Cegedim Sa · EURONEXT:ALCGM
Cegedim Sa — Merger or Acquisition (July 2010)
19 slides from Cegedim Sa's merger presentation, Jul 28, 2010
Slide 1: Acquisition PULSE Systems, Inc
Acquisition PULSE Systems, Inc July 28, 2010
Slide 2: Group profile
Group profile Cliquez pour modifier le style du titre @ Summer 2010 2
Slide 3: Healthcare professionals
Healthcare professionals Cliquez pour modifier le style du titre @ Summer 2010 3
Slide 4: Cegedim Healthcare Software division
Cegedim Healthcare Software division Cliquez pour modifier le style du titre @ Summer 2010 4
Slide 5: Cegedim become a global EHR player
Cegedim become a global EHR player Pulse system inc Founded in 1997 Leading healthcare software and services supplier EHR, EHR PMS, PMS e-Prescribing, P ibi R Revenue CCycle l MManagementt services… i Iphone, Windows mobiles plateform Cliquez Modular offer pour modifier le style du titre
Slide 6: Rational of the transaction
Rational of the transaction Cegedim is one of the EHR leader in Europe Cegedim does not have EHR presence in US Pulse offers Cegedim immediate presence in the EHR market in the US PulseCliquez pour modifier products provide platform for le style todu Cegedim titrenew product in the US launch
Slide 7: US market opportunity
US market opportunity 7
Slide 8: 2010: The year of the EHR in US
2010: The year of the EHR in US < 17% Approximately 17% EHR physicians penetration Cliquez pour modifier le style du titre ∼$30B ∼$30Billion in Federal Funding 70% 70% of funding will be spent in first 3 years @ Summer 2010 8
Slide 9: Incentives
Incentives Huge incentive, incentive dependant decreasing over time Adopt in 2011 2012 2013 2014 2015 2011 $18K - - - - 2012 $ 12K $18K - - - Cliquez pour modifier le style du titre 2013 $ 8K $ 12K $ 15K - - 2014 $ 4K $ 8K $ 12K $ 12K - 2015 $ 2K $ 4K $ 8K $ 8K $0 2016 $0 $ 2K $ 4K $ 4K $0 2017 $0
Slide 10: The size of the market
The size of the market Practice size Total # of p practices EHR Penetration ((09)) 1-3 Physicians 163,000 ∼10% 4-9 Physicians 27,000 ∼ 20% 10-25 Physicians 8,000 ∼ 25% Cliquez pour modifier 2,000 26+ Physicians le style du titre ∼ 140% Total 200,000 ∼ 12% Source: SK&A 800,000 physicians in US
Slide 11: The time is Now. The choice is Pulse
The Th time i is i Now N The ecchoice o ce is s Pulse u se 11
Slide 12: Pulse systems: The best target
Pulse systems: The best target Pulse system inc Leading healthcare software and services supplier EHR, PM, e-Prescribing, Revenue Cycle Management services… Iphone, Iphone Windows mobiles plateform Modular offer EasyCliquez pour modifier le style du titre implementation Fully certified
Slide 13: Best in class
Best in class Cliquez pour modifier le style du titre @ Summer 2010 13
Slide 14: Transaction overview
Transaction overview In line with the Group external growth policy The €300 million bond issue of 27 July 2010 only for refinancing existing bank debt. Pulse’s estimated annual revenues of around $16 million in 2010 Cliquezis pour The company modifier le style du titre profitable Revenues
Slide 15: Global snapshot
Global snapshot Cliquez pour modifier le style du titre @ Summer 2010 15
Slide 16: Key drivers and strategy
Key drivers and strategy Cliquez pour modifier le style du titre @ Summer 2010 16
Slide 17: 2010 finance agenda
2010 finance agenda Cliquez pour modifier le style du titre @ Summer 2010 17
Slide 18: Definitions
Definitions Practice management Software (PMS) The move gives Cegedim access to the US market for the computerization of healthcare professionals f i l iin a very critical iti l titime ffor El Electronic t i H Health lth R Records d (EHR) and dPPractice ti M Managementt (PM) software market. Cliqu
Slide 19: Q&A
Q&A 19