ZTS · 10-Q · 2026Q3 · Full report

Product Launch and Transition

Zoetis Inc. · 2026-11-05 · Importance 35 · Surprise 42

Zoetis launched Lenivia and Portela, its long-acting monoclonal antibody pain products, in International markets. Their sales contributed to companion animal performance alongside increased parasiticide sales and demand for small-animal diagnostics. In the first nine months of 2026, International companion animal operational revenue grew $72 million, with the launches partly offset by declining sales of key dermatology products.

Key facts

• Zoetis’ International third-quarter 2026 companion-animal operational revenue was flat; parasiticides, pain mAb launches Lenivia and Portela, and small-animal diagnostics offset lower key dermatology sales. source
• Zoetis’ International first-nine-months 2026 companion-animal operational growth was driven by parasiticides, small-animal diagnostics, pain mAb products launched as Lenivia and Portela, and vaccines, partly offset by lower key dermatology sales. source
• Zoetis identified product launch delays, inventory shortages, recalls, manufacturing problems and capacity imbalances as potential causes of costs or disruption. source
• Zoetis identified failure of its R&D, acquisition and licensing efforts to generate new products and product lifecycle innovations as a risk. source