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Elanco Animal Health Incorporated (ELAN) Q2 2022 Earnings Conference Call August 08, 2022 08:00 AM ET Company Participants Katy Grissom - Head of Investor Relations Jeff Simmons - President & Chief Executive Officer Todd Young - Chief Financial Officer ...
The following slide deck was published by Elanco Animal Health Incorporated in conjunction with their 2022 Q2 earnings call. For further details see: Elanco Animal Health Incorporated 2022 Q2 - Results - Earnings Call Presentation
Jeff Smith’s 13F portfolio value increased from $7.22B to $7.54B this quarter. Starboard Value added Humana, Mercury Systems, Kohl's, and LivePerson while decreasing Corteva and ACI Worldwide. The largest three individual stock positions are GoDaddy, Huntsman, and AECOM. Th...
Soros's 13F portfolio value decreased ~12% from $7.31B to $6.57B this quarter. The number of positions decreased from 279 to 273. Soros increased Rivian and Alphabet while decreasing Liberty Broadband, D.R. Horton, and Aramark. They also increased short positions on the Nasdaq 100...
Elanco Animal Health Incorporated (ELAN) Q1 2022 Earnings Conference Call May 9, 2022, 08:00 AM ET Company Participants Katy Grissom - Head of IR Jeffrey Simmons - CEO Todd Young - CFO Conference Call Participants Erin Wright - Morgan Stanley Michael Ryskin - BofA Securities Merrill Lynch Nat...
The following slide deck was published by Elanco Animal Health Incorporated in conjunction with their 2022 Q1 earnings call. For further details see: Elanco Animal Health Incorporated 2022 Q1 - Results - Earnings Call Presentation
Elanco Animal Health is coming off a record 2021 highlighted by strong earnings. The stock has been under pressure amid macro concerns including an ongoing Bird Flu outbreak with an uncertain impact on the company's poultry business. We like the stock following on the selloff with...
Jeff Smith’s 13F portfolio value increased from $5.46B to $7.22B this quarter. Starboard Value increased Huntsman Corporation while decreasing Merit Med Systems. They also added GoDaddy, ON Semi, and Colfax while dropping Box Inc. The largest three individual stock position...
Elanco’s world-wide animal health business is growing and recession-resistant. Recent acquisitions, i.e., Bayer Animal Health and Kindred Biosciences, are significant positive developments, and combined with reorganizational moves, are beginning to improve financial performance...
Elanco Animal Health Incorporated (ELAN) Q4 2021 Earnings Conference Call February 24, 2022 08:30 AM ET Company Participants Katy Grissom - Head of IR Jeff Simmons - CEO Todd Young - CFO Ellen de Brabander - EVP of Innovation and Regulatory Affairs Scott Purucker - IR Conference Call Particip...