| Page 23 | Kisaco Research

A decade of sustainability commitment has not built a functioning financial model. Costs sit at the farm level, consumer premium has not materialized, and verification is too expensive. Yet the context is shifting. Financial regulation, mandatory climate reporting, and financed are creating genuine new commercial urgency. Despite this, the model that makes sustainability economically rational and practically achievable for producers at farm level has not yet been built. This session explores what a commercial architecture that actually works looks like. It will explore:

  • Why commitment has failed to build a functioning financial model, and what a viable producer value proposition actually looks like
  • How the industry distributes cost and reward proportionately across the value chain
  • How inset, offset, and credit markets need to be structured to protect rather than squeeze producers
  • What verification infrastructure is needed to support credible claims and reduce cost burden at scale
  • How the industry builds durable producer and public trust at a moment of growing institutional skepticism
Panelists

Therapeutic nutrition is one of the largest underleveraged opportunities in companion animal care. The evidence base is growing, new data infrastructure is making outcomes measurable for the first time, and pet owner appetite for nutrition-led health solutions is clear. This panel explores what it takes to make nutrition a more integrated, measurable, and commercially sustainable part of clinical practice.

  • The evidence base for therapeutic nutrition: where it's strong and where the gaps are
  • Using outcomes data to make the clinical case for nutrition recommendations
  • Pet owner demand and how practices are, and aren't, meeting it
  • Communicating value and price in a category where D2C competition is growing
  • What a genuinely integrated nutrition strategy looks like inside a practice

This session examines where the inefficiencies are, what's actually changing, and what a best-in-class development program looks like today. The adoption gap is just as important: designing a trial without thinking about how the product will be used in practice builds in a commercialization problem from day one.

  • Where the biggest time and cost sinks in trial design are structural versus fixable
  • Real-world evidence and PIMS data as a supplement to traditional clinical trials
  • What regulators, acquirers, and licensees actually need from your data package
  • Designing for adoption: building clinical utility and practice-readiness from the start
  • The CRO landscape: what's available, what's missing, and where the bottlenecks are

Climate volatility, policy instability, and structural labor shortages are raising operational risk and reducing investment confidence across livestock production. This session explores how animal health innovation and agtech can serve as genuine strategic tools, building resilience and helping producers navigate a rapidly changing global market.

  • How tight-margin decision-making shapes what producers actually adopt
  • How animal health, agtech, and regenerative practices reduce operational risk and deliver visible financial return
  • How coordinated supply chains and verified quality reduce systemic risk and unlock the global protein opportunity
  • What collaboration, associations, and policy need to do to stabilize the commercial environment and make long-term investment rational
Panelists

This session will share specific examples of how data is unlocking economic and medical advancement across the value chain and for the pet owners we serve.

  • Product Launch: Derrick will share how they leveraged their data to undertake a product launch roll out with a partner. How expectations were aligned and how ROI was achieved for both practice and partner
  • Clinical Outcomes: Jennifer will discuss how Arista are combining PIMS data with client and clinical team surveys to measure clinical outcomes.
  • Operational Effectiveness: Paula will share how data is at the heart of their client communication and engagement strategy

In 2025, only four of the top ten animal health companies made acquisitions, the joint lowest on record. M&A spend fell from $8.8bn to $1.7bn. Deal volume dropped, but diligence quality went up. Acquirers and licensees are more selective, more data-driven, and more focused on development-stage risk than at any point in the last decade. This session pulls back the curtain on what drives deal decisions, and what founders and development teams need to build in from day one.

  • What a diligence-ready data package looks like
  • What kills deals: the most common data gaps, red flags, and avoidable mistakes
  • Licensing vs acquisition vs co-development: which structure fits which stage
  • How acquirers are pricing development-stage assets as valuations shift from revenue to data
  • What investors are underwriting and how to de-risk your development plan before the pitch

Functional nutrition is shifting from a performance input to an integrated management tool across health, immunity, and resilience. The challenge is not the science. It is translating it into validated, commercially representative studies that hold across the variability of real production systems and demonstrating economic value clearly enough that producers and supply chain partners are compelled to act. This session will discuss:

  • Integrated value across health, performance, and resilience: where the greatest opportunity sits
  • Why ROI remains hard to prove in commercial systems and where the validation models fall short
  • How variability across genetics, geography, and management undermines translation from trial to farm
  • What collaboration across producers, feed companies, and animal health partners needs to look like
  • The role that nutritionists and veterinarians play in bridging innovation and on-farm decisions

While lifetime value isn’t a frequently used measure of the clinic/ owner relationship, we’ll discuss the key elements required to usefully drive a long-term relationship that drives better health and financial outcomes

  • Mapping the customer journey from nose to tail
  • Key blockers to client centricity
  • Communication engagement strategy and trust building
  • Predictable revenues
  • Moving to metrics that matter. Getting ahead of the lagging measure of retention
  • AI guiding CSR development and the use of sentiment analysis and agentic voice
  • Improving adherence and decreasing variability of care