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business1d ago
Lenivia Approval Might Change The Case For Investing In Zoetis (ZTS)
- The European Commission granted marketing authorization for Lenivia in dogs, extending Zoetis's pain-management portfolio.
- Lenivia’s longer duration and novel binding set it apart from existing osteoarthritis therapies.
- The approval aligns with Zoetis's strategy to grow long-acting biologics and expand addressable markets.
- Portela (relfove) in Europe for cats is noted as a related recent launch in the portfolio.
- Analysts expect Lenivia to influence long-term growth and margins if adoption is strong.
- Zoetis projects significant revenue and earnings growth by 2028 based on ongoing innovation.
- Some community estimates vary, with members placing fair value estimates between US$153 and US$230.
- The article notes risk factors include adoption speed and safety considerations for OA pain products.
- Zoetis emphasizes a focus on long-acting biologics to sustain growth.
- The piece underscores the broader market context, including other animal health launches.
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