When PFE was initially exploring strategic alternatives for Zoetis before finally deciding to IPO 20% of the business, do you think they looked at selling it? Uh, you bet they did. Were there interested buyers? Uh, you bet there were. How many were there? Uh, there were several, and you can bet they were willing to pay a lot of dollars, euros, yen, or whatever, but as you might have guessed, the tax implications were just too great to overcome for Mr. Read and co. My guess is that this company won't be public for very long (once the tax free window opens up). Think about that before you decide to hit the SELL button here at $30 when the stock is worth closer to $45 to $48 to any of the other strategic players in the animal health biz dying to get scale with the #1 player. This thing is a STEAL at this level, back up the truck now while the dumb money is puking it out. You can thank me later.
So you think this eps report bodes that strongly for ZTS and will move the needle? When is the expiration of the tax free window again? Pfe was under intense pressure to get its stock price moving again. The spinout of ZTS is nothing like COP/PSX or FOrtune brands spinout of BEAM... I like your enthusiasm but believe you are reaching for a pie in the sky here
Agreed with the low growth rate and only options is to cut cost and that's not going to happen. ZTS enjoyed the R&D of big daddy for a long time and now that their on their own R&D will eat them alive.