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    Navann Ty Dietschi

    Research Analyst at BNP Paribas

    Navann Ty Dietschi is an Equity Analyst at BNP Paribas Exane specializing in animal health, with coverage of major companies such as Zoetis and Elanco Animal Health. Known for deep sector expertise, Dietschi actively participates in high-profile events like Animal Health Day and has led in-depth analysis across both companion and livestock business growth areas for leading firms. Dietschi has been with BNP Paribas Exane at least since 2023, focusing primarily on the animal health sector, and regularly engages with top management from industry leaders. Professional credentials and performance metrics such as success rate or third-party analyst rankings are not publicly disclosed for Dietschi.

    Navann Ty Dietschi's questions to Beauty Health (SKIN) leadership

    Navann Ty Dietschi's questions to Beauty Health (SKIN) leadership • Q1 2025

    Question

    Navann Ty Dietschi of BNP Paribas asked about the progress of the shift to a distributor model in China, whether the guided tariff impact is net of mitigating actions, and if the company has seen increased competition.

    Answer

    Executive Michael Monahan reported that the China distributor transition is well underway and expected to be completed in Q2. He clarified the tariff impact is a gross expense, as potential price increases are still being evaluated. Executive Marla Beck addressed competition by stating the company remains the category leader with over 60% U.S. market share, emphasizing its role as a 'gateway treatment' and its focus on clinical validation to create further distance from competitors.

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    Navann Ty Dietschi's questions to Beauty Health (SKIN) leadership • Q4 2024

    Question

    Navann Ty Dietschi asked for details on the 2025 go-to-market strategy, including pricing, partnerships, and R&D, and requested more information on the new distributor in China.

    Answer

    Executive Michael Monahan stated that the 2025 pricing strategy is consistent with 2024, though he advised modeling some ASP pressure from product and channel mix. CEO Marla Beck clarified that the consumables strategy prioritizes developing and marketing higher-margin, clinically-backed HydraFacial branded boosters over third-party partnerships. Michael Monahan noted that details on the China distributor would be shared in Q2 2025.

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    Navann Ty Dietschi's questions to PHIBRO ANIMAL HEALTH (PAHC) leadership

    Navann Ty Dietschi's questions to PHIBRO ANIMAL HEALTH (PAHC) leadership • Q3 2025

    Question

    Navann Ty Dietschi of BNP Paribas asked a two-part follow-up question regarding external factors. First, he inquired if Phibro is lobbying for an animal health exemption from potential new pharmaceutical tariffs. Second, he asked for details on the foreign exchange (FX) impact on the quarter's results and the outlook for the remainder of the year.

    Answer

    CEO Jack Bendheim addressed the first part, confirming that Phibro is actively lobbying alongside other animal health companies for tariff exemptions, citing the potential impact on food prices, and noted that initial reactions have been positive. CFO Glenn David answered the second part, stating that the FX impact was limited for the quarter because the company primarily transacts in U.S. dollars in many international markets to mitigate currency risk, resulting in minimal overall impact.

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    Navann Ty Dietschi's questions to PHIBRO ANIMAL HEALTH (PAHC) leadership • Q3 2025

    Question

    Navann Ty Dietschi followed up on tariffs, asking if Phibro is lobbying for an animal health exemption from potential pharma tariffs. He also inquired about the foreign exchange (FX) impact on the quarter and the outlook for the remainder of the year.

    Answer

    Chairman, President and CEO Jack Bendheim confirmed that Phibro, along with other industry players, is actively lobbying for an animal health exception, highlighting the potential impact on food prices. CFO Glenn David stated that the FX impact was limited in the quarter, as the company mitigates currency risk by transacting in U.S. dollars in many international markets.

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    Navann Ty Dietschi's questions to PHIBRO ANIMAL HEALTH (PAHC) leadership • Q2 2025

    Question

    Navann Ty Dietschi asked for an update on the integration of the Zoetis MFA portfolio, the plans for the remainder of the year, and whether any headcount reductions are expected as part of the process.

    Answer

    Chief Financial Officer Glenn David reported that the integration is proceeding smoothly, with customer support and colleague onboarding successfully managed. He noted that future steps include system transitions. He explicitly stated that no headcount reductions were ever planned, as the acquisition primarily consisted of manufacturing plants that require their existing workforce to maintain production.

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    Navann Ty Dietschi's questions to Elanco Animal Health (ELAN) leadership

    Navann Ty Dietschi's questions to Elanco Animal Health (ELAN) leadership • Q1 2025

    Question

    Navann Ty asked for more detail on the drivers of the challenging U.S. retail environment in January and February beyond weather, the positive trends seen in March and April, and the company's full-year pricing expectations.

    Answer

    CFO Todd Young clarified their challenge was in the over-the-counter (OTC) channel, impacted by low foot traffic from cold weather, which rebounded. CEO Jeff Simmons noted Amazon is a major customer and they will expand with its Rx platform. Todd Young reiterated the full-year price expectation of approximately 2%.

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    Navann Ty Dietschi's questions to Elanco Animal Health (ELAN) leadership • Q3 2024

    Question

    Navann Ty Dietschi of BNP Paribas asked for early feedback on the Zenrelia vaccine booster study and its influence on veterinarian behavior. He also questioned if a reported 20-30% non-responder rate for Zenrelia was in line with company expectations. Finally, he inquired about the timeline to transition supply from the insolvent U.K. CMO and the company's visibility into the estimated 2025 EBITDA headwind.

    Answer

    CEO Jeff Simmons stated the booster study has been very effective in giving vets comfort and did not confirm a specific non-responder rate, noting Zenrelia has performed well in tough cases. CFO Todd Young addressed the CMO situation, explaining that they are working closely with the bankruptcy administrator to maintain supply in 2024 and have high confidence in their estimate for the 2025 EBITDA impact based on their understanding of the CMO's operations.

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    Navann Ty Dietschi's questions to Zoetis (ZTS) leadership

    Navann Ty Dietschi's questions to Zoetis (ZTS) leadership • Q1 2025

    Question

    Navann Ty Dietschi asked if Zoetis plans to pivot its Librela strategy back to the moderate OA patient population in the U.S. He also questioned if FDA headcount issues could delay competitors' dermatology products and asked about the significance of the new Simparica Trio label for flea tapeworm.

    Answer

    CEO Kristin Peck confirmed that focusing on the moderate patient population is a key part of the current Librela strategy. She stated the new Simparica Trio indication is a 'nice incremental' but not a major driver. Regarding the FDA, she has not experienced any delays and does not expect issues for their pipeline or competitors' based on current information.

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    Navann Ty Dietschi's questions to Zoetis (ZTS) leadership • Q4 2024

    Question

    Navann Ty Dietschi asked about the impact of the U.S. Librela label change on its adoption in the moderate patient population and inquired about the blockbuster potential of upcoming pipeline assets.

    Answer

    CEO Kristin Peck stated the label change was consistent with prior communications and helps veterinarians but does not alter the product's growth trajectory into the moderate patient segment. Regarding the pipeline, she identified chronic kidney disease as the largest opportunity, with an expanded addressable market due to better diagnostics and a deeper understanding of the molecules' potential.

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    Navann Ty Dietschi's questions to IDEXX LABORATORIES INC /DE (IDXX) leadership

    Navann Ty Dietschi's questions to IDEXX LABORATORIES INC /DE (IDXX) leadership • Q1 2025

    Question

    Navann Ty Dietschi questioned the company's confidence in its 4-4.5% net price realization goal given the vet visit environment and asked if the inVue placement target relies on its existing menu or requires future menu expansions.

    Answer

    Executive Andrew Emerson affirmed confidence in the full-year pricing outlook, noting the 4% realization achieved in Q1. CEO Jay Mazelsky clarified that the inVue placement guidance is based on the current menu (urocytology, blood morphology) and the planned F&A expansion later in the year. He stressed that customers buy based on current capabilities, trusting the 'technology for life' approach for future menu additions.

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    Navann Ty Dietschi's questions to IDEXX LABORATORIES INC /DE (IDXX) leadership • Q4 2024

    Question

    Navann Ty asked for more detail on the factors driving the projected 2% decline in 2025 vet visits, specifically the split between macro pressures and vet capacity. He also inquired if 2025 margin expansion would be gross margin-led and asked for color on SG&A and R&D spending plans.

    Answer

    CEO Jay Mazelsky identified the primary driver of the visit decline as the macroeconomic environment, with clinic capacity constraints being a secondary factor. Incoming CFO Andrew Emerson confirmed that the guided 30-80 basis points of comparable operating margin expansion will be mostly led by gross margin gains, as the company plans to reinvest in OpEx to support its innovation cycle.

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    Navann Ty Dietschi's questions to Evolus (EOLS) leadership

    Navann Ty Dietschi's questions to Evolus (EOLS) leadership • Q4 2024

    Question

    Navann Ty Dietschi questioned how Evolus secured the unique 'weight loss' language in its label, whether competitors might follow, and about Q4 market share dynamics, including any potential benefit from competitor loyalty program changes.

    Answer

    CMO Rui Avelar attributed the unique label language to successful negotiations with the FDA. CEO David Moatazedi addressed market share, highlighting a gain of two percentage points in 2024 to approach 14% share. He credited the company's consistent execution and differentiated cash-pay model, noting that the Evolysse launch creates an opportunity to penetrate the 50% of clinics not currently using Evolus products.

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    Navann Ty Dietschi's questions to COOPER COMPANIES (COO) leadership

    Navann Ty Dietschi's questions to COOPER COMPANIES (COO) leadership • Q4 2024

    Question

    Navann Ty Dietschi of BNP Paribas asked for clarification on whether Paragard's market erosion was due to a new competitor or share loss to other contraceptive types. He also inquired about the trends supporting the high single-digit growth outlook for the fertility business.

    Answer

    CEO Al White clarified that Paragard's performance is unrelated to a potential new IUD competitor, which is not yet approved. He believes the softness is due to the broader IUD market losing some share to other hormonal contraceptive products. For fertility, he cited strong underlying macro trends like increased insurance reimbursement and global focus on fertility solutions, projecting sustained mid-single-digit market growth.

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    Navann Ty Dietschi's questions to HOLOGIC (HOLX) leadership

    Navann Ty Dietschi's questions to HOLOGIC (HOLX) leadership • Q4 2024

    Question

    Navann Ty Dietschi inquired about the current M&A environment across Hologic's three business segments and asked for the company's capital allocation priorities for fiscal 2025.

    Answer

    Chief Financial Officer Karleen Oberton stated that M&A is a priority within each division, with a focus on identifying assets that are a natural fit, like Endomagnetics and Gynasonix. She indicated that for fiscal 2025, the company will continue to pursue a balanced capital allocation strategy of M&A and share repurchases, similar to fiscal 2024.

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    Navann Ty Dietschi's questions to GE HealthCare Technologies (GEHC) leadership

    Navann Ty Dietschi's questions to GE HealthCare Technologies (GEHC) leadership • Q3 2024

    Question

    Navann Ty Dietschi of BNP Paribas followed up on China, asking which of the four recovery steps (funds release, tender process, awarding, installation) the market is currently in. He also asked for details on the remaining steps required for the Flyrcado launch in late Q1 and which U.S. markets would be targeted initially.

    Answer

    CEO Peter Arduini clarified that the China market is in the first step, where program details are coming together but funds have not yet been released to open tenders. Regarding Flyrcado, he explained the remaining work involves finalizing reimbursement with CMS and other payers, alongside normal commercialization ramp-up activities like team training. The launch is on track for late Q1 2025, pending the outcome of these processes.

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    Navann Ty Dietschi's questions to RVNC leadership

    Navann Ty Dietschi's questions to RVNC leadership • Q1 2024

    Question

    Asked about the customer mix, the rationale for the cervical dystonia launch timing, and the intended use of proceeds from the recent $100 million equity offering.

    Answer

    The company has a healthy, blended customer mix across med spas, dermatologists, and plastic surgeons. The CD launch timing was driven by positive feedback from the PrevU program and significant, rapid progress on payer coverage. The proceeds from the equity offering are for general corporate purposes to strengthen the balance sheet.

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