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Latest From Sandeep Juneja
Blessings come in many different forms and, at times, arrive when they are least expected. The recent confirmation by Bayer of its decision to divest its animal health business may turn out be a blessing for the sixth-largest company in the animal health space. Animal Pharm contributor Dr Sandeep Juneja examines the potential transaction.
Animal Pharm's correspondent Dr Sandeep Juneja – who heads up the AnimalHealthIndia consultancy – looks at Zoetis as an example of an important lesson in attaining and maintaining leadership for animal health companies.
Strong underlying growth in economy, steady politics, an ever-growing consumption landscape and the increasing ease of doing business – animal health companies in India had all the right ingredients for a prosperous year in 2017. This has also spilled into 2018, says Animal Pharm correspondent Dr Sandeep Juneja.
Charlie Munger, a leading US investment guru and stock market expert once said: "Too little attention in economics [is given] to second-order and even higher-order effects. This defect is quite understandable because consequences have consequences and consequences of the consequences have consequences and so on."
According to the Animal Pharm M&A table for 2017, there have already been 13 deals in the animal feed and nutrition space in the first seven months of the year – representing nearly half of all the purchases made in the wider animal health sector. Dr Sandeep Juneja explores the reasons behind this heightened interest.