Babylon Investor Conference Presentation Deck
We are seeing strong medical
margin improvement in our
digital-first cohorts...
Q3 21
(4.1%)
2021 Digital-First VBC Cohort(1) Medical Margin(2)
Q4 21
(3.7%)
Q1 22
(2.8%)
2.7%
Q2 22
7.6%
Q3 22
35%
30%
25%
20%
15%
10%
5%
0%
...and our clinical performance
continues to accelerate as we
learn from each VBC contract
0
% of High-Risk Members Signed Up Since Launch (3)
10
20
-MO
30
NY
30.5%
26.6%
40
50
GA
60
13.6%
70
-MS
Weeks from Launch
80
90
Notes: (1) Includes digital-first VBC deals that went live in 2021 across New York, Georgia, and Mississippi. (2) Medical Margin is defined as 1 minus Medical Loss Ratio. Medical Loss Ratio is defined as the absolute value of Claims Expense divided by VBC revenue. (3) Representative of unique members on the
platform, recalculated for 30 September 2022. (4) Missouri data from Weeks 1 to 10 from launch taken as straight line average due to incomplete data.
25.5% (4)
100
110
11
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