Babylon Healthcare and Sickcare Overview
Why Babylon Health Is The Perfect Match For Alkuri Global
Alkuri's Investment Thesis
Babylon Exceeds All of Alkuri's Acquisition Criteria
A
Massive Total Addressable Market
B
Artificial Intelligence-Led Disruptor
C
Global Traction & Opportunity
D
Scalability of Margins
E
World-Class Team
Notes: 1) Deloitte 2019 Global Health Care Outlook Report. 2) Defines profitability based on Adj. EBITDA. Adjusted EBITDA reconciliation in Appendix.
$10T global healthcare market(1) that is ripe for disruption and shift to value
based care
Proprietary technology and Al poised to lead the transformation to Digital
Health Services
Proven global product-market fit and performance with demonstrated
traction in the US
~166% revenue CAGR 2020A-2023E, improving unit economics and
path to profitability in 2023E(2)
Margin expansion over time through scale as expensive secondary care is
replaced with cost-efficient primary care
Gross margin scaling to ~23% by 2023E
Visionary founder and talented management that knows how to grow and
operate at scale
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