{"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\/zh\/brakke-viewpoint-november-7-2025\/","title":{"rendered":"\u5e03\u62c9\u514b\u89c2\u70b9 2025 \u5e74 11 \u6708 7 \u65e5"},"content":{"rendered":"<p><span data-contrast=\"auto\">\u6211\u559c\u6b22\u770b\u5230\u8fd9\u6837\u7684\u8868\u8ff0\uff1a\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:160,&quot;335559739&quot;:160}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201c\u2026\u2026\u755c\u7267\u4e1a\u63a8\u52a8\u5f3a\u52b2\u589e\u957f\u2026\u2026\u201d\uff08\u9ed8\u514b\u516c\u53f82025\u5e74\u7b2c\u4e09\u5b63\u5ea6\u52a8\u7269\u4fdd\u5065\u8d22\u52a1\u62a5\u544a\uff09\u00a0<\/span><span 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class=\"view-full-post\"><a href=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-november-7-2025\/\" 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-35636","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-november-7-2025\/\" \/>\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=\"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&amp;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. It\u00a0provides\u00a0sustainable growth based on global population increases and the human desire for animal proteins.\u00a0\u00a0 In my view,View Full Post;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-november-7-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Brakke Consulting Website\" \/>\n<meta property=\"article:published_time\" content=\"2025-11-07T14:20:15+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-november-7-2025\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/\"},\"author\":{\"name\":\"Amanda McDavid\",\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"headline\":\"Brakke Viewpoint November 7, 2025\",\"datePublished\":\"2025-11-07T14:20:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/\"},\"wordCount\":285,\"articleSection\":[\"Viewpoints\"],\"inLanguage\":\"zh-Hans\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/\",\"url\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/\",\"name\":\"News from Brakke Consulting\",\"isPartOf\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#website\"},\"datePublished\":\"2025-11-07T14:20:15+00:00\",\"author\":{\"@id\":\"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615\"},\"breadcrumb\":{\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/#breadcrumb\"},\"inLanguage\":\"zh-Hans\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/brakkeconsulting.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Brakke Viewpoint November 7, 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\":\"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-november-7-2025\/","og_locale":"zh_CN","og_type":"article","og_title":"News from Brakke Consulting","og_description":"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&amp;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. It\u00a0provides\u00a0sustainable growth based on global population increases and the human desire for animal proteins.\u00a0\u00a0 In my view,View Full Post;","og_url":"https:\/\/brakkeconsulting.com\/zh\/brakke-viewpoint-november-7-2025\/","og_site_name":"Brakke Consulting Website","article_published_time":"2025-11-07T14:20:15+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-november-7-2025\/#article","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/"},"author":{"name":"Amanda McDavid","@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"headline":"Brakke Viewpoint November 7, 2025","datePublished":"2025-11-07T14:20:15+00:00","mainEntityOfPage":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/"},"wordCount":285,"articleSection":["Viewpoints"],"inLanguage":"zh-Hans"},{"@type":"WebPage","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/","url":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/","name":"\u6765\u81ea Brakke Consulting \u7684\u65b0\u95fb","isPartOf":{"@id":"https:\/\/brakkeconsulting.com\/#website"},"datePublished":"2025-11-07T14:20:15+00:00","author":{"@id":"https:\/\/brakkeconsulting.com\/#\/schema\/person\/cbd3330707aa1f20925a2f9d78722615"},"breadcrumb":{"@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/#breadcrumb"},"inLanguage":"zh-Hans","potentialAction":[{"@type":"ReadAction","target":["https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/brakkeconsulting.com\/brakke-viewpoint-november-7-2025\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/brakkeconsulting.com\/"},{"@type":"ListItem","position":2,"name":"Brakke Viewpoint November 7, 2025"}]},{"@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\/35636","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=35636"}],"version-history":[{"count":2,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/35636\/revisions"}],"predecessor-version":[{"id":35639,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/posts\/35636\/revisions\/35639"}],"wp:attachment":[{"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/media?parent=35636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/categories?post=35636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/brakkeconsulting.com\/zh\/wp-json\/wp\/v2\/tags?post=35636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}