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    Navann Ty Dietschi • BNP Paribas Exane

    Navann Ty Dietschi's questions to Phibro Animal Health Corp (PAHC) leadership

    Navann Ty Dietschi's questions to Phibro Animal Health Corp (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 Corp (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 Inc (ELAN) leadership

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

    Navann Ty Dietschi's questions to Zoetis Inc (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 Inc (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 (IDXX) leadership

    Navann Ty Dietschi's questions to IDEXX Laboratories Inc (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 (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 Inc (EOLS) leadership

    Navann Ty Dietschi's questions to Evolus Inc (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 Inc (COO) leadership

    Navann Ty Dietschi's questions to Cooper Companies Inc (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 Inc (HOLX) leadership

    Navann Ty Dietschi's questions to Hologic Inc (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 Inc (GEHC) leadership

    Navann Ty Dietschi's questions to GE Healthcare Technologies Inc (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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