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Safe harbor statement
Important information: forward-looking statements
These materials contain certain forward-looking statements relating to the business of NMC Health plc (the "Company") and its subsidiaries (collectively, the "Group"). All statements included in these materials other than statements of historical facts,including, without limitation, with respect to the progress, timing and completion of the Group's development, the Group's ability to treat, attract, and retain patients and customers, its ability to engage medical staff and to operate its business andincrease referrals, the integration of prior acquisitions, the Group's estimates for future performance and its estimates regarding anticipated operating results, future revenue, capital requirements, shareholder structure and financing, are forwardlooking statements. In addition, even if the Group's actual results or development are consistent with the forward-looking statements contained in this presentation, those results or developments may not be indicative of the Group's results ordevelopments in the future. In some cases, you can identify forward-looking statements by words such as "could," "should," "may," "expects," "aims," "targets", "anticipates," "believes," "intends," "estimates," "will" or, in each case, their negative orother variations or similar words. These forward-looking statements are based largely on the Group's current expectations as of the date of this presentation and are subject to a number of known and unknown risks and uncertainties and other factorsthat may cause actual results, performance or achievements to be materially different from any future results, performance or achievement expressed or implied by these forward-looking statements. In particular, the Group's expectations could beaffected by, among other things, uncertainties involved in the integration of acquisitions or new developments, changes in legislation or the regulatory regime governing healthcare in the jurisdictions in which we operate, poor performance by medicalstaff who practice at our facilities, unexpected regulatory actions or suspensions, competition in general, the impact of global economic changes, and the Group's ability to obtain or maintain accreditation or approval for its facilities or service lines. Inlight of these and other risks and uncertainties, there can be no assurance that the forward-looking statements made during this presentation will in fact be realised and no representation or warranty is given as to the completeness or accuracy of theforward-looking statements contained in these materials.
The Group is providing the information in these materials as of this date and any forward-looking statements speak only as of this date. Except as required by the Financial Conduct Authority, or by law, the Company disclaims any intention or obligationto publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Nothing in the foregoing is intended to or shall exclude any liability for, or remedy in respect of, fraudulentmisrepresentation.
CAPACITYGEOGRAPHY
CAPABILITY
How do we grow in U.A.E
WHITE SPACES IN SELECT MARKETS
CA
RE
CO
MP
LEX
ITY
FOOTFALL
BOLT ON
M&AsSTRATEGIC
ASSOCIATIONS
KNOWLEDGE INVERSION
FOOTFALL
GAPS IN KEY MARKETS1
CARE COMPLEXITY
NEED FOR SPECIALIZED CARE A
- Up to 275 beds to be added in the UAE market
- Weekly clinic in UAE through Boston and Cincinnati Children- 9700 doctors attended events under the CME program
- Association with Philips to expand sleep medicine line
- New clinics opened in Maternity, Aesthetics and Home Care- 4 to 6 new medical clinics will be opened in 2020
How do we grow in K.S.A
CAPACITY CREATION IN SECONDARY MARKETS
SPEC
IALI
ZED
CA
RE
AVAILABILITY
M&As TO
ACCELERATE ENTRY
SPECIALIZED VERTICAL OPENING
PRIVATIZATION PROGRAM
AVAILABILITY
LACK OF AVAILABILITY OF FACILITIES1
SPECIALIZED CARE
NEED FOR SPECIALIZED CARE A
- Proposed contract with CARE to expand capacity by 1100 beds- New hospital with up to 200 beds to be operational by 2021
- Actively participation with the government in their healthcare sector privatization plans
- Setting up of Fertility and Aesthetics specialties- Weekly clinics by international doctors being planned for 2020
- Focus on integration with GOSI
How do we grow in IVF
ENTER NEW MARKETS
SCIE
NTI
FIC
AC
UM
EN
NO. OF CYCLES
M&As FOR
CAPABILITYSINGULAR IT PLATFORM
UNIFIED PLATFORM
NO. OF CYCLES
GLOBAL FOOTPRINT1
SCIENTIFIC ACUMEN
WORLD CLASS SCIENTIFIC PLATFORMA
- Entry into two new continents and in western region of UAE
- Integration of all Eugin units under a single IT platform, Integra to boost efficiencies, improve patient experience & manage big data
- Acquisition of Boston IVF in US and CEGYR in Argentina
- Single platform can be planned for all fertility units in the future
Multi-specialtyMaternity and Fertility
Long-Term & Home Care
Distribution
O&M
Cosmetics
Orthopedics
Oncology
Pediatrics
Verticals
Specialties
Centres of Excellence
HIGHLY SPECIALIZED
PRIMARY CARE
TERTIARY CARE
SECONDARY CARE
1
2
3
48mn Patients
2200 Licensed Beds
14 COEs
2000 Doctors
20 Countries
200 Facilities
DISRUPTION
Patients will drive a change
HEALTHCARE IS RIPE FOR A DIGITAL
FROM SICKCARE TO HEALTHCARE
NEXT BIG HEALTHCARE REVOLUTION IS
BREATHEABLES
Breathe biopsy for
early detection and
precision medicine
SHOCKABLES
Electric shock bracelet to
help quit bad habit
RINGABLES
Rings with smart sensors
to track sleep, heart
rate, temperature
UNDERWEARBALES
Biometric sensors on
garments to detect heart
rate and track steps
HEARABALES
Smart hearing aids
providing fall detection
alerts, heart rates, body
activity
SWEATABLES
Smart patches to monitor
parameters associated
with heat stress
Augmented reality is the future of surgery
Augmented Diagnosis & Augmented Practice
AI can detect diabetic retinopathy from eye images
AI has nearly infinite capacity to scan radiology content
AI can detect cancers much earlier than human eye can
Genomics will drive personalized and precise care
for every 1 part planning
Good business planning is 9 parts
58% get started with less than $25k - Startups work frugal
67% of the companies were launched by co-founders
Fail Fast attitude helps quickly move ahead
68%of the top 100 companies from the ForbesGlobal 500 are engaging with startups.
out of 10 R&D spenders are already working with startups.
62% of the Unicorns mentioned by the Wall Street journal
have raised from at least one corporate
Global tech-enabled players
CUSTOMER EXPECTATIONS DRIVE
@ NMC
Rich and affluent
Middle Class
Blue Collar
AFFORDABILITY ACCEPTABILITYACCESSIBILITY
MEDIUMHIGHHIGH
MEDIUMHIGHHIGH
LOWLOWMEDIUM
Demand digital access to
healthcare services
Requires tools that address health
across the continuum of care
Rapid and efficient delivery
with cost transparency
Focus on preventative care and
wellness
Seek medical information
from various sources
Information transparency
Virtual antenatal care can ensure a positive pregnancy experience
Technology, the future of diabetes control and self care
Initiatives strengthening our core operational capabilities
To innovate is to enable our core business propositions
Research & Innovation Board
Domain Experts
Regional Experts
CEO Research Circle
IncubatorsAccelerators
Venture Funding
01
02
03
04
05
06
07
09
08
10
11
12Problem
identification
Problem scoping &
submission
Scouting for solutions
Reach out to startup
ecosystems
Identify possible solutions
Piloting with startups
Accelerating these startups
MVP development
Longer term deployments
Successful solutions
Commercial collaboration
Venture investments
Incubators
CEO Research Circle
Accelerators
Venture Investments
Our innovation model is clinician focussed
Connect innovation with day-to-day
operations
Partner strategically
Leverage your clinician base
Walk before you run
Acknowledge importance of Chief Innovation Officer
Alignment of all parties for tech
deployment
Drive patients online; even when they are not sick
Use innovation to solve pressing
problems
100problems identified
70startups with solutions
50MVP pilots
20Commercialization's
12Deep collaborations & 2 investments
TYPICAL ESTIMATED VALUES (IN £) For per patient record based on recent data transactions
Market Capitalisation of selected publicly traded
companies
Post money valuations of private companies
and pharma collaborations
EHR £21 - £192
Episodic Records £30 - £619
Genomics £2543 - £4773
Genomics £208 - £2024
Oncology £40 - £5549
General £8 - £486
Drug Development £0.20 - £35
Population Data £3 - £21
CURATES OR ANALYSED DATA IN COMMERCIAL USE
Source: E&Y
EHR Data
Diagnostics
Demographics
Genomics
A
B
C
D
UAE - STRONG BASELINE STORY
KSA - COMPELLING BUILD UP STORY
IVF - AN INSTITUTION WITHIN INSTITUTION
LONG TERM CARE –A MARKET MAKER
COSMETICS - IN THE MAKING
O&M - KEY GROWTH PILLAR
M&A - KEY GROWTH DRIVER
TECHNOLOGY INNOVATION
Related party committee details
Gender diversity update
Disclosure committee update
Consultation for remuneration KPIs committee started
Corporate Governance