Everyday Health Acquires Cambridge BioMarketing Safe Harbor During the course of this presentation, we may make forward-looking statements, including statements regarding the company's future financial and operating results, the expected impact of the acquisition of Cambridge BioMarketing, future market conditions, and the plans and objectives of the management for future operations. These forward-looking statements are not historical facts, but rather are based on our current expectations and beliefs and are based on information currently available to us. The outcome of the events described in these forward-looking statements is subject to known and unknown risks and uncertainties that could cause actual results to differ materially from the results anticipated by these forward-looking statements, including, but not limited to those factors contained in the Risk Factors section of the company's annual report on Form 10-K for the year ended December 31, 2014 filed with the SEC on March 5, 2015, and in future SEC filings. All information provided in this presentation is as of today. Except as required by law, we undertake no obligation to update publicly any forward-looking statement to conform the statement to actual results or changes in our expectations. Also, it is our policy not to comment on our financial guidance other than in public communications. 2 What Is Cambridge BioMarketing? The leader in strategic marketing solutions for orphan and rare disease products 3 What Does Cambridge BioMarketing Do? MARKET DEVELOPMENT MULTICHANNEL EXPERTISE MEDICAL INSIGHTS & STRATEGY AUDIENCE OUTREACH 4 Why Acquire Cambridge BioMarketing? Large & Fast-Growing Market Premier Customer Base Significant Opportunity Going Forward 5 A Large Market Direct access to the $100B+ orphan and rare disease market, a fast growing segment of pharma $200 billion WORLDWIDE ORPHAN DRUG SALES $150 billion $100 billion $50 billion 2007 2011 2015 Source: EvaluatePharma ® 202 0 (27 OCT 2014) 6 The Critical Partner For Orphan & Rare Disease Brands 7 Cambridge BioMarketing Going Forward Continue to win in the large, fastgrowing orphan and rare disease market 360° solutions connecting patients, physicians, and pharma Expand platform for oncology growth 8 EVDY: The Leading Digital Health Communications Platform MARKET DEVELOPMENT MEDICAL INSIGHTS & STRATEGY DATA & MEASUREMENT & EVDY AUDIENCE OUTREACH ESTABLISHED AUDIENCE PLATFORMS MULTICHANNEL EXPERTISE 9 Solutions for the Entire Rx Portfolio ORPHAN & RARE DISEASE SPECIALTY MARKET MASS MARKET 10 Driving Growth Across the Complete Rx Lifecycle PRE LAUNCH LAUNCH GROWTH MATURE PRODUCTS 11 The Leading Digital Health Marketing and Communications Platform 12 Acquisition Details & Financials Cambridge BioMarketing Transaction Summary Acquisition Completed Purchase Price Cash on Closing March 20, 2015 $33 million $25 million Cash or Registered Common Stock(1) $8 million Potential Cash Earnout $5 million Total Potential Purchase Price $38 million (1) Cash or registered common stock, at EVDY’s election, paid on or before May 15, 2015 14 2014 Cambridge BioMarketing Financial Results Revenue Adjusted EBITDA Adjusted EBITDA Margin $15.7 million $4.0 million 25% 15 Full Year 2015 Financial Outlook Reaffirming Everyday Health pre-acquisition financial guidance provided on March 2, 2015 EVDY GUIDANCE(1) EVDY ANNUAL GROWTH(2) UPDATED EVDY GUIDANCE(3) UPDATED EVDY ANNUAL GROWTH(2) Advertising & sponsorship revenue $207–$214 million 24%–29% $220–$228 million 33%–37% Total revenue $221–$228 million 20%–24% $234–$242 million 27%–31% $46–$49 million 28%–36% $49–$52 million 37%–46% Adjusted EBITDA (1) Everyday Health guidance provided on March 2, 2015 (2) Growth over full year 2014 financial results (3) Includes approximately nine months estimated impact from Cambridge BioMarketing 16 Thank You Appendix 2014 Cambridge BioMarketing Adjusted EBITDA Reconciliation ($ in thousands) Net Income $3,197 Add: Interest Expense, Net $37 Depreciation and Amortization Expense $155 Chairman-Related Expenses $567 Adjusted EBITDA $3,956 19
© Copyright 2024