Zoetis' Q1 Earnings Analysis
Loved this article and your nuanced view!
Good observations re: Librela, Sir! 🫡
Thank you!
https://www.frontiersin.org/journals/veterinary-science/articles/10.3389/fvets.2025.1581490/full
What's incredible is that this only happens in the US but has not been a concern in Europe? Rare!
The majority of cases in and authors of this article are from Europe.
And yet you have Librela penetrating mild cases in Europe which would 100% not be the case if adverse effects were so widespread.
I encourage you to read the full article (including supplementary materials).
First off, amazing write up really appreciate your knowledge. One question for you: why has ZTS current ratio dropped the last 2 quarters? Was it accelerated buybacks as a result of share price declines?
Loved this article and your nuanced view!
Good observations re: Librela, Sir! 🫡
Thank you!
https://www.frontiersin.org/journals/veterinary-science/articles/10.3389/fvets.2025.1581490/full
What's incredible is that this only happens in the US but has not been a concern in Europe? Rare!
The majority of cases in and authors of this article are from Europe.
And yet you have Librela penetrating mild cases in Europe which would 100% not be the case if adverse effects were so widespread.
I encourage you to read the full article (including supplementary materials).
First off, amazing write up really appreciate your knowledge. One question for you: why has ZTS current ratio dropped the last 2 quarters? Was it accelerated buybacks as a result of share price declines?