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    Andrea Zayco Narvaez Alfonso • UBS

    Andrea Zayco Narvaez Alfonso's questions to Elanco Animal Health Inc (ELAN) leadership

    Andrea Zayco Narvaez Alfonso's questions to Elanco Animal Health Inc (ELAN) leadership • Q2 2025

    Question

    Andrea Alfonso from UBS inquired about the drivers of the strong 6% organic volume growth in Q2, questioning if it was influenced by a rebound from weather-delayed vet visits in Q1. She also asked about expected volume trends for the second half of the year and how the 10% constant currency growth in Pet Health compares to the full-year guidance.

    Answer

    President and CEO Jeffrey Simmons acknowledged a rebound in the retail parasiticide season in Q2 but emphasized that innovation is the key driver of growth, making Elanco more insulated from vet visit volatility. He expressed confidence in the backdrop for the pet market, citing trends in compliance, globalization, and spending by younger generations. He did not provide a specific volume forecast for the second half but reiterated that the company is well-positioned.

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    Andrea Zayco Narvaez Alfonso's questions to Evolent Health Inc (EVH) leadership

    Andrea Zayco Narvaez Alfonso's questions to Evolent Health Inc (EVH) leadership • Q4 2024

    Question

    Andrea Alfonso asked for the key variables that could cause Evolent to reach the low end of its 2025 EBITDA guidance range, particularly after the recent contract renegotiations.

    Answer

    CFO John Johnson stated that the primary source of potential variability is medical cost inflation. He explained that the guidance range was designed to provide a buffer for unexpected inflation that is meaningfully beyond the company's current forecast, as other items like organic growth are more knowable.

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