EB/BB Modelling Case Study - Healthcare

I have an upcoming modelling case study with a BB / EB. They are giving me 48 hours to complete it and it will be Healthcare sector specific. I'm aware of other sector-specific resources (ACRE for RE) but are there solid resources to prepare an integrated model (3 Stat, DCF, LBO) with a Healthcare spin to it? Think R&D grants and Patent Cliffs. 

2 Comments
 

Based on the most helpful WSO content, here are some resources and tips to prepare for a healthcare-specific modeling case study:

Key Resources:

  1. Healthcare IBD - Summary & Resources:

    • Biotech Finance:
      • From IB to VC / HF to Funded Startup (Part 1)
      • Valuation Methodologies And Modeling Considerations (Part 2)
    • Q&A:
      • BB IBD Healthcare Analyst Questions
    • Guide to Evaluate a Biotech Company
  2. External Resources:

    • News and Reports:
      • FierceBiotech
      • FiercePharma
      • Biospace
      • WSJ Health
      • Medscape
      • Bain's Global Healthcare Private Equity and Corporate M&A reports
      • Paul Keckley's weekly report
      • Axios Vitals
    • Medical Device Industry:
      • Fierce MedTech
      • MassDevice

Financial Modeling Training:

  • WSO Free Modeling Series:
    • 9 Free Financial Modeling Lessons covering:
    • Financial statement modeling
    • DCF
    • M&A
    • LBO
    • Comps
    • Excel Modeling
    • Bonus: 27 financial modeling templates in a swipe file

Training Bootcamps:

  • Modeling & Valuation Bootcamp (2 Day):
    • Excel, M&A, 3-statement, DCF, Comps, LBO+
  • IB Interview Bootcamp (4 Hrs):
    • IB Technical + Behavioral Questions
  • Private Equity Interview Bootcamp (1 day):
    • Detailed PE LBO Tests + Case
  • Venture Capital Bootcamp (4 Hrs):
    • Cohorts, ARR, Cap Table Modeling+

Advanced Industry-Specific Training:

  • Private Equity Master Package:
    • LBO Modeling + PE Deals Process
  • Venture Capital Master Package:
    • 3 Courses | VC + Excel + PPT
  • RE Master Program:
    • 12 Courses | 50+ Hours
  • Data Analytics Master Program:
    • 12 Courses | 50+ Hours

Tips for Healthcare-Specific Modeling:

  • R&D Grants:
    • Understand the impact of R&D expenses on financial statements.
    • Model potential grants and their effects on cash flow and profitability.
  • Patent Cliffs:
    • Analyze the revenue impact of patent expirations.
    • Incorporate scenarios for generic competition and loss of exclusivity.

Additional Resources:

  • WSO Company Database
  • Industry Reports
  • Technical Knowledge Articles

These resources should provide a comprehensive foundation to tackle your healthcare-specific modeling case study effectively. Good luck!

Sources: Healthcare IBD - Summary & Resources, Healthcare IBD - Summary & Resources, How to account for SBC in an LBO, Healthcare IB eligible for STEM OPT?, Any insight on Blackstone's Healthcare team?

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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