{
  "docId": "019de072-ccab-71fa-b80d-810bfa25f26a",
  "docSlug": "4f8718a0f43cb9b7fafe411fd6910995",
  "documentTitle": "Oak Street Health | Investor Presentation Deck | 25 slides",
  "authorId": "oak-street-health",
  "authorName": "Oak Street Health",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-05-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 11,
  "pageCount": 25,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 6,
  "notes": "Uses a concentric circle diagram to visualize TAM, SAM, and SOM.",
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  "slideHref": "/slides/019de072-ccab-71fa-b80d-810bfa25f26a/11",
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  "deckAnchorHref": "/decks/019de072-ccab-71fa-b80d-810bfa25f26a#slide-11",
  "components": [
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      "kind": "callout",
      "text": "Oak Street Health provides care across both Medicare Advantage and Traditional Medicare patients",
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      "bbox": {
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      "kind": "diagram",
      "text": "Concentric circles representing market segments",
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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",
      "attrs": null,
      "subkind": "bullet",
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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)",
      "attrs": null,
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      "kind": "source-note",
      "text": "Note: Market figures based on 2020 Medicare beneficiary data from CMS. Source: Centers for Medicare and Medicaid; American Community Survey (US Census); 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": "Core Market: Medicare Eligibles primarily on MA; Moderate to highly populated counties (>50k Medicare eligibles); Low to moderate income (<300% FPL)",
      "confidence": 0.6
    }
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  "frameworks": [
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      "evidence": "Nested circles showing total market vs addressable market vs core market",
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  "arcBeats": [],
  "loops": [
    {
      "to": 12,
      "from": 11,
      "name": "Jobs To Be Done",
      "slug": "53-jobs-to-be-done",
      "bestFor": "Product innovation, market entry, competitive positioning",
      "matchId": "dfa12f93-599a-4043-8797-3030301944df",
      "evidence": "The deck presents Oak Street Health's model as addressing the needs of the Medicare population.",
      "position": 1,
      "objective": "How does Oak Street Health's model address the needs of the Medicare population?",
      "structure": "The Customer's Job -> Current Solutions (Hired/Fired) -> Unmet Needs -> Our Solution Fit",
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      "description": "Reframe the problem around what the customer is trying to accomplish, not what they're buying"
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