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Analyst
Navann Ty
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q3 (9 quarters).
- Questions
- 22on tracked calls
- Challenge rate
- 14%3 of 22 questions
- Companies
- 4questioned at least once
- Reporting periods
- 9with 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 22 of 22 questions from 4 companies
ZTSZoetis9 questions · 6 reporting periods · 2 of 9 challenging
Calendar 2026 Q1
your pricing strategy to defend against the competitive pressure in derms, which is further intensifying
Show response
Wetteny provided aggregate pricing expectations but declined to detail product-specific strategies for competitive reasons, noting pricing is assessed per market and product.
would you say that the competition is now not only on price, but also some efficacy in frontline use as well
Show response
Wetteny noted competitors are raising prices above Zoetis' increases, narrowing the gap, but promotional intensity has lasted longer than historically observed.
Calendar 2025 Q4
would you say that 2026 is an air pocket before a higher contribution of innovation in 2027?
Show response
Wetteny acknowledged bigger pipeline areas contribute in 2027-2028 but emphasized 2026 execution focus. Company averaged ~8-9% top-line growth over 5-6 years. Competitive launches and macro factored in. ProHeart growth from existing clinics valuing long-term heartworm prevention, not tied to Merck Quantum.
Calendar 2025 Q3
if you could quantify maybe how much is due to distributor inventory dynamics versus the competitive pressure from Zenrelia and NUMELVI in Europe
Show response
Wetteny said distributor dynamics not a factor beyond $10M Apoquel film-coated tablet stocking. Zenrelia patient share gains in line with expectations and limited. Kristin reiterated signs of sequential stabilization in Librela, giving confidence in 2026 return to growth.
Calendar 2025 Q2
do you still expect approval of the long-acting OA Pain this year? And how is the dialogue with the FDA and/or the EC?
Show response
Kristin confirmed long-acting OA Pain approval guidance unchanged, major market this year for dog and cat. New antibody with unique binding site, 10x lower dose, 3-month duration. Could not comment on label specifics as conversations are ongoing.
Calendar 2025 Q1
Do you expect to pivot back to accessing the moderate population in the US at some point?
Show response
Kristin confirmed moderate patient expansion is a key focus, using expanded medical education and international KOLs to drive the shift.
can you discuss the new FINTEP-one indication for Simparica Trio versus Elanco’s Credelio and Quattro?
Show response
Kristin characterized flea tapeworm label expansion as a nice incremental that closes differentiation gap with competitors but not a major growth driver.
Calendar 2024 Q4
can you discuss any expected impact of the US label changes, if any, on the transition to the moderate population in the US?
Show response
Kristin said the label is consistent with what has been shared all along and does not change the growth trajectory, with continued moves into moderate patients.
If you can comment on the blockbuster potential of the expected approvals that you have listed?
Show response
Kristin highlighted CKD ($3-4B TAM), oncology ($1.2-1.7B), and cardiology as blockbuster pipeline opportunities with improved diagnostics expanding addressable populations.
COOCooper Companies (The)7 questions · 5 reporting periods · 0 of 7 challenging
Calendar 2026 Q3
you gained some insight from the strategic review, and also mentioned some investment that you started in the quarter
Show response
Al said the review drilled into portfolio profitability by product and geography, uncovering opportunities, and Cooper is investing in fertility R&D and genomics.
You also mentioned in the press release the valuation impact of the fertility settlement. Is that fully settled
Show response
Al confirmed the 2023 fertility litigation is fully settled and has not hurt sales momentum in Q2, Q3, or Q4-to-date.
Calendar 2026 Q2
Would you say that the litigation has slow down the review process by a quarter or so?
Show response
Al confirmed the litigation slowed the strategic review but said it is now settled, freeing the company to move quickly.
Calendar 2026 Q1
if you could discuss MiSight, again, solid performance in light of the Stellest entering the market.
Show response
MiSight resilience with Stellest entering US market. Management responded with context on this topic.
what are you seeing in IVF cycles across the U.S., EMEA and APAC?
Show response
IVF cycle trends across US, EMEA and APAC. Management responded with context on this topic.
Calendar 2025 Q3
can you please clarify the driver of the expected Q4 rebound? Was that driven by the upcoming year of the horse?
Show response
Fertility Q4 rebound drivers and FY2026 qualitative outlook. Management responded with context on this topic.
Calendar 2024 Q4
is that in anticipation of that new competitor? Or is PARAGARD losing share versus organisms in plants
Show response
PARAGARD erosion drivers and competitive IUD assumptions in FY25 guidance. Management responded with context on this topic.
IDXXIdexx Laboratories4 questions · 3 reporting periods · 1 of 4 challenging
Calendar 2025 Q2
I'm curious whether the sales force has communicated to customers in future that the FNA expansion was imminent
Show response
Jay confirmed FNA timeline communicated. Customers buying based on current ear cytology and blood morphology menu. Cancer Dx revenue not broken out but tracking in line with expectations.
Calendar 2025 Q1
Do you remain confident on the 4%, 4.5% net price given that visit environment?
Show response
Andrew confirmed confidence in full-year pricing outlook. Jay clarified 4,500 placement target is based on ear cytology and blood morphology menu, with FNA as upside later in 2025.
Calendar 2024 Q4
should we still expect 2025 margin expansion to be still gross margin-led?
Show response
Andrew confirmed gross margin-led expansion at 30-80bps comparable operating margin improvement, with reinvestment in innovation and product launches.
if you can discuss further the underlying factors embedded in the 2% decline, expected midpoint in terms of macro impact
Show response
Jay cited staffing hours and macro/inflation as primary factors but did not address potential 2026 improvement. No timeline for recovery was offered.
HOLXHologic2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
have the updated end-of-life strategy and refocused sales force being fully implemented in Q3
Show response
Steve said sales force restructure was implemented in Q2 without the typical step-back disruption. End-of-life strategy just began in Q3 with early wins. M&A funnel of target-sized deals is good but they remain patient.
Calendar 2024 Q3
If you could discuss recent M&A environment in Hologic three segments
Show response
Karleen explained each division runs its own BD pipeline. FY2025 expected to balance M&A and share repurchases similar to FY2024.
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 | 9 | 22%2 of 9 questions |
| COO Cooper Companies (The) | 7 | 0%none of 7 questions |
| IDXX Idexx Laboratories | 4 | 25%1 of 4 questions |
| HOLX Hologic | 2 | —Rate withheld: fewer than 3 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 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 5 | 0%none of 5 questions | 3 |
| 2025 Q1 | 3 | 33%1 of 3 questions | 2 |
| 2025 Q2 | 3 | 0%none of 3 questions | 3 |
| 2025 Q3 | 2 | 0%none of 2 questions | 2 |
| 2025 Q4 | 1 | 100%1 of 1 question | 1 |
| 2026 Q1 | 4 | 25%1 of 4 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q45 questions · challenge rate 0% (none of 5 questions) · 3 companies
- 2025 Q13 questions · challenge rate 33% (1 of 3 questions) · 2 companies
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 3 companies
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q41 question · challenge rate 100% (1 of 1 question) · 1 company
- 2026 Q14 questions · challenge rate 25% (1 of 4 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics8
- Product Launch8
- Demand7
- Innovation & R&D4
- M&A3
- Pricing3
- Margin2
- Capital Allocation2
- Regulation Policy2
- Geographic Expansion2
Show all 12 topics
- Revenue Growth2
- Labor Market1