Elanco Animal Health Incorporated (ELAN) Presents at Stifel Jaws & Paws Conference 2026 Transcript

Elanco Animal Health Incorporated (ELAN) Stifel Jaws & Paws Conference 2026 May 27, 2026 8:00 AM EDT Company Participants Jeffrey Simmons - President, CEO & Director Robert VanHimbergen - Executive VP & CFO Conference Call Participants Jonathan Block - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Jonathan Block Stifel, Nicolaus & Company, Incorporated, Research Division Good morning, Jon Block at Stifel, and welcome to 2026 Jaws & Paws. We've got a great day. We've got 14 total sessions. Overall, we have a solid 2 days plan. We've got 22 companies, 4 physician panels, 1 animal health industry discussion across the next 2 days. So we'll be busy up here. We're going to kick things off with Elanco Animal Health with their CEO, Jeff Simmons -- President and CEO, Jeff Simmons; and CFO, Bob Robert VanHimbergen. Guys, good to have Elanco here again this year. Appreciate it, and I appreciate you guys kicking off the conference. Question-and-Answer Session Jonathan Block Stifel, Nicolaus & Company, Incorporated, Research Division Jeff, a really good first quarter, and then I think some questions followed after a competitor printed their quarter. I figured that's a good place to just start off. Let's go back in time, walk us through 1Q, the good things and then maybe what's followed shortly thereafter. Jeffrey Simmons President, CEO & Director Yes. I'll have Bob maybe build on the first quarter. But -- thank you, Jon and Stifel and the opportunity here. We need to get this Jaws, Paws and Hooves. We got to get the farm animal in here too. Jonathan Block Stifel, Nicolaus & Company, Incorporated, Research Division We'll figure out a way. Jeffrey Simmons President, CEO & Director So hey, just at a high level, yes, a great Q1, a lot of momentum coming out of 2025. We've had 3 years of