Babylon Healthcare and Sickcare Overview
Understanding Babylon in 5 Questions.
What Problem Are
•
1
We Solving?
$10T global healthcare sector (1) has been unable to balance the needs of accessibility, quality and affordability
Babylon's Digital-First Value Based Care (VBC(2)) offering seeks to align system-wide incentives
2 How Do We Do It?
3
What Have We
Accomplished?
•
4
How Do We
Monetize It?
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•
5
How Will We
Grow?
Notes: T-trillion.
Through the creation of a proactive, digital-first care network, which provides every member with a well
structured "Care Pyramid," shifts the majority of member interactions to the mobile device and provides timely
and targeted in-person care when needed
We continue to scale at an impressive rate, with ~5x revenue growth in 2020, serving 24M lives across North
America, Europe, Africa and Asia and delivering a patient interaction every 5 seconds (3)
We have achieved 90% 5-star ratings (4) and demonstrated up to 35% cost savings (5)
Through Clinical Services (taking the entire or proportion of medical cost of a population & capturing cost
savings) & Software Licensing (selling technology to those who want to achieve similar results)
Compelling financial model with 30%+ margins in clinical services & 90%+ margins in software licensing(6)
Expanding our existing service with our current customers into their wider operations and converting more of
them to VBC (currently less than 1% penetration)
Replicating existing model to new customers with the same needs in current markets & selective acquisitions
1) Deloitte 2019 Global Health Care Outlook Report. 2) VBC - arrangement where providers are paid the total health budget for the managed lives. 3) Based on ~2.0M clinical consultations (involving doctors, in virtual or physical setting) and -3.9M Al interactions (app interactions,
including digital triage, health assessment) performed in 2020. 4) Based on patient survey in the UK, US and Canada for 2020-2021YTD. 5) Based on UK data, specifically for our UK GP at Hand (NHS) service. Babylon GP at Hand acute care cost per weighted patient in 2019/20 was
compared to the North West London average in 2019/20, using NHS funding formulae to account for age, sex and other factors influencing health need. North West London is used as the comparator as Babylon GP at Hand is based in this area. 6) Based on a select software licensing
contract. Gross Margin includes some technology costs that are classified as operating expenses in the company's financial projections.
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