H&E Daily "Amil: updates on negotiations w/ Bain/Advent; ONCO3: CVM staff..."

研报英文原文证据摘录

H&E Daily "Amil: updates on negotiations w/ Bain/Advent; ONCO3: CVM staff..."

digital platforms, benefit programs, and cards linked to clinics, diagnostic labs:

Industry members: No official data are available, but industry estimates

suggest that between ~40-60mn Brazilians served by the sector in 2025. Survey

by Abecs (association representing companies in the discount card industry)

shows ~250 companies currently offering these services in BZ. The sector has

~8mn members and serves between ~16-20mn people annually.

Cartão de Todos: A pioneer in the segment, Cartão de Todos was founded in

2001 with an exclusive focus on healthcare and later expanded into other

discount offerings, including leisure and education. In 2008, the company

separated its discount card and medical services operations, and in 2016

launched the AmorSaúde brand. Today, it serves ~7mn families (20 million

users) and operates more than 500 clinics nationwide, with a goal of reaching

1k by 2028. Cartão de Todos membership costs R$33.40 monthly.

dr.consulta: The company operates more than 30 medical centers and has a

network of ~1.4k healthcare professionals serving patients across more than

60 medical specialties. According to its CEO, more than 4mn patients have

already used the company's services. dr.consulta began its national expansion

through telemedicine, offered as a standalone service with a monthly fee of R

$9.90. Today, the company performs ~300k consultations per month (w/

nearly 20% conducted remotely). The company also offers subscription-based

healthcare plans, with monthly fees at R$34.90-39.80.

Atend Já: Founded in 2016, the company is present in 22 BZ states, with more

than 150 franchises sold, 80 operating units, a network of 800 physicians, and

over 4mn cumulative patient visits.