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.
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