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    Gustavo Miele • Goldman Sachs

    Gustavo Miele's questions to Hypera SA (HYPMY) leadership

    Gustavo Miele's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Gustavo Miele asked for Hypera's outlook on the semaglutide (Ozempic) market post-patent expiration and its potential impact on sell-out, and also inquired about how the rise in dengue cases has affected sales.

    Answer

    Executive Breno Pires de Oliveira framed the semaglutide patent expiration as a major future opportunity for Hypera, which plans to launch its own version into what he expects will be a large market with sustained pricing. Regarding dengue, he noted it has suppressed demand for ibuprofen (Alivium) but expects a recovery as concerns fade, with the impact mitigated by Hypera's diversified portfolio.

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    Gustavo Miele's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Gustavo Miele of Goldman Sachs asked about the company's outlook for the semaglutide market (e.g., Ozempic) after its patent expires and its potential impact on sell-out growth. He also questioned if the recent surge in dengue cases affected sales in any specific product categories.

    Answer

    Executive Breno Pires de Oliveira identified semaglutide as the primary driver of the 28% growth in the patent market and a major future opportunity for Hypera. He believes the market will be very large and does not expect significant price reductions post-patent drop. Regarding dengue, he noted it has negatively impacted demand for ibuprofen (Alivium) but expects a recovery as concerns about the fever decrease.

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    Gustavo Miele's questions to Hypera SA (HYPMY) leadership • Q1 2025

    Question

    Gustavo Miele asked for the company's outlook on the market size for semaglutide-based products (like Ozempic) after the patent expires and its potential impact on sell-out growth. He also inquired about how the significant growth in dengue diagnoses has affected the company's sell-out levels.

    Answer

    Breno Pires de Oliveira, an executive, stated that semaglutide is the primary driver of the 28% growth in the patented market, viewing the large BRL 4 billion+ market as a major opportunity for Hypera's planned launch post-patent expiration in 2026-2027. Regarding dengue, he noted it impacted ibuprofen (Alivium) demand, but the product is breaking even, and he expects demand to recover as concerns about the fever decrease.

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    Gustavo Miele's questions to Afya Ltd (AFYA) leadership

    Gustavo Miele's questions to Afya Ltd (AFYA) leadership • Q4 2024

    Question

    Gustavo Miele asked for the main drivers of the expected 80 basis point EBITDA margin expansion in the 2025 guidance and requested commentary on the preliminary results of the Mais Médicos III program.

    Answer

    CFO Luis Andre Blanco attributed the margin expansion to efficiency gains, the integration of Unidompedro, and operational leverage in digital segments. CEO Virgilio Deloy Gibbon added that the maturation of Mais Médicos II campuses is also a key driver. Regarding Mais Médicos III, Gibbon expressed positive sentiment after qualifying for all 23 bid-for cities but stated it was too early to predict the final outcome.

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