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Analyst
Chris LoBianco
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 5).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
ZTSZoetis7 questions · 5 reporting periods · 0 of 7 challenging
Calendar 2026 Q1
What is Zoetis' level of interest and confidence in FTC approval of large-scale transformational business development
Show response
Kristin was clear that transformational BD is not a strategy, pointing to the Neogen deal as representative of their incremental approach to acquisitions.
potential to pull forward filings for some of the newer market products like renal and oncology
Show response
Kristin noted near-term launches are already in clinical trials and highlighted AI, FDA engagement and faster approval-to-market processes as acceleration levers.
Calendar 2025 Q4
Could you just give us an update on where you are in the approval process for Lanivia with the FDA?
Show response
Kristin confirmed EU and Canada launches in H1 2026. US Lanivia approval expected in 2027. Currently preparing early experience trials for EU and Canada.
What initial feedback are you hearing from vet KOLs on the safety profiles of Lanivia and Portela?
Show response
Kristin clarified no KOL feedback yet as products not launched. Early experience with specialists being prepared. Wetteny said competitive impact from recent launches has been limited with very limited patient share gains by competitors.
Calendar 2025 Q3
How doable are these growth drivers as you look ahead to 2026
Show response
Wetteny cited sustainable secular trends: increased protein demand, population growth, emerging middle class, and urbanization. Highlighted portfolio diversification, double-digit Livestock growth offsetting Companion Animal macro headwinds.
Calendar 2025 Q2
has Animal Health been granted an exemption from recently announced EU pharma tariffs? And at a high level, are you seeing any impact of the overall tariff environment on consumer share while it's ...
Show response
Kristin said tariff status unclear, Section 232 decision not yet made, actively advocating for Animal Health exclusion. 60% global manufacturing in US, 75% of US sales domestically produced. Guidance reflects enacted and announced tariffs.
Calendar 2024 Q4
risk-adjusted, the pipeline opportunities with renal and oncology, have these assets generated pivotal data yet? And does Zoetis have multiple shots on goal
Show response
Kristin declined to provide details on pipeline asset clinical status or number of late-stage assets, citing company policy of not sharing module-level specifics.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ZTS Zoetis | 7 | 0%none of 7 questions |
- ZTSZoetis · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Product Launch3
- Demand2
- M&A1
- Capital Allocation1
- Competitive Dynamics1
- Revenue Growth1
- Trade Tariffs1