Sidharth Sahoo's questions to Zoetis Inc (ZTS) leadership • Q2 2025
Question
Sidharth Sahoo asked for the current growth expectation for the OA Pain franchise in the second half and inquired about the long-term strategy for driving bottom-line growth as the portfolio matures.
Answer
EVP & CFO Wetteny Joseph reiterated that the combined key franchises (Derm, Simparica, OA Pain) are still expected to grow double-digits for the full year, but declined to provide specific product-level guidance. He countered the idea of a 'maturing' portfolio, stating that addressable markets remain larger than currently served markets, offering ample growth. He affirmed that disciplined cost management is standard business practice to fund innovation.