EB/BB Modelling Case Study - Healthcare

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?