Humana Inc. · NYSE:HUM

Humana — Merger or Acquisition (July 2015)

17 slides from Humana's merger presentation, Jul 15, 2015

  1. Slide 1: Aetna Town Hall

    © Aetna Inc. 2015 All rights reserved. July 7, 2015 Aetna Town Hall

  2. Slide 2: Important Information For Investors And Shareholders

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Important Information For Investors And Shareholders 2 This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities or a solicitati on of any vote or approval. In connection with the proposed tra

  3. Slide 3: Cautionary Statement

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Cautionary Statement 3 This presentation contains forward - looking statements within the meaning of Section 27A of the Securities Act of 1933, as amende d, and Section 21E of the Securities Exchange Act of 1934, as amended. You can generally i

  4. Slide 4: Cautionary Statement (Cont'd)

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Cautionary Statement (Cont’d) 4 Aetna’s social media activities, data security breaches, other cybersecurity risks or other causes; Aetna’s ability to divers ify Aetna’s sources of revenue and earnings (including by creating a consumer business

  5. Slide 5: AET + HUM: Creating a New Healthcare Leader

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 5 Revenue ($B) Note: 2015 Projected Revenue: see notes at end of presentation for additional disclosures on financial metrics. Source: Bloomberg and company projections The managed care industry continues to be highly competitive with even smal

  6. Slide 6: Compelling Strategic Combination

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Compelling Strategic Combination x Improved membership positioning x Further diversifies portfolio by increasing government exposure x Enhances consumer capabilities x Enhances provider engagement efforts x Compelling synergy potential x Expand

  7. Slide 7: Diversified Revenue Base

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Diversified Revenue Base 7 Source: Aetna and Humana internal projections. Note: See notes at end of presentation for additional disclosures on financi al metrics. 2015E Revenue: $61 billion 2015E Revenue: $54 billion 2015E Combined Revenue: $11

  8. Slide 8: Enhanced Geographic Profile

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Enhanced Geographic Profile 8 Membership figures as of March 31, 2015

  9. Slide 9: Combined provider capabilities enhance ability to manage care

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 9 Our combined provider capabilities enhance the ability to manage care and relationships with providers Aetna + Humana Provider Capabilities Note: Illustrative capabilities shown, not all inclusive. Humana capabilities shown are organized unde

  10. Slide 10: Aetna + Humana Consumer Capabilities

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Aetna + Humana Consumer Capabilities 10 + The combined platform enhances the ability to offer consumers clinical engagement and consumer experience capabilities Note: Illustrative capabilities shown above, not all inclusive.

  11. Slide 11: Thank you to those working on this acquisition

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 To the many individuals who have been working on this acquisition: Thank you. 11

  12. Slide 12: +

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 12 +

  13. Slide 13: Our Enterprise Goal

    Our Enterprise Goal Every community we serve will be 20 percent healthier by 2020 because we make it easier for people to achieve their best health - Inspire health - Cultivate uniqueness - Pioneer simplicity - Rethink routine - Thrive together Humana

  14. Slide 14: Integrated Care Delivery system with the consumer at the center

    14 This is the basis of our Integrated Care Delivery system, with the consumer at the center Consumer Consumer experience Provider partners Clinical engagement

  15. Slide 15: Superior clinical operating performance - Five Points of Influence

    15 Superior clinical operating performance - Based on five Points of Influence . . . Key Capabilities 3.8 million HumanaVitality members Value - based relationships with primary care doctors • 2,700 affiliated/joint venture • 10,600 contracted Extended care capabilities • 19,600 dedicated doctors an

  16. Slide 16: Speak up Questions?

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 Speak up Questions? or Want to stand out from hundreds of questions? • Include a topic in your subject line • Keep your question brief and clear Communications@aetna.com Email

  17. Slide 17: Notes

    Aetna Inc. July 7, 2015 0 188 228 255 192 0 255 255 255 1. Projected operating revenue for Aetna excludes net realized capital gains or losses and other items, if any, from total revenue. Aetna is not able to project the amount of future net realized capital gains or losses or any such other items a

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