#Soundbites - how can trainers improve racing's public perception / image?

Article by Bill Heller

Bruce Levine

Can you ask an easier question? The only thing I can say is, if more people came out in the morning to see a horse train, you’d get a better handle and feel on how fragile the horses are. When you run horses, injuries are going to happen. You watch football players, they don’t put them down, but they cart them off. Horses’ ankles are so much smaller. It’s a fact of life.

D. Wayne Lukas

I think that they should probably interact more with the general betting public and the fan base, and let the general betting public and fanbase know there are some real sound people training. Let them get to know personalities.

Richard Mandella

I would say that you have to deal with the public when you have a chance to, to explain what we do. Be as open as possible so we don’t keep training a secret, so that the public can appreciate what we do. It’s a very important question because we need to do everything we can to gain respect for the sport that we seem to be losing.
Mark Hennig

Do things the right way would be one thing. I think there’s a lot of negativity, especially in social media, but there are positives, too. Trainers can explain what goes on every day. We have so much love and care and admiration that goes into these horses. I don’t know if we do a good job getting that message out.

Mike Stidham

I think the most important thing is every trainer taking responsibility for his job to do the very best they can to keep the horses safe and healthy. Always do the right thing. Keep the horse first. Make the horse the priority. Because I think when you’re out in the public with people who don't know racing, they worry about horses dying. They see horses die. As trainers we don’t have total control over that, but we can make a difference by doing the right thing for the horses, giving them the benefit of the doubt. To me, that’s the most important thing. 

Mike Trombetta

You know, obviously that’s a good question. I think the answer to that is of all the things that happen in racing, the good majority are upbeat stories. In our world, too much emphasis is on the negative. Just watch the news. It’s horrible to watch. If something bad happens, you hear about it five minutes later. With racing, there’s a million good stories we never hear about. It’s not talked about quite enough. Perception is reality.

Tim Hills

Be more accessible to the people at the races and the media. We’re always full disclosure. We’re not hiding anything. We love what we do and we want to share it with anyone who wants to know.

Alan Balch - What, me worry?

Article by Alan F. Balch

If you’re of a certain age, you can’t help but remember Alfred E. Neuman, the perennial cover creature of MAD magazine.  I sure do, and not mainly because of the magazine’s content . . . I was a dead ringer for him.  Skinny, gap-toothed, freckle-faced, red-haired, with crazy big ears.  So my laughing “friends” said, anyway.

Kids can be so mean to each other.

Obviously, the teasing stuck with me.  For a lifetime.  But back then, I shared another trait with him:  nothing worried me.  Everything seemed like a joke.  Like everyone else, I just yearned to grow up so I could be free.  Free of school, free to live all day, every day, with horses in a stable, if I wanted.  Which I did.

By college, though, I was an inveterate worrier, and still am.  My best friend once said, “Alan, if you didn’t have anything to worry about, you’d be worried about that!”  

We in racing, and in California particularly, have an overabundance of worries these days.  How the hell did it all happen?  From leading the world in attendance and handle a few short decades back, not to mention great weather, we have (not suddenly) come to . . . this.

In an interdependent sport, business, industry, such as ours, everything one part does affects all the others.  No part can succeed without the others; if one fails, all fail.  Unfortunately, there have been many failures to observe amongst all of us.

Ironically – but not entirely unexpectedly – I believe California racing’s historical prowess started to unravel in the best of times:  the early 1980s.  Our California Horse Racing Board regulators no doubt believed the industry was so strong that it could easily withstand disobeying a statutory command, which “disobedience” some of us believed could lead to disaster. 

 Hollywood Park sought to purchase and operate Los Alamitos, despite a clear prohibition in the law forbidding one such entity to own another in the state, “unless the Board finds the purpose of [the law] will be better served thereby.”  Santa Anita’s management at the time objected strenuously, including in unsuccessful litigation, providing a “list of horrors” that might ensue if the delicate balance among track ownerships in the state were disturbed.  

Among those horrors was the prediction that a precedent was being set for the future, where one enterprise might not only become significantly more influential than others, it could even become more authoritative and powerful than the regulator itself.

We at Santa Anita, whose management I was in at the time, were deeply concerned about our own influence and competitive position . . . and our reservations and predictions were largely ignored, undoubtedly for that very reason.  At everyone else’s peril, as it has ultimately turned out.

That Hollywood Park acquisition move turned out to be ruinous.  For Hollywood Park!  And the cascade of repercussions that followed, including changes of control at that track, led to another fateful regulatory change in the early 1990s:  the splitting of the backstretch community’s representation into separate and sometimes rival organizations of owners and trainers, which in every other state in the Union are joined as one.  Before his death, the author of that idea (Hollywood’s R.D. Hubbard) said, “That was the worst mistake I ever made.”

Consider that in the first half-century of California racing, interests of the various track owners, as well as owners and trainers in one organization, were carefully balanced.  No one track interest ruled, because the numbers of racing weeks were carefully allotted in the law by region.  

Unilateral demands of horsemen went nowhere.  Practically speaking, the Racing Law couldn’t be changed in any important way without all the track ownerships agreeing, with the (single) horsemen’s organization.  In turn, that meant there were regular meetings of all the tracks together, often with the horsemen, or at their request, to address the multitude of compelling issues that constantly arose.  

But when that balance was disrupted, even destroyed, is it any surprise that for the last three decades the full industry-wide discussions that were commonplace through the 1980s are now so rare that track operators can’t remember when the last meaningful one even took place?  

Thoroughbred owners have meetings of their Board not even open to their own members, and never with the trainers’ organization.  The Federation of California Racing Associations (the tracks) apparently still exists, but hasn’t even met since 2015.  The Racing Board meets publicly, airing our laundry worldwide on the Internet, showcasing our common dysfunction and lack of internal coherence to anyone who might be tempted to race on the West Coast.  

Not to mention those extremists who cry out constantly to “Kill Racing.”  And one private company, which also owns the totalizator and has vast ADW and other gaming holdings, not to mention all the racing in Maryland and much of it in Florida, answerable to nobody, controls most of the Thoroughbred racing weeks in both northern and southern California.

Our current regulators didn’t make the long-ago decisions that set all this in motion, and may not even be aware of them.  In addition, the original, elaborate regulatory and legal framework that was intended in 1932 to provide fairness and balance in a growing industry is unlikely to be effective in the opposite environment.  And the State Legislature?  All the stakeholders originally and for decades after believed nothing was more important than keeping the government persuasively informed, in detail, of the economic and agricultural importance of racing to the State.  Tragically, that hasn’t been a priority for anyone in recent history.

Just to top it off:  as an old marketer of racing and tracks myself, I believe in strong, expensive advertising and promotion as vital investments.  For the present and future.  I once proved they succeed when properly funded and managed; but I’m a voice in the wilderness now, to be certain, when betting on the races doesn’t even seem to be on the public’s menu.

What?  Me worry?!

Track Superintendents - the three generations of the Moore family and how they have track management has changed over the last fifty years

Article by Ed Golden

            Dennis Moore’s career as the world’s foremost race track superintendent drew its first breath back in the 1930s, when his father, Bob, began a move akin to the Joad family’s forced escape to California from Oklahoma’s Dust Bowl, captured so poignantly in John Steinback’s 1939 classic, “The Grapes of Wrath.”

            Bob Moore, who passed away in 1987, was the patriarch of a family devoted to track maintenance and the safety of horses. In 1946, he went to work at Hollywood Park where he was a long-time track superintendent at the Inglewood, California track which closed on Dec. 22, 2013. Bob’s sons, Ron and Dennis, followed in his footsteps.

            They have been track superintendents at Santa Anita, and now his grandson, Rob, Dennis’ son, is taking over at the historic Arcadia, California track. In addition, they lend their services to Los Alamitos in Cypress, while Dennis also consults and plies his trade at tracks throughout the United States and across the globe.

            “I’ve done work overseas at probably over 150 different race tracks,” said Dennis, a native Californian who celebrated his 74th birthday this past Dec. 7. “I don’t count the tracks anymore. I didn’t want to leave California as a kid and now I’ve been to Germany, France, Dubai, all over the world. This is a great job, but you’ve got to have thick skin.

            “You listen to the trainers, but not those who make it personal and yell and scream and cuss. I won’t tolerate that, although sometimes their complaints are legitimate and you investigate, so all the scientific testing we do right now is a big help.

Bob Moore

“My dad came out here in ’38. He hopped a freight train and lived in hobo camps. He’d talk about the Dust Bowl and how they’d soak cloths in water and put them over their face so they could sleep at night.

            “His father told him he could go to California as long as he’d come back and finish high school. He did that, but as soon as he finished high school he returned to California and never left.

            “He got into construction as a mechanic in ’38, left Santa Anita in 1948, opened a garage in LA, then shut that down, went back to work at the track in 1953 and was there until he retired in 1979.

            “I was born in 1949; my brother was born in ’46. We’d go back and forth from Hollywood Park to Santa Anita. That was the circuit at that time, because Del Mar’s work was all done by Teamsters which had its separate crew.

            “That’s how my brother and I got involved with the race tracks. When I was about six years old, in the summer, we’d go to work with my dad sometimes. We’d ride on the harrows after the races and hang out in the garage, stuff like that. They’d race Tuesday through Saturday.

            “Ron worked for a while at Hollywood Park before taking over as track superintendent at Santa Anita in 1978. In 1972, I started working at Los Alamitos before working the Oak Tree meet at Santa Anita. In ’77, I became the track superintendent at Los Alamitos.”

            Ron, 77 and retired, says his history at the race track began by gambling, starting with Swaps and (Bill) Shoemaker in the 50s.

“When I was 14, I got a job as a footman on the carriages that took the judges around the track, way before there was closed-circuit TV and everything,” Ron recalled.

Ron Moore

            “We didn’t race Sundays then, only Saturdays and holidays, allowing me to work while still going to school, and the money I made went to betting. I didn’t do much good at it, but my interest started earlier, going to work with my dad and hanging out on the backside at Hollywood Park.

            “That’s where all the stable employees would go to gamble. During the races, I always wanted to get close to the rail and wait for Shoemaker to ride by so I could wave at him.

            “My first bet was made there, and I think I won $11. I did eventually work on race track surfaces at Santa Anita from 1969 to ’87. I worked as a construction laborer at Hollywood on the track crew and a little while at Los Al before I went into the Army. Later I operated racing equipment on the track.

“But give credit where credit’s due; my brother (Dennis) has been at the forefront in making racing safer. He’s never been afraid to try something new, and most times it’s not just an improvement, but a huge improvement.

“His decisions aren’t made lightly, only after much deliberation, investigation and discussion with experts on soil conservation. That’s the whole game, safety of the jockeys and the horses.

“Not because he’s my brother, but over the long haul in this country, I would say he’s done more for safety than anybody.”

Dennis & Rob Moore

            Dennis has extensive experience with a multitude of surfaces--dirt, turf, and synthetics as well as related maintenance equipment, perhaps more than any living being. Dennis and Rob currently are directing a gargantuan project, installing a Tapeta training track at Santa Anita.

            Track supers are burdened with a 24/7 task, shuteye a valued commodity attained at infrequent and welcome intervals. They are at the mercy of hourly weather forecasts, ringing cell phones and texts, with safety of horse and rider ever paramount.

            It’s a balancing act reminiscent of the Wallendas, only this on terra firma, an indigenous tradition with the Moores who wouldn’t have it any other way. To use a football analogy, sometimes it seems like it’s always third and long.

            “It’s not a nine to five job,” Dennis readily admits. “I get to the track every morning at 5:30 and don’t leave until about 6:30 (p.m.) or later. When the track is sealed, we come in about midnight, if we can open the track. There’s a lot more to it as far as maintaining, grading, the material composition and everything that goes with it.

            “I have horsemen call me 4:30, 5 o’clock, 6:30 in the morning, especially when we’ve got rain, when the track is sealed or even if they want a local (weather) forecast,” Dennis said. “That’s just part of the job.

            “We have a professional weather service that we use, but I have several other sites that I go on to try and make sense out of the forecast. The problem we have now is, everybody’s got a cell phone and they look at that and think it’s the accurate weather.

            “But the guys we use (Universal Weather) have been professional meteorologists for 40 years and are probably right about 85 percent of the time. I’ve been using it since 1977 and my brother and dad used it before. Universal gets timely updated forecasts whereas your phone may not be updated for 12 hours.

            “You consider all that information and decide if you’re going to open the track, leave it closed or what have you, and sometimes you’re the pigeon and sometimes you’re the pole, because when you’re wrong, you’re wrong, not the meteorologist.

            “You learn to deal with that, because all trainers consider themselves trackmen, but trackmen aren’t trainers. Every horse isn’t going to like your track. People talk about how safe synthetic tracks are, but, since 2020, I’ll put our (safety) numbers at Santa Anita and Del Mar against any synthetic tracks in the United States.

“I think Santa Anita and Del Mar are two of the best tracks in the country of the 50-some that have been tested.

            “I believe we can make dirt tracks just as safe as synthetics, but there’s a lot of work involved. All the protocols the Stronach Group started in 2019 and are in place now have helped a lot, as well.

            “But it doesn’t matter if a horse gets loose in the barn area and runs into a post and kills itself. It becomes national news. Some of these horses haven’t run in a year or missed 10 months of works, so you know they’ve got issues and we review them very carefully, but you’re not going to catch every one of them; things happen.

            “Most dirt tracks are comprised of sandy loam with silt clay particles,” Dennis added. “Synthetics can vary but Tapeta is the one right now that has been the most successful and that’s what is being put in the training track at Santa Anita. Along with the protocols, we have new rules and regulations we’ll follow, including a weather policy that dictates what we’ll do when we seal the track. It’s changed quite a bit from what it was in the old days.

            “We’ll be able to train on Tapeta in rain, snow, sleet or whatever.”

            At press time, Rob, who turned 54 the day after Christmas, was working hand in hand with Dennis in an effort to have Santa Anita’s Tapeta training track operational in January.

            “So far, so good,” Rob said. “We were under time constraints trying to complete it by the first week of January. Knock on wood, everything has been going well.”

            Following in the footsteps of family members was a natural transition for Rob.

            “That’s all guys in my family did and talked about,” Rob said. “For me, as a little kid going to the track with all that big equipment was like playing with soccer toys. Plus meeting all the race track characters and people from different walks of life made an indelible impression. It was attractive, in that sense.

            “But this job is kind of like a doctor’s in that you’re on call 24/7. I don’t think I’ve turned my (cell) phone off since I got the job. Sometimes meteorologists will forecast good weather, but then something unexpected happens like rain and wind. It seems there’s always something going on.

            “The fortunate thing for me is, I grew up around it and I thought I would be prepared for everything that would come along. But I wasn’t prepared at all, because there are so many minute details to consider in addition to the track and the horses.

            “When the pandemic hit, people were all talking about the horses, the horses, the horses, not about those who were on their backs. It was somebody’s father, somebody’s son, brother or sister, and that’s my biggest concern.

            “At every meet, I tell our crew we don’t want to be the reason something (negative) happens. I’m real fortunate with the crew I have because the majority of them grew up in the business, they’re third-generation like I am, they have a passion for the game and they care about it.

            “They pay attention to details, and that makes your job a lot easier when you have a reliable, dedicated crew. You’re only as good as your crew, plus my dad is a consultant, and he pops in every now and then pointing out potential problems.

“You’re not only responsible for the track itself, but everything that goes on around it. This is not a job you have just to make a paycheck

            “If you’re a trackman and you think you know it all, then you’re screwed and you’re screwing everybody around you. My dad’s been doing this 52 years and he’s still learning. I think that’s what separates him from everybody else. He’s always trying to make things better.

            “He’s a perfectionist, and it rubs off on you when you’re around it your whole life.”

Track consultant Dennis Moore alongside CHRB & track officials readying the Orono Biomechanical Surface Tester

            John Sadler is among the vast majority of trainers who concurs.

            “Dennis Moore is the gold standard for Track Superintendents,” said Sadler, 67, a Hall of Fame member-in-waiting.

 “I can’t heap enough praise on him. He’s the kind of guy you can call to discuss any issue. You can see that reflecting in our numbers favorably shifting dramatically on improved horse safety, and Dennis is a big reason for it, not to mention he’s been doing it for a hundred years.

            “The good thing about Dennis is, he can’t be pushed. He’s an experienced guy who believes in what he’s doing, and you have to allow him to do his job.”

            There are many special memories of Moore’s unselfish contributions to Sadler’s successes, one of which is foremost in his mind.

            “It was a week before Santa Anita’s big winter meet began in 2010 and Hollywood Park still had a synthetic track at the time, and it had rained for days and days,” Sadler recalled. “I asked Dennis how Santa Anita was doing because it was closed for training due to the rain, although horses could jog the wrong way.

            “I had horses pointing to the Malibu, the La Brea and the Mathis Mile, and Dennis said he might be able to open. So I vanned my horses over there and got to work on them, and we won all three stakes on the opening day card. Sidney’s Candy won the Mathis, Twirling Candy won the Malibu and Switch won the La Brea.

            “Dennis, communicated well and I got my works in. He wasn’t doing me a special favor, just telling me what was going on . . . a great guy.”

            Another tried and true member of the Dennis Moore fan club is Richard Mandella, who offered the following unsolicited praise.

“Track maintenance has everything to do with safety, and the Moore family is as good as it gets,” said Mandella.            

Dennis Moore – the gold standard for Track Superintendents

“It’s not an exact science, and everybody has to understand that,” Mandella added. “It’s something you have to have a feel for, and the Moores have always been excellent. Variables in track surfaces can work both ways for everybody, and even on a normal race track, that comes into play.

            “Some horses like deep tracks, some like them hard and fast. I don’t know if that’s important as far as safety is concerned, but the most important thing is uniformity and having a nice, even bottom with some bounce in the track so that horses are stable with it. It’s a combination that requires flexibility.”  

            While Dennis is primarily focused on safety and fulfilling random requests for trainers, it’s unreasonable to expect him to comply with all of them.

            “I’m sure he tries,” Mandella said, “but in my experience being on the California Thoroughbred Trainers (CTT) track committee for so many years is that if you have 10 trainers talking about track conditions, the ones who are winning like it, and the ones who aren’t, don’t.

            “It’s not easy to maintain a neutral position, but if anybody does it, Dennis Moore does.”

Nutrition - supporting the recovery process to improve performance - Train, Race, Recover, Repeat

Article by Dr Andy Richardson BVSc CertAVP(ESM) MRCVS

Introduction

Horses evolved as herd-living herbivores with a digestive tract designed to cope with a near continuous dietary input of forage in the form of a wide range of plant species. A large hindgut acts as a fermentation vessel where gut microbiota (predominantly a mix of bacteria, protozoa and fungi) exist in harmony with the horse in order to digest the fiber rich plant material.

Fiber is important to the horse for several reasons. The digestion of fiber releases energy and other key nutrients to the horse. Fiber also acts to provide bulk in the digestive tract, thus helping maintain the passage of fecal material through the system. Fiber also acts like a sponge to absorb water in the gut for release when required.

As horses became domesticated and used for work or sporting purposes, more energy-dense feeds in the form of cereal grains were introduced to their diet, as simple forage did not provide for all the caloric requirements. Cereal grains are rich in starch, which is an energy-dense form of nutrition. However, too much starch can cause problems to a digestive tract that remains designed for a pasture-based diet. The issues that can be caused by the trend away from a solely pasture-based diet can be digestive, behavioral or clinical.

Nonetheless, the combination of forage and cereal-based concentrates remains the mainstay approach for the majority of horses in training today, in order to maximize performance. A great deal of research and expertise are utilized by the major feed companies to ensure that modern racehorse concentrate feeds provide adequate provision of the major nutrients required and minimize unwanted effects of starch in the diet.

This article aims to discuss some scenarios where targeted or supplemented nutrition can act to help overcome some of the nutritional challenges faced by the modern horse in training, as they “Train, Race, Recover and Repeat.”

Equine Gastric Ulceration Syndrome (EGUS)

EGUS occurrence in racehorses is well documented, with prevalence shown to be over 80% in horses in training (Vatistas 1999). With a volume of approximately 2–4 gallons (7.53–15 liters), the stomach in horses is relatively small compared to their overall size due to its functional role in accommodating trickle feeding that occurs during their natural grazing behavior. 

As a horse chews, it produces saliva, which is a natural buffer for stomach acid. When the horse goes for a period of time without chewing, the production of saliva ceases, and stomach acid is not as effectively neutralized. The lower half of the stomach is better protected from acid due to its more resistant glandular surface. The upper, or squamous, region does not have such good protection, however, and this can be a problem during exercise when acid will physically splash upwards, potentially leading to gastric ulceration.

In practice, this can present a challenge for horses in training. Typically, they will be fed a concentrate-based feed in the early morning that stimulates a large influx of acid in order to help digest the starch. This may be followed by a period without ad-lib access to hay, thus reducing the amount of saliva subsequently produced to act as a buffer. When the horse is subsequently worked, there is a risk of acid damaging the upper squamous region of the stomach. There is some evidence to suggest that the provision of hay in advance of exercise may act like a sponge for the acid, as well as helping form a fibrous matt to minimize upward splash.

Gastric ulceration can go undetected in horses in training and may not lead to any obvious clinical signs. In other horses, it can lead to colic, poor appetite, dull coat and behavioral changes. In both scenarios, it is likely that the ulceration will have an impact on their performance, with decreased stride length, reduced stamina and inability to relax at speed all being possible consequences (Nieto 2009). Gastric ulceration can therefore have a significant impact on the ability of a horse to perform optimally day in day out in a training environment. This is exacerbated when ulceration leads to a reduction in appetite, with the obvious downside of a reduction in calorie intake leading to condition loss and further drop in performance.

This is an area where targeted nutrition has been clinically proven to play an important role. Ingredients such as pectin, lecithin, magnesium hydroxide, live yeast, calcium carbonate, zinc and liquorice have all been studied as having beneficial effects on gastric ulceration (Berger 2002, Loftin 2012, Sykes 2013). It is likely that a combination of the active ingredients will be most efficacious, with benefits noted when the supplement is added to the feed ration to help neutralize acid and form a gel-like protective coating on the stomach surface.

The daily administration of a targeted gastric supplement can be an important part of daily nutrition of the horse in training, alongside the use of pharmaceuticals such as omeprazole or esomeprazole when required.

Sweat loss

Horses have one of the highest rates of sweat loss of any animal, with sweat being comprised of both water and electrolyte ions such as sodium, potassium, chloride, magnesium and calcium. Therefore, it is not surprising that horses in training are at risk of unwanted issues should sweat loss not be replaced.

It is also worth noting that transportation can also lead to excessive sweat loss, with studies showing sweat rates of 5 liters per hour of travel on a warm day (van den berg 1998).

If the electrolytes lost in sweat are not adequately replaced, a drop in performance can result, as well as clinical issues such as thumps, dehydration and colic.

Electrolytes play key roles in the contraction of muscle fibers and transmission of nerve impulses. Horses without adequate electrolyte levels are at risk of early onset fatigue that may result in reduced stamina. It is also worth noting that horses that train on furosemide will have higher levels of key electrolyte losses, so will require targeted support to help maintain performance levels (Pagan 2014).

There is also evidence to suggest that pre-loading of electrolytes may be beneficial (Waller 2022). For horses in daily work, the addition of electrolytes to the evening feed will not only replace losses but also help optimize levels for the following day’s travel or race. The benefit of providing electrolytes with feed is that it will minimize the risk of the electrolyte salts irritating the stomach lining, which can occur if given immediately after exercise on an empty stomach. Feeding electrolytes when the horse is relaxed back in the stable will also allow them to drink freely, with the added benefit that electrolytes will stimulate the thirst reflex when they are relaxed, ensuring they are adequately hydrated for the following day.

Products should be chosen on the basis of adequate key electrolyte provision as not all products will provide meaningful levels of all the key electrolyte ions.

Muscle soreness

The process of muscle breakdown and repair is a normal adaptive response to training. This process can lead to inflammation and soreness or stiffness after exercise. In humans, there is a well-recognized condition called Delayed Onset Muscle Soreness (DOMS).

Further research is required to fully understand the impact of DOMS in horses. DOMS is the muscular pain that develops 24–72 hours after a period of intense exercise. There is no pain felt by the muscles at the time of exercise, in contrast to a ‘torn muscle’ or ‘tying-up’ for example.

In humans, DOMS is thought to be the result of tiny microscopic fractures in muscle cells. This happens when doing an activity that the muscles are not used to doing or have done it in a more strenuous way than they are used to.

The muscles quickly adapt to being able to handle new activities, thus avoiding further damage in the future; this is known as the “repeated-bout effect”. When this happens, the micro-fractures will not typically develop unless the activity has changed in some substantial way. As a general rule, as long as the change to the exercise is under what is normally done, DOMS are not experienced as a result of the activity.

In practice, avoiding any post-exercise muscle soreness in a training programme may be unavoidable, as exercise intensity and duration increases. Horses are far from being machines, so there is a fine balance between a programme that gets a horse fit for purpose without some post-exercise muscle discomfort. Physiotherapy, swimming and turnout will all likely benefit horses experiencing muscle discomfort. Whilst non-steroidal anti-inflammatories will always have their place for horses in training, one area of advancement is the use of plant-based phytochemicals to support the anti-inflammatory response (Pekacar 2021). These may have the benefit of not leading to unwanted gastrointestinal side effects and not having prolonged withdrawal times, although this should always be checked with any supplement particularly with the recent update regarding MSM.

Exercise will also lead to a process of muscle cell damage caused by oxidative stress. This is an inflammatory process and recovery from oxidative stress is key to allow for muscle cell repair and growth. Antioxidants are compounds that help recovery and repair of muscle cells following periods of intense exercise. The process of oxidative stress in muscle cells can lead to muscle fatigue and inflammation if left unsupported. Antioxidant supplementation in the form of Vitamin E or plant-based compounds can help protect against excessive oxidative stress and support muscle repair after exercise (Siciliano 1997).

Conclusion

Nutritional management of horses in training is a complex topic, not least as every horse is an individual and so often needs feeding accordingly. Whilst there is a lot of science available on the subject, the ‘art of feeding’ a racehorse—something that trainers and their staff often have in-depth knowledge of— remains an incredibly important aspect. Targeted nutritional supplements undoubtedly have their place, as discussed in, but not limited to, the scenarios above. 

Veterinarians, physiotherapists, other paraprofessionals and nutritionists all play a role in minimizing health issues and maximizing performance. In the quest for optimal performance on the track, nutritional support is one of the cornerstones of the ‘marginal gains’ theory that has long been adopted in elite human athletes. There is no doubt that racehorses themselves are supreme athletes that live by the mantra of Train, Race, Recover, and Repeat.

References

Berger, S. et al (2002). The effect of acid protection in therapy of peptic ulcer in trotting horses in active training. Pferdeheilkunde 27 (1), 26-30,

Loftin, P. et al (2012). Evaluating replacement of supplemental inorganic minerals with Zinpro Performance Minerals on prevention of gastric ulcers in horses. J.Vet. Int. Med. 26, 737-738

McCutcheon, L.J. and geor R.J. (1996). Sweat fluid and ion losses in horses during training and competition in cool vs. hot ambient conditions: implications for ion supplementation. Equine Veterinary Journal 28, Issue S22.

Nieto, J.E. et al (2009). Effect of gastric ulceration on physiologic responses to exercise in horses. Am. J. Vet. Res.70, 787-795.

Pagan, J.D. et al (2014). Furosemide administration affects mineral excretion in exercised Thoroughbreds. In: Proc. International Conference on Equine Exercise Physiology S46:4.

Pekacar, S. et al (2021). Anti-Inflammatory and Analgesic Effects of Rosehip in Inflammatory Musculoskeletal Disorders and Its Active Molecules. Curr Mol Pharmacol. 14(5), 731-745.

Rivero, J.-L.L. et al (2007). ‘Effects of intensity and duration of exercise on muscular responses to training of thoroughbred racehorses’. Journal of Applied Physiology 102(5), 1871–1882.

Siciliano, P.D. et al (1997). Effect of dietary vitamin E supplementation on the integrity of skeletal muscle in exercised horses. J Anim Sci.75(6), 1553-60.

Sykes, B. et al (2013). Efficacy of a combination of a unique, pectin-lecithin complex, live yeast, and magnesium hydroxide in the prevention of EGUS and faecal acidosis in thoroughbred racehorses: A randomised, blinded, placebo-controlled clinical trial. Equine Veterinary Journal, 45, 16.

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State Breeding Incentives for 2024 - on a state by state basis

Article by Ken Snyder

Nineteenth century British Prime Minister Benjamin Disraeli gets credit for coining the phrase “there are lies, damned lies, and statistics.”

Jockey club statistics showing the 2022 foal crop to be 18,200 in the U.S.—down from 19,200 in 2021--might come under the heading of “damned lie.” (Numbers for 2023 aren’t in yet.) 

The phrase is a caveat or admonition to not jump to conclusions with questionable deductions and pronouncements to what, in truth, are damned lies. First, the industry isn’t going over a cliff with foal counts. It operates in a free-market economy. There are gains and losses, “bubbles” when artificially high prices exceed real value, and “corrections” when prices drop to what they should be. 

With foal count, horse population, and racing in general, there are positive, remarkable achievements. In Pennsylvania, the state has experienced increases in foal count and anticipates more. Okay, it’s one state, but it belies that belief that the sky is falling.

Here are the numbers for PA in registered foals: 2017-549; 2018-606; 2019-623; 691 in 2020. Yes, there was a dip in numbers when a former governor attempted to raid the Racehorse Development Trust Fund (2021-593; 413-2022). But, said Brian Sanfrantello, executive secretary of the PA Horse Breeding Association, the foal count has bottomed out and the breeding industry should return to increasing foal numbers with a new governor. Further, five new stallions have come to the state for breeding in 2024.

A Stallion Series is a crown jewel of a breeding program that makes Pennsylvania breeding and racing literally worthwhile. Launched in 2022 it offered $600,000 in purses for stakes races for PA-bred two-year-old colts and fillies over two days of racing. On the first race day, colts and fillies raced for $100,000-dollar purses each. On the second day, they ran for $200,000. The Series attacked one problem for PA breeders and appealed to those out of state. 

“It’s costing forty thousand to fifty thousand dollars from the time you breed the mare to the time the horse races,” said Sanfrantello. “We’re trying to get the money back to the breeder as fast as possible.” 

The means this year, in addition to this Series, are eight two-year-old stakes races, four of which are for PA breds. For non-Series and other races, breeder awards are 40% for PA-sired horses (compared to 20% for non-PA-breds). “If it’s a fifty-thousand-dollar race, the winner would get sixty percent of the purse or thirty-thousand dollars. Plus, if it’s an open race not restricted, there is a forty percent owner bonus added to the purse or twelve-thousand dollars for total earnings of forty-two-thousand dollars for owners. A breeder-owner would get an additional sixteen-thousand eight-hundred dollars. The total? Fifty-eight thousand, eight hundred dollars.

The stunner is what breeder awards have totaled. The most striking example? Uptowncharlybrown won two of thirteen starts  and $125,000 in his career but he has earned in breeder and stallion awards $869,080.

Virginia, with twenty-seven race dates in 2023 at the Commonwealth’s lone racetrack, Colonial Downs, is obviously at the other end of the spectrum from year-round racing in Pennsylvania and other states. However, the Virginia Thoroughbred Association, of which Debbie Easter is executive director, is outdistancing any other state in how fast they are growing their racing industry.

We said, ‘What the heck, we may not be the biggest breeding state any longer, but what we can do and what we do have are farms and the training centers to raise horses.”

Starting basically from scratch when Colonial Downs re-opened in 2019 after closing in 2013, the foal crops had gotten down to a rock bottom, one hundred. This year Easter projects the crop will be 160, a 60% increase. Small potatoes in the general scheme of things but not the only means of building racing. 

“Starting this year, we’re paying for first, second and third anywhere in North America if you’re a breeder and bred a horse in Virginia,” said Easter. “By us paying win, place and show in North America all year long, that makes our program year-round. That’s a big advantage, we think, over other breeding programs. You don’t have to race in our state to get our money.” The award is 34% of the earnings added to the purse. Historical Horse Racing (HHR) generates the award money, which has increased the breeding fund from $500,000 to $2 million dollars in five years. 

Virginia has also initiated a “Certified Program” which covers a horse registered by The Jockey Club and conceived and foaled outside of Virginia, but residing in the state for at least a six-month consecutive period prior to December 31st of its two-year-old year.

“Our Certified guys are averaging about eight months or so a year here. We’re bringing in almost nine hundred horses in a year. We’ve grown the population of Thoroughbred horses in the last five years faster than we could ever have done it breeding horses. It absolutely saved our farms and training centers and the infrastructure that supports those farms.,” said Easter.

The big development with New York is state-bred, 2024 foals will run for the same purse amounts as open-company races. This year at Saratoga, maiden races restricted to two-year-old New York breds ran for $88,000 compared to $105,000 for two-year-olds in open company maiden races. ”It’s something that breeders in NY and horsemen who compete with NY breds have been advocating for a long time,” said Najja Thompson, executive director of the New York Thoroughbred Breeders.

Thompson added that this year there are also increases for New York breds whether sired by state sires or sired outside the state. For 2024, breeder awards are 40% for first place, 20% for second place, and 10% for third place, with a $40,000 cap award. Last year’s awards were 30% for first place and 15% for place and show finishes. A cap per award remains at $40,000.

Maryland’s biggest innovation this year is a two-tiered system, one tier for Maryland-sired and Maryland bred horses, and a second tier for Maryland-breds only. The system will begin with 2025 foals. “We are going to have a two-tiered system to try and reward MD sires as they do in Pennsylvania and other states,” said Cricket Goodall, executive director of the Maryland Horse Breeders Association.

Maryland’s best days will be when the $385 million Pimlico project is completed to rebuild the track from the ground up and also add a training center, according to Goodall.

“I think that you have to have a look to the future to be competitive,” said Goodall. She compares the project, which is projected for completion In what Goodall projects as “four to five years” to New York’s investment in Belmont Park. “Maryland is looking to be one of the states that is investing in racing and breeding.

Meanwhile, Goodall said Maryland is one of the states where stallion books have gone up this year.

Kentucky, of course, is the kingpin of American Thoroughbred breeding. While foal crops nationally have declined, Kentucky, from 2012 to 2021 increased in registered foals by just under 10%. Of the five top states for registered foals—Kentucky, Florida, California, New York, and Louisiana—Kentucky was the only one without a decrease in those years.

Strangely, the number of yearlings sold in North America in 2023—8,303, increased from 8,061 in 2013. That doesn’t correspond to decreasing foal crops. 

The principal reason for the overall decline in foals is increasing expenses, according to Duncan Taylor, senior Thoroughbred consultant and co-owner with three brothers of Taylor Made Farm just outside Lexington, Kentucky. “Costs just keep increasing, and they increase for all horses the same. I’m talking about daily board rate in Kentucky. The last eight years, probably, it has gone from thirty-five thousand to forty-five thousand dollars.” 

Vet care has gone up as well. “I had a mare that had to have a C-section. My bill was twenty-two thousand dollars,” he added.

“People can’t stomach these expenses on a less expensive horse. You got a million-dollar horse, you think ‘I’ve got a shot at getting it back because I could sell a five-hundred thousand, six-hundred-thousand-dollar yearling out of that horse.’”

The upshot is competition for the better horses offered in sales--what Taylor calls “more supply of a higher quality.” But what that also means, he said, is “It pushes the people in the lower part of the market out.” Hence, fewer breeders and foals.

Kentucky is awash in cash, which Taylor believes could stem the trend toward continuing foal crop decreases nationally. “All the purse money that is available to race for now, if it stays as good as it is, I don’t think we’ll continue to decline.”

Societal and cultural issues—challenges beyond, perhaps, the reach of horse racing as a sport and industry—are also factors in foal crops. Times have changed.

“At one time in this country, most of the large racing stables were owned by the kings of industry, with the horses coming from their own farms,” said Kent Barnes, former stallion manager at Shadwell’s Nashwan Farm in Lexington who currently directs the stallion division of Spy Coast Farm also in Lexington. “Unfortunately, in many cases, successive generations have either not shared in the passion, or had the wealth to carry on with these large operations, and most of these stables have been either dismantled or severely diminished.“

Duncan Taylor echoes Barnes’ observation. “The underlying condition is not enough people are in love that much with horses to where they want to have a big farm and raise them and then sell them. The condition is less breeders and that goes along with the declining foal crop.”

Ideas abound, some feasible, some not, some fantasy for getting foal crops back up. 

Evan Ferraro, director of marketing for Fasig Tipton, sees a breeding counterpart to racing syndicates as a potential answer. Racing syndicates both large entities and small, are popular. If there’s a way to encourage breeding syndicates that spread risk, they could be appealing.

Breeding to sell rather than race could be incentivized, according to Barnes. “I believe financial obligations are the primary barrier preventing more breeders from racing their own product.  A few years ago, several stallion owners came up with novel approaches to help the breeder decrease their risk going into the sales. Perhaps this same approach could be extended to allow breeders who choose not to sell to mitigate some of their risk going into racing. Stud fees could be deducted from race earnings. To make it more attractive to the stallion owners, there could be a sliding scale where they earn a higher percentage based on the horse’s performance.”

No matter the challenges, there are obviously bright, experienced, and energetic people at the controls of parts of the racing industry—people like Evan Ferraro, Debbie Easter, Brian Sanfrantello, Kent Barnes, Duncan Taylor and many more.

There is another phrase that may have application from someone who quoted Disraeli‘s phrase about statistics: Mark Twain. He said famously, “Reports of my death are greatly exaggerated.”

Racing is not dying. It is changing. And in everything, change is inevitable.

Where do we go from here?

The strange, but positive thing encountered in examining the declining foal crop and reasons for it, is that everyone interviewed had a different response to this question: What is the first thing you would do if put in charge of the industry? There were no limits put on the responses; the answers ranged from the completely improbable to things right under the industry’s nose. Even better, they span most aspects of racing from fan development to breeding.

First things first: fans. Empty grandstands on race days are par for the course and maddeningly accepted. To drive on-track attendance, Evan Ferraro, offered a simple, but great idea for weekends. “Open up the infields. Let people come in there. Let them bring their own stuff.” Add musical entertainment and things like face-painting for children or pony rides, and …voila, a family event for Saturday and Sunday afternoons. Stack that up against a $15 beer, $10-dollar hot dog, and $10 parking for a major league baseball game. Throw in a premium—cap, cups, etc.--and a free afternoon picnicking at the racetrack looks like a great day out. For racetrack management resting on laurels and reluctant to loosen purse strings fattened by off-track wagering and purses funded from casinos or Historical Horse Racing (HHR) machines, they could find a sponsor to add their logo to the racetrack’s giveaways. 

Ferraro added a familiar lament to his idea: “I don’t think we market our sport well anymore.

“I don’t think you can promote ‘our safety numbers are better.’ You gotta sell the races. That’s what has to drive everything to me. Create some familiarity and give customers a good experience.”

Add to all these things a focus on the “stars.” As recently as the 1970s and 1980s National Basketball Association playoff games were tape delayed. The sport, quite simply, was “meh”… until Larry Bird and Magic Johnson came along. This past year Cody’s Wish provided the public a truly moving story both on the track and more important, off the track in the horse’s relationship with the late Cody Dorman. “There was never a story by the major networks about Cody’s Wish,” said Ferraro. Thoroughbred racing has been silent since “Go Baby Go” was seen and heard on televisions more than twenty years ago. “Public relations,” anyone? 

Kent Barnes, sees a connection between attracting fans and foal crops: “The only way we could ever consider increasing our foal crop is if we can somehow get more end-users involved in the racing game. There is more and more competition out there every year for the public’s entertainment dollar and somehow, we have to attract back the fans, which increases the handle, thereby increasing purses and attracting owners.”

On another subject, the failure of a 140-mare cap for stallions in the U.S. frustrated Barnes, a respected and published researcher on the demise of sire lines and resultant inbreeding. He said, “I was disappointed in their reversal of the cap decision because I feel that if we limit the number of mares bred to each stallion, this ensures that the top stallions are getting the very best mares and also allows second-tier stallions to prove themselves by getting an increased number of mares.  

“There is no doubt stallions that failed to make their mark could have done so with enough mares of quality to prove themselves.”

Bloodstock agent Clark Shepherd pointed out the obvious without a 140-cap limit: “We’re limiting the gene pool. I get handed these mares that are fantastic on the racetrack, and they [clients] want me to do a mating for them. But when I sit down and do a mating, the mare’s bred like a stallion. So now what? It limits my choices.”

Here’s where foal crop numbers really might be, as British Prime Minister Disraeli said about numbers and statistics, “damned lies,” at least according to Shepherd. “I don’t know that a declining foal supply is a bad thing just because of supply and demand,” he said. “For the last three years, I’ve been waiting on the shoe to drop, and we keep going on this upward trend. 

“To me, it’s supply and demand.”

One factor in decline in foal numbers is, Shepherd said, “mom-and-pop” breeders leaving the business unable to afford stud fees for what he called “ultra-stallions.” “They don’t have the mares good enough to get into first-year stallions.”

Whether good or bad, Shepherd points to what he believes is an issue and factor in foal declines. “There’s a lot of mares, even stallions, that don’t need to be in production. If it’s a resulting decline in foal crop because of that realization, I’m okay with it. We’re striving to breed better horses and there’s less of them, and that creates more demand. It could be a good thing.”

On the issue of racehorse ownership Debbie Easter identified what she said is both the problem and a solution: “The problem is the owners don’t own the racetracks. Owners own the talent, but we don’t own the most important part of it:  the HHR or the things that fuel the whole game.”

The solution, in her opinion, is the Japanese model: “Owners are able to pay for their daily expenses with bigger purses earned over there.

“You have the cost of the horse and then there’s the daily cost of racing. I’ve always said, I think the guys would forgive the cost of the horse if they could just pay the daily cost…if they didn’t have to take it out of their pocket. I think we could grow ownership.” 

She wonders if there is too much racing. Contraction of the racing industry could possibly be the ultimate answer.

“Everywhere where racing is successful in this country—Saratoga, Del Mar, Keeneland—what do they all have in common? They don’t run year-round. And they’re in destinations where people want to come.” They also have capacity crowds.

Duncan Taylor, added a novel and, in truth, a not-to-be idea for horse owners. If he were commissioner and it was feasible “I would start purely an owners’ organization and it would be only owners with racehorses while they were running.

“I think they have the most to lose and the most to gain in an entrepreneurial way for improving the sport and not the mediocre management of the racetracks. I would try to get that group of people [owners] to actually buy the tracks.”

Answers? Solutions? Some are immediately viable from this story. Some are unlikely. And some are in a “perfect world” that won’t exist. 

There is, however, one thing on which everyone can agree: racing needs ideas.

State Incentives Tables 2024

What incentives are available in each state / province across North America

The value of good hoof balance and how to evaluate this alongside your farrier

Article by Adam Jackson MRCVS

Introduction

The equine foot is a unique structure and a remarkable feat of natural engineering that follows the laws of biomechanics in order to efficiently and effectively disperse concussional forces that occur during the locomotion of the horse.  Hoof balance has been a term used by veterinarians and farriers to describe the ideal conformation, size and shape of the hoof relative to the limb.  

Before horses were domesticated, they evolved and adapted to survive without any human intervention. With respect to their hoof maintenance, excess hoof growth was worn away due to the varied terrain in their habitat.  No trimming and shoeing were required as the hoof was kept at a healthy length.

With the domestication of the horse and our continued breeding to achieve satisfactory performance and temperament, the need to manage the horse’s hoof became essential in order to ensure soundness and performance.  The horse’s foot has evolved to ensure the health and soundness of the horse; therefore, every structure of the foot has an essential role and purpose. A strong working knowledge of the biology and biomechanics of the horse’s foot is essential for the veterinarian and farrier to implement appropriate farriery.  It was soon concluded that a well-balanced foot, which entails symmetry in shape and size, is essential to achieve a sound and healthy horse.  

Anatomy and function of the foot

The equine foot is extremely complex and consists of many parts that work simultaneously allowing the horse to be sound and cope with the various terrains and disciplines.    Considering the size and weight of the horse relative to the size of the hoof, it is remarkable what nature has engineered.  Being a small structure, the hooves can support so much weight and endure a great deal of force.  At walk, the horse places ½ of its body weight through its limbs and 2 ½ its weight when galloping.  The structure of the equine foot provides protection, weight bearing, traction, and concussional absorption.  Well-balanced feet efficiently and effectively use all of the structures of the foot to disperse the forces of locomotion. In order to keep those feet healthy for a sound horse, understanding the anatomy is paramount.   

The foot consists of the distal end of the second phalanx (short pastern), the distal phalanx (pedal bone, coffin bone) and the navicular bone.  The distal interphalangeal joint (coffin joint) is found between the pedal and short pastern bone and includes the navicular bone with the deep digital flexor tendon supporting this joint.  This coffin joint is the center of articulation over which the entire limb rotates.  The navicular bone and bursa sits behind the coffin bone and is stabilized by multiple small ligaments. The navicular bone allows the deep digital flexor tendon to run smoothly and change direction in order to insert into the coffin bone.   The navicular bursa is a fluid-filled sac that sits between the navicular bone and the deep digital flexor tendon.

The hoof complex can be divided into the epidermal weight-bearing structures that include the sole, frog, heel, bulbs, bars, and hoof wall and the anti-concussive structures that include the digital cushion, lamina, deep digital flexor tendons, and ungual (lateral) cartilage.  The hoof wall encloses the dermal structures with its thickest part at the toe that decreases in thickness as it approaches the heel.  The hoof wall is composed of viscoelastic material that allows it to deform and return its shape in order to absorb concussional forces of movement.  There is enough deformation to diminish the force from the impact and load of the foot while preventing any damage to the internal structures of the foot and limb.  As load is placed on the foot, there is deformation that consists of:

• Expansion of the heels

• Sinking of the heels

• Inward movement of the dorsal wall

• Biaxial compression of the dorsal wall

• Depression of the coronary band

• Flattening of the sole

The hoof wall, bars and their association with the sole form the heel base with the purposes of providing traction, bearing the horse’s weight while allowing the stability and flexibility for the expansion of the hoof capsule that dissipates concussional forces on foot fall.  The sole is a highly keratinized structure like the hoof wall but made up of nearly 33% water so it is softer than the hoof wall and should be concave to allow the flattening of the sole on load application. The frog and heel bulbs serve a variety of special functions ranging from traction, protection, coordination, proprioception, shock absorption and the circulation of blood.  

When the foot lands on the ground, the elastic, blood-filled frog helps disperse some of the force away from the bones and joints, thus, acting as a shock absorber.  The venous plexus above the frog is involved in pumping blood from the foot back to the heart when the foot is loaded.  In addition, there is shielding of the deep digital flexor tendon and the sensitive digital cushion (soft tissue beneath the sole that separates the frog and the heel bulb from the underlying tendons and bones).  Like the heel bulbs, the frog has many sensory nerve endings allowing the horse to be aware of where his body and feet are and allows the horse to alter landing according to the condition of the ground (proprioception and coordination).  

The soft tissue structures comprise and form the palmar/plantar aspect of the foot.  The digital cushion lies between the lateral cartilages and above the frog and bars of the horse’s hoof.  This structure is composed of collagen, fibrocartilage, adipose tissue and elastic fiber bundles.  The digital cushion plays a role in shock absorption when the foot is loaded as well as a blood pumping mechanism.  Interestingly, it has been found that the digital cushion composition varies across and within breeds.  It is thought the variation of the composition of the digital cushion is partially dictated by a genetic predisposition.  In addition, the composition of the digital cushion changes with age.  As the horse ages the composition alters from elastic, fat and isolated collagen bundles to a stronger fibrocartilage.  Finally, the digital cushion and connective tissue within the foot have the ability to adapt to various external stimuli such as ground contact or body weight.   The lateral cartilage is a flexible sheet of fibrocartilage that suspends the pedal bone as well as acting as a spring to store and release energy. The lamina is a highly critical structure for hoof health.  The lamina lies between the hoof wall and the coffin bone.  There are two types of lamina known as the sensitive (dermal) lamina and insensitive (epidermal) lamina.  The insensitive lamina coming in from the hoof wall connects to the sensitive lamina layer that is attached to the coffin bone and these two types of lamina interdigitate with each other to form a bond.

Hoof and Musculoskeletal System

The hoof and the musculoskeletal system are closely linked and this is particularly observed in the posture of the horse when resting or moving.  Hoof shape and size and whether they are balanced directly affects the posture of the horse.  Ultimately, this posture will also affect the loads placed on the skeletal system, which affects bone remodeling. With an imbalance, bone pathologies of the limbs, spine and pelvis may occur such as osteoarthritis.  In addition, foot imbalances result in postural changes that lead to stress to the soft tissue structures that may lead to muscle injuries and/or tendon/ligament injuries.  

Conformation and hoof balance 

The terms balance and conformation are used frequently and used to describe the shape and size of the limb as a whole as well as the individual components of the limb and the spatial relations between them.  Balance is the term often used to describe the foot and can be viewed as a subset of conformation.  

Conformation should be considered when describing the static relations within the limb and excludes the foot.  Balance should be considered when describing the dynamic and static relationship between the horse’s foot and the ground and limb as well as within the hoof itself.  

These distinctions between conformation and balance are important to assess lameness and performance of the horse.  Additionally, this allows the veterinarian and farrier to find optimal balance for any given conformation.

The term hoof balance does lack an intrinsic definition.  The use of certain principles in order to define hoof balance, which in turn can be extended to have consistent evaluation of hoof balance as well as guide the trimming and shoeing regimens for each individual horse.  In addition, these principles can be used to improve hoof capsule distortion, modify hoof conformation and alter landing patterns of the foot.  These principles are:

• Evaluate hoof-pastern axis

• Evaluate center of articulation

• The need for the heels to extend to the base of the frog

Assessing the horse’s foot balance by observing both static (geometric) balance and dynamic balance is vital.   Static balance is the balance of the foot as it sits on a level, clean, hard surface.  Dynamic balance is assessing the foot balance as the foot is in motion.  However, horses normally do not resemble the textbook examples of perfect conformation, which creates challenges for the farriers and veterinary surgeons.  The veterinarian should instigate further evaluation of the foot balance and any other ailments, in order to provide information that can be used by the farrier and veterinarian in formulating a strategy to help with the horse’s foot balance. With the farrier and veterinarian working cooperatively, the assessment of the hoof balance and shoeing of the foot should deliver a harmonious relationship between the horse’s limb, the hoof and the shoe.  

Dynamic Balance

The horse should be assessed in motion as one can observe the foot landing and placement.  A balanced foot when in motion should land symmetrically and flat when moving on a flat surface.  When viewed from the side, the heels and toe should land concurrently (flat foot landing) or even a slight heel first landing.  It is undesirable to have the toe landing first and often suggests pain localized to the heel region of the foot.  When observing the horse from the front and behind, both heel bulbs should land at the same time.  Sometimes, horses will land first slightly on the outside or lateral heel bulb of the foot but rarely will a horse land normally on the medial (inside) of the foot.  If the horse has no conformational abnormalities or pathologies the static balance will achieve the dynamic balance.  

Static Balance 

Hoof –pastern axis (HPA)

The hoof pastern axis (HPA) is a helpful guideline in assessing foot balance. With the horse standing square on a hard, level surface, a line drawn through the pastern and hoof should be parallel to the dorsal hoof wall and should be straight (unbroken).  The heel and toe angle should be within 5 degrees of each other. An underrun heel has been defined as the angle of the heel being 5 degrees less than the toe angle. The heel wall length should be roughly 1/3 of the dorsal wall.  In addition, the cannon (metacarpus/metatarsus) bone is perpendicular to the ground and when observed from the lateral side, the HPA should be a straight line.  When assessing the foot from the side, the dorsal hoof wall should be aligned with the pastern.  The optimal angle of the dorsal hoof wall is often cited as being 50-54°. The length of the dorsal hoof wall is variable but guidelines have been suggested according to the weight of the horse. 

It is not uncommon that the hind feet are more upright compared to the fore feet at approximately 5 degrees.  A broken hoof-pastern axis is the most common hoof imbalance.  There are two presentations of a broken HPA known as a broken-back HPA and a broken-forward HPA.  These changes in HPA are often associated with two common hoof capsule distortions that include low or underrun heels and the upright or clubfoot, respectively.    

A broken-back hoof-pastern axis occurs when the angle of the dorsal hoof wall is lower than the angle of the dorsal pastern.  This presentation is commonly caused by low or underrun heel foot conformation accompanied with a long toe.  This foot imbalance is common and often thought to be normal with one study finding it present in 52% of the horse population.  With a low hoof angle, there is an extension of the coffin and pastern joints resulting in a delayed breakover and the heels bearing more of the horse's weight, which ultimately leads to excess stress in the deep digital flexor tendon as well as the structures around the navicular region including the bone itself.  

This leads to caudal foot pain so the horse lands toe first causing subsolar bruising.  In addition, this foot imbalance can contribute to chronic heel pain (bruising), quarter and heel cracks, coffin joint inflammation and caudal foot pain (navicular syndrome).   The cause of underrun heels is multifactorial with a possibility of a genetic predisposition where they may have or may acquire the same foot conformation as the parents.  There are also environmental factors such as excessive dryness or moisture that may lead to the imbalance.

A broken-forward hoof-pastern axis occurs at a high hoof angle with the angle of the dorsal hoof wall being higher than the dorsal pastern angle.  One can distinguish between a broken-forward HPA and a clubfoot with the use of radiographs.  With this foot imbalance, the heels grow long, which causes the bypassing of the soft tissue structures in the palmar/plantar area of the foot and leads to greater concussional forces on the bone.  This foot imbalance promotes the landing of the toe first and leads to coffin joint flexion as well as increases heel pressure.  The resulting pathologies that may occur are solar bruising, increased strain of the suspensory ligaments near the navicular bone and coffin joint inflammation.

Center of articulation

When the limb is viewed laterally, the center of articulation is determined with a vertical line drawn from the center of the lateral condyle of the short pastern to the ground.  This line should bisect the middle of the foot at the widest part of the foot and demonstrates the center of articulation of the coffin joint.  The widest part of the foot (colloquially known as “Ducketts Bridge”) is the one point on the sole that remains constant despite the shape and size of the foot.  The distance and force on either side of the line drawn through the widest part of the foot should be equal, which provides biomechanical efficiency.    

Heels extending to the base of the frog

With respect to hoof balance, another component of the foot to assess is that the heels of the hoof capsule extend to the base of the frog.  The hoof capsule consists of the pedal bone occupying two-thirds of the space and one-third of the space is soft tissue structures. This area is involved in dissipating the concussional and loading forces and in order to ensure biomechanical efficiency both the bone and soft-tissue structures need to be enclosed in the hoof capsule in the same plane. 

To achieve this goal the hoof wall at the heels must extend to the base of the frog.  If the heels are allowed to migrate toward the center of the foot or left too long then the function of the soft tissue structures have been transferred to the bones, which is undesirable.  If there is a limited amount to trim in the heels or a small amount of soft tissue mass is present in the palmar foot then some form of farriery is needed to extend the base of the frog (such as an extension of the branch of a shoe).    

Medio-lateral or latero-medial balance 

The medio-lateral balance is assessed by viewing the foot from the front and behind as well as from above with the foot raised.   To determine if the foot has medio-lateral balance, the hoof should be bisected or a line is drawn down the middle of the pastern down to the point of the toe.  

You should be able to visualize the same amount of hoof on both the left and right of that midline.  In addition, one should observe the same angle to the side of the hoof wall.  It is important to pick up the foot and look at the bottom.  Draw a line from the middle quarter (widest part of foot) on one side to the other then draw a line from the middle of the toe to the middle sulcus of the frog.  

This provides four quadrants with all quadrants being relatively the same in size (Proportions between 40/60 to 60/40 have been described as acceptable for the barefoot and are dependent on the hoof slope).  The frog width should be 50-60% of its length with a wide and shallow central sulcus.  The frog should be thick enough to be a part of the bearing surface of the foot.  The bars should be straight and not fold to the mid frog.  The sole should be concave and the intersection point of both lines should be the area of optimal biomechanical efficiency.  

The less concavity means the bone is nearer to the ground, thus, bearing greater concussional force.  Finally, assess the lateral and medial heel length.  Look down at the heel to determine the balance in the length of both heel bulbs.  Each heel bulb should be the same size and height.  If there are any irregularities with the heel bulbs then sheared heels may result, which is a painful condition.  Medio-lateral foot imbalance results in the uneven loading of the foot that leads to an accumulation of damage to the structures of the foot ultimately causing inflammation, pain, injury and lameness.   Soles vary in thickness but a uniform sole depth of 15mm is believed to be the minimum necessary for protection.  

Dorso-palmar/plantar (front to back – DP) balance

Refers to the overall hoof angle and the alignment of the hoof angle with the pastern angle when the cannon bone is perpendicular to the ground surface.  When assessing the foot from the side, the dorsal hoof wall should be aligned with the pastern.  The optimal angle of the dorsal hoof wall is often cited as being 50-54°.  The length of the dorsal hoof wall is variable but guidelines have been suggested according to the weight of the horse. 

The heel and toe angle should be within 5 degrees of each other. An underrun heel has been defined as the angle of the heel being 5 degrees less than the toe angle. The heel wall length should be roughly 1/3 of the dorsal wall.  

A line dropped from the first third of the coronet should bisect the base.  A vertical line that bisects the 3rd metacarpal bone should intersect the ground at the palmar aspect of the heels.

Radiographs

A useful way to assess trimming and foot balance is by having foot x-rays performed.  Radiography is the only thorough and conclusive method that allows one to determine if the foot is not balanced and the bony column (HPA) is aligned. 

Shoes should be removed and the foot cleaned before radiographs are executed.  The horse is often placed on foot blocks to elevate the feet off the ground so that the foot can be centered in the cassette and x-ray beam.  

Latero-medial view – The side view of the foot allows one to assess the dorsal and palmar aspects of the pedal bone as well as the navicular bone.  The horse should be standing squarely on a flat, level surface.  This projection is useful in determining the point of breakover and the hoof pastern axis should be parallel with the hoof wall.  The lateral view will demonstrate the length of the toe and the alignment of the dorsal surface of the pedal bone with the hoof wall, which should be parallel.  This view also allows one to determine the depth of the sole and inadequate solar depth is usually accompanied with excessive toe length (broken-back HPA). One may observe a clubfoot, broken forward.  

One can distinguish between a clubfoot and a broken-forward HPA with radiographs.  The broken-forward HPA the hoof angle of the heel is greater than the angle of the dorsal hoof wall.  The clubfoot also demonstrates these steep/high hoof angles but additionally the alignment of the coffin, short and long pastern bones are broken forward.

Dorsopalmar/plantar views - this “front to back” view is also performed with the horse standing squarely on 2 positioning blocks.  This projection allows the evaluation of medial to lateral balance and conformation of the foot with observation and measurement of the medial and lateral wall length and angle.  Horses with satisfactory conformation present with a parallel joint surface of the pedal bone to the ground.  The coffin joint should be even across its width.  In addition, the lateral and medial coronet and the lateral and medial walls are of equal thickness and the distance from the lateral and medial solar margins to the ground are similar. 

With foot imbalance, this author has observed that fore feet may have a higher lateral hoof wall, whereas, the hind feet may have a higher medial hoof wall.  It is worth noting that the pelvis, stifle and hocks are adapted to move laterally allowing a slight rotating action as it moves.  This action may cause uneven wear or poor trimming and shoeing may cause this limb movement to be out of line.  

Trimming

Often, trimming and shoeing are based on empirical experience that includes theoretical assumptions and aesthetic decisions.   The goals of trimming and shoeing are to facilitate breakover, ensure solar protection and provide heel support.  Trimming is the most important aspect of farriery because it creates the base to which a shoe is fitted.  Hoof conformation takes into account the function and shape of the foot in relation to the ground and lower limb both at rest and exercise.  Each individual foot should have a conformation that provides protection and strength while maximizing biomechanical efficiency often viewed as foot balance. 

An important question that initially needs to be addressed is whether the horse requires shoes or not.  The answer does depend on what type of work the horse performs, what is the amount of workload, the conformation of the horse (especially the limbs and foot) and are there any previous or current injuries.  It must be stressed that the most important aspect, whether the horse is shod or not, is that the trim ensures an appropriately balanced foot for the horse. If there is poor trimming then this may lead to uneven and increased workload on the limb leading to an increased strain of the hoof and soft tissues (i.e. ligaments, tendons) that increase the risk of injury and developing acute and chronic lameness. 

The foot can be evaluated, trimmed and/or shod in a consistent, reproducible manner that considers:

1. Hoof-pastern axis (HPA)

2. The center of articulation

3. Heels extending to the base of the frog

Appropriate trimming and shoeing to ensure the base of the foot is under the lateral cartilage; therefore, maximizing the use of the digital cushion, can help in creating a highly effective haemodynamic mechanism.  Shoeing must be done that allows full functionality of the foot so that load and concessional forces are dissipated effectively.  

To implement appropriate farriery, initially observe the horse standing square on a hard service to confirm that the HPA is parallel.  If The HPA is broken forward or backward then these balances should be part of the trimming plan.  To determine the location of the center of rotation, palpate the dorsal and palmar aspect of the short pastern just above the coronary band and a line dropped vertically from the center of that line should correlate with the widest part of the foot. 

Shoeing

When the shoe is placed on the horse, the horse is no longer standing on its feet but on the shoe; therefore, shoeing is an extension of the trim.  The shoe must complement  the trim and must have the same biomechanical landmarks to ensure good foot balance.  It is this author’s view that the shoe should be the lightest and simplest possible.  The shoe must be placed central to the widest part of the foot and the distance from the breakover point to the widest part of the foot should be equal to the distance between the widest part of the foot and the heel. 

It has been shown that the use of shoes that lift the sole, frog and bars can reduce the efficient workings of the caudal foot and may lead to the prevalence of weak feet.  A study by Roepstorff demonstrated there was a reduced expansion and contraction of the shod foot but improved functionality of solar and frog support.   With this information, appropriate shoeing should allow increased functionality of the digital cushion, frog and bars of the foot, which improves the morphology and health of the hoof and reduces the risk of exceeding the hoof elasticity.  

Disease associated with hoof imbalance

As seen in the figure above, foot imbalance can lead to multiple ailments and pathologies in the horse.  It must be noted that the pathologies that may result are not necessarily exclusive for the foot but may expand to other components to the horse’s musculoskeletal system.  In addition, not one but multiple pathologies may result.  Diseases that may result from hoof imbalance are:

Conclusion

Foot balance is essential for your horse to lead a healthy and sound life and career. With a strong understanding of the horse anatomy and how foot imbalance can lead to lameness as well as other musculoskeletal ailments, one can work to assess and alter foot balance in order to ensure optimal performance and wellbeing of the horse.  It is essential that there is a team approach involving all stakeholders as well as the veterinarian and farrier in order to achieve foot balance. With focus on foot balance, one can make a good horse into a great horse.

Graded Stakes Winning Owners - Master Piece & O'Connor - Michael & Jules Iavarone

Article by Bill Heller

Is success more enjoyable the second time around? Michael Iavarone is finding out, on the racetrack, where he has reunited with trainer Rick Dutrow, Jr., and off.

Dutrow is making his own return following a 10-year suspension for drug violations. 

Off the track, Iavarone has rebuilt his own business after being nearly wiped out. “It took me a couple of years,” he said. “I built a bigger business than what I had.”

Iavarone’s love of horseracing traces back to growing up in Bethpage, Long Island, when he and his father fell in love with racing at Roosevelt, then the best harness track in the country with weekend crowds in the 20,000’s. “I loved it so much,” Iavarone said. “I remember it vividly. We’d eat in the Cloud Casino.”

In 1985, Iavarone and his father attended the second Breeders’ Cup at Aqueduct Racetrack, where he saw flawless victories by two incredible turf starts, Pebbles in the Turf and Cozzene in the Mile. “I was 15, and that just hooked me. Pebbles and Cozzene. It was something that always resonated with me. It never left.”

While he built a career as an accomplished investment banker, he began to dabble with Thoroughbreds. On September 28th, 2002, at Belmont Park, Iavarone claimed the New York-bred gelding Toddler for $75,000. He finished fifth in that race.

Iavarone entered him in the $250,000 Empire Classic for New York-breds. Sent off at 49-1, he finished last in the field of 12, beaten 43 ½ lengths. “It was my first race ever,” Iavarone said. “He was dead last. Got beat nearly 50 lengths. I realized you really needed money to do it.”

So he formed International Equine Acquisitions Holding (IEAH) the following year. Based in Garden City, Long Island, the business operated as a hedge fund with horses as the major asset. Iavarone was the co-CEO with Richard Schiavo, who oversaw administration. Major funding was provided by James Tagliaferri, who ran an asset management company, TAG Virgin Islands. Iavarone was responsible for all equine affairs. Initially, IEAH used four trainers, Dutrow, Dominick Schettino, John Terranova and Donald Chatlos Jr.

Although IEAH would campaign several top runners including Benny the Bull, the 2008 Eclipse Award Champion Sprinter, and Grade 1 winners Kip Deville, I Want Revenge, Court Vision and Breeders’ Cup Juvenile Fillies winner Stardom Bound, it will always be linked to Big Brown, a phenomenal horse who won seven of eight starts, including four Grade 1’s in 2008, the Florida Derby, Kentucky Derby, Preakness Stakes and the Haskell Invitational. IEAH was part of a partnership ownership of the son of Boundary out of the Nureyev mare Mien.

Trained for his first start by Pat Reynolds, Big Brown won his maiden debut by 11 ¼ lengths at Saratoga on the grass at odds of 14-1 under Joe Bravo. He was switched to Dutrow’s barn to prepare for his three-year-old season. Hall of Fame jockey Kent Desormeaux would ride Big Brown in all of his seven subsequent starts.

Dutrow called Big Brown “nothing but fun.”

All of Big Brown’s connections had nothing but fun as he won the Florida Derby by 12 ¾ lengths, the Kentucky Derby by 4 ¾ lengths despite breaking from the extreme outside post in the field of 20 and the Preakness Stakes by 5 ¼.

He would go off at 3-10 in the field of nine in the Belmont Stakes and not even finish the final leg of the Triple Crown.

“Coming out of the Preakness, he was fine,” Iavarone said. “He always had problems with his feet. He had glue-on shoes. He developed a real sore spot at the edge of the corona. We decided not to work him. When you don’t do the work, everyone notices. It turned into an abscess. It took away three days from training. As probably the most famous horse, PETA was calling all day long to not race him in the Belmont.”

The morning of the Belmont Stakes turned very weird. “It’s nine o’clock, and I’m in the shower,” Iavarone said. “I got out and went to the door. There are two guys with badges saying they’re the FBI. They show me a letter that had been sent from an unidentified person saying Rick Dutrow and me would be shot in the head if anything goes wrong with Big Brown. I called Rick. He didn’t care. I had two young kids with me. We had two FBI agents with us all day long, everywhere.”

The afternoon was worse than the morning. When Desormeaux walked Big Brown out of the horse tunnel at Belmont Park and onto the track for the post parade, he looked unbelievably upset. Breaking from the rail, Desormeaux pulled him suddenly to the far outside, and, instead of rallying, he kept getting farther away from the leaders. Desormeaux pulled him up and they walked slowly back to be greeted by his connections, all of them wondering what had happened.

“When he pulled up, I went running,” Iavarone said. “The FBI was running behind me. We go back to the barn. He was fine. Sound as a button. We don’t know why Kent pulled him up. He said, `I knew he was going to finish last. Why push him?’”

And the FBI presence? “To this day, we still don’t know about the threat,” Iavarone said.

Dutrow helped Iavarone place the Triple Crown in perspective. “Rick said, `We still won the Kentucky Derby and Preakness,’” Iavarone said. “That day was more difficult for the horse than it was for us, because he didn’t get the recognition he deserved.”

Big Brown bounced back to win the Grade 1 Haskell Invitational by 1 ¾ lengths and the $500,000 Monmouth Turf Stakes by a neck.

Iavarone has much more pleasant memories at Belmont Park thanks to the Cornell Ruffian Equine Hospital right across the street. IEAH built the facility, the only full-service equine hospital on Long Island. “It started with me having a horse needing to ship to New Bolton (in Kennett Square, Pennsylvania) for colicking and we had trouble getting a van,” Iavarone said.

The hospital opened in 2009, closed in 2011 due to financial difficulties and was sold to Cornell University and renamed in 2014. “We built it and it became very complicated,” Iavarone said. “We couldn’t own the facility. We had to lease the facility. It became very hard. So when Cornell came to us about buying it, I saw a chance. I sold it to them. I’m very proud of it.”

IEAH had bigger problems.

Tagliaferri had been investing money on behalf of its clients and receiving kickbacks disguised as consulting fees. In 2014, Tagliaferri was found guilty of investment advisor fraud, securities fraud and wire fraud causing his clients to lose $50 million. Iavarone was never charged with a crime, but felt the effects as IEAH folded.

“It just turned into a disaster,” Iavarone said. “He wiped out about 90 percent of my personal wealth. We liquidated horses and sold the hospital. It sent me in the wrong direction. I was living a great life. I had to go back to my roots.”

When he rebuilt his business, he felt comfortable to return to racing. He became a partner on Next Shares, a Grade 1 stakes winner who bankrolled nearly $1.9 million, and now owns 18 horses including his recent graded stakes winners Master Piece and O’Connor.

And he’s reunited with Dutrow, who scored one of the most meaningful victories in his career when White Abarrio won the 2023 Breeders’ Cup Classic. “Rick and I have been friends forever,” Iavarone said. “Taking 10 years from a guy’s life? At the end of the day, I hope he learned a lesson. He’s a completely changed person now. The suspension humbled him.”

Dutrow said, “I had a ball training for Mike. He’s got a great personality. I will like anybody in the world who sends me horses like he does. He’s got to send me more horses.”

Graded Stakes Winning Owners - Nobals - Vince Foglia (Patricias Hope LLC)

Article by Bill Heller

Nobals’ victory in the Grade 1 Breeders’ Cup Turf Sprint was the culmination of an incredible year for Vinnie Foglia, who races as Patricia’s Hope LLC, and his trainer/close friend Larry Rivelli. Patricia’s Hope LLC was also a partner on Two Phil’s, who sandwiched dominant Grade 3 stakes victories in the Jeff Ruby Stakes and Ohio Derby around his brave second by a length in the Grade 1 Kentucky Derby. “It was a hell of a year,” Foglia said.

Actually, it’s been a hell of a long friendship between Foglia and Rivelli. “I think it was the Italian thing,” Foglia said. “We hit it off immediately. It’s so cool that we’re that tight. We live in the same community. We golf together. We’re members of the same country club. We hang out together.”

They’re also native Chicagoans. “Someone told me he wanted to claim a horse,” Rivelli said. “The guy recommended me. I talked to Vinnie for five minutes. Same town. Both Italians. From then on, we were just buddies. It ended up a great friendship with him and his family. They’ve been successful. They’re the greatest people on the planet. Just great people.”

Both Vinnie, his father Vincent and his mother Patricia, have spent their lives helping people.

Vinnie’s father was the co-founder of Sage Products Inc, a medical supply company which developed and manufactured healthcare products for hospitals throughout the country in Cary, Illinois.

“My first position in health care almost 60 years ago was as a salesman for MacBick, which sold medical supplies to hospitals,” Vinnie’s father said in an online interview. “I wanted to be part of it. I am truly passionate about healthcare. It’s been my life’s work and dedication for almost 50 years. I love this industry. I know right now that someone in a hospital is benefitting from one of our products. I’ve always wanted to be part of something that matters. And what could matter more than patient safety? After all, we’re all going to be patients some day!”

When his company prospered, he began a legacy of philanthropy, one his son is proud to continue. In 1995, his father founded the Foglia Family Foundation in Chicago. Its major areas of support are education and health care. “As part of our interest in health care, we’ve always supported high-quality behavioral health treatment,” his father said. “We are aware that addiction and suicide rates are soaring and demand for treatment is growing. Much of this care is unfunded and relies on doctors. Yet even with charitable gifts, behavioral health organizations are still only able to scratch the surface of the need.” 

Foglia is rightfully proud of his father: “He is a role model. My father gets pleasure helping people who are less fortunate. That’s what I do. We have over 100 charities that we support.”

One of them, Let It Be, places kids, including children with special needs, in foster homes. “I’m on the board,” Foglia said. “I’m on a few boards, all not-for-profit.”

  Foglia began working for Sage when he was 16. “I started out sweeping with a broom,” he said. “When we sold the business to Striker Home Care Medical in 2016, that allowed us to start buying thoroughbreds.” He honored his mother by calling his stable Patricia’s Hope LLC.

Horses were always in Foglia’s head, ever since he visited Arlington Park when he was 12. “I grew up in Arlington Heights,” he said. “My high school was right down the street. I knew jockey E.T. Baird. I knew grooms and hotwalkers.”

That end of the business never appealed to Foglia. Owning horses did: “It’s as exciting as you can have competitively without breaking a sweat.”

One of his first lessons was to avoid something that guarantees sweat: “I learned that, after five or six years, don’t do the bookkeeping. It takes away the fun. You can get sticker shock.”

Not with Nobals. The five-year-old gelding by Noble Mission out of Pearly Blue by Empire Maker sold for $3,500 at the Fasig-Tipton October, 2020 Yearling Sale to owner/trainer LeLand Hayes. Nobals won his maiden debut at Presque Isle Downs by four lengths and was re-sold to Patricia’s Hope LLC and Rivelli. “After he won, someone presented the horse,” Ravelli said. “A horse has to absolutely jump off the page for me to want to buy it. It was the way he won his race.”

Nobals has been winning races all over North America ever since Foglia purchased him. In 18 career starts, he’s raced at 11 different tracks: Presque Isle Downs, Arlington Park, Churchill Downs, Delmar, Turfway Park, Woodbine, Saratoga, Keeneland, Horseshoe Indianapolis, Colonial Downs and Santa Anita. His 10 wins and three seconds helped him earn $1,453,274.”

Now Two Phils, who posted five wins, two seconds and one third in 10 starts, making $1,583,450, is standing stud at WinStar Farm for $12,500. Nobals is enjoying a well-earned rest. 

Together, Two Phils and Nobals earned $3 million. Two Phils took Foglia to his first Kentucky Derby, and the thrill of finishing second in America’s race will last a lifetime. But at Santa Anita, Nobals gave Foglia his first grade 1 stakes victory.  

“That was very cool,” Foglia said. “The goal from the start was to win a Grade 1.”

Patricia’s Hope fulfilled.

Graded Stakes Winning Owners - Closing Remarks - John Harris (Harris Farms)

Article by Bill Heller

The breadth of California Racing Hall of Famer John C. Harris’ accomplishments is so vast, it’s difficult to know where to begin. “He’s probably one of the most influential horsemen in California racing as an owner and breeder, and respected by both sectors,” Bill Nader, the CEO of the Thoroughbred Owners of California, said. “He’s just an amazing man. What an impact he has had.”

His impact was celebrated last August when he was honored at the Edwin J. Gregson Charity/fundraising dinner at the Inn at Rancho Santa Fe, just a few miles east of Del Mar. He has served five terms as the President of the California Thoroughbred Breeders Association and is a member of the Jockey Club, the California Horse Racing Board and the Breeders’ Cup Board of Directors.

His list of racing stars includes his home-bred Soviet Problem, the 1994 California-bred Horse of the Year who won 15 of her 20 career starts with three seconds, one of them by a head to Cherokee Run in the 1994 Breeders’ Cup Sprint at Churchill Downs. Harris was co-breeder and co-owner of the incredible filly with Don Valpredo, the co-founder of Country Sweet Produce in Bakersfield. Harris called Soviet Problem “the best one I’ve ever had.”

Harris’ stallions at Harris Farms have included Cee’s Tizzy, sire of two-time Breeders’ Cup Classic winner Tiznow. Harris Farms was also part of the success story of 2014 and 2016 Horse of the Year California Chrome. Both those superstars grew up on Harris Farm and began training there.

The Harris Farm story traces back to Harris’ father, Jack, and his decision to move his farm from Texas to California in 1916. Twenty-seven years later, they established Harris Farm in California’s Central Valley, near Coalinga, a diversified company.

Thoroughbreds are just part of Harris’ story. His Harris Ranch Beef Company produces nearly 200 million pounds of beef and is California’s largest fed cattle processor. Harris Ranch Beef has been in California’s supermarkets for decades.

The Harris Ranch Restaurant alongside Interstate 5 has been a popular rest-stop for families traveling from Los Angeles to San Francisco or the other direction It is one of three dine-in restaurants on the vast property of more than several thousand acres. Harris Ranch Restaurant serves as many as half a million customers each year and has won several culinary awards. 

Harris Farm produces onions, garlic, almonds, pistachios, olives, citrus fruit and asparagus and includes vineyards for producing wine.

But horses hold a sacred place in Harris’ soul, and he has bred and raced champions for several decades.

The Harris Farm Horse Division is split into two distinct ranches, 450 acres in Coalinga, from the main ranch and the remaining 140 acres located in Sanger specializing in the development of young horses and long-term lay-ups.

How has he been able to succeed in so many endeavors simultaneously?

“I try to keep all the balls in the air and not screw up things in the process,” Harris said.

Those close to him know how remarkably well he’s accomplished that.

 “We’re all amazed, too,” said Tom Wyrick, the Assistant Manager of the Harris Farm Horse Division. “He’s a very caring guy. He’s good to people.”

Harris went the extra mile naming his horses for his employees. The first was Big Jess, Harris’ first home-bred stakes winner. He won 14 of 69 career starts with 12 seconds, seven thirds and earnings of $152,312. One of Big Jess’ sons, Juan Barrera, was also named for an employee. In 45 lifetime starts, he posted 10 victories, six seconds and seven thirds, making $245,705.

Harris cares deeply about racing in California, all racing in the state. 

On the California Horse Racing Board, Harris tried to ensure the future of California’s fair racing, trying to preserve historic venues such as Ferndale. 

Harris received a Bachelor of Science Degree in animal science and agricultural business management from the University of California at Davis.

In 2008, he was inducted into the California Racing Hall of Fame.

Harris said he was in favor of a recent proposed rule to limit the number of mares a stallion serves to 140: “I think it’s a good idea, but it’s kind of academic in California. We rarely have stallions in California who breed over 140 mares. Some are over 100, but none over 140. One-hundred-forty is quite a few. We breed horses here to race. The declining mares, that’s the tip of the iceberg. The problem in California is a lot of people aren’t making a lot of money racing here, and their interest starts to wane.”

  His interest never has. 

And he’s not slowing down. In 2023, Harris Farm horses won 27 of 194 starts and earned $1,628,186, its highest total of the 2000’s.

At the Edwin J. Gregson Foundation Dinner last August, Foundation President Jenine Sahadi said, “We’re delighted to honor John, not only for the accomplishments of his Harris Farm Horse Division, one of the country’s leading racing stables and utmost influential owner/breeder operations, for which he has been inducted to the California Racing Hall of Fame. We also acknowledge his many years of distinguished service to the industry as a California Horse Racing Board Commissioner, board member of the Breeders’ Cup, Jockey Club and the California Thoroughbred Breeders Association.”

Bill Nader, who was at that dinner, said, “It was a great night.”

And it couldn’t have meant more to Harris: “Eddie was a really good friend.”  

**NEW** for 2024 - Bloodstock Briefing - Asking pinhookers if the shift in the 2yo sales season (to later dates) has influenced the type of horses they consign for sale

Article by Jordin Rosser

Even though term pinhooking came from the tobacco industry in Kentucky, it is widely used in the Thoroughbred racing industry as a concept where horses are bought at one stage of life and sold at another stage of development in the hopes of a profit based on the breaking, training and maturing process of these animals. 

We have gathered a panel of pinhook sellers of both yearling to two-year-olds, weanling to yearlings, and breeders to discuss their thoughts on selection at sales and their view of the business. Our panelists include: Richard Budge, the general manager of Margaux Farm who oversees the breeding and training of yearlings and two-year-olds; Eddie Woods, a well-established two-year-old consignor and yearling pinhooker; Marshall Taylor, a thoroughbred advisor at Taylor Made – known for yearling consignments; Niall Brennan, a respected two-year-old consignor and yearling pinhooker. 

Q: When selecting yearlings for pinhooking to the two-year-old sales or weanlings for the yearling sales, which qualities do you look for? 

Many of the panelists concur on the primary qualities necessary for a prospective successful pinhook being conformation, pedigree, and clean vetting – but generally, wanting “quality”. Such traits include an early maturing body, muscle, good conformation, and pedigree for yearling pinhooks to two-year-olds. Some consignors weigh some of the main qualities with different weights, for example, Eddie Woods looks at the conformation of the prospect before the pedigree but will analyze sire lines and sire statistics to assist him in his selections. In contrast, Richard Budge starts with the pedigree then evaluates the conformation and analyzes the whole picture. For weanling to yearling pinhooks, the primary attributes to consider are pedigree, conformation, good movement, and early foaling dates. Marshall Taylor further discussed wanting to find a good-sized body, longer neck, laid back shoulders and good strides when walking. At the end of the day, “quality is a perception” as stated by Niall Brennan – these qualities are statistically likely to sell well in both the yearling sales and the two-year-old sales from the seller’s perspective.  

Q: Given the two-year-old sales have decreased in number and have moved to later months, do you believe it has incentivized yearling selection and/or breeders to favor later maturing horses?  

A resounding “no” came from the panelists. Looking back into the history of two-year-old sales gave a clearer picture as to why the sentiment has not changed. The main two-year-old sales currently are the OBS March, April and June sales in Ocala, Florida as well as the Fasig Tipton May and June sales in Timonium, Maryland. However, there used to be OBS February, Calder and Adena Springs sales, Fasig Tipton’s Gulfstream sale, and Barretts’ (a company whose final auction was in 2018) March and May sales in Pomona, California. 

Niall Brennan commented that when the earlier sales were going on, the horses would “breeze within themselves easily” instead of breezing for the clock as is evident in today’s sales. Due to this emphasis, pinhookers noticed some horses needed more time to mature to run quicker times and with the horsemanship shown throughout the industry – all the panelists indicated that “the horse will tell you which sale it belongs in”. With the two-year-olds’ sales model having changed many variables, one variable that stayed the same is the horse attributes needed to be successful in these sales. Which leads to the conclusion being the same and sentiment remaining steady despite changes in the industry.

Q:  Hypothetically, if the two-year-old sales changed from breezing to galloping with technological devices to provide metrics to analyze, do you think the market or breeders would change their strategies? 

Most of the panelists believed this hypothetical would not work well for the two-year-old sales model. Some of the panelists discussed the Barretts sales model having horses gallop untimed instead of breezing or breezing with times in the 100ths. Niall Brennan commented that the granularization of the breeze times “caused more speculation from the buyers” and changed their perspective on the individual horses based on fractions of a second. The juxtaposition of sales with only untimed gallops and sales with timed breezes caused many buyers to “compare apples to oranges” – leading to a perceived dismissal of the idea. 

In the current market and with the technology available today, this may not be possible, but Marshall Taylor believes “any information you have is good information” and “moving forward with technology is a positive”. In the future and with significant technological advancements, this hypothetical could be real. In the words of Niall Brennan, “the time will come when we aren’t worried about time [during breezing]”. 

Q: In terms of breeding, what trends do you currently see and what trends do you want to see benefiting the pinhooking market? 

The consensus from the panelists indicated breeding speed and quick maturing horses is the current trend in the pinhooking market. Richard Budge stated “precociousness is valued highly into the making of a stallion” in America. Marshall Taylor mentioned technology is used in making breeding decisions, particularly Nick reports. These use the daily updating percentage of stakes winner indexes to determine if sire and dam lines are compatible for the desired outcome culminating in a high performing racehorse. 

Based on many of the responses in what type of weanlings or yearlings are selected at the beginning of the pinhooking process, the need for precocious and well-bred horses is no surprise. Richard Budge, believes that turf racing has become more popular and believes the growth of this segment in thoroughbred racing should encourage pinhooks to look for turf in their prospect’s pedigrees. However, the bloodlines will need to support this idea and the American breeders will need to include more English, French and South American bloodlines to adjust for these factors. 

Q:  Where do you see the pinhooking market right now? 

The panelists all agree on this point: the buyer market is focused on quality over quantity and concentration of the buyer market. These trends encourage pinhookers to purchase weanlings or yearlings that tick all their boxes to produce quality prospects leading to increased prices as a function of competition. According to many panelists, the market is focused on what is perceived to be the “top end” – by pedigree, conformation, vetting, and/or under tack time. Based on the rising costs of ownership, Marshall Taylor mentioned “partnerships are becoming more popular” amongst the buyers, allowing owners to offset these increased costs. 

———-

Throughout these interviews, it is apparent pinhookers have a keen ability to read the horses and determine how to bring their best on “NFL combine” day in the case of the two-year-olds. Niall Brennan and Richard Budge gave credit and appreciation to all the pinhookers who actively prepare these athletes and show their horsemanship through breaking, training, consigning, and breeding of these animals. 

We see all the hard work that goes into preparing these athletes for race day through their accomplishments. To produce this feat on demand and to make money in the process is what pinhooking thoroughbreds is all about. 

Gut issue biomarkers and their use in signalling dysbiosis

Article by Jackie Zions

Gastrointestinal issues (GI) are the number one cause of morbidity in horses other than old age.   An unhealthy digestive system can cause poor performance, pain, discomfort, diarrhea, and a whole host of issues that can sideline your horse.  It’s no wonder researchers are paying close attention to the ‘second brain’ and it’s billions of inhabitants.  Ontario Veterinary College (OVC) researcher, Dr. Luis Arroyo has been studying the equine gastrointestinal systems for many years with several research projects receiving funding from Equine Guelph.  Arroyo discusses what we know about equine gut health, causes of GI disorders and the extensive continuing research to understand what unstable and stable gut populations look like.

Starting with some basic anatomy Arroyo says, “The gastrointestinal tract of a horse is extremely large, and there are many things that can cause disturbances to the normal functioning or health of the gut.”  A healthy gut microbiome is essential for the horse’s entire body to function optimally.

Signs of GI issues

Common signs of disorders could include abdominal pain, bloating, changes in fecal consistency (including diarrhea or constipation), excessive drooling, decrease in water consumption, lack of or poor appetite, weight loss and low body condition score.  

“Some cases are more obvious to owners,” says Arroyo, “like poor performance, or acute or chronic diarrhea.” 

Changes of behaviour such as becoming cranky or moody can be tell-tale signs there is unrest in the GI system.  Biting at the flanks can signal abdominal pain as well as reactivity to being saddled.  When the horse stops wanting to perform and athletic abilities suddenly decline, if there is no obvious lameness, GI issues are high among the considerations.

“Horses are herbivores, designed to consume a diet of forage, and to break down complex sugars within that forage.” says Arroyo.  “The gut microbiota does this job and is very important for healthy digestion.”  Recent research is connecting the changes in diversity of microbial communities to conditions like colic, colitis, and gastric ulcers.

Causes of GI Issues

Colic is the number one clinical condition occurring in horses.  It is well-known that sudden dietary changes can be a major contributor as well as diets that are high in grain.  This can create changes in the volatile fatty acids produced in the GI system, which in turn can lead to the development of gas colic.  Arroyo provides the example of switching from dry hay fed in the winter, too rich, lush, spring grass as a big cause of rapid fermentation that can cause colic.  

Any abrupt change, even if it’s a good quality feed to a different good quality feed, can be a source of colic.  Then there is the more obvious consumption of moldy, poor, quality hay.  So not only the quality but the transition/adaptation period needs to be considered when making feed changes and this goes for both changes to forage or concentrates.

A table of feed transition periods on the Equine Guelph website states an adaptation period of at least 10 – 14 days is recommended.  Transition periods under seven days can increase colic risk over 22 times! 

“Decrease in water consumption can be an issue, especially in countries with seasons,” says Arroyo.  When water gets really cold, horses often drink less, and if it freezes, they don’t drink at all, which can lead to impaction colic.   Parasite burden can also cause colic. If your horse lives in a sandy environment, like California, ingesting sand can cause impaction colic.  

Non-steroidal anti-inflammatory drugs (NSAIDS) can cause colic or ulcers. NSAIDS can interfere with blood supply to the GI tract causing ulceration, for example in the mucosa of the stomach. Prolonged use can cause quite severe ulceration.

NSAIDS are not the only drugs that can contribute to GI issues.  “Antibiotics - as the name says - kill many kinds of bacteria,” says Arroyo. “They are designed for that!  Invariably they deplete some bacterial populations including in the intestine, and that is a problem because that may allow some other bacteria, potentially pathogenic or harmful, to overgrow, and that can cause dysbiosis.”  
In a recent study, by fellow OVC researcher, Dr. Gomez and co-workers, it was determined that damage to the intestinal microbiota could occur after only 5 days of administering antibiotics to horses.  Damage to the intestinal microbiota resembled dysbiosis that can potentially result in intestinal inflammation and colitis predisposing the horse to diarrhea.  Judicious use of antibiotics and antimicrobials are advised.

There are infectious and non-infectious causes of colitis.  Infectious examples include salmonella and then there is Neorickettsia risticii, which if ingested from contaminated sources, can cause Salmonellosis or Potomac horse fever, respectively.

“Any stress factors such as transportation, fasting or intense exercise like racing, can be a factor for developing stomach ulcers,” says Arroyo.  

Current Diagnostics

Putting together a picture of the horse’s health status includes gathering clinical history from the horse owner and performing a physical examination for motility and hydration status. A biochemistry profile and complete set count can be gathered from blood testing.

Gastric ultrasound allows veterinarians to view the wall of the intestine, noting if it has thickened or distended, which could occur in cases when there is colic.  They can assess appearance and find out if the intestine is displaced or if there is a twist.  Gastroscopy is commonly used to find ulcers in the stomach and can reach as far as the first part of the duodenum. 

GI Research

“DNA sequencing has been a breakthrough in science in terms of understanding the communities of different microorganisms living in many different niches from the skin to the lungs to the upper airways to the intestine,”  says Arroyo.

It has allowed in-depth study of the population of microorganisms, providing a big picture of the different inhabitants in various areas of the GI tract, such as the lumen of the small intestine and the small and large colon.  “The microorganisms vary, and they have different functions in each compartment,” says Arroyo.  

DNA sequencing has allowed researchers to study microbial populations and gather information on what happens to bacterial communities when impacted by diseases like colitis.  “We can see who is down, and who is up,” explains Arroyo, “and determine what populations have been depleted.”  It has led to a better knowledge of which of the billions of factors are harmful to the system and which can compromise the health of the horse.

Robo-gut is one example of a fantastic system where bacterial communities are being replicated in the lab to mimic what would be found in a natural environment.  

Researchers at the University of Guelph have measured metabolic profiles of the bacterial population after the addition of supplements like probiotics and prebiotics.  They found they can dramatically change the metabolites that are being produced, according to what is being added to the system.

Exciting new research that could impact the future of diagnostics includes screening for biomarkers as indicators of intestinal health among equine microbiota.  Dr. Arroyo is currently working with research partner, Dr. Marcio Costa, from the University of Montreal, looking for biomarkers that indicate changes in the inhabitants of the equine gut that take place during the early onset of illness.

“A biomarker is a biological molecule that you can find in different places,” explains Arroyo.  “For example, you might find them in tissue, blood, urine, or different body fluids.  They can signal normal or abnormal processes or could reveal a marker of a disease.  For example, a biomarker can be used to see how well the body might respond to a treatment or to a disease condition.”

“The objective of a dysbiosis index is quantifying ‘X’ number of certain bacteria that are important to us,” says Arroyo.  In this case, the dysbiosis derives from sequencing of the bacterial population in fecal samples.  

Changes in the intestinal microbiota (dysbiosis) are present before and during the outset of diseases and after treatment with antibiotics.  Arroyo cites the example of decreased Lachnospiraceae commonly observed when there is intestinal inflammation.  

Bacterial biomarkers are currently being used in other species to accurately predict intestinal dysbiosis, for example in cats and dogs.  One canine study quantified the number of seven different taxa of importance of the total bacterial populations.  This information is entered into a mathematical algorithm that comes up with results explaining which bacteria have increased or decreased.  Based on those numbers, one can use a more specific taxa to identify dysbiosis.  In a feline study, it was discovered that six bacterial taxa could be accurately used to predict diarrhea in 83% of cases.

It is hoped the same results could be accomplished for horses.  Developing PCR testing to screen for biomarkers could be a game changer that could potentially provide speedy, economical early diagnostics and early treatment.

So far, the most remarkable finding in the preliminary data reveals that in horses with colitis, the whole bacterial population is very depleted.

“At this stage we are in the process of increasing our numbers to find significant differences in which bacterial taxa are more important,” says Arroyo.  “Soon we hope to share which bacteria taxa are more promising for predicting dysbiosis in horses with gastrointestinal disease.”

The researchers are delving into a huge biobank of samples to identify potential markers of intestinal dysbiosis in horses, utilizing PCR testing as a faster and more economical alternative to the complex DNA sequencing technologies that have been used to characterize changes in microbiota thus far.  The goal is to develop simple and reliable testing that veterinarians can take right to the barn that will result in early treatment and allow closer monitoring of horses at the first onset of GI disease.

Top Tips to Protect Digestive Health

1. Horses are hind gut fermenters who rely on adequate amounts of fiber in the diet to maintain healthy gut function.

2. Make dietary changes slowly as abrupt changes disrupt the microbiota.

3. Avoid large grain meals as huge portions of highly fermentable diets can be quite harmful to the microbiota and can also be a source of risk for developing gastric ulcers.  Opt to spread out concentrates into several smaller rations.

4. Prevent long periods of fasting which can also lead to ulcers.  Horses are continuous-grazers, and they need to have small amounts of feed working through their digestive system to keep it functioning optimally.

5. Have a parasite prevention program.

6. Provide fresh water 24/7 to maintain good hydration and keep contents moving smoothly through the GI tract.

7. Keep up to date on dental appointments. 

8. Motion is lotion – turn out and exercise are extremely important to gut function.

In closing, Arroyo states, “These top tips will help keep the horse happy and the gastrointestinal tract functioning properly.”

Jena Antonucci - trainer of the star 3yo of 2023 - Arcangelo

Words - Ken Snyder

In the media avalanche surrounding Jena Antonucci, after her summer to remember, there is both rich irony and something very telling in one of the three “things you didn’t know” about her that escaped attention: she competed in shotgun shooting events. Those close to her who didn’t know this might say, “That figures,” or “I’m not surprised.” Shooting takes focus and concentration, both of which are in Antonucci’s DNA.

The next thing they would say is probably “I bet she kicked ass.”

Her parting words in an interview on YouTube the morning of this year’s Belmont? “Let’s go kick some ass.”

She does not fit the mold of a Thoroughbred trainer. If “focus” and “concentration” could be scored and put into some kind of competition, she’d likely kick ass in that too. 

The two other “things you didn’t know”: she is in her own words a “very good golfer, but without much time to play.” The third thing? She is hesitant to admit that “she doesn’t drink coffee.”

Mold breaker might be an apt description of Antonucci in her handling of success. The example is her response as a small- to medium-size trainer.

“Our number one goal is always wanting to be in the thirty- to thirty-five range, and that’s where we’re focused on staying,” she said. In a purely commercial sense, that’s saying no' to a flood of potential new business in the wake of Arcangelo’s success. 

Were there calls from prospective owners after the Belmont and Travers? 

“There have been conversations, but it’s been a ‘onesie, twosie,’ here and there, kind of thing.

“We’re not looking to be a stable of 150 horses. It’s not who we are. It’s not who I am.”

Antonucci is a horsewoman who rode show horses from age three into young adulthood and then gained not just experience but the right experience with Thoroughbreds. Her first foray was breaking and galloping them at Padua Stables in Ocala, Florida, where she now lives. She was then a veterinary assistant for four-and-a-half years, which gave her valuable horse knowledge on the ground. Exercise riding after vet work gave her knowledge up top astride a horse. All-important management experience, a necessary skill in any racing stable, came through her Bella Inizio Farm she opened in Ocala. (“Bella Inizio,” incidentally, translates as “nice start” in English.) 

As if that’s not enough, she operates HorseOlogy with co-owner Katie Miranda, a Thoroughbred training and ownership organization that spans raising, training and racing while also offering bloodstock advising, pinhooking, micro-investing and more. 

Her start in training was at Tampa Bay Downs in 2010, a year that maybe wasn’t the “nicest.” She won two of eight races and had two second-place finishes. Things began to take off in 2013 with 288 starters and earnings of $1,067,303. This year, of course, Arcangelo has vaulted her into the stratosphere with his $1.7 million in earnings.

“We’ve kind of been the ‘little stable that could’ for a long time,” looking back at her previous ten years of training.

“One thing I’ve always been very proud of is horses who have been claimed off of us or who went to a different barn [and] haven’t gone on to become big flourishing horses. I think a lot of mid-size trainers deserve to be evaluated in that manner, and it’s something I think we fail in the industry to do.”

She has, perhaps, a more realistic take on win percentages for trainers and how she believes they are misinterpreted by not factoring in stable size. Her website even has a section entitled Statistics Aren’t the Only Indicator of Success. “I think you can have somebody at 20 percent if they have 200 horses and can put a million-dollar horse in to get the win.” 

Arcangelo broke his maiden third time out at Gulfstream Park and has been undefeated since then. “I think we get stuck in the headlines of ‘Oh, won first out!’ It’s atypical. It is likely that less than a single-digit percentage of the horse population annually wins the first time out. We set owners up for failure.

“I think we do a consistent job across the board. I’ve had to make a lot of chicken soup out of chicken poo; and with that, I think I have the reputation for being a good horsewoman who is thorough and is trying to find the missing piece or what we can to find a horse’s success level.”

The missing piece for Arcangelo was careful parceling of his potential Horse of the Year talent. Antonucci’s racing campaign gave the horse more time between starts than other trainers might have given the son of the late Arrogate.

“I give a lot of credit to John [Ebbert], his owner, for allowing this horse to have space. I would say most, if not all owners, who saw this talent coming would want a pretty aggressive schedule. I give John a lot of credit for allowing this horse to have the breathing room that he needed and not pressuring me and the horse to pick up races on a tighter schedule.”

Antonucci uses an open-door policy to both involve her team of workers and parcel her own insight and skill as a trainer throughout her string. “It’s impossible for me to be able to put a hand on every leg, every day,” she said. The solution is a barn where everyone—whether foreman, groom or exercise rider--is encouraged to speak up if they feel anything has changed with a horse. 

“So many exercise riders that come to work for us—it’s such a relief for them to be able to come and be able to tell what they’re feeling. So many trainers and assistant trainers don’t want to hear it. A rider may not know exactly what it is, but if they’re communicating that something feels different, that’s all we need to know. 

“I think having a riding background and coming from that avenue into this and not racing per se—and riding for so long—I can see what they’re feeling.

“We don’t ever tell anyone that we don’t want to hear what they have to say.” 

There are nuances also in Antonucci’s relationships with owners. “I don’t think we want our clients to go, ‘Whatever you say,’ but I think there’s a balance with the people that believe in us. They know Fiona [Goodwin, assistant trainer]. They know it’s ‘horse first.’ And we’re going to make the best possible results with who we have in our hands.

“I don’t have a problem with owners being tough, but you learn to find a balance with people believing in the program and what we do.” 

The intensity she shows to the public in interviews surprisingly isn’t carried into the barn and her help. 

“I know she’s focused, and I know that she’s passionate,” said Goodwin, “but she really isn’t intense.” Goodwin has worked for Antonucci from the start of her training career. “You’re running a business, and you’ve got a job to do, so it’s not all fun and games, but we’re light-hearted in the barn.”

Input and an open-door policy might be only one factor in the success of the stable. “Balance” is a word used often by Antonucci to describe her management of people. She uses Goodwin as an example.

“I want my assistant to be able to have balance in her life. It’s what provides us with our life and lifestyle, but I don’t want her here till eight o'clock at night, seven days a week. 

“I don’t want the crew run ragged either. When we get to lean in and do what we do in a responsible manner and enjoy the experience and relationships and the personality of the horses, I think we do our best work.”

Goodwin confirms Antonucci’s approach. “She doesn’t want the work to consume us to where we get sour and resentful of the job and industry.”

Arcangelo, personality-wise, is a piece of work himself, Goodwin said with a laugh. “He likes to be ‘cheeky,’” an expression from her native Ireland. It means “playful.” “He’s fun to be around. He’ll take a chunk out of you every now and then if you’re careless around him. He thinks that’s fun—a love bite.”

In one aspect, his personality also parallels that of his trainer, “But when it’s time for him to go to work, he’s very focused and serious about his job,” Goodwin added.

Her advice for other trainers who burst onto the radar with a “big horse,” is to “turn off the white noise, keep doing what you’ve been doing and stay focused on that. Make sure you’re surrounding yourself with the right people and not a lot of people.”

While quantity intentionally will be maintained in her barn, quality is another matter. “Having some opportunity with a higher pedigreed horse or horse that comes in with a little bit more of an ability, our job will be to nurture that and grow that. Hopefully, we will have more talent to hit the track from those opportunities.”

The task will be the same with any future high-priced, impressively pedigreed Thoroughbred—the same as it is for the least expensive horse in her barn; and it is what drives Antonucci: find the answer.

 “I don’t believe people will view me as a ‘one-hit wonder.’”

For those like Goodwin, who has been with her the longest of anyone in the barn, it won’t be a surprise to see her back in the spotlight at some point in time, probably sooner than later.

“If she were in any other business, she would be a success and probably at the top,” said Goodwin. “She knows what she wants, and she goes after it. She does the job right. It’s always her goal to do better, be better, and win races. If you’ve got the horses, you can do it.”

The horses would be the question, as it is for any trainer, large or small. Arcangelo sold for $35,000 at the 2021 Keeneland September yearling sale—a small fraction of the price for top sellers annually at this premier sales event.

She got a fair amount of attention from those at this year’s sale and recognizes she is a banner carrier for many women in general, but especially in racing. “I’m very grateful for what it means to them and their journey. From an old hard boot to a young female, it’s pretty remarkable.”

For Antonucci, it’s competition with no thought about gender. “Who can train a horse better than the next person?” said Goodwin. “I think Jena thinks of it that way. We’re not intimidated by any other trainer, male or female. We’re here to win, and that’s it.”

Goals? Antonucci may have something to offer the entire world with this: “I think goal setting should be on how you want to live your life and the accomplishments that come with that.”

Opportunities afforded by Arcangelo come second to his life. “Whatever opportunities it provides me will be secondary to stewarding him through his career.

“My goals are to continue to work with great people, foster relationships that are around me, have a healthy growing business in HorseOlogy, have a healthy business at the racetrack, and make sure that the relationships with the people around me are thriving. Everything else becomes secondary.”

And oh yes, another thing: kick ass.

Fiona Goodwin - Jena Antonucci’s assistant trainer

Much of Fiona Goodwin’s Irish accent has been worn away by 27 years in the U.S. Laughter, however, is without accent and nationality; and you hear it often with Goodwin.

It’s probably more often than usual in the wake of Arcangelo’s success. 

She has been the assistant trainer to Jena Antonucci for 15 years from Antonucci’s first day as a trainer.

There was poignancy in Antonucci’s attention to Goodwin’s place in win photos after the Belmont and the Travers. It appeared important to Antonucci that her assistant was in a prominent place in the photo and indicative of a close relationship beyond boss-employee.

“We were first friends in the beginning, and we have remained friends,” said Goodwin. “I would say I’m as close as anybody to her.”

The “business relationship” in the barn is also a close one. “We’ve been doing this together so long, I know exactly how she trains, what she expects and what she expects of me.”

Goodwin and Antonucci first met at Saratoga when Goodwin was in James Bond’s barn where she had worked for 10 years as a forewoman. Before Bond, she worked in the barns of Nick Zito, Mark Henning, Eddie Kenneally and Linda Rice. And those are only the ones she can recall, she added with a laugh.

“On the racetrack, you work for everybody.” 

Goodwin comes from a horse family in County Kerry and is one of sixteen children—ten brothers and five sisters. (She is fourth in the birth order.) Her father was a showjumper, and the family always had horses for that event. A brother is also a showjumper, and two others are jockeys—one in Ireland and the other in England as well as Sweden, Italy and Norway.

Surprisingly, Goodwin had no interest in Irish racing growing up. “I was more into show horses.”

That changed when she visited a brother working at a horse farm in Franklin, Kentucky, near Kentucky Downs. The visit became permanent when she started riding at the farm. When her brother left to go to the Fair Grounds in New Orleans and a job with trainer Eddie Kenneally, she went with him. 

“You can’t go anywhere alone when you’ve got ten brothers,” she said with a laugh.

“I’d never been on the racetrack. He was going there, and I thought, just let me go along. I actually started grooming, which I wasn’t a huge fan of.” Shortly after, she exchanged her rub rag for reins and exercise riding. “Been on the racetrack ever since.”

Today, she shuttles back and forth between Antonucci’s stable at Saratoga, Gulfstream and Antonucci’s Ocala, Florida operation. Currently, there are twelve horses at Saratoga and “sixteen, maybe seventeen,” she said, at Gulfstream. Arcangelo is already at Santa Anita, the site of this year’s Breeders’ Cup where he will run in the Classic.

The Antonucci stable is a family affair, of sorts, for Goodwin. Her husband, Robert Mallari, is an exercise rider and is Arcangelo’s regular workout rider and has worked for Antonucci almost as long as his wife.

More articles from this issue include:

Lower limb anatomy and how it can be conditioned for racing

Words - Adam Jackson MRCVS 

Better understanding the appropriate levels of exercise and training while the horse’s body grows and develops has been a topic of research for many years. Although it has been shown that young, growing horses are well-suited to adapt to conditioning, it is vital that continued research is performed in order to develop thoughtful and strategic training methods to promote healthy, fit and sound horses with long careers and lives.  

Horses’ limbs consist of dozens of muscles, bones, tendons, ligaments, and joints that allow the horse to move as well as support its body weight. The limbs function to provide thrust and movement while absorbing impact and bearing weight.  Most of the horse’s weight is supported by the fore limbs, while the propulsion of the horse is provided by the hind limbs. In addition, the horse has two apparatuses referred to as the stay apparatus and suspensory apparatus. The stay apparatus allows major joints in the limbs to lock so that the horse may rest and relax while standing. The suspensory apparatus is designed to absorb shock, carry the horse’s weight, and prevent the overextension of joints. Finally, the hooves are important structures that maintain support and traction as well as provide additional shock absorption.  

Since the cardiovascular system provides blood supply throughout the body, by responding to various stimuli, it can control the velocity and amount of blood carried through the vessels, thus, delivering oxygen, nutrients, hormones, and other important substances to cells and organs in the body.  It plays a very important role in meeting the body’s demands during exercise, stress, and activity.  

Exercise is used to increase the body’s ability to withstand repeated bouts of similar exercise with less impact.  With a strong and healthy cardiovascular system, there is an improved ability of the musculoskeletal system receiving oxygen, thus, allowing muscles to better their capacity to use oxygen and energy.  However, the adaptation period for each of these physiological systems do differ as the cardiovascular system adapts faster compared to the musculoskeletal system. This is often an overlooked consideration when developing training programmes for horses. 

It is important to understand the various functions, structures, and adaptive processes of the horse’s musculoskeletal system such as bone, articular cartilage, tendons, and ligaments in order to develop appropriate training regimens.  

Bone has many important roles that involve locomotion, the storage of minerals (especially calcium and phosphate), soft tissue and vital organ protection, and the support and containment of bone marrow. Bone is a specialized connective tissue, and together with cartilage forms the strong and rigid endoskeleton.  The bone is continuously altering through two processes called bone modeling and bone remodeling, involving four cells referred to as osteoclasts, osteoblasts, osteocytes and bone lining cells.  

Osteoblasts secrete bone matrix in the form of non-mineralized osteoid, which is then mineralized over a few weeks to form a bone matrix.  Osteoclasts are involved in resorption of bone as this process occurs faster than the formation of bone. When the bone surfaces are not in the development or resorption phase, the bone surface is completely lined by a layer of flattened and elongated cells termed bone-lining cells.  Osteocytes are derived from osteoblasts and are highly specialized to maintain the bone matrix.  They are designed to survive hypoxic conditions and maintain biomineralization of the bone matrix.  Osteocytes also control osteoblastic and osteoclastic activities allowing bone remodeling.

The function of bone modeling is to alter and maintain shape during growth. As the horse grows and develops, bone modeling occurs with the acquisition and removal of bone.  While the young horse grows and develops, bone modeling allows the bone to endure strains from everyday work and exercise. The adult skeleton undergoes a minimal amount of bone modeling. Due to the presence of the high frequency of bone modeling in young horses, their skeletal strength is highly influenced by strains to their bones during exercise and daily use. With this knowledge, it has been concluded and confirmed that short-term dynamic exercise of an adolescent can lead to beneficial changes to its bone morphology.  

Bone remodeling is a different process, in which old and damaged bone is renewed, which enables the bone to respond and adapt to changing functional situations. Bone remodeling is usually a coordinated relationship between bone resorption and bone formation. This process occurs throughout the horse’s life with the renewal of primary, damaged or old bone. Osteoclasts absorb old and damaged bone, and the osteoblasts form new bone and lay down new bone matrix until the earlier absorbed bone is replaced. In those animals with musculoskeletal disease or damage, there is an imbalance of osteoblast and osteoclast activity. With the knowledge that osteoblast activity to make new bone takes months whilst osteoclast activity of removing old and damaged bone only takes a few days to two weeks, bone that is being repaired is at a high risk of further injury as bone removed has not been completely replaced.   Multiple studies have shown that exercise while growing can provide lifelong benefits; however, it must be done with care and knowledge. In addition, many studies have shown that exercise of a dynamic nature in moderate distances, such as that achieved in the pasture or prescribed short-distance high-speed work is beneficial to musculoskeletal development and may prevent injuries when entering race training. It has also been observed that long slow work does not increase bone strength. Below is a summary of the young horse response of the various types of exercise.

Articular cartilage is a highly specialized connective tissue found in joints with the role of providing a smooth, lubricated surface of articulation and to help transmit loads with a low amount of friction. The articular cartilage is a hyaline cartilage (flexible and strong tissue providing a smooth, slippery surface) with a dense “ExtraCellular Matrix” (ECM) consisting of specialized cells called chondrocytes, collagen and proteoglycans. These components help to retain water in the ECM that is required for the joints mechanical properties. As age increases, hydration of the matrix does decrease, resulting in stiffness. Chondrocytes are residential cells in articular cartilage that play a role in the development, maintenance, and repair of the ECM. They do respond to a variety of stimuli, including mechanical loads, growth factors, hydrostatic pressures, piezoelectric forces (formation of electric charge with force). Because of the lack of blood vessels, lymphatics, and nerves as well as being a harsh biomechanical environment, there is a limited capacity to heal and repair. In addition, chondrocytes have limited potential for replication, thus, have limited healing capacity; and chondrocytes survival depends on an optimal chemical and mechanical environment.  

Maintaining joint health is vital, which requires the preservation of healthy cartilage tissue. Inactivity of joints is detrimental to articular cartilage; thus, regular movement of joints and dynamic loads is needed to provide a normal articular cartilage structure and function. Biochemical responses of the cartilage to exercise are not nearly as well known compared to bone. While the confinement of young horses stunts joint development, excessive straining of cartilage can also reduce joint development. It has been observed that pasture access was optimal for the development of joints and the confinement or excessive sprint exercise (12–32 sprints of 40 meters for 6 days a week for 5 months) causes detrimental effects on the joint and may be deemed as unnatural exercise.  It is also thought that exercise is needed well before two years of age to allow cartilage thickening as well as the avoidance of confinement. It can be concluded that further studies are required with respect to level of exercise and type of exercise in order to achieve healthy cartilage tissue as there is clearly a fine line between frequency and intensity of exercise.  

Tendons and ligaments are distinct but closely related tissues that have unique and important roles in musculoskeletal function and musculoskeletal disease. Tendons and ligaments are dense, fibrous connective tissues that connect muscle to bone or bone to bone, respectively.  These tissues transmit mechanical forces to stabilize the skeleton and allow body movement.  Tendons and ligaments consist mainly of collagen type I as well as small amounts of collagen III, IV, V, and VI. There are also various proteoglycans in tendons and ligaments that both organize and lubricate collagen fiber bundles. The elasticity of tendons and ligaments is due to the large amount of type I collagen. During locomotion, the tendon decreases energy cost to the horse by acting as a spring to store and release energy while stretching and recoiling in the stance and swing phases of each stride. Tendons and ligaments have blood vessels and nerves that allow the homeostasis and response to injury.  

Tenocytes are tightly regulated by a series of growth factors and transcription factors that allow the synthesis, maintenance, and the degradation of the tendon extracellular matrix. Tendons are elastic, but tearing may occur if there is excessive loading on the tendon and the repair of collagen is a slow process. In addition, tendons have crimp morphology where the tendons buckle in a state of relaxation and act as shock absorbers.  Unbuckling of the tendon occurs during loading.  This crimp morphology may be disturbed if an injury occurs and also is reduced in older horses.  

Due to the variation of activity of tenocytes in foals and young horses, it has been observed that both a lack of exercise and excess of exercise can impair tendon make-up and subsequent functionality. With the current data and research that has been gathered, it can be concluded that if horses take advantage of spontaneous exercise when in the paddocks (which they often do), the developing tendons may benefit and be at a lower risk of injury when racing training starts. 

Conclusion

It is clear that further research is needed in order to ascertain the optimal amount and type of exercise that is needed in order to provide a strong musculoskeletal system and functional performance. However, it has been shown that prescribed exercise during the growth of the horse can increase the longevity of the horse’s health and performance. It has been observed that confinement and the lack of loading can result in weaker tissues and the loss of function of none, tendons, ligaments and articular cartilage.  However, it must also be recognized that medical attempts to alleviate pain so that a horse can continue to train through an injury can greatly increase tissue damage which is detrimental to the horse’s health and career. It is far more beneficial to provide an adequate amount of time for the injury to heal, thus, putting the horse’s health and wellbeing as a top priority.  

Nutritional perspective

Bone development in yearlings from the sales ring to racing — nutritional perspective

Words - Des Cronin B.Ag.Sc, M.B.A

Maintaining the equine skeleton is vital to ensure optimal development of the young growing horse, minimize risk of injury in the performance horse, and promote longevity and soundness.

The skeletal development and health of a young horse begins in utero and ensuring the broodmare receives the correct intake of key nutrients will be critical to the growth of the unborn foal. Producing high-quality milk places a significant drain on the mineral reserves of the mare. Maintaining mineral intakes during peak lactation is vital to ensure the foal receives the best nutrition to support the rapid skeletal development in the early weeks and months of growth. During this time, bone formation, body size, and muscle mass greatly increase. Risk of defective bone and related tissue formation increases with one of more of the following:

• Poor diet with the incorrect balance of energy and nutrients in the daily ration

• Inadequate amounts of calcium (Ca) and phosphorus (P)

• A reversed Ca:P ratio

• Low zinc (Zn) or copper (Cu) in the diet

• Low Vitamin D

Feeding a young horse for a maximum growth rate is undesirable because bone hardening lags greatly behind bone lengthening. At 12 months old, the young horse could reach about 90 to 95 per cent of its mature height but only about 75 per cent of its mature bone mineral content.

Ideally, young horses should gain weight at a rate that their developing bones can easily support. Growing bones and connective tissues don’t have the strength to support rapid weight gain from overfeeding, especially energy. Rapid weight gain can also make other skeletal anomalies worse. In these cases the risk of developmental orthopedic disorders (DOD) and unsoundness increases.

DOD and unsoundness can also occur during uneven growth. For example, switching an underfed, slow-growing horse to a good diet that allows quick growth (compensatory growth), increases the risk of DOD. Foals between the ages of 3 and 9 months of age are at greatest risk of DOD.

Fresh forages, for example grazed grass, usually provide enough major minerals such as calcium (Ca) and phosphorus (P) for the growing horse. However, there can be significant variation in calcium and phosphorus levels in all forages but particularly preserved forages (hay and haylage). Forage analysis should always be undertaken to determine mineral composition. 

For young fast-growing horses, the diet must supply the quantities of calcium and phosphorus needed for normal bone formation. In terms of Ca:P ratio, the ratio must be positive in favor of calcium. Horses are much more tolerant of high-dietary calcium than other species. For practical purposes, a good guideline would be to keep the ratio Ca:P between 1.5 to 1 and 2.5 to 1.  Grains (e.g., oats) contain 10 per cent of the calcium level found in typical forages. Grains are poor sources of calcium, both in terms of the amount of calcium supplied and their effect on Ca:P ratio in the diet. Where grains are fed, supplementation will be necessary to balance the diet.  

While some forages may contain adequate calcium and phosphorus, they will typically supply less than 20 per cent of the daily requirements for trace elements. Supplementation of trace elements will generally be necessary to support normal bone development.

Where concentrates are fed (especially low levels), supplementation may still be necessary to balance the overall mineral and trace element intake. Nutritional advice should be sought to ensure the horse's diet is correctly balanced.

To meet the carefully balanced requirements of key minerals, it is advisable to supplement the daily rations of growing horses and young horses entering training with an appropriate nutritional product. 

Make sure that the supplement used contains the correct ratio of calcium and phosphorus, as well as other key nutrients such as vitamin D and chelated trace elements (copper, manganese, and zinc) to support normal bone development.

Supplementing branch chain amino acids in the diet ensures that growth is maintained. Lysine plays a key role when protein concentrations in the body are low. Vitamin A supports collagen formation, which is a key component of the supportive structures of joints (tendons and ligaments). Vitamin D3 is added to enhance calcium absorption.

Although growth rates slow after the age of two, they are still juvenile in their skeletal development with some growth plates, such as the shoulder and stifles, yet to completely close. Although they may look like fully grown adults, it is still important to meet nutritional requirements especially if starting training and work. With the addition of exercise and training, a young horse's nutritional needs change.  The added forces from groundwork on the long bones and increased requirements of other nutrients like electrolytes need to be considered. 

Finally, horses all grow and develop at different rates because of factors such as genetics. Some youngsters will need  more support for longer periods of time than others, so it is important to manage accordingly.

A New Look at Lameness

Words - Jackie Zions (interviewing Dr. Koenig)

Prevention is the ideal when it comes to lameness, but practically everyone who has owned horses has dealt with a lay-up due to an unforeseen injury at some point. The following article will provide tools to sharpen your eye for detecting lameness, review prevention tips and discuss the importance of early intervention. It will also begin with a glimpse into current research endeavouring to heal tendon injuries faster, which has obvious horse welfare benefits and supports horse owners eager to return to their training programs. Dr. Judith Koenig of Ontario Veterinary College (OVC) spends half of her time as a surgeon and teacher with a strong interest in equine sports medicine and rehabilitation, and the other half as a researcher at the OVC.

Lameness is a huge focus for Koenig, whose main interest is in tissue healing. “I think over the past 20 or 30 years we have become very, very good in diagnosing the cause of lameness,” says Koenig. “In the past, we had only radiographs and ultrasound as a diagnostic tool, but by now most referral centers also have MRI available; and that allows us to diagnose joint disease or tendon disease even more. We are much better now [at] finding causes that previously may have been missed with ultrasound.” 

Improvements in diagnostics have resulted in increased ability to target treatment plans. With all the different biologics on the market today, Koenig sees a shift in the management of joint disease with more people getting away from steroids as a treatment.

The following list is excerpted from Equine Guelph’s short course on lameness offered on TheHorsePortal.ca. It outlines the different diagnostics available:

Stem Cell Therapy
When asked for the latest news on research she has been involved in, Koenig proclaims, “I'm most excited about the fact that horses are responding well to stem cell treatment—better than I have seen any response to any other drug we have tried so far!”

Koenig has investigated the use of many different modalities to see if they accelerate tissue healing and has studied which cellular pathways are affected. Two recent collaborative studies have produced very exciting findings, revealing future promise for treating equine osteoarthritis with stem cell therapy.  

In a safety study, Koenig and her team at the Ontario Veterinary College have shown equine pooled cryopreserved umbilical cord blood, (eCB) MSC, to be safe and effective in treatment of osteoarthritis.  

“These cells are the ones harvested from umbilical cord blood at the time of foaling and then that blood is taken to the lab and the stem cells are isolated out of it,” explains Koenig. The stem cells are then put through a variety of tests to make sure they are free of infectious diseases. Once given a clean bill of health, they are expanded and frozen. 
The stem cells harvested from multiple donors of equine umbilical cord blood [eCB, (kindly provided by eQcell), MSC] were compared to saline injections in research horses. “This type of cells is much more practical if you have a cell bank,” says Koenig. “You can treat more horses with it, and it’s off the shelf.” There were no systemic reactions in the safety study. Research has also shown no different reactions from sourcing from one donor or multiple donors.  

In the second study, 10 million stem cells per vial were frozen for use in healing OA from fetlock chips in horses that were previously conditioned to be fit. After the fetlock chip was created, exercise commenced for six more weeks, and then osteoarthritis was evaluated by MRI for a baseline. Half the horses were treated with the pooled MSC stem cells, and the control group received saline before another month of exercise. Then MRI and lameness exams were repeated, and arthroscopy was repeated to score the cartilage and remove the chip.

Lameness was decreased and cartilage scores were improved in the group that received stem cell therapy at the time of the second look with arthroscopy.

Many diagnostics were utilized during this study. MRIs, X-rays, ultrasounds and weekly lameness evaluations all revealed signs of osteoarthritis in fetlock joints improved in the group treated with (eCB) MSCs. After six weeks of treatment, the arthroscopic score was significantly lower (better cartilage) in the MSC group compared to the control group. 

“Using the MRI, we can also see a difference that the horses treated with stem cells had less progression of osteoarthritis, which I think is awesome,” says Koenig. “They were less lame when exercised after the stem cell therapy than the horses that received saline.”
This research group also just completed a clinical trial in client-owned horses diagnosed with fetlock injuries with mild to moderate osteoarthritis changes. The horses were given either 10 million or 20 million stem cells and rechecked three weeks and six weeks after the treatment. Upon re-evaluation, the grade of lameness improved in all the horses by at least one. Only two horses presented a mild transient reaction, which dissipated after 48 hours without any need for antibiotics. The horse’s joints looked normal, with any filling in the joint reduced.
There was no difference in the 18 horses, with nine given 10 million stem cells and the other nine 20 million stem cells; so in the next clinical trial, 10 million stem cells will be used.

The research team is very happy with the results of this first-of-its-kind trial, proving that umbilical cord blood stem cells stopped the progression of osteoarthritis and that the cartilage looked better in the horses that received treatment. The future of stem cell therapy is quite promising!

Rehabilitation

Research has shown adhering to a veterinary-prescribed rehabilitation protocol results in a far better outcome than paddock turn out alone. It is beneficial for tendon healing to have a certain amount of controlled stimulation. “These horses have a much better outcome than the horses that are treated with just being turned out in a paddock for half a year,” emphasizes Koenig. “They do much better if they follow an exercise program. Of course, it is important not to overdo it.”

For example, Koenig cautions against skipping hand-walking if it has been advised.  It can be so integral to stimulating healing, as proven in recent clinical trials. “The people that followed the rehab instructions together with the stem cell treatment in our last study—those horses all returned to racing,” said Koenig.  

“It is super important to follow the rehab instructions when it comes to how long to rest and not to start back too early.”

Another concern when rehabilitating an injured horse would be administering any home remedies that you haven't discussed with your veterinarian. Examples included blistering an area that is actively healing or applying  shockwave to mask pain and then commence exercise.

Prevention and Training Tips

While stating there are many methods and opinions when it comes to training horses, Koenig offered a few common subjects backed by research. The first being the importance of daily turnout for young developing horses.  

Turnout and exercise
Many studies have looked at the quality of cartilage in young horses with ample access to turn out versus those without. It has been determined that young horses that lack exercise and are kept in a stall have very poor quality cartilage.
Horses that are started early with light exercise (like trotting short distances and a bit of hill work) and that have access to daily paddock turnout, had much better quality of cartilage. Koenig cited research from Dr. Pieter Brama and similar research groups.

Another study shows that muscle and tendon development depend greatly on low grade exercise in young horses.  Evaluations at 18 months of age found that the group that had paddock turnout and a little bit of exercise such as running up and down hills had better quality cartilage, tendon and muscle.  

Koenig provides a human comparison, with the example of people that recover quicker from injury when they have been active as teenagers and undergone some beneficial conditioning. The inference can be made that horses developing cardiovascular fitness at a young age stand to benefit their whole lives from the early muscle development.

Koenig says it takes six weeks to regain muscle strength after injury, but anywhere from four to six months for bone to develop strength. It needs to be repeatedly loaded, but one should not do anything too crazy! Gradual introduction of exercise is the rule of thumb.

Rest and Recovery

“Ideally they have two rest days a week, but one rest day a week as a minimum,” says Koenig. “I cannot stress enough the importance of periods of rest after strenuous work, and if you notice any type of filling in the joints after workout, you should definitely rest the horse for a couple of days and apply ice to any structures that are filled or tendons or muscles that are hard.” 

Not purporting to be a trainer, Koenig does state that two speed workouts a week would be a maximum to allow for proper recovery. You will also want to make sure they have enough access to salt/electrolytes and water after training.

During a post-Covid interview, Koenig imparted important advice for bringing horses back into work methodically when they have experienced significant time off.

“You need to allow at least a six-week training period for the athletes to be slowly brought back and build up muscle mass and cardiovascular fitness,” says Koenig.  “Both stamina and muscle mass need to be retrained.”

Watch video: “Lameness research - What precautions do you take to start training after time off?”

The importance was stressed to check the horse’s legs for heat and swelling before and after every ride and to always pick out the feet. A good period of walking is required in the warmup and cool down; and riders need to pay attention to soundness in the walk before commencing their work out.

Footing and Cross Training

With a European background, Koenig is no stranger to the varying track surfaces used in their training programs. Statistics suggest fewer injuries with horses that are running on turf, like they practice in the UK.  

Working on hard track surfaces has been known to increase the chance of injury, but delving into footing is beyond the scope of this article.

“Cross training is very important,” says Koenig. “It is critical for the mental and proper musculoskeletal development of the athlete to have for every three training days a day off, or even better provide cross-training like trail riding on these days." 

Cross-training can mitigate overtraining, giving the body and mind a mental break from intense training. It can increase motivation and also musculoskeletal strength. Varied loading from training on different terrain at different gaits means bone and muscle will be loaded differently, therefore reducing repetitive strain that can cause lameness.

Hoof care

Whether it is a horse coming back from injury, or a young horse beginning training, a proficient farrier is indispensable to ensure proper balance when trimming the feet. In fact, balancing the hoof right from the start is paramount because if they have some conformational abnormalities, like abnormal angles, they tend to load one side of their joint or bone more than the other. This predisposes them to potentially losing bone elasticity on the side they load more because the bone will lay down more calcium on that side, trying to make it stronger; but it actually makes the bone plate under the cartilage brittle.  

Koenig could not overstate the importance of excellent hoof care when it comes to joint health and advises strongly to invest in a good blacksmith. Many conformational issues can be averted by having a skilled farrier right from the time they are foals. Of course, it would be remiss not to mention that prevention truly begins with nutrition. “It starts with how the broodmare is fed to prevent development of orthopedic disease,” says Koenig. Consulting with an equine nutritionist certainly plays a role in healthy bone development and keeping horses sound.

Dangers of inbreeding and the necessity to preserve sire lines in the thoroughbred breed

Words - Dr Bernard Stoffel, DVM

Inbreeding is the proportion of the genome identically inherited from both parents.

Inbreeding coefficients can be estimated from pedigrees, but pedigree underestimates the true level of inbreeding. Genomics can measure the true level of inbreeding by examining the extent of homozygosity (identical state) in the DNA of a horse. A mechanism to examine genomic inbreeding for breeding purposes has yet to be developed to be used by all breeders but once available, it must be considered as a tool for breeders.

Breeding of potential champion racehorses is a global multi-billion sterling or dollar business, but there is no systematic industry-mediated genetic population management.

Inbreeding in the modern thoroughbred

The thoroughbred horse has low genetic diversity relative to most other horse breeds, with a small effective population size and a trend of increasing inbreeding.

A trend in increased inbreeding in the global thoroughbred population has been reported during the last five decades, which is unlikely to be halted due to current breeding practices.

Ninety-seven percent of pedigrees of the horses included in a recent study feature the ancestral sire, Northern Dancer (1961); and 35% and 55% of pedigrees in EUR and ANZ contain Sadler’s Wells (1981) and Danehill (1986), respectively.

Inbreeding can expose harmful recessive mutations that are otherwise masked by ‘normal’ versions of the gene. This results in mutational load in populations that may negatively impact on population viability.

Genomics measured inbreeding is negatively associated with racing in Europe and Australia. The science indicates that increasing inbreeding in the population could further reduce viability to race.

In North America, it has been demonstrated that higher inbreeding is associated with lower number of races. In the North American thoroughbred, horses with higher levels of inbreeding are less durable than animals with lower levels of inbreeding. Considering the rising trend of inbreeding in the population, these results indicate that there may also be a parallel trajectory towards breeding less robust animals.

Note that breeding practices that promote inbreeding have not resulted in a population of faster horses. The results of studies, generated for the first time using a large cohort of globally representative genotypes, corroborate this.

Health and disease genes

It is both interesting and worrisome to consider also that many of the performance-limiting genetic diseases in the thoroughbred do not generally negatively impact on suitability for breeding; some diseases, with known heritable components, are successfully managed by surgery (osteochondrosis dessicans, recurrent laryngeal neuropathy, for example), nutritional and exercise management (recurrent exertional rhabdomyolysis), and medication (exercise induced pulmonary hemorrhage). This unfortunately facilitates retention of risk alleles in the population and enhances the potential for rapid proliferation of risk alleles if they are carried by successful stallions.

Types of inbreeding

Not all inbreeding is bad. Breeders have made selections for beneficial genes/traits over the generations, resulting in some inbreeding signals being favored as they likely contain beneficial genes for racing. Importantly, examination of a pedigree cannot determine precisely the extent of ‘good’ and ‘bad’ inbreeding. This can only be determined from DNA analysis.

Historic inbreeding (arising from distant pedigree duplicates) results in short stretches of DNA identically inherited from sire and dam. 

• This may be considered ‘good’ inbreeding.

• It has no negative effect on racing.

• The horse may be carrying beneficial mutations that have been maintained from distant ancestors through breeders’ selection.

Recent inbreeding (arising from close pedigree duplicates) results in long stretches of DNA identically inherited from sire and dam. 

• This may be considered ‘bad’ inbreeding.

• It is negatively associated with racing.

• The horse may be carrying harmful mutations that have not yet been ‘purged’ from the population.

Obviously, in terms of breeding, it’s always possible to find examples and counterexamples of remarkable individuals; but the science of genetics is based on statistics and not on individual cases.

Sire lines

Analysis of the Y chromosome is the best-established way to reconstruct paternal family history in humans and animal species. The paternally inherited Y chromosome displays the population genetic history of males. While modern domestic horses (Equus caballus) exhibit abundant diversity within maternally inherited mitochondrial DNA, until recently, only limited Y-chromosomal sequence diversity has been detected.

Early studies in the horse indicated that the nucleotide variability of the modern horse Y chromosome is extremely low, resulting in six haplotypes (HT).4.5 However, this view has changed with the identification of new genetic markers, showing that there is considerably more genetic diversity on the horse Y chromosome than originally thought. Unfortunately, in thoroughbreds, the male gene pool is restricted, with only three paternal lines remaining.

The Institute of Animal breeding and genetics of the Veterinary Medicine School at Vienna applied fine-scaled Y-chromosomal haplotyping in horses and demonstrated the potential of this approach to address the ancestry of sire lines. They were able to show the microcosmos of the Tb-clade in the thoroughbred sire lines.

It is interesting to note that more than half of the domestic horses in the dataset (76 of 130) have a Y chromosome with a thoroughbred ‘signature’. These includes thoroughbreds, standardbreds, many thoroughbred-influenced breeds (warmbloods, American quarter horses, Franches-Montagnes), a Lipizzan stallion, and the Akhal-Tekes.)

The General Stud Book shows that thoroughbred sire lines trace back to three founding stallions that were imported to England at the end of the 17th century. Now, the heritage of the thoroughbred sire lines can be better understood using Y chromosome information. It is now possible to clearly distinguish sublines of Darley Arabian, born in 1700 (Tb-d) and Godolphin Arabian, born in 1724 (formerly Tb-g, now Tb-oB3b). The third founder, Byerley Turk, born in 1680, was characterized by the Tb-oB1 clade. According to pedigree information, only few of the tested males trace back paternally to Byerley Turk, which are nearly extinct.

There are now 10 different Y chromosome sub-types known in the thoroughbred. Two come from the Godolphin Arabian, five come from Byerley Turk, and three come from Darley Arabian.

Even if genetic analysis shows that there was an error in the stud book recording of St Simon’s parentage and that horses descending from St Simon should be attributed to the Byerley Turk lineage, probably 90% of the current stallions are from the Darley Arabian male line. So, there is a true risk that we could lose a major part of the Y chromosome diversity.

Conclusions and solutions

We should do everything we can to ensure that thoroughbreds are being sustainably bred and managed for future generations. With the breeding goal to produce viable racehorses, we need to ask ourselves, are we on track as breeders? 

If inbreeding is negatively affecting the chances of racing and resulting in less durable racehorses, will this continue to affect foal crops in the future? How can we avert the threat of breeding horses that are less able to race? If the ability to race is in jeopardy, then is the existence of the thoroughbred breed at risk? 

International breeding authorities are studying the situation and thinking about general measures allowing the sustainability of the breed.

Breeders

What can individual breeders do to produce attractive foals that are safe from genetic threats? How do you avoid the risk of breeding horses that are less fit to race? 

There is no miracle recipe, and each breeder legitimately has his preferences.

An increasingly important criteria for the choice of a stallion is his physical resistance and his vitality, as well as those of his family. It is often preferable to avoid using individuals who have shown constitutive weaknesses, or who seem to transmit them.

The use of stallions from different male lines can make it possible to sublimate a strain and better manage the following generations. The study of pedigrees must exceed the three generations of catalog pages.

In the future, genomics—the science that studies all the genetic material of an individual or a species, encoded in its DNA—will certainly be able to provide predictive tools to breeders. This is a track to follow.

Trainers

Trainers should be aware of the danger of ‘diminishing returns,’ where excessive inbreeding occurs. Today, when animal welfare and the fight against doping are essential parameters, it is obvious that trainers must be aware of the genetic risks incurred by horses possibly carrying genetic defects.

Together with bloodstock agents, trainers are the advisers for the owners when buying a horse. Trainers already know some special traits of different families or stallions, but genomic tools might become essential for them too.

Sources

1. Genomic inbreeding trends, influential sire lines and selection in the global Thoroughbred horse population Beatrice A. McGivney 1, Haige Han1,2, Leanne R. Corduff1, Lisa M. Katz3, Teruaki Tozaki 4, David E. MacHugh2,5 & Emmeline W. Hill ; 2020. Scientific Reports | (2020) 10:466 | https://doi.org/10.1038/s41598-019-57389-5

2. Inbreeding depression and durability in the North American Thoroughbred horse Emmeline W. Hill, Beatrice A. McGivney, David E. MacHugh; 2022. Animal Genetics. 2023;00:1–4. _wileyonlinelibrary.com/journal/age

3. Founder-specific inbreeding depression affects racing performance in Thoroughbred Horses. Evelyn T. Todd, Simon Y. W. Ho, Peter C. Thomson, Rachel A. Ang, Brandon D. Velie & Natasha A. Hamilton; 2017. Scientific Reports | (2018) 8:6167 | DOI:10.1038/s41598-018-24663-x

4. The horse Y chromosome as an informative marker for tracing sire lines Sabine Felkel, Claus Vogl , Doris Rigler, Viktoria Dobretsberger, Bhanu P. Chowdhary, Ottmar Distl , Ruedi Fries , Vidhya Jagannathan, Jan E. Janečka, Tosso Leeb , Gabriella Lindgren, Molly McCue, Julia Metzger , Markus Neuditschko, Thomas Rattei , Terje Raudsepp, Stefan Rieder, Carl-Johan Rubin, Robert Schaefer, Christian Schlötterer, Georg Thaller, Jens Tetens, Brandon Velie, Gottfried Brem & Barbara Wallner; 2018. Scientific Reports | (2019) 9:6095 | https://doi.org/10.1038/s41598-019-42640-w

5. Identification of Genetic Variation on the Horse Y Chromosome and the Tracing of Male Founder Lineages in Modern Breeds Barbara Wallner, Claus Vogl, Priyank Shukla, Joerg P. Burgstaller, Thomas Druml, Gottfried Brem

Institute of Animal Breeding and Genetics, Depart. 2012. PLOS ONE | www.plosone.org  April 2013, Volume 8, Issue 4, e60015

6. New genetic evidence proves that the recorded pedigrees of the influential leading sires Bend Or and St. Simon were incorrect. Alan Porter; ITB 2021

7. Eight Belle’s breakdown: a predictable tragedy William Nack; ESPN.com 2008.

8. Suzi Prichard-Jones: Founder of "The Byerley Turk & Godolphin Arabian Conservation Project".

Special thanks to Emmeline Hill for her help in the completion of this article

Equine Neck CT: Advancing diagnostic precision in racehorses

Words - Rachel Tucker MRCVS

Introduction

When considering neck disorders in the racehorse, we most commonly think of severe conditions such as acute neck trauma and cervical vertebral myelopathy (Wobbler Syndrome). These represent the most severe end of the scale of orthopedic and neurologic injury to the neck; and a diagnosis, or at least prognosis, is usually clear. However, neck conditions encompass a far wider range of clinical presentations. 

At the milder end of the scale, signs may be subtle and easily missed, whilst still being responsible for discomfort and reduced performance. The recent ability to perform a computed tomography (CT) scan of a horse’s neck represents a major advancement in our ability to diagnose neck conditions. Timely and accurate diagnosis allows efficient and targeted treatment, the ability to plan schedules and improvement in welfare through the provision of appropriate treatment and earlier return to function. 

In neurologic cases, an accurate diagnosis facilitates risk management for both the horse, their handlers and riders, while improving safety for all.  As conditions and injuries of the neck are being better characterized using CT, new medical and surgical treatment options are being developed, giving the potential for improved outcomes and fewer losses from the racing industry. 

This article summarizes how CT is being increasingly used by vets to diagnose conditions of the neck and how it is revealing previously unknown information and providing exciting new treatment opportunities. 

Presentation

Conditions of the neck can cause a range of signs in the horse, which are wide-ranging in their presentation and variable in their severity. The manner in which these conditions present depends on which anatomical structures are affected. Issues affecting the bones, joints and/or soft tissues of the neck can all cause neck pain, which can manifest in a number of ways. Cases of neck pain can be severe, resulting in a horse with a rigid, fixed neck carriage, an unwillingness to walk and struggling to eat, perhaps due to a traumatic event. Neck fractures are thankfully uncommon but can be catastrophic. 

More moderate signs might be displayed as a stiff neck, with reduced range of movement and resentment of ridden work. There may be pain on palpation of the neck and changes in the neck musculature. Increasingly, we are seeing horses with far more subtle signs, which are ultimately revealed to be due to neck pain and neck pathology. Typically, these horses might have an acceptable range of motion of their neck under most circumstances, but they suffer pain or restriction in certain scenarios, resulting in poor performance. This may be seen as tension through the neck, resisting rein contact, a reluctance to extend the neck over fences, or they may struggle on landing. 

Riders might report a feeling of restriction or asymmetry in the mobility of the neck. In addition, these horses may be prone to forelimb tripping or show subtle forelimb lameness. 

Any condition, which causes injury or disease to the spinal cord or nerves within the neck, also causes a specific range of neurologic signs. Compression of the spinal cord is most commonly caused by malformations or fractures of the cervical vertebrae, or enlargement of the adjacent articular process (facet) joints. This results in classic ‘Wobbler’ symptoms, which can range from subtle weakness and gait abnormalities, through to horses that are profoundly weak, ataxic and uncoordinated. This makes them prone to tripping, falling, or they may even become recumbent. 

Peripheral nerve deficits are uncommon but become most relevant if they affect the nerves supplying the forelimbs, which can result in tripping, forelimb lameness, or local sensory deficits. This lameness might be evident only in certain circumstances, such as when ridden in a rein contact. This lameness is difficult to pinpoint as there will be no abnormality to find in the lame limb, indeed a negative response to nerve and joint blocks (diagnostic analgesia) will usually be part of the diagnostic process.

Horses can present with varying combinations and severities of neck pain, neurologic signs and peripheral nerve deficits, creating a wide range of manifestations of neck related disease. 

Diagnosis

A diagnosis of neck pain is based on careful static and dynamic clinical examination and may be supported by seeing a positive response to treatment. Neurologic deficits are noted during a specific neurologic assessment, which includes a series of provocation tests such as asking a horse to walk over obstacles, back up, turn circles and walk up and down a hill. Confirming neck pathology as the cause of signs can be difficult. Until recently, radiography has been the mainstay imaging modality. Radiographs are useful for assessment of the cervical vertebrae and continue to play an important role in diagnosis; however the complex 3-dimensional shape of these bones, the large size of the neck and an inability to take orthogonal (right-angled) x-ray views means that this 2-dimensional imaging modality has significant limitations. High quality, well-positioned images are essential to maximize the diagnostic potential of radiographs. 

A turning point in our diagnostic ability and understanding of neck dysfunction has been the recent adaptation of human CT scanners to allow imaging of the horse’s neck. A number of equine hospitals across the United Kingdom and Northern Europe now offer this imaging modality. We have been providing this service at Liphook Equine Hospital since 2017, with over 150 neck scans performed to date.

The CT procedure

A computed tomography (CT) scan combines a series of x-ray images taken from different angles around the area of interest to create a 3-dimensional volume of imaging data. This data is presented as a grayscale image which can be viewed in any plane and orientation. It provides excellent bone detail, and post processing techniques can provide information on soft tissue structures too. Additional techniques can be employed such as positive contrast myelography to provide greater detail about soft tissue structures. Myelography delineates the spinal cord using contrast medium injected into the subarachnoid space and is indicated in any case showing neurologic signs suggestive of spinal cord compression. 

Neck CT is performed under a short general anesthetic. Scans without myelography typically take less than 20 minutes to complete. The entire neck is imaged, from the poll to the first thoracic vertebra. The procedure is non-invasive and low risk, with anesthetic-related complication presenting the main risk factor to the procedure. We have not encountered any significant complications in our plain CT scan caseload to date. Horses showing ataxia, weakness and incoordination (Wobbler’s), undergo CT myelography which adds around 20 minutes to the procedure. These horses are exposed to a greater level of risk due to their neurologic condition, the injection of a contrast agent and the increased chance of destabilizing a more severe lesion during the procedure. 

CT is revealing more detailed information about ways that spinal cord compression can occur in Wobbler cases, about compression of spinal nerves resulting in forelimb gait deficits and precise detail about fracture configurations. It gives us detailed images of articular process joint disease, intervertebral disc disease, developmental conditions and anatomic variations. It is also revealing information about rare diseases such as vertebral abscesses or spinal neoplasia. As our caseload and confidence in the imaging modality grows, we are learning more about the value of CT in examining more subtle neck conditions. We are also bringing the benefit of a more accurate diagnosis, allowing precise targeted treatment and a better ability to provide a prognosis about outcomes—likely progression or safety factors. CT myelography allows circumferential imaging of the spinal canal and yields significantly more information than traditional x-ray myelography. As a result, we hope to enable better case selection of horses that may benefit from Wobbler surgery, with the goal of resulting in improved success rates of the surgery.

Innovations in treatment

New treatment options are emerging as a result of our more accurate diagnoses of neck pathology. Of the first 55 horses which underwent neck CT at our hospital, we were surprised to discover that 13 (24%) had some form of osteochondral fragmentation within the articular process joints of their neck. Some of these horses were young Thoroughbreds, bred to race but showing Wobbler signs. These tended to have convincing CT evidence of type 1 CVM (Wobbler Syndrome) and osteochondrosis affecting their neck. Others had fragments which were larger and more discrete, with evidence of articular process joint enlargement/arthritis but no other bony lesions. These horses were typically older and of a range of breeds and uses. 

In those horses presenting with signs of neck pain but no neurologic deficits, surgical removal of these fragments was proposed. Following further consideration and cadaver training, we have begun to offer this surgery for horses that fit the appropriate criteria and have surgically accessible fragments.  We have performed arthroscopic or arthroscopic-assisted fragment removal from eight articular process joints in six horses to date. No intraoperative or postoperative complications have been encountered; and five of six horses showed complete resolution of neck pain. In the sixth horse, full recovery was not anticipated due to the presence of additional neck pathology, but partial improvement occurred for two years.  Fragment removal has relieved signs of neck pain and stiffness and caused improved performance in these horses. 

Two procedures that are emerging to treat spinal nerve root impingement are a targeted peripheral nerve root injection and a keyhole surgical procedure to widen the intervertebral foramen. Nerve root injection is performed in the standing sedated horse under ultrasound guidance. Surgery is performed under anesthesia, using specialized minimally invasive equipment to widen the bony foramen using a burr. This surgery is in its infancy but offers an exciting treatment option.  

Additionally, CT gives us the ability to better plan for fracture repair, undoubtedly improving our case selection for Wobbler surgery; it more accurately guides intra-articular injection of the articular process joints. 

 Summary

Computed tomography is transforming our ability to diagnose conditions of the horse’s neck. The procedure is low risk and now widely available in the UK and other parts of Europe. It is driving the innovation of novel treatment options with the goal of improving outcomes and reducing losses to conditions of the neck. Our CT findings are posing new questions about neck function, pain and neurologic disease and is an active area of ongoing research.

References:

Schulze N., Ehrle, A., Beckmann, I and Lischer, C. (2021) Arthroscopic removal of osteochondral fragments of the cervical articular process joints in three horses. Vet Surg. ;1-9. 

Swagemakers J-H, Van Daele P, Mageed M. Percutaneous full endoscopic foraminotomy for treatment of cervical spinal nerve compression in horses using a uniportal approach: Feasibility study. Equine Vet J. 2023. 

Tucker R, Parker RA, Meredith LE, Hughes TK, Foote AK. Surgical removal of intra-articular loose bodies from the cervical articular process joints in 5 horses. Veterinary Surgery. 2021;1-9.

Wood AD, Sinovich M, Prutton JSW, Parker RA. Ultrasonographic guidance for perineural injections of the cervical spinal nerves in horses. Veterinary Surgery. 2021; 50:816–822. 

How racing is making strides into Big Data

Words - Alysen Miller

Unless you’ve been living under a rock, you may have noticed many male footballers wearing what appears to be a sports bra during training and matches. This is not a political statement, a show of solidarity with their female counterparts, perhaps; nor is it the latest fashion craze. Rather the bras are, in reality, GPS tracker vests. Containing a small Global Positioning System gadget, they allow team managers and trainers to collect and analyze players’ individualized GPS data in order to make informed decisions about tactics and training.

Like all big-money sports, the top football clubs now employ legions of data nerds to crunch the numbers on all aspects of their players’ performances. Premier League football club, Arsenal, uses the STATSports system to gather physical data on all their players, from the under-12s to the men’s and women’s first teams. Marketed as “the most advanced wearable tech on the market” (that’s the famous bra), it records some 250 separate metrics, including accelerations and decelerations, average heart rate, calories burned, distance per minute, high-speed running, high-intensity distance, max speed, sprints and strain. The statistics are available live during training sessions so coaches can make real-time adjustments where necessary. 

And it goes beyond wearable tech. Players at last year’s World Cup in Qatar were able to get insights into their on-field performance through FIFA’s own player app. Physical performance metrics were collected through a highly accurate in-stadium tracking system, including multiple cameras located around the pitch. These included distance covered at various speed thresholds, number of actions above 25 miles per hour (about 40 kilometers per hour), and maximum speed – all displayed on positional heat maps. Thanks to this data, we know that Kylian Mbappé hit a top speed of 35.3 kilometers per hour (about 22 miles per hour) against Poland in the round of 16. Impressive for a two-legged athlete, even if he won’t be giving the likes of Flightline or Baaeed a run for their money.

Football is following in the footsteps of baseball and American football by embracing “Big Data”. Not only does this enhance teams’ abilities to play and train, it adds another dimension to the spectator experience. Who doesn’t want to know how far their favorite player ran? Horse racing, by contrast, still relies on a mathematical speed model, Timeform, developed in the 1950s.

“When you look at other professional sports, racing’s a fair way behind in terms of how we measure the athlete,” says David Hawke. “Basically, we don’t measure the athlete in a biometric sense at all, whereas most other professional sports measure their athletes in competition, when the athletes are at their highest output and highest exertion. And this is the crucial point.” Hawke is hoping to change all that. He is the managing director of StrideMaster, a system that combines GPS and motion capture technologies to produce detailed insights into the horse’s performance. 

“When we developed the technology, back in 2010, it was essentially technology for race day: tracking horses, getting all their times—all the normal race track performance information that punters might want to see,” he explains. In the course of gathering this information, Hawke accumulated a treasure trove of biometric data. In 2018, he joined up with Dr David Lambert. Kentucky-based Dr Lambert is an expert on equine physiology and the founder of a company called Equine Analysis Systems, which leverages this understanding of how the horse moves to select elite, high-performance thoroughbreds. 

He is looking for the top one percent, the cream of the crop. Hawke’s idea was to take this hypothesis and turn it on its head; in other words, to find the one percent “who were in trouble.” In this way, by identifying the horses that are trying to cope with a problem, vets and trainers would have a crucial data point which could be used to help prevent injuries before they happen.

So how does it work? Here comes the science part. Essentially, every horse has a unique stride “fingerprint.” Thanks to Hawke’s data, we not only know what that fingerprint looks like, but also when the horse deviates substantially from that fingerprint.

 The first step is to collect high-resolution data of the horse at the gallop. This is because, as prey animals, horses are disinclined to show lameness at the walk or trot (the traditional way of assessing a horse’s soundness). “The forces that are at play when a horse is going at 40 miles per hour compared to when it’s being trotted up at five miles per hour are completely different,” says Hawke. “The price that the horse pays for going fast is that it gives up autonomy over a number of things,” he continues. “It gives up autonomy over its breathing, for example. It becomes a mechanical breather. It also gives up autonomy over its footfall. If it’s got a raging foot abscess at the walk or the trot, it will decide not to put its foot down. But at the gallop, it can’t do that. It has no choice over when it puts each foot down. So the only option it’s got left to manage an issue that’s impacting it is postural change: it’s going to hold itself differently; it’s going to use different muscles to try and take the pressure off.” 

To capture these changes, samples are taken from three axes: the vertical, the longitudinal and the medial. This data is captured by a device about the size of an iPhone that’s slipped into the saddle cloth. These samples are then broken down further: “We split the stride up into three parts,” Hawke explains. “We have the hind leg stance phase, which is the primary propulsion and power source for the horse. Hind leg spring function is absolutely critical to a good stride, so if anything’s wrong at the back end, that immediately gets transferred to the front end on the corresponding diagonal. Then we have the forelimb stance phase. And then we have the flight phase, or the collection phase, when the horse is off the ground. The flight phase is where the horse is making most of its postural adjustments in the air. So if it’s got a problem it’s managing, it’s trying desperately to accommodate that problem during the stride. And then when it goes into the air, it’s trying desperately to get itself ready for the next stride to do it all over again.”

The system is capable of detecting minute variations in the horse’s stride that are effectively invisible to the human eye. “From an observational point of view, humans can’t detect these sorts of changes that we’re picking up. It’s simply happening too fast,” he says. The sample rate in StrideMaster’s sensors is 800 hertz, or 800 frames per second. The human eye, by contrast, cannot directly perceive more than about 60 frames per second. “That enables us to look at the stride in a very high level of detail,” he says. 

Hawke has accumulated so much data that it’s no longer necessary to have historic data on an individual horse in order to make a judgment about its soundness. Rather, there exists an “ideal” fingerprint for different categories of horse: “We have a Gp.1 fingerprint, we have a Gp.2 fingerprint, right down to a $10,000 claimer fingerprint, to use the American parlance,” he explains. In other words, soundness can be assessed against an ideal archetype. If a horse is more than two standard deviations outside of this ideal, that is considered an adverse change that the system then flags for the attention of the trainer.

So how is this “deviation” measured? “We’re tracking two or three things that are important: we’re tracking the amount of power they produce, and we’re tracking the amount of vibration they produce,” Hawke explains. Vibration is, essentially, any rapid change in acceleration. That is what is most likely to cause injury. Think of the horse as a four-cylinder engine, with the legs as the pistons. Each piston—or leg—moves in a set rhythm. As long as this rhythm is maintained, vibration will be kept to a minimum. But changes in rhythm (for example, because the horse is managing a problem) generate vibration which, in turn, generates damage. The sounder the horse, in other words, the less vibration. But with great power comes the potential to generate huge amounts of vibration. This explains why most of the horses that get flagged are competitive horses in whatever cohort they’re in. “They’re not horses that are running 20 lengths down the track,” says Hawke. “Generally, those horses are not producing enough power or vibration to get themselves into trouble. [The good horses] will always find a way to go fast,” he says.

While Hawke sees the technology primarily as an injury prevention tool, he acknowledges that its potential is broader than that: “From a social license point of view, that’s where the pressure is: to manage these injury rates and welfare outcomes better than we have been. So that’s the primary focus,” he says. But the same technology could, in theory, be used to identify future elite performers: 

“When you compare, say, a Gp.1 horse to a low-rating handicapper, what we see is increased deviation from optimum,” he explains. “To take a metric at random: gravity. The acceleration of an object toward the ground caused by gravity alone, near the surface of Earth, is called ‘normal gravity,’ or 1g. This acceleration is equal to 32.2 ft/sec2 (9.8 m/sec2). If you drop an apple on Earth, it falls at 1g”. 

“The Gp.1 horse will be much closer to that 1g than the lower rating handicapper,” he explains. “[The lower-rated horse] is not as efficient. They’re losing power in all directions. They’re going up and down more, they’re going side to side more. Whereas the elite horse actually generates surprisingly less power, but it’s all pointing down the road in the right direction.”

Hawke is keen to emphasize that he is not marketing a diagnostic tool. Rather, trainers should see this technology as another tool in their toolkit: “When the trainer gets the information, either they come and seek more information or talk to their vets about what’s going on. The vet can review the stride on a stride-by-stride basis. And when we get down to that level of detail, we can actually, on most occasions, give some indication of what quadrant the problem is emanating from.”

But what if you could identify such problems without even galloping the horse? 

Stephen O’Dwyer thinks he has a solution. O’Dwyer is the founder of Irish start-up TrojanTrack, which uses video cameras to record the horse at the walk and, from there, identify any variations in its movement. “We take video data of 52 different parts of the horse at 120 frames per second,” he explains. “We then convert those parts into biomechanical data: joint velocities, accelerations, angles. And then we can compare that to the horse’s healthy baseline movement to track any deteriorations or imbalances that might be creeping in.” But wait. Horses are prey animals. Won’t they naturally try to mask any injuries at the walk? “Horses are herd animals, so rather than show any sign of injury, they try to hide it as much as possible, and that means compensating on a different limb or something like that,” O’Dwyer acknowledges. “But because we’re tracking 52 points, we’re able to pick up any tiny deviations, tiny nuances that won’t be picked up by the human eye. 

“In talking to a few of the vets, they say that when the horse is in its walk, it’s at its most comfortable,” he continues. “And because they’re in their most comfortable state, they won’t be trying to hide their injury as much.” O’Dwyer plans to incorporate trot movements in the future.

Like Hawke, O’Dwyer sees his technology primarily as another arrow in the trainer’s quiver, rather than a diagnostic tool. “It’s hard for the trainer to pick up on the whole horse at once,” he explains. “They might be staring at one limb while the hip isn’t moving, and they’d have to walk by again and check the hip, and then they’re not looking at another limb. We look at all four limbs landing, the hip movement as one of the limbs is landing. So it’s the whole package of the horse in one to really show the trainer exactly what is going on.”

O’Dwyer acknowledges that the technology is still in its nascency. He is currently running customer trials a couple of yards in Ireland while he tries to drum up the next round of investment. StrideMaster, meanwhile, has been adopted by racing authorities in the United States and in Hawke’s native Australia. But any technologies that can help spot potentially catastrophic injuries before a horse hits the track must be taken extremely seriously by an industry that can, at times, feel like it is operating on the razor’s edge of public acceptability. As Hawke says, “The first priority is welfare because we have to look after the animal. If we’re not seen to be looking after the animal, the whole game’s in trouble.”

It seems like it is only a matter of time before racing joins the ranks of other sports in embracing Big Data. Says Hawke: “If I walked into a major football club and said, ‘Who here’s got expertise in biometric sensor analysis,' half the football department would put their hand up because they’ve been doing it for 20 years. But the information can be used in so many different ways in terms of performance, breeding and training techniques. We’re just scratching the surface.”

#Soundbites - Which other trainer do you most admire on the backstretch, and why?

Article by Bill Heller

Bret Calhoun

Brendan Walsh

Wayne Lukas never ceases to amaze me. He’s out there every morning. He’s at the sales and still competing at the highest level. He’s a guy that amazes me.

Brendan Walsh

There are a lot of trainers on the backstretch that I admire for different things. Some are good with stakes horses. Some of them are good with young horses. There’s almost too many to mention. I don’t really want to name one.

Todd Fincher

The ones I admire the most are the ones who started in the grass roots and worked their way up and became successful. Most of those guys have a true love of horse racing. It’s not an easy profession. It’s an unending job. Those guys that fought through adversity are the ones that I admire most.

Peter Miller

There are a lot of them I admire. Here in Southern California, I admire Richard Mandella and John Sheriffs because they limit the number of horses they take. I can’t do that. I’m a horse junkie. I admire Brad Cox and Steve Asmussen because they run such a huge operation with success at all levels. That shows a lot of organizational skills as well as horsemen skills. They also know how to delegate. I don’t even know how they do it. You can also throw in Todd Pletcher and Chad Brown. I’m at 80 horses, and I’m at my wit’s end!

Gary Contessa

That is a no-brainer: Wayne Lukas. He revolutionized the entire racing industry, and people took his lead. He came to the East Coast, and he showed us how to talk to clients; showed us how to develop young horses; and showed us what a barn should be like. Look at the history. What trainer in America has developed more good trainers than he has? Nobody. He’s developed horses and people.

Ron Moquett

There’s a lot of people you admire for different reasons. Probably the older guys like Bernie Flint, Jinks Fires and Wayne Lukas. They’re forever evolving. To be involved in this business for so many years and compete at a high level, it’s impressive. They do it year after year.

Larry Rivelli

Larry Rivelli

Wesley Ward—because he’s one of the very few jockeys that have become successful trainers. A lot of them tried and failed. He didn’t. He’s at an elite level.

Graded Stakes Winning Owners - Richard Nicolai (Fortune Farm) – Secret Money

Article by Bill Heller

Before he began in Thoroughbred racing, Richard Nicolai was a devout harness racing fan. Born in Pleasantville, New York, north of Yonkers, he spent many nights at Yonkers Raceway and Roosevelt Raceway. “I was always a horse lover—all kinds of horses,” he said. “I owned a few saddle horses. I rode.”

After getting married, he moved to Long Island, where he began and ran a business of manufacturing light fixtures for 35 years. He spent many nights at Roosevelt Raceway, which once hosted the top level of harness racing in the country. “I was there every night,” Nicolai said. “I had dinner every night at the Cloud Casino. It was so exciting to be under the lights. I loved everything about it.”

Then he got more involved, first by jogging horses, than training them on and off for three years. He had a chance meeting with legendary driver/trainer Billy Haughton one night at Wolverine Racetrack in Michigan. “I walked up to him, and we talked about racing for hours,” Nicolai said. “I learned so much from Billy Haughton. I was just a little guy with a couple of horses, and he treated me with respect. I’ll never forget it.” 

Ten years later, he got involved with Thoroughbreds, first with partners. His second Thoroughbred, Not So Fast, won the 2000 Stymie Handicap for trainer Bruce Levine. Not So Fast would post 10 victories, eight seconds and five thirds from 38 starts, making $318,777.

When he retired in 2019, he was happily able to devote himself exclusively to his horses. “The horses take all my time,” Nicolai said. He is happy to share that time with his wife, Lynn, their 44-year-old son Adam, an oral surgeon, and his 44-year-old daughter Hope, a dentist. “My wife loves it,” he said. “She comes to the sales and to the races. The kids are always watching our horses.”

He named his stable Fortune Farm, and he was the sole owner of Sue’s Fortune, a daughter of Jump Start out of Democrat Taxes by Catienus, who’s three victories in six starts included the 2018 Gr. 2 Adirondack Stakes at Saratoga for trainer Jeremiah Englehart. She was also second by three-quarters of a length in the $139,000 Jersey Girl Stakes. She earned $221,700. “She’s a home-bred,” Nicolai said. “I still have her mother.”

His partnership with long-time friends Bob Hahn and Matt Hand reached a high point with Secret Money, a Good Samaritan filly out of Awesome Humor by Distorted Humor, which they purchased as a two-year-old in May 2022, for just $40,000. Secret Money won a lot of money when he captured the $1 million Gr. 3 Big Ass Fans Music City Stakes by one length at Kentucky Downs, September 2. Brendan Walsh is her trainer.

Hahn was euphoric, watching the race from his home in Hilton Head, South Carolina: “My wife and I were screaming. We scared the neighbors. We’d never even been in a million-dollar race.”

He thanks his grandfather for his love of racing. “I was the designated go-along to make sure that he had company,” Hahn said.  “We went to Monmouth, Aqueduct and Keystone.”

He’s delighted with his partners: “Richard and Matt are the greatest guys to work with. They’re honest as the day is long. We all had our separate ways and decided to put our heads together.”

Nicolai said, “Bob is a breeder, as I am. He had a few good horses over the years. Matt is younger than us. He’s a very smart guy, very analytical and a great partner. We just bought two nice Street Sense fillies for $375,000 at the Keeneland September Yearling Sales.”

Nicolai said a lot of his success has been thanks to Travis Durr at the Travis Durr Training Center in St. Matthews, South Carolina: “He looks for yearlings for me. He starts with hundreds of horses and sends me a short list. That’s how we got Secret Money.”

Secret Money has three wins and a third from her first six starts with earnings of $740,311.

“We bought her very cheap,” Durr said. “We did the right thing by her. And it paid off. She’s a real nice filly.”

Durr said he and his wife, Ashley, who helps run the training center, have known the Nicolais, Richard and Lynn, for about 12 years: “In the past few years, he’s been doing more and more. He’s kind of stepped up and bought up, not relying just on home-breds. He’s trying to get a better horse. He’s got a lot of patience. He’s a great guy, a family guy. He’s got a lot of trust in us. We’ve gotten close to him and his wife. They’re like family.”

Nicolai now has 25 broodmares, half a dozen weanlings, four yearlings and six racehorses. “I’m a partner on another eight horses,” he said.

Walsh has done a great job with this filly. “We were looking for a good trainer with a good reputation with turf horses,” Nicolai said. “I’ve sent him several turf horses. We’ve been together for three years. I have good partners and a great trainer.”

And he loves horses as much as he ever did. “First of all, I love the competition. I got very interested in breeding and pedigrees. I study pedigrees. I have so much fun seeing how horses turn out. I enjoy that. My wife enjoys that, too.”