Babylon Investor Day Presentation Deck
With Mature Cohorts We Are Beginning To See The Impact Of
Up-Front Engagement, Efficiency and Scale
40.0%
30.0%
20.0%
10.0%
0.0%
Oct-20
Nov-20
Dec-20
55
(1)
Household Penetration Rate
2021 Adjusted Claims Margin%
■Full Book
Longest Tenured Cohort
-0.5%
2.1%
Medicaid
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
(2)
140
120
100
80
60
40
20
0
Inpatient Admissions / 1000
V
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
May-21
Jun-21
Jul-21
4.0%
M
SONGS
Aug-21
Sep-21
Oct-21
FO MO
14.3%
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
FC-MON
6
5
4
3
2
0
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
12-021
Average Length Of Stay
Mar-21
wat
19.6%
Apr-21
Aprzer
May-21
May-21
Jun-21
Jun-21
Jul-21
Jul-21
Medicare Advantage
Notes: (1) Home State Health VBC household penetration, October 2020 to March 2022. Babylon defines household penetration as obtaining a sign up from at least one individual that lives in a household in its covered population, meaning at least one individual in
the household has created a profile (through app or web registration) to generate a Babylon account. (2) Adjusted Claims Margin is 1 less Adjusted Claims Expense Ratio. Adjusted Claims Expense Ratio is Claims Expense divided by Value-based care Revenue,
adjusted to exclude non-healthplan revenue and provider incentives, add estimated reinsurance recoveries, and adjust for prior period developments through April 30, 2022. See appendix slide titled 'Adjusted Claims Expense Ratio Reconciliation and Calculation of
Claims Expense Ratio, Claims Margin and Adjusted Claims Margin' for additional detail.
Aug-21
Sep-21
Oct-21
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
Commercial
19.6%
babylonView entire presentation