Alejandro Zamacona Urquiza's questions to Auna SA (AUNA) leadership • Q4 2024
Question
Alejandro Zamacona Urquiza asked for details on the Opcion Oncologia agreement, including the expected volume transfer and margin outlook, and inquired about the strategy for phasing out services to Nueva EPS in Colombia.
Answer
Executive Chairman and President Suso Zamora stated the Opcion Oncologia deal is expected to channel its 30% market share, plus significant spillover volume, to Auna over time, but did not disclose specific margins. Regarding Nueva EPS, he described the current stance as limiting services to pressure the payer, but noted recent dialogue has improved and expects a more normalized relationship by year-end.