{
  "docId": "019de070-33b3-745d-8072-46921cecce4b",
  "docSlug": "5a5dcc7331e3d5727136da28569c31ab",
  "documentTitle": "Oak Street Health | IPO Presentation Deck | 35 slides",
  "authorId": "oak-street-health",
  "authorName": "Oak Street Health",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2020-07-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 11,
  "pageCount": 35,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "Uses a concentric circle diagram to represent market segmentation.",
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  "metadataConfidence": 1,
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  "slideHref": "/slides/019de070-33b3-745d-8072-46921cecce4b/11",
  "deckHref": "/decks/019de070-33b3-745d-8072-46921cecce4b",
  "deckJsonHref": "/decks/019de070-33b3-745d-8072-46921cecce4b.json",
  "deckAnchorHref": "/decks/019de070-33b3-745d-8072-46921cecce4b#slide-11",
  "components": [
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        "x": 0.7,
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      "kind": "callout",
      "text": "Oak Street Health provides care across both Medicare Advantage and Traditional Medicare patients",
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      "kind": "diagram",
      "text": "Concentric circles showing: Annual U.S. Healthcare Spend ~$3.6tn, Medicare Spend $700bn+, Medicare Eligibles ~60mm, Core Market Spend ~$325bn, Core Market Size 27mm Patients",
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      "kind": "list",
      "text": "Core Market: Medicare Eligibles primarily on MA; Moderate to highly populated counties (>50k Medicare eligibles); Low to moderate income (<300% FPL)",
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      "kind": "list",
      "text": "Opportunity: Includes Medicare Eligibles who utilize either Traditional Medicare and Medicare Advantage and are part of Oak Street's targeted spend; Medicare Eligibles represent 15% of US population and growing; 7% Medicare spending growth rate",
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      "kind": "source-note",
      "text": "Note: Market figures based on 2019 Medicare beneficiary data from CMS. Source: Centers for Medicare and Medicaid; American Community Survey (US Census); Congressional Budget Office. Source: Congressional Budget Office",
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      "kind": "title",
      "text": "There is a Large Market Opportunity for Oak Street Health",
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      "evidence": "Nested circles used to segment total market into addressable and core segments.",
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      "beatId": "392417f4-4341-4f59-9bdc-b20b37f46080",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "There is a large market opportunity for Oak Street Health",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
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  ],
  "loops": [
    {
      "to": 23,
      "from": 8,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
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      "evidence": "The deck highlights the potential long-term tailwinds of improving primary care",
      "position": 0,
      "objective": "What are the consequences of not improving primary care for Medicare patients?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
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    {
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      "name": "Why Now",
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      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "a6c33a4d-96f3-4b33-952c-8e96e22825d5",
      "evidence": "The deck emphasizes the intersection of two big trends in healthcare and the company's preparedness to capitalize on them",
      "position": 1,
      "objective": "Why is now the right time to invest in Oak Street Health?",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.6,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
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