Babylon SPAC Presentation Deck slide image

Babylon SPAC Presentation Deck

1 Significant Opportunity Within Existing Customer Base Potential Addressable Market for Existing Customers(1) Expanding Babylon's Geographic Coverage with Existing Customers(²) Potential Addressable Market for Existing Covered Populations (3) Dec-20 ARR for Existing Contracts (4) ~$50BN ~$5BN ~$170M Potential Upsell Historical Upsell Based on Contracts Pipeline in the Case Study: Large US Payor Potential upsell opportunity with one payor based only on contracts already in discussion and in the pipeline(5) Jun-2020 Dec-2020 Dec-2023 Total ARR(4) ~$6M ~$55M ~$700M+ Products Software Clinical Licensing Services Software Clinical Licensing Services Software Clinical Licensing Services (22 VBC VBC Source: Based on management estimates and a pipeline of contracts under discussion as of March 15, 2021. Notes: 1) Reflects potential addressable market based on existing clients including contracts not currently in the pipeline. Market size based on annualized monthly revenue of potential new contracts with existing customers. 2) Addressable market for Babylon VBC based on lives covered by Babylon's existing clients. Calculated using an illustrative Babylon VBC PMPY pricing assumption based on management's current discussions and market knowledge; number of lives based on managements best estimates. 3) Assumes Babylon's existing clients with software license contracts purchase either fee-for-service or Babylon VBC for the lives covered under their existing contracts based on management's expectations. Assumes Babylon's existing clients with fee-for-service contracts purchase Babylon VBC for lives covered under their existing contracts. Calculated using illustrative pricing assumptions based on management's current discussions and market knowledge. 4) ARR (Annual Run-Rate Revenue) at the end of a given month is calculated at a point in time by multiplying that month's expected revenue by 12. 5) Based on management estimates and contracts under discussion as of March 15, 2021. 86
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