H&E Daily "COGN: potential higher competition in Medicine in Campo Grande..."

研报英文原文证据摘录

H&E Daily "COGN: potential higher competition in Medicine in Campo Grande..."

Global Research

3 July 2026ab

H&E Daily Equities

Latin AmericaCOGN: potential higher competition in

Medicine in Campo Grande (-), Arco targets Healthcare

further expansion in English learning systems Leonardo Olmos,AnalystCFA

leonardo.olmos@ubs.com

+55-11-9658 7533

Eduardo Resende

Healthcare Associate Analyst

Other News eduardo.resende@ubs.com

+55-11-2767 6015

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procurement, including oncology therapies that have already been

incorporated into SUS but are not yet available to patients. The confidential

pricing mechanism would be applied on a case-by-case basis, primarily for

ultra-high-cost therapies, enabling the government to negotiate undisclosed

prices with manufacturers, and also foster incorporation of new technologies.

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Education

COGN: New medical course in Campo Grande (MS) could raise competition

Santa Casa de Campo Grande has obtained Teaching Hospital certification, a

milestone that allows the institution to move forward with plans to establish its own

medical degree program. The accreditation paves the way for the launch of the

school’s first class, potentially in 2027, subject to the completion of the regulatory

approvals required by MEC. According to the institution, the goal is to complete the

approval process and hold its first admissions cycle in 2027.

UBS's view: Potentially negative to COGN as the new medical program could bring