Zoetis Inc

Zoetis Inc. received Emergency Use Authorization for Simparica Trio to treat New World screwworm infestations in dogs and puppies. The authorization comes one week after the company reported a 7% decline in U.S. revenue and an 11% drop in domestic companion-animal product sales. Simparica Trio was already approved as a monthly chewable for protection against heartworms, fleas, and ticks, and the emergency authorization gives veterinarians another option for addressing New World screwworm, whose larvae feed on living tissue and can cause severe injury or death without treatment. Zoetis did not disclose expected sales, pricing changes, or a revenue forecast associated with the expanded use, and the authorization is temporary, covering treatment rather than prevention. The company has also received emergency authorizations for Dectomax to prevent infestations in sheep, deer, swine, horses, lactating and dry dairy cows, and dairy replacement heifers, and conditional approval for Dectomax-CA1 injectable treatment in beef cattle.

Zoetis Inc. announced that Simparica Trio has received Emergency Use Authorization from the U.S. Food and Drug Administration for the treatment of infestations caused by New World screwworm larvae in dogs and puppies. The authorization expands the solutions available to veterinarians to help address New World screwworm and gives added confidence for pet owners whose dogs and puppies are already receiving Simparica Trio. Simparica Trio was the first product FDA-approved to provide all-in-one protection for dogs against heartworm disease, ticks and fleas, roundworms, hookworms, and prevents flea tapeworm infections by killing fleas in a single monthly chewable. Zoetis also offers Dectomax-CA1 Injectable, the only nonprescription conditionally approved parasite control product labeled for prevention and treatment of infestations caused by New World screwworm larvae in cattle and for prevention of reinfestation for 21 days. The FDA has issued an Emergency Use Authorization for the use of the approved or conditionally approved products Dectomax and Dectomax-CA1 for the prevention and treatment of infestations caused by Cochliomyia hominivorax larvae in dairy cattle, swine, sheep except for lactating sheep, deer, and horses 1 year old and older.

Neogen Corporation reported a sharply narrower net loss for its fourth quarter and full fiscal year 2026, driven by a rebound in non-GAAP EBITDA and growth in its core food safety business. For the fourth quarter, the net loss was $11.3 million, or $0.05 per share, compared with a loss of $612.2 million, or $2.82 per share, a year earlier, while non-GAAP EBITDA swung to income of $31.2 million from a loss of $584.4 million. Full-year net loss narrowed to $7.9 million, or $0.04 per share, from $1,092 million, or $5.03 per share, with non-GAAP EBITDA income of $164.9 million versus a loss of $945.1 million. Fourth-quarter revenues edged down to $225.3 million from $225.5 million, and full-year revenues slipped 2.7% to $870.4 million from $894.7 million, though the Food Safety segment grew 3.1% in the quarter and the core food safety business expanded 5.8% for the year. The company issued fiscal 2027 guidance for revenues between $880 million and $885 million and adjusted EBITDA of $180 million to $182 million. Operationally, Neogen is advancing its Petrifilm manufacturing, with the first single-use kit expected by the end of August 2026 and large-scale film production starting in November 2026, and it announced the sale of its global genomics business to Zoetis for anticipated proceeds of about $160 million by the end of the first half of fiscal 2027.

The global animal genetics market is projected to grow from USD 7.32 billion in 2025 to USD 13.90 billion by 2035, at a compound annual growth rate of 6.62 percent, according to a new report by SNS Insider. The genomic and genetic testing segment held the largest share at 48.2 percent in 2025 and is expected to grow at a CAGR of 7.3 percent, while the cattle segment accounted for about 45.5 percent of the market. North America led with a 37.5 percent share in 2025, and the Asia Pacific region is forecast to be the fastest-growing market at a CAGR of 8.4 percent. Key companies include Genus plc, Neogen Corporation, URUS Group, Zoetis Inc., and EW Group.

The global veterinary services market is projected to grow from 119.22 billion dollars in 2025 to 247.32 billion dollars by 2035, at a compound annual growth rate of 7.57 percent, according to a report by SNS Insider. North America held a 38.7 percent share of the market in 2025, with the United States alone valued at 52.80 billion dollars and expected to reach 104.84 billion dollars by 2035. Europe was valued at 33.74 billion dollars in 2025 and is forecast to reach 67.58 billion dollars by 2035, while Asia Pacific is expected to be the fastest-growing region with a CAGR of around 9.8 percent. The medical services segment accounted for 72 percent of revenue in 2025, and hospitals and clinics held a 48.6 percent share of the delivery channel segment. Key players include Zoetis, Mars Petcare, Boehringer Ingelheim Animal Health, and IDEXX Laboratories, with recent developments such as Zoetis opening a reference laboratory in Louisville and Mars Petcare acquiring stakes in Cerba Vet and ANTAGENE.

Eli Lilly has agreed to acquire psychedelic drugmaker AtaiBeckley for $6.75 per share in upfront cash, valuing the deal at approximately $2.8 billion, plus up to $2.50 per share in contingent value rights tied to clinical and regulatory milestones. In other notable deals this week, Dassault Systèmes is in discussions to acquire drug trial software maker ArisGlobal from Nordic Capital for about $2 billion, though talks are ongoing and may not result in a deal. ABB Ltd. agreed to acquire Rotork for £5.03 per share in cash, a 60% premium to the company's three-month average share price, valuing the company at about £4.1 billion. A consortium led by KKR and Energy Capital Partners raised its takeover proposal for Irish energy distributor DCC to £67.97 per share, valuing the company at £5.81 billion, or approximately $7.86 billion. Stripe and Advent International have reportedly made a joint offer to acquire PayPal for $60.50 per share, in a deal that would value the payments company at more than $53 billion, though PayPal's board views the bid as inadequate. Uber Technologies launched a public takeover offer for Germany's Delivery Hero, valuing the food delivery company at about $14.8 billion in equity value. Kimbell Royalty Partners agreed to acquire oil and gas royalty interests from affiliated sellers for approximately $215.4 million, consisting of $74.9 million in cash and 9.5 million newly issued common units. Zoetis announced an agreement to acquire VitalRADS, a Texas-based provider of veterinary imaging services.

Zoetis has launched Lenivia, a long-acting monoclonal antibody therapy for canine osteoarthritis pain, in Canada and the European Union. The injection provides up to three months of pain relief with a single subcutaneous dose, targeting nerve growth factor at a different binding site than existing anti-NGF therapies. Up to 40% of dogs may have radiographic osteoarthritis, and the chronic condition erodes mobility, sleep, and social behavior, creating a need for convenient, sustained pain management. Lenivia demonstrated reduced pain as early as Day 7 in a nine-month European field study and joins Zoetis' established osteoarthritis portfolio, which includes Rimadyl, Trocoxil, and Librela. The company says the longer dosing interval can improve compliance and free up veterinary practice capacity.

StockStory identifies First Solar and Zoetis as value stocks with promising prospects, while cautioning against Weatherford. First Solar, trading at $228.75 per share with a forward P/E of 11.7x, has seen 23.3% annual revenue growth over the last two years and a positive free cash flow profile. Zoetis, at $74.96 per share and a forward P/E of 10.8x, demonstrates 8.7% constant currency growth and a robust 21.3% free cash flow margin. In contrast, Weatherford, priced at $83.00 with a forward P/E of 14.7x, has experienced annual sales declines of 5.1% over the past decade and a below-peer gross margin of 31.7%.

The iShares US Pharmaceuticals ETF has an implied analyst target price of $109.89 per unit based on its underlying holdings, representing a 9.68% upside from its recent trading price near $100.19. Three holdings with notable upside potential are Crinetics Pharmaceuticals, CorMedix, and Zoetis, which together account for 5.04% of the ETF. Crinetics Pharmaceuticals has an average analyst target of $83.14 per share, 97.82% above its recent price of $42.03. CorMedix has a target of $14.00, implying 59.27% upside from $8.79, while Zoetis is expected to reach $114.12, a 51.32% increase from $75.42.

The global artificial intelligence in animal health market is projected to grow from $1.72 billion in 2025 to $4.21 billion by 2030, according to a new report from ResearchAndMarkets.com. The market is expected to reach $2.06 billion in 2026, reflecting a compound annual growth rate of 19.5%, driven by digital tool adoption in veterinary care and rising companion and production animal populations. Key players include Microsoft Corporation, IBM, Zoetis Inc., and Merck Animal Health, with North America leading the market in 2025 and Asia-Pacific forecast as the fastest-growing region. The report highlights trends such as AI-driven diagnostics, predictive analytics, and wearable monitoring devices, while noting that tariffs have raised costs for imported AI hardware but also spurred local innovation.

A bullish thesis on Zoetis Inc. argues the animal health leader is a compelling contrarian opportunity after its stock fell more than 50% from highs, compressing its valuation to roughly 12.8 times trailing earnings versus a historical average of 36.6 times. The company generates about 70% of revenue from companion animal products including Simparica, Apoquel, and Cytopoint, while its livestock segment provides stability. The thesis contends that recent weakness in osteoarthritis treatments Librela and Solensia stems from temporary perception issues rather than permanent franchise damage, and that Zoetis is actively educating veterinarians to stabilize sales. With a cash-pay business model supporting consistent pricing power, strong free cash flow, and aggressive capital returns through dividends and buybacks, the stock could deliver nearly 100% upside if it rerates to a 25 times earnings multiple.

The Motley Fool recommends CRISPR Therapeutics, Zoetis, and Danaher as the best healthcare stocks to buy with $1,000 right now. CRISPR Therapeutics is an emerging leader in genome editing with its first FDA-approved treatment, Casgevy, and analysts project sales to jump from $36 million to $145 million next fiscal year. Zoetis, a leading animal health company, has seen its stock hammered to 11 times 2026 earnings estimates—far below its decade-average P/E of 37—following controversy over its canine osteoarthritis drug Librela, though a class action lawsuit was dismissed. Danaher, a life sciences conglomerate that has returned over 30,000% in past decades, recently closed its $9.9 billion acquisition of Masimo and trades at about 21 times 2026 earnings estimates with expected annual earnings growth of 9%.

Renaissance Investment Management added a new position in Zoetis Inc. to its Large Cap Growth Strategy during the first quarter of 2026. The firm cited Zoetis's position as the global leader in vaccines and pharmaceuticals for companion animals and livestock, and expects revenue to reaccelerate as COVID-era pets reach ages requiring preventive treatments. Renaissance also highlighted the company's new drug pipeline targeting cancer, kidney, heart, obesity, and anxiety over the next four years, along with rising protein demand and a pain medication relaunch. Zoetis shares closed at $79.33 on June 16, 2026, with a market capitalization of $33.25 billion, and have fallen 48.57% over the past 52 weeks.