Clearbridge Health Ltd. · SGX:1H3
Clearbridge Health — Investor Presentation (September 2019)
24 slides from Clearbridge Health's investor presentation, September 2019
Slide 1: Redefining Healthcare in Asia with Precision
REDEFINING HEALTHCARE IN ASIA WITH PRECISION EMPOWERING PATIENT CARE WITH CLARITY Corporate Presentation Q2 2019
Slide 2: Important Notice
Important Notice Clearbridge Health Limited is a company listed on the Catalist Board of the Singapore Exchange Securities Trading Limited (the “SGX-ST”). This presentation has been prepared by the Company and has been reviewed by the Company’s sponsor, United Overseas Bank Limited (the “Sponsor”),
Slide 3: Building the First Precision Medicine Platform
Building the First Precision Medicine Platform What is Precision Medicine? Why the Focus on Precision Medicine? An approach for disease treatment and prevention that According to a new market intelligence report by BIS Research, titled "Global takes into account individual variability in genes, Prec
Slide 4: Our Value Creation Process
Our Value Creation Process • Capitalising valuation multiple differential between public and private market Unlocking Value • Healthcare EV/EBITDA: 8.2x – 67.2x • P/ EBITDA of key potential targets range from 3x – 12x • Maximising revenue growth by achieving economies of scope (new precision medicin
Slide 5: EBITDA-focused expansion strategy in Asia
EBITDA-focused expansion strategy in Asia Issue of convertible bonds Partnership with Raised S$11.0m to fuel further expansion in A Star’s GIS the region Partnered with Genome Institute of Singapore (GIS) Secured new funds for CBBP (subsidiary) to offer Prosigna breast SEEDS Capital Pte. Ltd. invest
Slide 6: Exponential Growth in Revenue of Over 12.3x from Q1-18
Exponential Growth in Revenue of Over 12.3x from Q1-18 Revenue grew 12.3x since Q1-18 Quarterly Revenue (S$’000) • Revenue grew from S$0.4m in Q1-18 to S$4.6m in Q2-19, driven by growth across all 4,639 segments i.e. (i) medical clinics/centres and (ii) healthcare systems which comprised clinical la
Slide 7: One of the First in Asia
One of the First in Asia - Clearbridge Medical Group (Hong Kong), a medical clinic in Causeway Bay caters to medical tourists and domestic patients - Distribution network for diagnostic services - Provision of overseas - Clearbridge Medical Philippines, a 4-storey healthcare expertise multi-specialt
Slide 8: Indonesia: IGM Labs and TMJ
“Rising healthcare focus and expenditure with Indonesia’s health coverage program introduced in 2014 for the entire population of more 1. PT Indo Genesis Medika (IGM Labs) than 260 million” • One of the largest clinical laboratories in Indonesia, co-operate 13 clinical laboratories in hospitals (pen
Slide 9: PT Indo Genesis Medika (IGM Labs)
PT Indo Genesis Medika (IGM Labs) • Recurring cash flow business • Services are reimbursed by Indonesia health coverage program • 5 to 7 years contract with revenue sharing of 55 to 70% to IGM Labs • Operating 11 clinical laboratories under joint operation contracts with 2 more pending novation 9
Slide 10: PT Indo Genesis Medika (IGM Labs)
PT Indo Genesis Medika (IGM Labs) RSUD Dr. Zainoel Abidin RS Cipto Mangunkusumo RS Umum Pusat Sanglah RS Umum Pusat H. Adam Malik RS Islam Jakarta Cempaka Putih Denpasar Bali Medan RS Jogja Internasional Hospital RSUD Kabupaten Badung RSUD Kota Surakarta RSUD Dr. Zainoel Abidin Banda RS Jogja Intern
Slide 11: PT Tirta Medika Jaya (TMJ)
PT Tirta Medika Jaya (TMJ) RS Bhayangkara Sartika Asih – RSUD Dr Soehadi Projonegoro - Sragen RSUD Dr H Marsidi Judono - Belitung Bandung • Recurring cash flow business • Services are reimbursed by Indonesia health coverage program • 7 to 10 years contract with revenue sharing of 60 to 70% to TMJ •
Slide 12: Clearbridge Medical Group Philippines
“In the Philippines, the doctor to patient ratio is 1:33,000, which is significantly 1. Clearbridge Medical Group Philippines (CMP) higher than the global • Four-storey multi-specialty medical center in Quezon City average of 1:6,600” • Improved facilities to offer comprehensive range of diagnostic
Slide 13: Clearbridge Medical Group Philippines
Clearbridge Medical Group Philippines • Four-storey multi-specialty medical centre in Quezon • Accredited medical facility for Overseas Filipino Workers (OFW) • Renal Care Center with 15 dialysis machines, running 2 shifts/day • Mobile clinic equipped with digital X-ray providing on-site check-ups i
Slide 14: Clearbridge Medical Group Philippines
Clearbridge Medical Group Philippines ClearSkin Advance Dermatology & Laser Centre ClearSMILE Dental Clinic Advanced Dental Care and Diagnostics • Quezon City, Metropolitian Manila • Offers wide array of dental treatments, including orthodontics, • Lapulapu City, Cebu (located in ARC Hospital) denta
Slide 15: Singapore: Medic Surgical, SAM Lab, Dental Clinics
“Healthcare expenditure in Singapore is estimated to triple by 2030, rising to $44 billion from $17 billion in 2013. 1. Medic Surgical & Laser Clinic Personal healthcare expenditure will rise in tandem, and is • Aesthetic and medical clinic located at Tanjong Pagar, projected to hit $28 billion in o
Slide 16: Medic Surgical & Laser Clinic
Medic Surgical & Laser Clinic • Services offered include skin trauma, wound management & scar improvement, LASER skin rejuvenation, skin smoothening & whitening 16
Slide 17: SAM Clinical Laboratory
SAM Clinical Laboratory • New premises in March 2018 • Acquired Cobas® 6000 analyzer following the introduction of a new hormone test 17
Slide 18: Dental Focus Group
Dental Focus Group Locations People’s Park Centre Bendemeer Changi Road Hougang Jurong West Yishun Ang Mo Kio Simei • Each clinic is equipped with 2-3 dental chairs and cone beam CT scan • Dental Focus is run by 14 dental surgeons 18
Slide 19: Clearbridge Medical Group (Hong Kong)
“More than 2 million women have crossed the border to be administered the HPV Gardasil 9, a vaccine guarding against cervical cancer.” 1. Clearbridge Medical Group (Hong Kong) • Re-located to a larger medical clinic in Causeway Bay https://www.straitstimes.com/asia/east-asia/chinas-vaccine-tourists-
Slide 20: Clearbridge Medical Group Hong Kong
Clearbridge Medical Group Hong Kong • New 1,500 sq. ft clinic now receives more visiting physicians and specialists to provide a wider range of medical and health screening services • Collaboration with more insurance companies and healthcare partners to serve more domestic patients and medical tour
Slide 21: Clearbridge Child Specialist Clinic
“Healthcare spending in Malaysia to jump 50-75% for the long term. This is part Malaysian government’s goal to achieve its long term intention to be aligned with the World Health Organisation’s recommended healthcare spending of 7% of GDP." 1. Clearbridge Child Specialist Clinic • Pediatrics clinic
Slide 22: Clearbridge Medical Malaysia
Clearbridge Medical Malaysia (Located in Arc Hospital) Clearbridge Child Specialist Clinic • Pediatrics, located at Plaza Arkadia, Desa Parkcity Partnerships • 12 GP clinics in Klang Valley, KL • Pharmacy with 6 branches in Klang Valley shortlisted to provide Hereditary Cancer Gene Test and RightMed
Slide 23: Merits of Clearbridge Health
Merits of Clearbridge Health 1. Direct proxy to the defensive and high-growth healthcare industry in Asia 2. Global trend of precision medicine underpins the industry’s strong prospects and market potential in Asia 3. Differentiated business strategy by building the first precision medicine platform
Slide 24: Thank you
Thank you
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