ZTS
Drug Manufacturers - Specialty & Generic · Healthcare
Analyst
Stiefel
Equibles does not estimate personal net worth.
John Block is recorded as Analyst at Stiefel. John Block has spoken on 13 earnings calls and 2 other investor events across 9 companies, most recently for Elanco Animal Health Inc on August 5, 2026. Those appearances were for Zoetis Inc. (ZTS), Elanco Animal Health Inc (ELAN), Henry Schein Inc (HSIC), Senseonics Holdings, Inc. (SENS), Idexx Laboratories Inc (IDXX) and 4 other companies. The companies whose calls John Block spoke on are classified in the Healthcare and Financial Services sectors.
“So, Jeff or Bobby, the 8% organic constant currency is roughly $100 million of dollar growth, if I've got that correct, year-over-year. You called out Zendralia and CQ as the two biggest drivers of that $100 million.”
“Mike, maybe you could talk a little bit more about these commercial investments that you called out. You know, they've certainly yielded good returns in the past, but why now for the next tranche?”
“We're welcomed by the company's EVP of Corporate Strategy and CEO-designate Danny Bentheim, Glenn David, CFO, and COO Larry Miller. I'm going to turn it over to the Fibro team.”
“I'll pivot to the business a little bit, and you guys had a solid first quarter. On the earnings call, you called out the U.S. dental market remaining healthy into April, and clearly investors are worried about the consumer confidence.”
“You know, Wendy, I believe you said the channel's now normalized. You know, I do think that U.S. pet health number surprised everyone. So, is there a way of calling out the impact in 1Q26 from the channel, what that was specific to U.S. Pet Health.”
Stiefel
Analyst
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ZTS
Drug Manufacturers - Specialty & Generic · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
HSIC
Medical Distribution · Healthcare
Drug Manufacturers - Specialty & Generic · Healthcare
NYXH
Medical Devices · Healthcare
TRUP
Insurance - Property & Casualty · Financial Services