Lenivia Approval Might Change The Case For Investing In Zoetis (ZTS)
December 1, 2025
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In late November 2025, Zoetis Inc. announced that the European Commission granted marketing authorization for Lenivia® (izenive™), a new monoclonal antibody therapy providing up to three months of osteoarthritis pain relief in dogs after a single injection.
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This marks a significant expansion of Zoetis’s companion animal pain management portfolio, as Lenivia offers a longer duration of action and a novel binding approach compared to existing therapies.
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We’ll take a closer look at how Lenivia’s approval supports Zoetis’s approach to innovation and its potential impact on long-term growth.
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To be a Zoetis shareholder, you need to believe in the company’s continued ability to drive innovation in animal health, expand its portfolio, and capture unmet demand, especially in chronic pain management for pets. The recent approval of Lenivia introduces a differentiated product that could address adoption hurdles in the OA Pain space, but it may take time to materially shift the most important short-term catalyst, wider uptake of new therapies amid lingering market hesitancy. Competitive risk in key franchises, such as parasiticides and dermatology, remains crucial to monitor.
Among recent announcements, the October marketing authorization for Portela (relfove) in Europe, offering three-month pain relief for cats, stands out alongside Lenivia. Both launches reinforce Zoetis’s focus on long-acting biologics, directly supporting the core catalyst of expanding addressable markets and strengthening its pipeline, which is key for long-term growth and margin improvement.
By contrast, investors should pay close attention to slow adoption trends and safety concerns surrounding OA Pain products, as these factors…
Read the full narrative on Zoetis (it’s free!)
Zoetis is projected to reach $10.9 billion in revenue and $3.2 billion in earnings by 2028. This outlook assumes annual revenue growth of 5.2% and implies a $0.6 billion increase in earnings from the current $2.6 billion.
Uncover how Zoetis’ forecasts yield a $169.96 fair value, a 33% upside to its current price.
Eight members of the Simply Wall St Community placed Zoetis’s fair value estimates between US$153 and US$230 per share. While some anticipate meaningful product-driven growth ahead, persistent competitive pressures in core franchises could influence future profitability in ways many market participants view differently.
Explore 8 other fair value estimates on Zoetis – why the stock might be worth just $153.00!
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A great starting point for your Zoetis research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.
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Our free Zoetis research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Zoetis’ overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include ZTS.
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