One Medical SPAC Presentation Deck
Strategic Rationale - One Medical + lora Health
Creating a leading member-based, technology-powered primary care model for every stage of life
Transforming health
care for all from within
Distinct models driving
competitive advantages
Significant Enlargement
of TAM
Accelerates Our Growth
Levers
Attractive Financial
Profile and Opportunity
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Similar missions of transforming healthcare with human-centered and technology-powered models
Alignment of two primary care models serving key stakeholders - Consumers, Employers / Payers, Providers, Health
Networks
Expands proven track records of delivering premier care, membership growth, population health, and cost
management across Commercial and Medicare
Membership-based relationships via employer sponsorships, direct-to-consumer, and attributed lives
Proprietary technology platforms support key stakeholders with digital health, inviting in-person care, employed
salaried providers, and health network partnerships
Combination enables a lifetime relationship with members and enhances One Medical's risk-taking capabilities
Adds -$700B in TAM, for combined TAM of ~$870 Billion across Commercial Primary Care and Total Medicare
~40% of the U.S. population live in One Medical & lora Health's combined 28 geographic markets, creating a large
membership growth opportunity
New populations and full-risk models
Expand in existing markets
Enter new markets
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Increase enterprise, consumer and Medicare members
Expand health network partnerships, including new payer relationships
Expand services offerings
Accelerates One Medical's standalone long-term annual revenue growth target of mid-20%+ to a pro forma CAGR of
mid-30% from 2020 2030
Expands One Medical's existing capabilities of driving membership growth, member engagement, and total
healthcare cost savings into Medicare
Opportunity to create significant value from revenue and cost synergies as well as capex savings
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