Owens&Minor Investor Conference Presentation Deck
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Expands our patient direct platform for growth with expanded
geographic reach and payor relationships
Apria Expands Patient Direct Platform for Growth in Home Health
Strategic Rationale
Generates cross-selling opportunity to serve patients with
overlapping conditions
• Creates attractive value proposition for payors and providers as
they seek to simplify reimbursement and purchasing strategies
Byram
8
Broadened Patient Direct Portfolio
Diabetes Urology Incontinence
Ostomy
Breast
Pumps
Wound
Care
APRIA
OSA
HME & DME
Home Respiratory
NPWT
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Deepens relationships in outpatient settings, diversifies
revenue and adj. EBITDA
Apria team has a track record of profitable growth and
value
Byram has grown well above the market rate since its
acquisition, providing a proven growth blueprint for Apria
Patient Direct Home Health Market Outlook
U.S. Addressable Market
Size and Projected Growth
Segment
Diabetes
Obstructive Sleep Apnea (OSA)
Home Respiratory
Negative Pressure Wound Therapy (NPWT)
Incontinence
Urology
Wound Care
Ostomy
Market Size
($m)²
3,700
2,200
6,200
2,100
800
1,300
635
800
1 Represents compound annual growth from 2018 through 2025
2 Addressable market sizes as of 2020, per management internal estimates
Sources: Ostomy: Est. CMS Medicare data; UOAA; WC: Estimate based on CMS Medicare data and HHA cost report data; Urology: iData Research- "Urology Market Size, Share & COVID-19 Impact Analysis"; Diabetes: Mordor Intelligence 2019 (45% addressable of total $8B); Inco:
National Association for Continence; Resp. devices: Orion Market Research, "U.S. Respiratory Device Market 2019-2025"; OSA: The Insight Partners, "North America Sleep Apnea Devices Market"; NPWT: Markets and Markets, "Negative Pressure Wound Therapy (NPWT) Market"
Market
CAGR
9%
8%1
6%1
5%1
5%
4%
4%
2%
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