What Zoetis (ZTS)'s European Approval for Lenivia Means for Shareholders

• In November 2025, Zoetis announced the European Commission granted marketing authorization for Lenivia®, its new long-acting monoclonal antibody therapy to reduce pain associated with osteoarthritis in dogs, providing pain relief for three months with a single injection.
• This approval underlines Zoetis’s ongoing commitment to advancing animal health and strengthens its innovation pipeline in the companion animal pain management market.
• We’ll explore how marketing authorization for Lenivia may reinforce Zoetis’s innovation-led narrative and long-term growth in animal health.

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Zoetis Investment Narrative Recap

To be a shareholder in Zoetis, you need to believe in the company’s ability to drive steady growth through innovation and effective commercialization in animal health, particularly in companion animal pain management. Zoetis’s recent European approval for Lenivia®, a long-acting osteoarthritis therapy for dogs, could support progress in this area, but may not address immediate headwinds facing its OA pain franchise, such as slowed Librela adoption due to safety concerns, a short-term catalyst and risk that remain in focus.

Among recent updates, the October 2025 marketing authorization for Portela, a monoclonal antibody therapy for osteoarthritis pain relief in cats, highlights Zoetis’s commitment to broadening its pain management product line. This development is especially relevant as new product launches across both canine and feline markets have the potential to expand addressable markets, reinforcing the company’s catalyst of driving recurring, innovation-led revenue growth.

However, in contrast, investors should be aware that the market’s reaction to OA pain franchise launches has at times been...

Read the full narrative on Zoetis (it's free!)

Zoetis' narrative projects $10.9 billion revenue and $3.2 billion earnings by 2028. This requires 5.2% yearly revenue growth and a $0.6 billion earnings increase from $2.6 billion.

Uncover how Zoetis' forecasts yield a $169.96 fair value, a 33% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have offered fair value estimates for Zoetis ranging from US$153 to US$230, across 8 unique perspectives. As new innovation approvals roll out, the company’s ability to overcome slower-than-expected adoption of pain therapies remains a key issue discussed by investors seeking alternative viewpoints.

Explore 8 other fair value estimates on Zoetis - why the stock might be worth just $153.00!

Build Your Own Zoetis Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• 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.

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