{
  "docId": "019de513-3714-712e-93a8-f3fcd9b856cc",
  "docSlug": "a75a336c5ddfb96deec3b3929e72ee50",
  "documentTitle": "Owens&Minor | Investor Conference Presentation Deck | 21 slides",
  "authorId": "owens-minor",
  "authorName": "Owens & Minor",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-05-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 9,
  "pageCount": 21,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "key_messages",
  "function": "quantify_opportunity",
  "density": "overcrowded",
  "nDataPoints": 16,
  "notes": "The slide uses a two-column layout for strategic rationale, a visual portfolio comparison, and a data table for market sizing.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de513-3714-712e-93a8-f3fcd9b856cc/9",
  "deckHref": "/decks/019de513-3714-712e-93a8-f3fcd9b856cc",
  "deckJsonHref": "/decks/019de513-3714-712e-93a8-f3fcd9b856cc.json",
  "deckAnchorHref": "/decks/019de513-3714-712e-93a8-f3fcd9b856cc#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.45,
        "w": 0.48,
        "x": 0.02,
        "y": 0.45
      },
      "kind": "image",
      "text": "Broadened Patient Direct Portfolio",
      "attrs": null,
      "subkind": "icon-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e2319af-88ba-421e-b4fa-a6f0a3d7d06c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.48,
        "x": 0.02,
        "y": 0.15
      },
      "kind": "list",
      "text": "Expands our patient direct platform for growth with expanded geographic reach and payor relationships; Generates cross-selling opportunity; Creates attractive value proposition for payors and providers.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a271ad3a-148b-4bef-859d-b7bd6c5479ed",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.48,
        "x": 0.52,
        "y": 0.15
      },
      "kind": "list",
      "text": "Deepens relationships in outpatient settings; Apria team has a track record of profitable growth; Byram has grown well above the market rate.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3894605-497c-4bee-8bd4-842665e9faf1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Sources: Ostomy: Est. CMS Medicare data; UOAA; WC: Estimate based on CMS Medicare data and HHA cost report data; Urology: iData Research; Diabetes: Mordor Intelligence 2019; Inco: National Association for Continence; Resp. devices: Orion Market Research; OSA: The Insight Partners; NPWT: Markets and Markets.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ee1808c1-adec-4e08-b6b7-db8ef33005b0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.42,
        "x": 0.55,
        "y": 0.45
      },
      "kind": "table",
      "text": "Patient Direct Home Health Market Outlook",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2d0db19e-f13b-40fe-a51b-05339117bd6e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.03
      },
      "kind": "title",
      "text": "Apria Expands Patient Direct Platform for Growth in Home Health",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8e8573fc-9415-463b-86f8-099abf9ae8ed",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.4,
        "y": 0.1
      },
      "kind": "title",
      "text": "Strategic Rationale",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bc5b8b84-95d8-4a88-af14-e7835c1a6685",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 9,
      "from": 8,
      "beatId": "76e460db-d30d-4516-9de2-60fcb24d2ce4",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The presentation highlights the growth potential of the Patient Direct platform in the home health market.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 3,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "03a285cd-3431-4999-85cf-6fb229466ba1",
      "evidence": "The presentation uses a golden circle framework to explain why Owens & Minor is a good investment opportunity, by highlighting its purpose, benefits, and results.",
      "position": 0,
      "objective": "Why Owens & Minor is a good investment opportunity",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    },
    {
      "to": 9,
      "from": 8,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "f17b66b7-65e6-4677-a022-34855601d748",
      "evidence": "The presentation implies that not investing in Patient Direct would mean missing out on growth opportunities in the home health market.",
      "position": 1,
      "objective": "What is the cost of not investing in Patient Direct",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}