DexCom Aggregate Customer Lifetime Value is Equivalent to 13.1 Percent of Enterprise Value
Sunil Soares, CEO & Founder- YDC DexCom, Inc.(Ticker: DXCM) is a U.S.multinational company offering Continuous Glucose Monitoring (CGM) products for diabetes patients. Unlike most other life sciences and medical devices companies, DexCom has a lot of information about its end users. Based on publicly-available information, Dexcom has an Aggregate Customer Lifetime Value (CLV) of […]
Data-Intensive Intangibles at a Large Health Care Provider are worth at least 134% of Enterprise Value
Sunil Soares, CEO & Founder – YDC | Max Moeller, Analyst – YDC Data-intensive intangibles at a large U.S. health care provider were worth at least 134% of Enterprise Value. Although we utilized public information in this analysis, we refer to this large non-profit hospital network as ABC Health. The YDC team included only Patient […]
Prime Therapeutics and UnitedHealth Group Pharmacy Benefits have Average Customer Lifetime Value of $57 and $94 respectively
Sunil Soares CEO & Founder, YDC / Max Moeller Data Analyst, YDC Prime Therapeutics manages pharmacy benefits on behalf of 19 Blue Cross and Blue Shield health care plans. As a private company that is wholly owned by these Blue Plans, Prime discloses limited financial information. Based on publicly-available information, Prime has an average Customer […]
DMIᵀᴹ Index for Life Sciences
December 17, 2021 Summary The DMI Index for Life Sciences varies by industry and company: Pharmaceutical companies like Merck and Johnson & Johnson have DMIs Index in the 6%-7% range Smith & Nephew has a DMI Index of 30.1%, the only pure-play medical device company in our analysis although we did also factor in […]
DMIᵀᴹ Index for Health Care
December 17, 2021 Summary The DMITM Index for Health Care companies varies by industry and company: Health Care Facilities (Providers) including HCA Healthcare and Universal Health Services have a DMI Index of approximately 5.4% Health Care Payers including Anthem, Centene, Cigna, Humana, UnitedHealth Group and CVS Health Corporation have DMI’s Index in the range of 5.9% to […]
Webinar: Data Monetization for Life Sciences
Valuation of Life Sciences Clinical Trial Data and Data Balance Sheet Using YDC
Sunil Soares CEO, YourDataConnect Clinical trials generate data that has an uncertain value. A trial may or may not be successful, and it may generate revenues that are uncertain. We leveraged YDCᵀᴹ to develop a valuation model for Phase III clinical trials for an oncology (cancer) drug. As a first step, we created a Clinical […]