Research
FORUM TRANSCRIPT

Babylon Health – US Franchise Analysis & Value-based Care Telehealth Market Outlook

  • Credit
  • Healthcare
  • North America
PREMIUM

Specialist

Former VP at Babylon Inc

Agenda

  • Review of Babylon’s (NYSE: BBLN) US franchise and revenue streams across value-based care, clinical services and software licensing
  • Value-based care revenue mix dynamics, customer concentration dynamics and margin outlook
  • Implications of restructuring on sustainability of operations and ability to optimise care delivery model
  • Outlook for US telehealth market

Questions

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