Babylon Investor Day Presentation Deck
Improvements in Margins and Performance Across All lines of
Business as Value-Based Care Cohorts Develop
40.0%
30.0%
20.0%
10.0%
0.0%
(1)
Household Penetration Rate
15
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
Apr-21
May-21
Jun-21
2021 Adjusted Claims Margin%
Full Book
Longest Tenured Cohort
-0.5%
Jul-21
Aug-21
Sep-21
Oct-21
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
2.1%
140
120
100
80
60
40
20
0
Inpatient Admissions / 1000
Oct-20
Nov-20
Dec-20
Jan-21
Feb-21
Mar-21
4.0%
Pomy
Apr-21
May-21
Jun-21
FOM
Jul-21
Aug-21
FORCO
Sep-21
FOTO
Oct-21
14.3%
www
FOTON
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
5
4
3
2
1
Oct-20
Nov-20
Dec-2
Jan-21
12-UPC
Average Length Of Stay
19.6%
A
Feb-21
Mar-2
Apr-2
May-2
viay-2
Jun-21
varer
12-100
Jul-21
Medicaid
Medicare Advantage
Commercial
Notes: (1) Home State Health VBC household penetration, October 2020 to March 2022. Babylon defines household penetration as obtaining a sign up from at least one individual that lives in a household in its covered population, meaning at least one individual in
the household has created a profile (through app or web registration) to generate a Babylon account. (2) Adjusted Claims Margin is 1 less Adjusted Claims Expense Ratio. Adjusted Claims Expense Ratio is Claims Expense divided by Value-based care Revenue,
adjusted to exclude non-healthplan revenue and provider incentives, add estimated reinsurance recoveries, and adjust for prior period developments through April 30, 2022. See appendix slide titled 'Adjusted Claims Expense Ratio Reconciliation and Calculation of
Claims Expense Ratio, Claims Margin and Adjusted Claims Margin' for additional detail.
Aug-21
Aug-21
Sep-21
Oct-21
Nov-21
Dec-21
Jan-22
Feb-22
Mar-22
19.6%
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