Guggenheim analysts name Zoetis, Phibro, Kindred as top animal health picks

Citing macro-trends that support an increasing need for animal health products, Gugghenheim analysts Louise Chen, Swati Kumar and Brandon Folkes published an article in Barron's singing the praises of some of the industry's most visible players. Specifically, they issued positive recommendations on Zoetis ($ZTS), Phibro Animal Health ($PAH) and Kindred Biosciences ($KIN). The analysts predict that the companies will achieve mid-single to high-single digit sales growth going forward on a constant-currency basis, powered by strong demand for drugs to treat both companion and food animals. They spotlight Zoetis sales growth that "has been robust relative to the industry average," recent market-share gains by Phibro, and Kindred's large pipeline of drugs for pets, which they say "makes it an interesting company in a consolidating space." Article (sub. req.)

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