Specialist
Former Director at Babylon Healthcare Services Ltd
Agenda
- Growth potential for Babylon in US and Asia
- Challenges of international expansion
- Assessment of key international competitors such as American Well and KRY
- AI capabilities and applications
Questions
1.
How successful has Babylon been at scaling internationally?
2.
You mentioned the Irish business was closed down. Why was it difficult for Babylon to scale in Ireland?
3.
In Rwanda there’s no symptom checker, so the AI isn’t present, just the telemedicine platform. Is there a difference in the ability to scale the two products internationally?
4.
Can you copy the same algorithms across geographies, or is there a difference in symptoms?
5.
What are the major challenges typically faced when launching the Babylon product in a new geography?
6.
Can you assess the evolution of the regulatory environment in Europe for telemedicine and symptom checkers? You mentioned that German regulation has changed recently.
7.
Which regions would you say are most attractive for Babylon to expand into?
8.
Which additional European markets do you think are most attractive for a player like Babylon?
9.
Do you expect Babylon’s strategy for entering the US and Asian markets to be meaningfully different to Rwanda and Saudi Arabia?
10.
Are there any significant local competitors you’re aware of in the Asian market?
11.
How might Babylon differentiate itself from US market players such as American Well, MDLive and Zocdoc?
12.
You’re saying there are three different revenue models, B2C, B2B and licensing. Is that the same for the telemedicine and the symptom checker products or would they have separate revenue streams?
13.
How much higher is the pricing for the symptom checker product relative to the commodity telemedicine product?
14.
Do you think there will be opportunities to increase prices as the symptom checker improves?
15.
How much do you think Babylon could increase prices by, if it were to get clinical trial support for diagnosis?
16.
Is your sense that anyone, including Babylon, is close to getting the clinical support to use AI in diagnosis?
17.
What would be the process for proving Babylon’s AI was capable of diagnosis?
18.
Is there a theoretical pathway to get clinical support for AI applications in diagnosis, or would it have to be built from scratch?
19.
Without regulatory approval for diagnosis, do you think the additional pricing power will be limited for these market players?
20.
What is your view of the competitive landscape for pure-play telemedicine remote consultation players in Europe? Are any players differentiated, in your view?
21.
What’s your view on Doctolib, the French appointment booking service?
22.
Has pricing been relatively stable for telemedicine services over the last few years, or have there been any shifts, in the UK market for example?
23.
Are you aware of any differences in the pricing points of telemedicine providers?
24.
Does Babylon pay its doctors’ salaries? Are they hired by the company as full-time doctors?
25.
Do you think standalone telemedicine without AI is a nice business?
26.
How confident are you that there will be an approved AI solution for diagnosis within 10 years?
27.
What is your view of the major telemedicine players? What are your top three digital health assets in Europe in terms of growth potential over the next five years?
28.
Do you see the telemedicine and symptom checker pieces as winner-takes-all markets?
29.
What do you think makes Ada so well-positioned? Is it a management or a tech advantage?
30.
Do you foresee any major regulatory risks for these businesses as they get more publicity? There’s been quite a lot of controversy around Babylon already, and we discussed the regulatory framework being a barrier to growth.
