Newest assay expands TRUFORMA market opportunity by building on endocrinology foundation to address reproductive health in the equine segment ANN ARBOR, MI / ACCESS Newswire / December 4, 2025 / Zomedica Corp. (OTCQB:ZOMDF) ("Zomedica" or the "Company"), an animal health company offering innovative point-of-care diagnostic and therapeutic device products for equine and companion animals, today announced the expansion of its TRUFORMA platform with the launch of its equine progesterone assay, designed as a po ...

Core Message - The company is optimistic about its growth trajectory in the animal health sector, particularly in the chicken market, and is preparing for a significant investor day to discuss future strategies and innovations [2]. Group 1: Growth and Innovation - The company has experienced nine consecutive quarters of growth, indicating a strong and durable position in the animal health market [2]. - A focus on innovation is highlighted, with six new products approved and expectations for additional product approvals, particularly with IL-31 [2]. Group 2: Financial Health - The company has successfully reduced its debt by two turns over the past two years, primarily through EBITDA improvements and strategic exits [3]. - The financial strategy appears to be effective, positioning the company well for future growth and stability [3].

Elanco Animal Health FY Conference Summary Company Overview - **Company**: Elanco Animal Health (NYSE: ELAN) - **Date of Conference**: December 03, 2025 Key Points Industry Insights - The animal health industry is experiencing significant growth, particularly in the animal protein sector, with a notable demand for chicken products [2][3] - The market for oral broad-spectrum parasiticides is valued at approximately $1.4 billion and is growing at 40% [10] - The derm market is the second largest, valued at $2 billion and growing at double digits [10] Financial Performance - Elanco has achieved nine consecutive quarters of growth, with an increasing quality and size of growth [3] - The company aims to reduce its debt from 3.7 times to low threes or high twos, prioritizing this as the number one use of cash [7][8] - EBITDA growth is expected to be driven by better margins from blockbuster products and a productivity initiative called Elanco Ascend [8][16] Innovation and Product Development - Elanco has a robust pipeline with six approved products and anticipates a seventh product, IL-31, to be added soon [3][11] - The company is focusing on a mix of farm and pet innovations, which is unique compared to competitors [28] - Quattro, a new product, is gaining market share rapidly, with 75% of its sales coming from competitors' products [22] Market Position and Competition - Elanco is positioned to capture market share from larger competitors like Zoetis, particularly in large veterinary practices [22] - The company is experiencing competitive pressure in the U.S. pet health market, but differentiation in product offerings is key to maintaining value [23] Future Outlook - Elanco is optimistic about its growth trajectory and plans to provide more detailed guidance for 2026 in the upcoming week [4][31] - The company is committed to maintaining a consistent flow of high-impact innovations and believes it is a compelling investment proposition in the animal health space [13] Additional Considerations - The company has launched a five-year productivity initiative, Elanco Ascend, aimed at improving procurement, manufacturing, and overall productivity [16] - There is a focus on both top-line revenue growth and EBITDA growth, with expectations for a meaningful dropdown to EBITDA levels from new product revenues [14][15] Conclusion - Elanco Animal Health is positioned for continued growth through innovation, strategic debt management, and a focus on market differentiation. The upcoming guidance for 2026 is anticipated to provide further clarity on the company's growth trajectory and financial health [31]

Core Insights - The U.S. equity markets experienced significant volatility recently, with a five-day winning streak interrupted by a decline in cryptocurrencies, particularly Bitcoin, which struggled to maintain a value above $90,000 [1][2] - Concerns regarding the high valuations of AI firms are prevalent, with expectations of a market correction due to growth not matching substantial investments [2] - The likelihood of the Federal Reserve reducing its benchmark borrowing rate has increased, with markets pricing in an approximately 89% chance of a rate cut at the upcoming meeting [2] Momentum Investing Strategy - Momentum investing is characterized by the strategy of "buying high and selling higher," capitalizing on established trends in stock prices [3] - This investment approach is based on the human tendency to project current trends into the future, allowing investors to profit before prices revert to their mean [3][4] - Momentum strategies have historically generated alpha across various market conditions, although identifying trends can be challenging [4] Screening Parameters for Momentum Stocks - The screening process identifies the top 50 stocks with the highest percentage price change over the past 52 weeks, ensuring selection of stocks with consistent appreciation [5] - From these, the 10 worst performers over the past week are chosen to identify those experiencing short-term pullbacks [6] - Stocks are further filtered by Zacks Rank 1 (Strong Buy) and a Momentum Style Score of B or better, indicating strong potential for success [7] Selected Momentum Stocks - Phibro Animal Health Corporation (PAHC) has seen a 74.9% increase over the past year but a recent decline of 8.2%, holding a Momentum Score of B [11] - Argan, Inc. (AGX) has surged 138.5% in the past year with a recent drop of 4.2%, achieving a Momentum Score of A [13] - Ubiquiti Inc. (UI) has increased by 56.6% over the past year but lost 2% in the last week, also holding a Momentum Score of A [15]

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Core Insights - The animal health industry is experiencing significant advancements in science and technology, highlighting the essential role animals play in society [1][2] - Zoetis is positioned as a leader in this innovation, driven by a commitment to research and development [2] - The company is set to share updates on its pipeline and future vision, indicating ongoing progress since the last update in January [3] Company Updates - The presentation will feature insights from key leaders in the R&D department, showcasing the depth of talent within the organization [4] - The transition of leadership in the R&D organization is noted, with Dr. Kevin Esch set to take over in the new year [4]

Summary of Zoetis Update / Briefing December 02, 2025 Company Overview - **Company**: Zoetis (NYSE: ZTS) - **Industry**: Animal Health - **Market Size**: Total addressable market is approximately $50 billion, expected to nearly double by 2035 [4][38] Core Insights and Arguments 1. **Innovation and R&D Commitment**: Zoetis emphasizes its strong commitment to research and development, which is crucial for pioneering new solutions in animal health [1][2][3] 2. **Market Dynamics**: The company identifies a new generation of pet owners driving demand for high-quality veterinary care, leading to increased medicalization and longer pet lifespans [5][8] 3. **Chronic Disease Management**: There is a growing demand for advanced therapies in chronic conditions such as chronic kidney disease, oncology, and cardiology, which are becoming more prevalent as pets age [9][28] 4. **Livestock Market Resilience**: The livestock sector is experiencing mid-single-digit growth, driven by global demand for safe, sustainable animal protein, with a shift from treatment to prevention [11][12] 5. **Technological Advancements**: The integration of AI, genetics, and precision health is enhancing R&D capabilities, allowing for earlier insights and more personalized medicine [6][15] Pipeline and Future Opportunities 1. **Diverse Pipeline**: Zoetis has a robust pipeline with 12 products identified as having blockbuster potential, focusing on unmet medical needs in chronic kidney disease, oncology, and cardiology [25][38] 2. **Regulatory Approvals**: The company anticipates significant regulatory approvals in the coming years, with a major market approval expected annually [42][24] 3. **Investment in R&D**: Over $5 billion has been invested in R&D since 2013, resulting in over 2,000 regulatory approvals in the past decade [13][14] Key Areas of Focus 1. **Chronic Kidney Disease (CKD)**: CKD is a major unmet need, with 80% of cats and 10% of dogs likely to develop the condition by age 13. Zoetis is developing seven assets to address this [31][50] 2. **Oncology**: Cancer is a leading cause of death in dogs, with Zoetis targeting lymphoma and melanoma through innovative therapies [34][52] 3. **Cardiology**: The company is developing novel therapeutics for cardiovascular diseases, aiming to provide better outcomes for affected pets [35] Market Trends and Consumer Behavior 1. **Pet Ownership Trends**: Rising pet ownership and increased spending on pet care are driving growth in the animal health market [37][43] 2. **Consumer Expectations**: There is a growing demand for transparency and sustainability in animal care, influencing product development and market strategies [6][11] Financial Performance and Growth Strategy 1. **Sustainable Growth**: Zoetis has delivered high single-digit growth over the past five years, with strong margins and returns on invested capital [41][42] 2. **Capital Allocation**: The company maintains a disciplined approach to capital allocation, ensuring that investments in innovation align with market needs [39][40] Additional Insights 1. **Global Reach and Scale**: Zoetis's extensive global network and manufacturing capabilities position it as a leader in the animal health industry [12][63] 2. **Collaboration and Partnerships**: The company leverages external collaborations to enhance its R&D efforts and expand its innovation pipeline [23][24] This summary encapsulates the key points from the Zoetis update, highlighting the company's strategic focus on innovation, market dynamics, and future growth opportunities in the animal health sector.

Dec 2, 2025 7:30 AM Eastern Standard Time Zoetis Highlights R&D Leadership and Long-Term Growth Opportunity at Innovation Webcast Share Underscores Proven Innovation Model, Robust and Diversified Pipeline with 12 Potential Blockbuster Candidates, and Unmatched Scale and Capabilities Animal Health Leader Positioned to Deliver Sustained Revenue Growth, Profitability and Shareholder Value PARSIPPANY, N.J.--(BUSINESS WIRE)--Zoetis Inc.(NYSE: ZTS), the world's leading animal health company, will host an Innovati ...

Core Insights - Amlan International has appointed Dr. Edwin Pei Yong Chow as Technical Service Director for the Asia-Pacific region, aiming to enhance technical service strategies and support business growth through customer engagement and innovation [1][4] Company Overview - Amlan International is the animal health division of Oil-Dri Corporation of America, a publicly traded company on the NYSE (Ticker: ODC), specializing in the manufacture and marketing of sorbent minerals [5] - The company leverages over 80 years of expertise in mineral science to produce feed additives for global markets [5] Leadership and Expertise - Dr. Chow has over 15 years of experience in animal health, feed additives, and nutrition, with a strong background in research, product development, and commercialization [2] - His previous roles include senior positions at Berg+Schmidt, Adisseo, and Kemin Industries, where he led teams in developing innovative solutions for livestock and aquaculture [2][3] Strategic Goals - Dr. Chow aims to utilize his technical expertise and strategic leadership to advance Amlan's mission of improving animal health and productivity through natural solutions [4] - He emphasizes the importance of building partnerships with distributors and customers in the Asia-Pacific region to drive growth and create a lasting impact [5]

Core Insights - Amlan International has appointed Dr. Edwin Pei Yong Chow as Technical Service Director for the Asia-Pacific region, aiming to enhance technical service strategies and support business growth through customer engagement and innovation [1][9]. Group 1: Appointment and Role - Dr. Chow will report to Dr. Michael Hua and is tasked with leading technical service initiatives across the APAC region [1]. - His responsibilities include supporting business growth through customer engagement, technical innovation, and training [1]. Group 2: Experience and Expertise - Dr. Chow has over 15 years of experience in animal health, feed additives, and nutrition, with a strong background in research, product development, and commercialization [2]. - He has held senior positions at companies like Berg+Schmidt, Adisseo, and Kemin Industries, where he led teams focused on innovative solutions for livestock and aquaculture [2]. Group 3: Achievements - Throughout his career, Dr. Chow has successfully launched aquaculture programs in Asia and established customer testing laboratories [3]. - He has driven product innovation through partnerships with universities, government agencies, and industry leaders [3]. Group 4: Strategic Vision - Dr. Chow's expertise in feed and nutrition is expected to enhance Amlan's value proposition in the diverse Asia-Pacific markets [4]. - He expressed a commitment to leveraging science and innovation to provide mineral-based solutions that improve animal performance and support the success of animal protein producers [5]. Group 5: Company Background - Amlan International is the animal health division of Oil-Dri Corporation of America, a global manufacturer of sorbent minerals with over 80 years of expertise [5]. - The company markets feed additives worldwide, with product availability varying by country [5].