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  "docId": "019de514-1ba8-762c-8df9-898ff46299d5",
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  "documentTitle": "Owens&amp;Minor | Investor Conference Presentation Deck | 17 slides",
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  "authorName": "Baird",
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  "presentationDate": "2022-09-01 00:00:00",
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      "text": "Deepens relationships in outpatient settings, diversifies revenue and adj. EBITDA\nApria team has a track record of profitable growth and value\nByram has grown well above the market rate since its acquisition, providing a proven growth blueprint for Apria",
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      "text": "Expands our patient direct platform for growth with expanded geographic reach and payor relationships\nGenerates cross-selling opportunity to serve patients with overlapping conditions\nCreates attractive value proposition for payors and providers as they seek to simplify reimbursement and purchasing strategies",
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      "text": "Patient Direct Home Health Market Outlook",
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      "kind": "paragraph",
      "text": "Strategic Rationale",
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      "text": "Broadened Patient Direct Portfolio",
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      "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- \"Urology Market Size, Share & COVID-19 Impact Analysis\"; Diabetes: Mordor Intelligence 2019 (45% addressable of total $8B); Inco: National Association for Continence; Resp. devices: Orion Market Research, \"U.S. Respiratory Device Market 2019-2025\"; OSA: The Insight Partners, \"North America Sleep Apnea Devices Market\"; NPWT: Markets and Markets, \"Negative Pressure Wound Therapy (NPWT) Market\"",
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      "kind": "source-note",
      "text": "1 Represents compound annual growth from 2018 through 2025\n2 Addressable market sizes as of 2020, per management internal estimates",
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      "text": "U.S. Addressable Market Size and Projected Growth\nSegment Market Size ($m)2 Market CAGR\nDiabetes 3,700 9%\nObstructive Sleep Apnea (OSA) 2,200 8%1\nHome Respiratory 6,200 6%1\nNegative Pressure Wound Therapy (NPWT) 2,100 5%1\nIncontinence 800 5%\nUrology 1,300 4%\nWound Care 635 4%\nOstomy 800 2%",
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      "text": "Apria Expands Patient Direct Platform for Growth in Home Health",
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