Elanco Animal Health Inc at TD Cowen Healthcare Conference Summary - Thomson StreetEvents

Elanco Animal Health Inc at TD Cowen Healthcare Conference Summary

Elanco Animal Health Inc at TD Cowen Healthcare Conference Summary - Thomson StreetEvents
Elanco Animal Health Inc at TD Cowen Healthcare Conference Summary
Published Mar 03, 2025
13 pages (6398 words) — Published Mar 03, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of ELAN.N presentation 3-Mar-25 8:10pm GMT

  
Brief Excerpt:

...A. We acquired Bayer for the mix and the scale. B. We've had six quarters of consistent growth. C. And we're guiding to that 4% to 6%. D. So we had a 3% year in constant currency. E. 4% in the fourth quarter. F. And we're guiding 4% to 6% growth. G. I think the big story, here, is it was a year we had 5 major US approvals, last year. H. We have a basket of six potential blockbusters, with a seventh coming late this year. I. Those six, we have raised the innovation guidance we exceeded in 2024. J. Back in 2021, we said this basket of innovation will contribute -- all of our innovation will contribute $6 million to $700 million. K. And we've raised our guide to be $640 to $720 for the year. L. And that's a $2 billion-dollar market, approximately $1.8 million-to $2 billion-dollar market. M. We had our best operating cash flow, over $500 million, paid down 25% of our debt and have moved from about a 5.6% leverage to, now, a 4.3% or so on the leverage side. N. So that will continue to be our...

  
Report Type:

Brief

Source:
Company:
Elanco Animal Health Inc
Ticker
Time
8:10pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Steve Scala - TD Cowen - Analyst : Right. Maybe, we can drill into 2025, in particular. What scenarios would lead to results that would be at the high end of the guidance range? And what might lead to, maybe, at the lower end?


Question: Steve Scala - TD Cowen - Analyst : You spoke a bit about the cadence of innovation sales in '25. But, as we look a little bit beyond that, is it upward and to the right? How should we expect the innovation sales to progress, say, over the next 18, 24 months?


Question: Steve Scala - TD Cowen - Analyst : By the way, if there's any questions in the room, please just raise your hand and we'll get your questions addressed. And, one more, relative to the complexion of growth and that is the 2% price growth that we saw. Is that the new normal for the intermediate to longer term? Or is that a less sustainable dynamic? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MARCH 03, 2025 / 8:10PM, ELAN.N - Elanco Animal Health Inc at TD Cowen Healthcare Conference


Question: Steve Scala - TD Cowen - Analyst : And, specifically, what are the factors that are capping that?


Question: Steve Scala - TD Cowen - Analyst : With that, I'll turn it over to my colleague Chris.


Question: Steve Scala - TD Cowen - Analyst : Questions from the audience? Okay. We are out of time. So thank you so much for making the journey to be with us. And we look forward to watching Elanco, over the next 10 years.

Table Of Contents

Elanco Animal Health Inc Q1 2025 Earnings Call Summary – 2025-05-07 – US$ 54.00 – Edited Brief of ELAN.N earnings conference call or presentation 7-May-25 12:00pm GMT

Elanco Animal Health Inc Q1 2025 Earnings Call Transcript – 2025-05-07 – US$ 54.00 – Edited Transcript of ELAN.N earnings conference call or presentation 7-May-25 12:00pm GMT

Elanco Animal Health Inc at Barclays Global Healthcare Conference Summary – 2025-03-11 – US$ 54.00 – Edited Brief of ELAN.N presentation 11-Mar-25 1:00pm GMT

Elanco Animal Health Inc at Barclays Global Healthcare Conference Transcript – 2025-03-11 – US$ 54.00 – Edited Transcript of ELAN.N presentation 11-Mar-25 1:00pm GMT

Elanco Animal Health Inc at TD Cowen Healthcare Conference Transcript – 2025-03-03 – US$ 54.00 – Edited Transcript of ELAN.N presentation 3-Mar-25 8:10pm GMT

Elanco Animal Health Inc Q4 2024 Earnings Call Summary – 2025-02-25 – US$ 54.00 – Edited Brief of ELAN.N earnings conference call or presentation 25-Feb-25 1:00pm GMT

Elanco Animal Health Inc Q4 2024 Earnings Call Transcript – 2025-02-25 – US$ 54.00 – Edited Transcript of ELAN.N earnings conference call or presentation 25-Feb-25 1:00pm GMT

Elanco Animal Health Inc at JPMorgan Healthcare Conference Summary – 2025-01-14 – US$ 54.00 – Edited Brief of ELAN.N presentation 14-Jan-25 11:00pm GMT

Elanco Animal Health Inc at JPMorgan Healthcare Conference Transcript – 2025-01-14 – US$ 54.00 – Edited Transcript of ELAN.N presentation 14-Jan-25 11:00pm GMT

Elanco Animal Health Inc at Piper Sandler Healthcare Conference Summary – 2024-12-05 – US$ 54.00 – Edited Brief of ELAN.N presentation 5-Dec-24 6:30pm GMT

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MLA:
Thomson StreetEvents. "Elanco Animal Health Inc at TD Cowen Healthcare Conference Summary" Mar 03, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Elanco-Animal-Health-Inc-at-TD-Cowen-Healthcare-Conference-B16270274>
  
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Thomson StreetEvents. (2025). Elanco Animal Health Inc at TD Cowen Healthcare Conference Summary Mar 03, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Elanco-Animal-Health-Inc-at-TD-Cowen-Healthcare-Conference-B16270274>
  
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