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.

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WSO Monkey Bot

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2y

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

Key Resources:

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
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?

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stuckinthesouthside16

IB

2y

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