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Stocks in Animal Pharma Industry and Value Chain of this industry. All in One Episode
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Stocks in Animal Pharma Industry and Value Chain of this industry. All in One Episode

Podcast No. 6

In this episode we will dive deep into Stocks in Animal Pharma sector and Value chain of this sector. All in one episode.

First of All before understanding the stocks , to understand the whole Animal Pharma Sector we request you to watch this video by SOIC .(Not Sponsored). Animal Pharma Industry

Lets Begin with our analysis then….

The TMR report finds that the market would rise at a 8.0% CAGR over the course of the forecast period starting from 2016 and ending in 2024. Rising at this pace, the market which was worth US$0.59 bn in 2015 would likely become worth US$1.17 bn by 2024 .

Value Chain of Animal Pharma Industry.

  1. Hospitals for Treatment of Animals - Veterinary

  2. Diagnostics of Animal Pharma - Testing

  3. Food for Animals

  4. Medicine- APIs, Patents, Generics (Copy Cat Drugs)

  5. Distribution of Animal Pharma

  6. Vaccination

    • Veterinary hospitals - Companies are Hillhouse capital and VitalPet.

    • Testing - Zoetis and Heska

    • Food- Mars(makes pedigree ) and Nestle

    • Medicine - API- NGL Fine Chem and Sequent Scientifc , NGL operates in Unregulated markets like Africa where margins are lower and Sequent operates in Regulated Markets like USA where margins are higher.

    • Medicine - Patents- Elanco and Zoetis.

    • Medicine - Generics- Zoetis and Sequent Scientific

    • Distribution - Henry Schein and 1-800-Pet Meds .

      By Getting Overview on each segment you also might have observed there are very concentrated and niche industry where competition is less as compared to other industries.

      Summary -

      Source - SOIC

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