Babylon Holdings Limited · OTC:BBLNF
Babylon — JP Morgan Healthcare Conference 2022
15 slides from Babylon's conference presentation, Jan 13, 2022
Slide 1: JP Morgan Healthcare Conference Investor Presentation
JP Morgan Healthcare Conference Investor Presentation January 13, 2022 Putting an accessible and affordable quality health service in the hands of every person on Earth Exhibit 99.1
Slide 2: Additional information and forward-looking statements
Additional information and where to find it Babylon Holdings Limited is subject to the informational reporting requirements of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). We file reports and other information with the Securities and Exchange Commission (the “SEC”) under the
Slide 3: Babylon at a Glance
Babylon at a Glance… Scale Notes: (1) As per the Form F-1 filed with the SEC on November 9, 2021. (2) Based on 2021E Revenue as per the Form 6-K filed with the SEC on January 13, 2022 versus 2020 Revenue from audited financials. (3) Babylon NHS data: In the first 3 months of membership, for patients
Slide 4: Growth is an Early Indicator of Future Market Leadership
Growth is an Early Indicator of Future Market Leadership Our revenue growth (1) may seem extraordinary in the healthcare universe… 230% Notes: (1) Audited financials through December 31, 2020. (2) Calculated using midpoint of guidance range for 2022 revenue. (3) As per the Form 6-K filed with the SE
Slide 5: We are at the dawn of the transformation of the healthcare sector
We are at the dawn of the transformation of the healthcare sector Future(1) Health care Proactive Continuous Virtual Personalized Patient-centric AI Enhanced Value Based Care Past Sick care Reactive Episodic Physical One Size Fits All Provider-centric Human Cognition Fee for Service Notes: (1) Based
Slide 6: The Winners Will be Those That Re-engineer a Superior Value Proposition
The Winners Will be Those That Re-engineer a Superior “Value Proposition” for All Value Cost Quality Accessibility Digital first, mobile native Delivering healthcare people need through devices they already have Clinical Quality Rapid standardization: Right expertise Right treatment Right rehabilita
Slide 7: Babylon is Re-engineering the Healthcare Continuum
Babylon is Re-engineering the Healthcare Continuum We are creating a scalable, digital first, healthcare service that aligns everyone's interests through the value based care model. Digital Triage Digital Care Plan Data Healthcheck Insight Plans Health Assessment Goals Care Monitor Monitor
Slide 8: Early Results Show That We Are on the Right Path
Early Results Show That We Are on the Right Path Unit Cost of Care Reduction in unit cost of consultations in Rwanda(5) 33% 55% Reduction in unit cost of primary care delivery in the UK over the past two years Notes: (1) Based on patient survey in the UK, US, Rwanda and Canada for 2020-2021. (2) In
Slide 9: Our Business Model Gives Us a Structural Advantage
A digital first model has structural advantages versus the clinic-centric models where scalability and growth are more limited by physical and capital constraints None of this is Incidental: Our Business Model Gives Us a Structural Advantage A Digital First Model Benefits from Accelerating Advances
Slide 10: Technology Platform Design Creates a Competitive Advantage
Technology Platform Design Creates a Competitive Advantage Open integration platform is the foundation Enabled by a real time event fabric integrated into all core services Brings together patient records and data into a structured graph Personal Health Graph & Fabric Hybrid Open Cloud Platform Glob
Slide 11: Significant Investment Across Technology Organization
Significant Investment Across Technology Organization Over $300m in technology spend over the past 3 years Investment scaling with our revenue Commitment to AI Financial Investment US INDIA UK 750+ people across technology Global coverage contributes to speed of delivery with our technology organiza
Slide 12: We Are Already Seeing the Operational Leverage of Our Technology
We Are Already Seeing the Operational Leverage of Our Technology ~48% of all member interactions are done through our technology platform(2) ~84% of all our primary consultations are now entirely virtual(3) >100 data sources resulting in access to ~80 billion data points fueling our AI efforts Total
Slide 13: One of the Most Experienced Management Teams in Digital Health
One of the Most Experienced Management Teams in Digital Health Charlie Steel Led IPO into FTSE 250 Chief Financial Officer Yon Nuta Served as one of the earliest CPOs of Xbox Chief Product Officer Steve Davis SVP, AI & Data SVP & CIO VP, Tech & Product Chief Technology Officer Stacy Saal Globally ro
Slide 14: We are just getting started…
Global We are just getting started… Letter to Babylon Shareholders from Ali Parsa dated October 21, 2021
Slide 15: Risk factors
We have a history of net losses, we anticipate increasing expenses in the future, and we may not be able to achieve or maintain profitability. Our relatively limited operating history makes it difficult to evaluate our current business and future prospects and increases the risk of your investment.
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