tag:blogger.com,1999:blog-4241416962008169508.post3187059095968410691..comments2024-03-27T21:03:58.972-04:00Comments on Just A Life Sciences Blog...: Highly-Concentrated EU Vet Med Markets: Multi-Species Rabies Vaccines, Among OthersUnknownnoreply@blogger.comBlogger2125tag:blogger.com,1999:blog-4241416962008169508.post-31074171888115328602009-08-21T09:55:27.998-04:002009-08-21T09:55:27.998-04:00Ding! See above -- new post!Ding! See above -- new post!Condornoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-84888650580660794222009-08-21T08:26:10.155-04:002009-08-21T08:26:10.155-04:00Condor:
Good work. Full disclosure - I worked fo...Condor:<br /><br />Good work. Full disclosure - I worked for Intervet up to a year ago once I saw what SP was like. In general, the animal health business has three main drivers: vaccines, antiparasitics, and antibiotics. You have done a nice job on the vaccine side of the business. However, this part of the business tends to be lower profit. On the antibiotic side, I don't see a problem combining Merial with Intervet/SP (business is driven by Pfizer). However, you should consider the antiparasitic business. Merial has Fipronil (Frontline - used in dogs and cats..which is the real money maker and goes of patent sometime soon) and Ivermectin (Heartgard for dogs and cats; Ivomec for livestock). Intervet/SP has Fenbendazole (Panacur, Safeguard for dogs, cats, horses, and livestock). I see another possible monopoly in a major business driver.Anonymousnoreply@blogger.com