Babylon SPAC Presentation Deck
Babylon has Multiple Value-Accretive Growth Levers
Note: M&A not included in base business financial forecasts
1
Potential Addressable Market
for Existing Customers(1)
2
●
Potential to expand covered population with
existing customers
Potential to increase scope of contract to a full
capitation construct through Babylon VBC
Expanding Babylon's
Geographic Coverage
with Existing
Customers (2)
Potential Addressable
Market for Existing
Covered Populations (³)
Dec-20 ARR(4) for
Existing Contracts
~$50BN
-$5BN
~$170M
Strong Contract Pipeline
Strong track record of winning new contracts
worldwide
Over $3.5BN of additional aggregated ARR
possible in the pipeline through existing
customers and new business
Existing Clients
New Clients
Total Pipeline
Projected ARR(4)
-$1.2BN
-$2.4BN
-$3.6BN
3
●
Targeted Acquisitions &
Strategic Investments
Opportunity to consolidate brick & mortar,
integrated care providers in the US
Acquiring new partners to augment Babylon's
end-to-end platform
Consolidation
Gij
Example Completed Deal
higi
Technology &
Content
(5)
Distribution
Omni-channel consumer
health engagement
platform with nationwide
retail network of 10,000
FDA-cleared, free-to-use
Smart Health Stations
which help identify health
risks and match
consumers to care
Source: Based on management estimates and a pipeline of contracts under discussion as of March 15, 2021. Notes:
1) Reflects potential addressable market based on existing clients including contracts not currently in the pipeline. Market size based on annualized monthly revenue of potential new contracts with existing customers.
2)
Addressable market for Babylon VBC based on lives covered by Babylon's existing clients. Calculated using an illustrative Babylon VBC PMPY pricing assumption based on management's current discussions and market knowledge; number of lives based on managements best
estimates.
3) Assumes Babylon's existing clients with software license contracts purchase either fee-for-service or Babylon VBC for the lives covered under their existing contracts based on management's expectations. Assumes Babylon's existing clients with fee-for-service contracts purchase
Babylon VBC for lives covered under their existing contracts. Calculated using illustrative pricing assumptions based on management's current discussions and market knowledge.
4)
ARR (Annual Run-Rate Revenue) at the end of a given month is calculated at a point in time by multiplying that month's expected revenue by 12.
5) Babylon owns a 22% equity stake in Higi.
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