One Medical SPAC Presentation Deck
lora Health: The Medicare Market is Large and Growing
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$4.2 trillion in 2021 U.S. Healthcare spend, with over
$900 billion spent across Medicare programs (1)
Medicare Market Overview
Medicare population is projected to grow from ~62
million in 2020 to more than 70 million in 2025 (¹)
Medicare Advantage represented 39% of enrollees
in 2020 and is projected to grow to 46% in 2025 (²)
Seniors are ~17% of the U.S. population today and
projected to grow to -22% by 2050 (¹)
Original Medicare
Enrollment (2)
Medicare Advantage
Enrollment (2)
62M
2020
64M
2021E
66M
2022E
68M
69M
2023E 2024E
71M
2025E
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New Direct Contracting Program
A new value-based payment program enabling provider groups
to take full risk on Original Medicare
Program started in April 2021 to support the ~40M individuals
with Original Medicare nationwide
lora is in the global direct contracting model across all of its
markets, with the ability to expand into new geographies
Meaningfully increases lora Health's TAM and growth opportunities
-40% of lora Health's members are
on Original Medicare (3)
{O
Opportunity to enroll members
into the Direct Contracting program
over time
Note: Direct Contracting Program went live in April 2021. (1) Centers for Medicare & Medicare Services (2) Congressional Budget Office (3) As of 12/31/20.
Original Medicare
Medicare Advantage
Commercial
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