Owens&Minor Investor Conference Presentation Deck
3 Vertical Integration Creates Stability and Competitive Advantage
Byram APRIA-
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DESIGN
HALYARD-
RAW
MATERIALS
MANUFACTURING
ā
DISTRIBUTION
DISTRIBUTION
Focused Vertical Approach
OMI is fully vertically integrated, having manufacturing
capabilities, delivery capabilities and a presence in home
health
1,200+ Branded Medical Product Suppliers
Vertical integration provided stability through 2020 and 2021
as PPE demand tailwinds and global supply chain disruptions
were navigated
Cost pass-throughs provide further flexibility and stability
Significant ability to pass through costs to non-GPO
customers; GPO customers have pass-throughs with some
time lag
DELIVERY
A
HOSPITAL/IDN
HEALTHCARE
HOME HEALTH
APRIA
Apria builds on OMI's
end-to-end value chain
Apria Enhances Breadth
Apria builds on OMI's vertical integration with focus on the
delivery and installation of manufactured products
CHRONIC CARE
AT HOME
Apria also provides access to technologies and economies of
scale to maintain pricing in competitive markets
Many of Apria's products require respiratory technicians to set
up and monitor compliance / performance in the patient's
home, deepening customer relationships
Technology has been a key focus as Apria has continued to
invest in technology to improve operating efficiencies
Owens
VI & MinorView entire presentation