One Medical SPAC Presentation Deck slide image

One Medical SPAC Presentation Deck

Transaction Significantly Expands Addressable Market Opportunity to address ~$870 Billion of the $4.2 trillion (¹) U.S. Healthcare market One Medical TAM Commercial Primary Care ~$170B(2) U.S. Total ~$80B(3) Top 50 MSAS ~$55B(3) One Medical + lora Health Announced Markets -$50B (3) One Medical's. 22 Announced Markets lora Health TAM Medicare Advantage Market¹4) -$250B U.S. Total ~$125B Top 50 MSAS -$80B One Medical + lora Health Announced Markets ~$15B Current lora Health markets Total TAM -$870 Billion New: lora Health TAM Direct Contracting Opportunity(5) ~$450B U.S. Total -$205B Top 50 MSAS ~$140B One Medical + lora Health Announced Markets -$20B Current lora Health markets (1) Centers for Medicare & Medicare Services (CMS). (2) Commercial segment represents estimated primary care spend for US population with commercial insurance per US Census 2019 American Community Survey and One Medical primary care market estimate. (3) One Medical markets and top 50 MSAS represent estimated primary care spend for those under 65 with commercial insurance per US Census 2019 American Community Survey. (4) Revenue PMPM before medical expenses used to calculate TAM; Enrollment data as of January 2020. Source: CMS; DRG. Assumes the following MA lives: -2M lives in lora Health's current markets; -8M lives in One Medical + lora Health Markets; -13M lives in Top 50 MSAS; -24M lives in Total U.S. (5) Note: Direct Contracting Program went live in April 2021. Direct Contracting model represents potential 30x or more annual revenue opportunity for aligned lives for full-risk global models. Assumes the following Original Medicare Lives: -2M in lora Health's current markets; -11M in One Medical + lora Health markets; -17M in Top 50 MSAS; -38M in Total U.S. Source: CMS. Note that Direct Contracting eligibility requirements could impact the number of beneficiaries eligible for alignment with lora Health. 18
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