/T\/HW\u3001\u76ae\u80a4\u75c5\u5b66\u548c\u9aa8\u5173\u8282\u708e\u9886\u57df\u7684\u589e\u957f\u52bf\u5934\u65e0\u4e0e\u4f26\u6bd4\uff0c\u800c\u9ed8\u514b\u7684\u957f\u6548\u6ce8\u5c04\u5242\u4ea7\u54c1\u4e5f\u5df2\u5728\u6b27\u6d32\/\u6fb3\u5927\u5229\u4e9a\u83b7\u5f97\u6279\u51c6\uff0c\u7528\u4e8e\u4e0b\u4e00\u6ce2F\/T\u521b\u65b0\u3002\u6240\u6709\u8fd9\u4e9b\u7597\u6cd5\u7684\u4ef7\u683c\u90fd\u66f4\u9ad8\u3002\u8fd9\u9879\u521b\u65b0\u8db3\u4ee5\u7ee7\u7eed\u63a8\u52a8\u589e\u957f\u5417\uff1f\u8fd9\u4e9b\u4ea7\u54c1\uff0c\u5c24\u5176\u662f\u6ce8\u5c04\u5242\u548c\u5355\u514b\u9686\u6297\u4f53\u4ea7\u54c1\uff0c\u80fd\u5426\u5438\u5f15\u5ba0\u7269\u4e3b\u4eba\u91cd\u8fd4\u8bca\u6240\uff1f\u8fd8\u662f\u8bf4\uff0c\u4ef7\u683c\u4e0a\u6da8\u6700\u7ec8\u4f1a\u9020\u6210\u2026\u2026<\/p>\n<div class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-october-25-2024\/\" class=\"view-full-post-btn\">\u67e5\u770b\u5b8c\u6574\u6587\u7ae0<\/a><\/div>\n<p>;<\/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-34192","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\/zh\/brakke-viewpoint-october-25-2024\/\" \/>\n<meta property=\"og:locale\" content=\"zh_CN\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"News from Brakke Consulting\" \/>\n<meta property=\"og:description\" content=\"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;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-october-25-2024\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2024-10-25T16:39:54+00:00\" \/>\n<meta name=\"author\" content=\"Amanda McDavid\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u4f5c\u8005\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amanda McDavid\" \/>\n\t<meta name=\"twitter:label2\" content=\"\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 \u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint October 25, 2024\",\"datePublished\":\"2024-10-25T16:39:54+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/\"},\"wordCount\":247,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/\",\"url\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2024-10-25T16:39:54+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/#breadcrumb\"},\"inLanguage\":\"zh-Hans\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint October 25, 2024\"}]},{\"@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\":\"zh-Hans\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\",\"name\":\"Amanda McDavid\",\"url\":\"https:\/\/brakkeconsulting.com\/zh\/author\/amanda\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"\u6765\u81ea Brakke Consulting \u7684\u65b0\u95fb","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\/zh\/brakke-viewpoint-october-25-2024\/","og_locale":"zh_CN","og_type":"article","og_title":"News from Brakke Consulting","og_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;","og_url":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-october-25-2024\/","og_site_name":"Brakke Consulting Website","article_published_time":"2024-10-25T16:39:54+00:00","author":"Amanda McDavid","twitter_card":"summary_large_image","twitter_misc":{"\u4f5c\u8005":"Amanda McDavid","\u9884\u8ba1\u9605\u8bfb\u65f6\u95f4":"2 \u5206"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint October 25, 2024","datePublished":"2024-10-25T16:39:54+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/"},"wordCount":247,"articleSection":["Viewpoints"],"inLanguage":"zh-Hans"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/","url":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/","name":"\u6765\u81ea Brakke Consulting \u7684\u65b0\u95fb","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2024-10-25T16:39:54+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-october-25-2024\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint October 25, 2024"}]},{"@type":"WebSite","@id":"https:\/\/brakkeconsulting.com\/#website","url":"https:\/\/brakkeconsulting.com\/","name":"Brakke\u54a8\u8be2\u7f51\u7ad9","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":"zh-Hans"},{"@type":"Person","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615","name":"\u963f\u66fc\u8fbe\u00b7\u9ea6\u514b\u6234\u7ef4","url":"https:\/\/brakkeconsulting.com\/zh\/author\/amanda\/"}]}},"_links":{"self":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/34192","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/comments?post=34192"}],"version-history":[{"count":1,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/34192\/revisions"}],"predecessor-version":[{"id":34194,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/34192\/revisions\/34194"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/media?parent=34192"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/categories?post=34192"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/tags?post=34192"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}