we have Rede D'Or in the sector with a buy recommendation
Contexto extraĆdo por IA
Inside the Excel file, you click on the healthcare sector and youāll find this beautiful spreadsheet tab. And in this tab, we have Rede D'Or in the sector with a buy recommendation, and Hapvida with a neutral recommendation.
Contexto extraĆdo por IA
Inside the Excel file, you click on the healthcare sector and youāll find this beautiful spreadsheet tab. And in this tab, we have Rede D'Or in the sector with a buy recommendation, and Hapvida with a neutral recommendation. Fleury with a buy recommendation, Raia Drogasil neutral, and Hypera Pharma...
Contexto extraĆdo por IA
...Raia Drogasil neutral, and Hypera Pharma, which I talked about today in the Morning Call happening on the Insider channel. So, follow Insider here on YouTube as well. Don't just follow, click subscribe, subscribe to the Insider channel, and Hypera has a buy recommendation.
ā¦. So, let's format this from back to front. In first place would be Hapvida, but the price-to-earnings ratio is at -2.3 times. Since a negative price doesn't exist here, it already signals that Hapvida is posting a massive loss. So, stay away from Hapvida. In second place would be Hypera with an 8.8 price-to-earnings ratio, which is a great opportunity to get into the stock , if you like it. We quite like Hypera Pharma, and with this wave of weight-loss pens and the patent expiration,ā¦
stay away from Hapvida
Contexto extraĆdo por IA
In first place would be Hapvida, but the price-to-earnings ratio is at -2.3 times. Since a negative price doesn't exist here, it already signals that Hapvida is posting a massive loss. So, stay away from Hapvida.
it's a great opportunity to get into the stock, if you like it
Contexto extraĆdo por IA
In second place would be Hypera with an 8.8 price-to-earnings ratio, which is a great opportunity to get into the stock, if you like it. We quite like Hypera Pharma...
it's a good buying moment because the semaglutide patent expired
Contexto extraĆdo por IA
...We quite like Hypera Pharma, and with this wave of weight-loss pens and the patent expiration, it's a good buying moment because the semaglutide patent expired...
TranscriĆ§Ć£o Completa
Whatās up, you sickos, lots of cash. How are you doing? I hope you are mostly doing well. Well, today weāre going to talk about the healthcare sector because I was browsing our stock guide that Iām going to send here in the WhatsApp group. Every Monday we update this stock guide and I make it available for free in my WhatsApp group . There is also a link here in the description if you want to join and receive it. Remember that this spreadsheet is not for sharing. So, if you send it to your little friend, Iāll know youāre the kind of leech I want to stay far away from me. Join the group, there are entrepreneurship classes and a ton of other stuff. Letās screen record. Well, for those who are already Insiders, youāre already used to this; just go to the recommendation guide, stock recommendation guide, view report, and open the Excel file. Inside the Excel file, you click on the healthcare sector and youāll find this beautiful spreadsheet tab. And in this tab, we have Rede D'Or in the sector with a buy recommendation, and Hapvida with a neutral recommendation. This is a really complicated situation for Hapvida. Fleury with a buy recommendation, Raia Drogasil neutral, and Hypera Pharma, which I talked about today in the Morning Call happening on the Insider channel. So, follow Insider here on YouTube as well. Don't just follow, click subscribe, subscribe to the Insider channel, and Hypera has a buy recommendation. And I wanted to go over each of these companies with you point by point to say which one I would choose. And I know Iāve already talked about Fleury here several times. Anyone who is an Insider knows that Fleury is a hell of a company. Weāve had a buy recommendation for a long time and the price took a long time to reach Fleuryās fundamentals. So, today, if you look, the upside is only 4%, but anyone who is an Insider really took advantage of this recent rally in Fleury. So we would have three options here, which would be Fleury, but it doesnāt have a huge upside potential. We have Rede D'Or with 37%upside and we have Hypera Pharma with a buy recommendation as well. You can apply conditional formatting here to see whatās higher or whatās worse. In this case here, the best in terms of upside potential would be Hapvida, but it has a neutral recommendation. In other words, if you have it in your portfolio, calm your nerves because youāve probably already been screwed. Look here, itās down 82%this year, it has an upside potential of only 52%, which is too little for the risk involved. Second place would be Rede D'Or, then Hypera, and at the bottom here, Fleury. If we think about the price-to-earnings perspective, the lower, the better. So, let's format this from back to front. In first place would be Hapvida, but the price-to-earnings ratio is at -2.3 times. Since a negative price doesn't exist here, it already signals that Hapvida is posting a massive loss. So, stay away from Hapvida. In second place would be Hypera with an 8.8 price-to-earnings ratio, which is a great opportunity to get into the stock , if you like it. We quite like Hypera Pharma, and with this wave of weight-loss pens and the patent expiration, it's a good buying moment because the semaglutide patent expired, and they have very competitive prices. In terms of dividend yield, you can see here: in first place is Rede D'Or, second Fleury, third Hypera, fourth Raia Drogasil. And here, we don't really like Raia Drogasil because it lacks much product differentiation, unlike the others. And Hapvida, since it's in limbo and a total mess, it is obviously not paying dividends. In terms of return on equity, the company in this sector with the highest ROE is Rede D'Or. So, Rede D'Or took first place here in several of the indicators . In second place, Raia Drogasil; in third, Hypera. In fourth, Fleury. And here, Hapvida with a negative ROE, because it really is in deep trouble. And regarding net margin here, if you filter from highest to lowest, you'll see that Hypera has the highest net margin; that is, for every R $ 100 it sells, R $ 19.80 is profit in pocket, easily taking first place here. In second place we have Rede D'Or, in third, Fleury, then Raia Drogasil, and finally Hapvida. And lastly, Hapvida with a negative net margin here. So, if we were to buy now, our analysts would prefer Hypera at this moment. And I will read for you the case from our Morning Call today that talked about Hypera, ticker HYPE3. Just go to markets. Where is it? Right here, 9/08, which is the day I'm recording the video. Here it is. Hypera Pharma is launching Semavi this week, which is its version of semaglutide, entering directly into one of the fastest-growing categories in the Brazilian pharmaceutical industry. The 1mg pen will be sold for R $ 339 or R $ 999 for a three-unit combo. You might say there's no discount here, but pay attention, grasshopper, because I almost got confused myself. So, 999 is obviously for 3 months of treatment, a value that represents a discount of up to 67%compared to the reference biological drug, that is, the one who invented the thing, but the patent expired, so they are taking advantage of it. And the strategy is not focused only on price, but also on maintaining this value throughout the treatment, as many pharmaceutical companies are increasing prices, and then the person can't finish the treatment and ends up reducing it, so they have to stop, sometimes even because of cost. And with this strategy, Ipera manages to build patient loyalty. Ipera's entry occurs after the expiration of the semaglutide patent in Brazil, which opened space for the launch of new versions of the molecule by domestic manufacturers. The company begins to compete in this market with names like EMS and Eurofarma in an environment that tends to become more competitive and put pressure on prices over time. Even so, Ipera does not intend to adopt an aggressive price war strategy, betting that the greater complexity of producing semaglutide may limit a very rapid drop in prices. The formal market also tends to gain ground over compounded products and informally imported medicines, known as " Paraguayan pens." The potential of the category helps to explain the strategic relevance of the launch. The Brazilian GLP-1 market already moves around 10 billion and could reach 50 billion in the next 4 years. And in the 12 months up to April, the category's revenue advanced 110.5%, while the pharmaceutical market as a whole grew 11.7%, compared to 8.6%without the contribution of these pens. So, notice that these pens already correspond to more than 3%of this entire healthcare market. Ipera also intends to explore a broader basket, linked to treatment with products aimed at intestinal health, preservation of lean mass, vitamins, and other items associated with the patient's journey, increasing ticket size and recurrence. So this news is a positive driver, it can unlock a lot of value for Ipera, because it adds a relevant growth avenue, just at a time when the GLP-1 category is undergoing strong expansion and greater accessibility. SEMAVI can quickly gain importance within the portfolio, both due to the potential size of the market and the company's ability to distribute and promote products on a national scale. The main risk is increased competition and the resulting pressure on prices and margins, but weāve already seen from the spreadsheet that itās quite safe, with a net margin of almost 20%, so even if the margin drops, they have plenty of fat to burn, literally. But the strategy of combining semaglutide with the products could help capture more value per patient. If the commercial execution is successful, the launch could become an important growth vector for Hype 3 in the coming quarters. Got it? for this video. That's it, we'll be back here on the channel tomorrow.
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