Babylon Investor Day Presentation Deck
Babylon's Business Model Has Structural Advantages
Digitization of Manual Processes and
Physical Pathways
17
A
AI
Highly scalable
- Scalability with minimal capital outlay
- Accelerated speed to market
- Flexible market distribution
2 states at US launch to 8 states across the US as of
Q1-22 with 20 states in our pipeline
Al driven
- Targeting those at risk with data-centric Al risk
prediction
- Codification of care enabling real-time
influence and modelling
- Delivering real-time insights and actions
at point of care
Al driven
80% recall, on average, achieved by our Al compared to 83.9%
recall by doctors taking the same test(¹)
Highly scalable
Digitization
Platform
operating
- Highly automated back office processes
- Standardised digital pathways
- Patient self-service
65+ RPA and clinical workflows operate in our back office
Platform operating leverage lil
- Operational leverage and scale delivers
path to profitability
- BCS provides licence revenue with minimal up
front and operational costs
Fixed costs as a percentage of revenue has declined by 24% since Q1-21(2)
Notes: (1) 'A comparison of artificial intelligence and doctors for the purposes of Triage and Diagnosis', 2020. (2) Calculated based on the decrease in clinical clinical care delivery expense margin between Q1-21 and Q1-22. Clinical Care Delivery
Expense Margin is Clinical Care Delivery Expense divided by the sum of Value Based Care Revenue and Clinical Services Revenue.
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