Accendra Health, Inc. · NYSE:ACH
Accendra Health — Owens & Minor — 38th Annual J.P. Morgan Healthcare Conference (January 2020)
25 slides from Accendra Health's conference presentation, Jan 16, 2020
Slide 1: 38th Annual J.P. Morgan Healthcare Conference
38th Annual J.P. Morgan Healthcare Conference January 16, 2020 | San Francisco, CA
Slide 2: Forward-looking statements and Fair Disclosure
This presentation is intended to be disclosure through methods reasonably designed to provide broad, non-exclusionary distribution to the public in compliance with the SEC's Fair Disclosure Regulation. This presentation may contain certain ''forward-looking'' statements made pursuant to the Safe Har
Slide 3: Owens & Minor Overview
Owens & Minor Overview A global healthcare solutions company with integrated distribution, products, and services aligned to deliver value to the healthcare industry. 125+ 17,000 Healthcare 1,400+ 4,000+ Customers in Branded Healthcare Facilities Teammates Worldwide Worldwide 90 Manufacturers Provid
Slide 4: Reporting Segments
Reporting Segments Global Solutions Global Products Pillars Leading Brands DISTRIBUTION my 4 38th Annual J.P. Morgan Healthcare Conference
Slide 5: Approach to Market
Approach to Market We Will Provide The Highest Level of Customer Focus Along With Industry-leading Integrity. Maintaining Intense Operational Leveraging Actionable Technology and Solutions Customer Focus Excellence Data to Improve Experience Culture Shift Build A Streamlined Use The Vast Amount Of I
Slide 6: 2019 Achievements
2019 Achievements Established Foundation: . Assembled world-class leadership . Renewed focus on Customers . Restored service levels . Improved financial profile Fostering: . Results-oriented culture . Customer and supplier confidence . Ongoing debt reduction . Strong platform for share gains 6 38th
Slide 7: Proven Leadership: Recruited New Directors
Mark Beck - Director Director, IDEX Corporation Past Director, Dow-Corning Corporation Past President & CEO, JELD-WEN Holding Past EVP, Danaher Corporation Proven Past EVP, Corning Robert Henkel - Director Leadership Pres., Healthcare Transformation – THEO Group Recruited New Past Pres. & CEO, Ascen
Slide 8: Proven Leadership: Assembled World-Class Executive Team
Perry Bernocchi - CEO, Byram Healthcare David Myers - SVP, Chief Procurement Officer Past EVP & COO, Byram Healthcare Past Pres. & COO, Concordance Healthcare Past SVP & COO, Hemophilia Resources of Solutions (formerly Seneca Medical) America Director & Past Chair, Health Industry Past SVP, Operatio
Slide 9: Aligned Focus: Operating with Integrity
Aligned Focus Operating with Integrity Empowering Our Customers to Advance Healthcare Focused on the Development of opportunities and solutions for customers, suppliers and teammates Performing to the highest standards of Excellence Ensuring Accountability internally and externally Listening to our
Slide 10: Restored Industry-Leading Service Levels
Fill Rate Shipping Accuracy Results-oriented 99.9% 96.4% Culture We have restored our industry-leading service levels We are gaining positive customer reception 2018 Avg 2019 Avg 2018 Avg 2019 Avg by delivering on commitments Customer Service Workers' Comp Claims We are driving teammate training and
Slide 11: Improved Financial Profile
Improved Financial Profile 2Q19 & 3Q19 Results $200M in 2019 Achievements Operating Cash Flow . Sequential growth in adjusted operating income of 20% and 15% in Generation 2Q19 and 3Q19, respectively . Sequential growth in adjusted EPS of >100% in 2Q and 3Q . Dramatic improvements in operating incom
Slide 12: Reinvesting In Our Future Business
Investing In Our Reinvesting In Our Future Business • Technology • QSight® • myOM Leveraging our • Inventory Management differentiated growth • Operations drivers • Home Healthcare • Services • Warehouse Infrastructure 12 38th Annual J.P. Morgan Healthcare Conference my
Slide 13: Strategic Review and Movianto Sale
In 2019, leadership prioritized a strategic review of Owens & Minor businesses We like Movianto, but the business lacks strategic Strategic Action synergies with our core value proposition A private, European-based logistics business has presented a compelling offer for the purchase of Movianto We a
Slide 14: Investment Merits
Investment Merits . World-class leadership . Industry leading service levels and stabilized operations . Deleveraging balance sheet . Strong operating cash flow . Differentiated solutions in technology and businesses like QSight® & Byram . Managing for the long term: investing in teammates, training
Slide 15: GAAP/Non-GAAP Reconciliation
GAAP/Non-GAAP Reconciliation 2019 Three months ended Three months ended Three months ended (1) (Dollars in thousands except per share data) Intangible amortization includes amortization of intangible assets established during purchase accounting for business September 30 June 30 March 31 combination
Slide 16: Thank You
Thank You 16 38th Annual J.P. Morgan Healthcare Conference
Slide 17: Supplemental Information
Supplemental Information January 16, 2020 17 38th Annual J.P. Morgan Healthcare Conference
Slide 18: Our Mission Statement
Our Mission Statement Empowering Our Customers to Advance Healthcare Customers are at the heart of what we do. We are a critical part of the healthcare process across its full continuum, Empowering our customers to do the critical work that they do. We have the ambition to be part of the improvement
Slide 19: Values Explained: Bringing Our Mission to Life
Values Explained: Bringing Our Mission to Life I IntegrityE : Act with the highestL standards of ethics. Honor commitments. D Development: Aspire for improvement and growth. Excellence: Perform to the highest standards. Embrace our mission to empower our E customers to advance healthcare into the fu
Slide 20: MyOM Dashboard
MyOM Dashboard . Provides real time view into all O&M interactions (regardless of channel) . Browse online product catalog, viewing price, contract, inventory, and substitution information . View data insights that have proven to provide internal customer operations efficiencies . Manage orders and
Slide 21: Owens & Minor Suite of Services
Owens & Minor Suite of Services A more efficient & clinically integrated supply chain to provide high quality, cost-effective care Single software solution for Industry leading unitized On-site inventory clinical inventory surgical delivery system management for hospitals management and surgery cent
Slide 22: Owens & Minor End-to-End Inventory Management
Owens & Minor End-to-End Inventory Management 22 38th Annual J.P. Morgan Healthcare Conference
Slide 23: QSight Clinical Inventory Management
. Capture near-real-time demand signals . Seamlessly push data to EMR and ERP systems . Drive Standardization: Capture Demand . Physician preference products . Preference cards at Point of Use . Schedules With QSight®, the industry-leading . Track cost per case and physician cloud-based clinical inv
Slide 24: SurgiTrack
SurgiTrack® is: An industry leading delivery system grouped by procedure and surgeon Combining: Lean methodologies, technology, and products into one streamlined process Ensures: Quality supplies, high clinical satisfaction, while keeping procedure cost as low as possible 24 38th Annual J.P. Morgan
Slide 25: Byram Healthcare
Byram Healthcare Leading home healthcare offering focused on reducing total costs & supporting quality of care FOR IDN’S, WE REDUCE TOTAL COSTS BY: . Support smooth patient transitions home . Patient education and compliance programs . Extend GPO pricing to affiliated HHA . Reduce supply leakage at
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