Babylon SPAC Presentation Deck
Attractive Illustrative Economics of Babylon's Modular & Bundled
Product Offerings
Clinical Services
Software
Licensing
Babylon
VBC
Virtual
Care
A
Digital
Health Suite
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●
Description
Combines Babylon's digital health suite and virtual
care platform to manage the totality of a patient's
healthcare
Takes full financial responsibility for all costs incurred
in both primary, secondary and tertiary care settings,
with stop loss protection
Payment on a fixed and recurring capitation basis per
covered life with ability to capture any cost savings
On-screen consultations with a clinical professional
Preventable and proactive care management
Digital suite of Al and monitoring products
Care navigation and non-clinical support available
by live chat
Revenue Model
PMPY
Capitated model
PMPM
Fee-for-service
Annual licensing fees
Illustrative Revenue
per Life Covered(1)(2)
Thousands
of Dollars
Tens of Dollars
Dollars
Illustrative Gross Margin
by Cohort(2)
Projection Based on Management Estimates(³)
~5%
YO
17% (4)
Case Study: Select UK Contracts
Y1
30%+
~55%
Y3
YO
Notes: 1) Management estimates based on active contracts. 2) Indicative proportions shown, as details are partner-specific. 3) Based on analysis vs VBC competitors with a brick & mortar model who lack front-end digital services and back-end digital automation
services. 4) Gross Y1 (June 19 - June 20) Margin from select UK contract. 5) Average of select B2B contracts' Gross Margin over FY20. 6) Gross Margin as shown includes some technology costs that are classified as operating expenses in the company's
financial projections.
25%(5)
Case Study: Select Software Contract (6)
Y3
90%+
Y1
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