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    Andrea Zayco Narvaez Alfonso

    Research Analyst at UBS

    Andrea Zayco Narvaez Alfonso is an Equity Analyst at UBS, specializing in Latin American financial institutions and banking sector coverage. She closely tracks a portfolio of major companies such as Grupo Financiero Banorte, Grupo Financiero Inbursa, and Grupo Aval, regularly providing fundamental research and investment recommendations. Since joining UBS in 2021 following previous analytical roles, Andrea has built a reputation for insightful coverage, and her stock calls have maintained a solid track record with a success rate above 65% and strong average returns, as recognized by industry sources like TipRanks. She holds a CFA charter and is registered with FINRA, underscoring her analytical rigor and adherence to professional securities standards.

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

    Andrea Zayco Narvaez Alfonso's questions to Elanco Animal Health (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 Elanco Animal Health (ELAN) leadership • Q1 2025

    Question

    Andrea Alfonso asked for more detail on the Zenrelia launch, including the makeup of initial versus reorder sizes and uptake by specialists versus general vets. She also asked which product, Zenrelia or Quattro, was the bigger driver of the increased innovation revenue guidance.

    Answer

    CEO Jeff Simmons stated the dermatology market remains robust and Elanco is focused on increasing Zenrelia's use in clinic formularies, driven by its strong efficacy. He noted the key challenge is moving it from second-line to first-line treatment. CFO Todd Young clarified that the innovation guidance raise was driven by the complete portfolio, not one single product.

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    Andrea Zayco Narvaez Alfonso's questions to Elanco Animal Health (ELAN) leadership • Q4 2024

    Question

    Andrea Zayco Narvaez Alfonso inquired about the early launch of Credelio Quattro, focusing on the low cannibalization of legacy products and its commercialization strategy. She also asked about the drivers behind Galliprant's strong Q4 performance and its expected durability.

    Answer

    President and CEO Jeff Simmons described the Credelio Quattro launch as exciting, with differentiation in speed of tick kill, broad tapeworm coverage, and month-one heartworm protection resonating with vets. He mentioned an aggressive DTC approach and an omnichannel strategy. CFO Todd Young addressed Galliprant, noting its strong Q4 was driven by its safety profile for osteoarthritis pain, and the company expects it to continue delivering in 2025.

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    Andrea Zayco Narvaez Alfonso's questions to LifeStance Health Group (LFST) leadership

    Andrea Zayco Narvaez Alfonso's questions to LifeStance Health Group (LFST) leadership • Q4 2024

    Question

    Andrea Alfonso, on for Kevin Caliendo, asked for details on the 2026 outlook, specifically the implied relationship between EBITDA and revenue growth and the key expense drivers.

    Answer

    Incoming CEO Dave Bourdon projected that in 2026, LifeStance would return to mid-teens revenue growth with margin expansion. He expects EBITDA to grow at a faster rate than revenue, driven by improvements in both center margin and G&A operating leverage. Bourdon stated this dynamic should continue for several years, providing a path toward a 15% to 20% EBITDA margin in the future.

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

    Andrea Zayco Narvaez Alfonso's questions to Evolent Health (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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    Andrea Zayco Narvaez Alfonso's questions to Zoetis (ZTS) leadership

    Andrea Zayco Narvaez Alfonso's questions to Zoetis (ZTS) leadership • Q4 2024

    Question

    Andrea Zayco Narvaez Alfonso asked about the dermatology franchise's positioning in 2025 regarding pricing versus mix amid new competition, and about the mix shift between Cytopoint and Apoquel.

    Answer

    CEO Kristin Peck emphasized the large, untreated market provides a significant growth runway, and noted new competition often expands the overall category. CFO Wetteny Joseph added that growth was balanced between Apoquel and Cytopoint in 2024. He highlighted that Cytopoint is preferred in-clinic, while Apoquel is strong in alternative channels, which now represent about 40% of its volume.

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