Updated Nov. 28, 2023 12:36 pm ET
The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.
0835 ET – Oncoclínicas do Brasil Serviços Médicos has room to boost efficiency even in areas where it has been operating for years, say XP Investimentos analysts Rafael Barros and Raphael Elage in a research note after a meeting with key executives. The cancer clinic operator has a central pharmacy attached to one of its clinics in Rio de Janeiro, but it’s still not integrated with other operations in the city, so the company can still cut unitary costs even without negotiations with suppliers, XP says. Oncoclínicas’ superior relationship with doctors and insurance payors is an advantage, and XP sees the company’s stock as their top pick in Brazil’s healthcare sector. (jeffrey.lewis@wsj.com)
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