Veradigm Inc. · OTC:MDRX
Veradigm — Allscripts Healthcare Solutions — Investor Presentation (August 2005)
19 slides from Veradigm's investor presentation, Aug 15, 2005
Slide 1: Allscripts: Inform. Connect. Transform.
ALLSCRIPTS TM Inform. Connect. Transform.
Slide 2: Allscripts Overview
Allscripts Overview / ALuscriPTs 205 aargh
Slide 3: Safe Harbor
Safe Harbor This presentation may contain forward-looking statements about Allscripts Healthcare Solutions that involve risks and uncertainties. These statements are developed by combining currently available information with Allscripts’ beliefs and assumptions. Forward-looking statements do not gua
Slide 4: What We Do & Who We Are
What We Do & Who We Are . . . We Provide Clinical Software, Connectivity & Information Solutions to Physicians 360 Employees Public (Nasdaq: MDRX) Financial Strength $130+ Million in Cash Reserves $100+ Million in 2004 Revenue Diversified/Multiple Revenue Streams The Leader in High Growth Markets Cu
Slide 5: Our Vision
Our Vision To Become an Indispensable Part of the Way Physicians Practice Medicine
Slide 6: Our Solutions
Our Solutions Clinical Solutions Group Electronic Health Record (EHR) E-Prescribing Document Imaging Physicians Interactive Group e-Detailing Patients Interactive iHealth Medication Services Group Pre-Packaged Medications
Slide 7: Clinical Solutions: EHR Market Opportunity
Clinical Solutions: EHR Market Opportunity $5-6 Billion Market The Market Has “Tipped” > 25% Penetration of Mid to Large Size Groups 50% of Groups Purchasing in Next 18 Months* Average deal size was approximately $600,000 in Q1’05 Pipeline continues to grow. We also expect average deal size to grow
Slide 8: Allscripts EHR – Competitive Advantages
Clinical Solutions: Allscripts EHR – Competitive Advantages Physician-Centric Approach IDX Alliance = Preferred Access to 70% of Large Groups Modular Approach Drives Rapid Adoption and ROI Independent, Documented Return-On-Investment Blue-Chip Client Base Partners Play a Key Role in Our Solutions an
Slide 9: Allscripts EHR—Results
Clinical Solutions: Allscripts EHR—Results Sales Growth In Excess of 60% Ranked #1 in KLAS, the “Consumer Reports’ of Healthcare, Ambulatory EHR Perception Report Ranked #1 at TEPR Competition Ranked #1 MS-HUG Awards Central Utah Clinic Saves $1,000,000 in First Year
Slide 10: Allscripts EHR—Results: Over 1,500 Clinics
Clinical Solutions: Allscripts EHR—Results Over 1,500 Clinics Across the U.S.
Slide 11: Physicians Interactive: Opportunity
Physicians Interactive: Opportunity The Opportunity Pharma Industry Marketing Spend = $15 Billion/Year Current Market for Online Product Education ~$250mm The Pharma Challenge Goal = Educate/Influence ~ 200,000 HVP’s Challenge = HVP’s Crunched For Time 43% of Pharma Detail Calls End at Receptionist
Slide 12: Physicians Interactive: Results
Physicians Interactive: Results Pioneer/Leading Provider of e-Detailing and Other Online Solutions Blue Chip Client Base 39 Pharmaceutical, Biotech & Medical Device Companies 8 of Top 10 Pharmaceutical Companies More Programs Delivered 400 Programs for 100 Brands 59 International Programs in 8 Count
Slide 13: Medication Services: Results
Medication Services: Results Legacy Business Continued Increases In Gross Margin Strength in Occupational Health Centers Strength in Employers On-Site Delivery
Slide 14: Financial Overview: Revenue Growth Expected to Continue
Financial Overview: Revenue Growth Expected to Continue (in millions) $100 $50 $0 Growth Segments Medication Distribution Segment 2001 2002 2003 2004 2005 E
Slide 15: Financial Overview: Positive EPS Growth
Financial Overview: Translating into Positive EPS Growth $0.30 $0.22—$0.24 -$0.40 2005 E
Slide 16: Financial Overview: Backlog as of June 30, 2005
Financial Overview: Backlog as of June 30,2005 (in millions) $76.3 Million $80 $70 $60 $50 $40 $30 $20 $10 $0 CSG Maint. / Support $12.1 $13.2 $10.5 $40.5 PI CSG Subscriptions CSG License/ Implmt. Fees
Slide 17: Financial Overview: Financial Position as of June 30, 2005
Financial Overview: Financial Position as of June 30, 2005 (in millions) Cash & Marketable Securities $134.9 Accounts Receivable, Net 23.3 Other Assets 44.1 Total Assets $202.3 Accounts Payable & Accrued Liabilities $17.5 Deferred Revenue 14.4 Convertible Debt 82.5 Other Liabilities 0.4 Total Liabil
Slide 18: Summary
Summary Physician-Centric Competitive Advantage In Key Markets Strong Sales Momentum in Growing Markets Continued Increases In Gross Margin Leadership Position in All Businesses Strong Financial Position People Bottom Line Well Positioned for Growth and Sustained Profitability
Slide 19: Allscripts: Inform. Connect. Transform.
ALLSCRIPTS TM Inform . Connect . Transform .
Allscripts Healthcare Solutions — Investor Presentation (August 2005) on 6ix