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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 • 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 Inc (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 Inc (LFST) leadership

    Andrea Zayco Narvaez Alfonso's questions to LifeStance Health Group Inc (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 Zoetis Inc (ZTS) leadership

    Andrea Zayco Narvaez Alfonso's questions to Zoetis Inc (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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