Companion Animals a VIP part of the business per the Q2 Call. Of interest, Elanco has launched or purchased 14 new products since 2015:
I'm tracking comments in successive conference calls:
Q1 2020 (7 May 2020) ... a strong pipeline with potential for 5 new products contributing to revenue by the end of 2021, ie by Dec 2021
Q2 2020 (30 July 2020) ... so we've said publicly about having 5 launches on track during the rest of this year and into next year.
That includes Cosabody, Experior and Increxxa. We feel very good about that estimate and we'll put more colour on that in our December Investor Conference.
So 2 mysteries unaccounted for !
PS I'm ultra bullish on our prospects and do see a $ sign on the SP ... but still reserve the right to criticise the company ... please don't get the two mixed up
Companion Animals a VIP part of the business per the Q2 Call. Of...
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