PDF 449 KB - Everyday Health, Inc.

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.
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What Is Cambridge BioMarketing?
The leader in strategic
marketing solutions for orphan
and rare disease products
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What Does Cambridge BioMarketing Do?
MARKET
DEVELOPMENT
MULTICHANNEL
EXPERTISE
MEDICAL INSIGHTS
& STRATEGY
AUDIENCE
OUTREACH
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Why Acquire
Cambridge BioMarketing?
Large & Fast-Growing Market
Premier Customer Base
Significant Opportunity
Going Forward
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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)
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The Critical Partner For
Orphan & Rare Disease Brands
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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
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EVDY: The Leading Digital Health
Communications Platform
MARKET
DEVELOPMENT
MEDICAL INSIGHTS
& STRATEGY
DATA &
MEASUREMENT
& EVDY
AUDIENCE
OUTREACH
ESTABLISHED
AUDIENCE PLATFORMS
MULTICHANNEL
EXPERTISE
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Solutions for the Entire Rx Portfolio
ORPHAN & RARE
DISEASE
SPECIALTY
MARKET
MASS
MARKET
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Driving Growth Across the Complete
Rx Lifecycle
PRE
LAUNCH
LAUNCH
GROWTH
MATURE
PRODUCTS
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The Leading Digital Health Marketing
and Communications Platform
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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
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2014 Cambridge BioMarketing Financial Results
Revenue
Adjusted EBITDA
Adjusted EBITDA Margin
$15.7 million
$4.0 million
25%
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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–$52 million
37%–46%
Adjusted EBITDA
(1) Everyday Health guidance provided on March 2, 2015
(2) Growth over full year 2014 financial results
(3) Includes approximately nine months estimated impact from Cambridge BioMarketing
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Thank You
Appendix
2014 Cambridge BioMarketing
Adjusted EBITDA Reconciliation
($ in thousands)
Net Income
$3,197
Add:
Interest Expense, Net
$37
Depreciation and Amortization Expense
$155
Chairman-Related Expenses
$567
Adjusted EBITDA
$3,956
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