strictly private and confidential - results healthcare...quarterly tech report – q3: healthtech 5...

11
Q3 2015 STRICTLY PRIVATE AND CONFIDENTIAL Q3 2015 STRICTLY PRIVATE AND CONFIDENTIAL

Upload: others

Post on 22-Jul-2020

5 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

Q3 2015 STRICTLY PRIVATE AND CONFIDENTIAL

Q3 2015 STRICTLY PRIVATE AND CONFIDENTIAL

Page 3: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

2 QUARTERLY TECH REPORT – Q3: HEALTHTECH

LAST

12 M

ON

TH S

HA

RE P

RIC

E P

ER

FO

RM

AN

CE

Q3 2015 PERFORMANCE

Page 4: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

3 QUARTERLY TECH REPORT – Q3: HEALTHTECH LA

ST

12 M

ON

TH S

HA

RE P

RIC

E P

ER

FO

RM

AN

CE

Q3 2

015

HEALTHCARE IT - EUROPE HEALTHCARE IT - US BIOPHARMA IT

Page 5: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

4 QUARTERLY TECH REPORT – Q3: HEALTHTECH

COMPANY IPO

DATE DESCRIPTION

RAISED ($M)

INDICATIVE PRICE RANGE ($)

IPO LISTING PRICE ($)

INCREASE VS. RANGE

DAY 1 INCREASE

CURRENT INCREASE(1)

CURRENT EV ($M)

EV / REVENUE 2015E

EV / EBITDA 2015E

Page 6: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

5 QUARTERLY TECH REPORT – Q3: HEALTHTECH

REVENUE GROWTH (2015-16E) EV / REVENUE 2015E

EBITDA MARGIN 2015E EV / EBITDA 2015E

Page 7: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

6

TOTA

L D

ISC

LOSED

DEA

L V

ALU

E (

$M

)

NU

MB

ER

OF D

EA

LS

QUARTERLY TECH REPORT – Q3: HEALTHTECH

Page 8: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

7 QUARTERLY TECH REPORT – Q3: HEALTHTECH

DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTION TARGET

LOCATION

Page 9: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

8 QUARTERLY TECH REPORT – Q3: HEALTHTECH

DATE COMPANY TYPE OF ROUND

FUNDS RAISED ($M)

INVESTOR PARTICIPATON COMPANY DESCRIPTION COMPANY LOCATION

DESKTOP GENETICS

Page 10: STRICTLY PRIVATE AND CONFIDENTIAL - Results Healthcare...quarterly tech report – q3: healthtech 5 revenue growth (2015-16e) ev / revenue 2015e ebitda margin 2015e ev / ebitda 2015e

9

OPERATING METRICS VALUATION METRICS

PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA

COMPANY (30-SEP-15) WEEK HIGH CAP CASH DEBT VALUE CY2015 CY15-16 HISTORICAL CY2015 CY2016 CY2015 CY2016 CY2015 CY2016

GENERALISTS WITH SIGNIFICANT HEALTHTECH EXPOSURE

HEALTHCARE IT - EUROPE

HEALTHCARE IT - US

BIOPHARMA IT

EBITDA MARGIN

QUARTERLY TECH REPORT – Q3: HEALTHTECH