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    Daniel Christopher Clark • Leerink Partners

    Daniel Christopher Clark's questions to Zoetis Inc (ZTS) leadership

    Daniel Christopher Clark's questions to Zoetis Inc (ZTS) leadership • Q1 2025

    Question

    Daniel Christopher Clark asked for clarification on the Librela launch, questioning whether the slower-than-expected ramp was due more to lower new patient starts or shorter duration of therapy.

    Answer

    CFO Wetteny Joseph responded by highlighting the strong foundation, with 86% clinic penetration and high vet satisfaction. He noted the focus is on driving education to expand into the moderate and previously untreated patient populations, similar to the successful strategy in Europe, implying the challenge is in accelerating the adoption curve for new patient starts.

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    Daniel Christopher Clark's questions to Zoetis Inc (ZTS) leadership • Q4 2024

    Question

    Daniel Christopher Clark asked for more detail on the factors that could drive the percentage of puppies on a triple combination parasiticide higher from the current 50% level in 2025.

    Answer

    CEO Kristin Peck explained that the overall triple combination market is still less than 40% penetrated and growing rapidly. She believes that new market entrants will increase awareness of the category, driving overall market growth. She stressed that the 'stickiness' of the product once started and Zoetis's significant first-mover advantage are key to capturing new puppy patients and growing share.

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    Daniel Christopher Clark's questions to IDEXX Laboratories Inc (IDXX) leadership

    Daniel Christopher Clark's questions to IDEXX Laboratories Inc (IDXX) leadership • Q1 2025

    Question

    Daniel Christopher Clark inquired whether macroeconomic concerns are a factor in sales discussions for the new inVue Dx system and what other factors customers are focusing on beyond the technology itself.

    Answer

    CEO Jay Mazelsky stated that customers, both independent and corporate, show a strong appetite for new technology that provides clear clinical impact and, importantly, workflow optimization. He explained that practices are focused on solutions that reduce manual work and improve care consistency, indicating that these benefits are the primary focus of sales conversations rather than macro-driven hesitations.

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    Daniel Christopher Clark's questions to IDEXX Laboratories Inc (IDXX) leadership • Q4 2024

    Question

    Daniel Clark sought clarification on whether IDEXX is still limiting preorders for the inVue Dx system. He also asked if weather had a notable impact on clinic visit trends in Q4 or the outlook for Q1.

    Answer

    CEO Jay Mazelsky clarified that the inVue Dx preorder funnel is now generally open in North America but remains limited in select international countries. Incoming CFO Andrew Emerson confirmed a previously signaled 50 basis point weather headwind in Q4 and stated that any Q1 weather impacts have been incorporated into the current guidance.

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    Daniel Christopher Clark's questions to Doximity Inc (DOCS) leadership

    Daniel Christopher Clark's questions to Doximity Inc (DOCS) leadership • Q2 2025

    Question

    Daniel Christopher Clark, on for Michael Cherny, asked about any common themes, such as specific drug classes, that drove the Q2 revenue outperformance.

    Answer

    CFO Anna Bryson responded that the strong performance was broad-based across both the pharma and health system businesses, with no single drug class or therapeutic area being the primary driver. She reiterated that the key factors were the client portal enabling real-time insights and recommendations, along with strong, widespread traction for new products.

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    Daniel Christopher Clark's questions to GoodRx Holdings Inc (GDRX) leadership

    Daniel Christopher Clark's questions to GoodRx Holdings Inc (GDRX) leadership • Q3 2024

    Question

    Daniel Christopher Clark of Leerink Partners asked about the potential impact of 2025 Medicare Part D plan changes, specifically the lower out-of-pocket cap, on GoodRx's core prescriptions business.

    Answer

    CFO Karsten Voermann stated that the impact would be minimal. He explained that the out-of-pocket max applies to a very small percentage of Medicare users, who themselves are a subset (sub-30%) of GoodRx's user base. He added that consumers often don't know if they'll hit the cap, so they still have a reason to use GoodRx.

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