327-EVT-10-17-12 NBC 2013_Mark_T_FINAL

Mark Thierer, Chairman & CEO

The Journey Begins: Building Our New Legacy

2012 was a Transformational year!!

3

The past six months…what a ride!!

Integration Rebranding

$Sales Success

$

2005 2006 2007 2008 2009 2010 2011 20120

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

$0

$100

$200

$300

$400

$500

EBITDA Revenue (MM)

Revenue in

Mill

ions

EB

ITD

A in

Millio

ns

Our results tell the storyRevenue and EBITDA

2005 2006 2007 2008 2009 2010 2011 2012 20130

2,000

4,000

6,000

8,000

10,000

12,000

$149 Jan. 2005

$10,900Jan. 2013

Our results tell the storyMarket Capitalization

Mark

et

Cap in

Mill

ions

We are Making Waves!

Specialty Pharmacy

Accreditation

#11 in 2012FORTUNE FASTEST GROWING COMPANIES

2012

Silver Honors for Healthcare Consumer

Empowerment and Protection

EGWP Receives 5-Star Rating

It takes a village…2012 Accomplishments

20122012Celebrate

2012Celebrate

Celebrating Our Successes in 2012Sales, Marketing, Underwriting, Account Management, Clinical Consulting

Closed nearly $2B in new business

Celebrating Our Successes in 2012Account Management, Clinical ConsultingAll Employees!

98%

Client Retention

All Employees!

Celebrating Our Successes in 2012

Named to the NASDAQ 100

Celebrating Our Successes in 2012Member Services, Web Team, IT, Marketing, Sales, Project Management, Prior Auth, Eligibility, Product Development, Pharmacy Operations, Software Development

Migrated plans in excess of

7 million lives to RxClaim platform

400

Celebrating Our Successes in 2012All Departments

Completed HealthTrans and PTRX Integrations

Marketing, Sales, PBM Operations, IT, QA, Member Print, HR, E-commerce, Finance, Member Services, Legal, Account Management, Clinical Team, PMO


Launched BriovaEarned URAC accreditation


Successfully transitioned $175Min specialty drug spend to Briova

Specialty, Clinical Consulting, Account Management

Celebrating Our Successes in 2012IT, Specialty Operations, Specialty Sales, Home Delivery, Marketing

Converted 11 Specialty Pharmacies and 3 Home

Delivery PharmaciesScriptMed – Specialty – Home

Delivery

Celebrating Our Successes in 2012Facilities Management, Specialty, IT, Telecom

Opened the

Birmingham specialty pharmacy and remodeled the specialty pharmacies in Avon, MA

and Las Vegas, NV

Celebrating Our Successes in 2012Human Resources, Specialty Sales

Expansion with 20 new hiresSpecialty Sales Force

Clinical Consulting, Clinical Services, Clinical Products, Clinical Reporting, Product Management


Defined a compelling clinical strategy and market positioning

Celebrating Our Successes in 2012Clinical Services, Clinical Consulting

Launched a new national Catamaran P&T Committee

Clinical Products, Clinical Consulting, IT


Defined single Catamaran MTM and rDUR products across the business

Finance, Facilities, Integration Team, IMO, IT


Consolidated key financial operations, including payroll, accounts payable,

treasury and more


Launched therebranded employeerecognition program

—

The Catamaran Cup

All Employees


Recruited and filled nearly 400 positions

since the merger

Human Resources, Hiring Managers


Consolidated and rolled out new

401k and Healthcare Plans for 3,500 employees

Human Resources, Payroll

Human Resources


1,747 employees completed elective training programs

through Catamaran University

Celebrating Our Successes in 2012IT, Operational Excellence, RxMax IT Team, QA, Rebate Operations, Med D Team, Innovation Team, Benefit Administration, Reporting and Billing, Part D Product, Formulary Team, Technical Services, RxClaim Development

Developed critical software enhancements

Celebrating Our Successes in 2012IT, Eligibility, Member Services, Marketing, Project Management, Client Services, Implementation, RxClaim Development, Web Services, Pharmacy Operations, DCO Enterprise Service Bus

Implemented AARP discount card program on RxClaim

platform

Celebrating Our Successes in 2012Medicaid Segment, Facilities, IT, Marketing

Opened the State of Indiana Medicaid Center of Excellence

State of Indiana


Closed and implemented $42.3MM in new HospiScript business including Gentiva, largest Hospice in the U.S.

Sales, Marketing, Account Management, Clinical Services,Implementations, Client Services, Contact Center, IT


Developed and built Silent Prior Auth

Innovation Team, RxAuth Development Team, State of Indiana Account Management


Developed and built work-flow

technology as the basis for clinical intervention and

engagement

Innovation Team, Clinical Team


Built and deployed an outcomes model

to determine the impact of clinical

interventions over time

Innovation Team

Celebrating Our Successes in 2012Member Services, Prior Auth, IT, Finance

Created a single, integrated Member Services function to increase efficiency and impact

Designed a new, market-leading, Member Experience Strategy

Celebrating Our Successes in 2012Web Team, Call Center, Print Fulfillment Team, IT

Celebrating Our Successes in 2012Sales, Marketing, Underwriting, SMEs

37%of proposals to finalist


Successfully implemented a

$400M full service program for

BCBS Rhode Island

Implementation, Account Management, Benefits Administration, Clinical, Medicare Part D, Legal, Pricing, IT, PBM Operations

Marketing, Sales, PBM Operations, IT, QA, Member Print, HR, E-commerce, Finance, Member Services, Legal, Account Management, Clinical Team, PMO


National Launch of Catamaran Brand

Celebrating Our Successes in 2012Account Managers, PBM Operations, Member Services, Prior Auth, Web Team, Implementation, Print Team, IT, Clinical Consulting

Completed implementations

125

for 6 million lives

Catamaran Today

Charting the Course

Mission|Vision

Identify trends & opportunities

Catamaran’s “strategic intent”

Data & Market Driven Analytics

To keep clients for

life by developing

unique solutions that

deliver on client needs

and create a game-

changing impact on healthcare outcomes and cost.

Ourmission is clear:

Customers choose

Catamaran because

we enable people to

take charge of their health, drive

innovations that raise

industry standards

and deliver on our promise to accelerate

client solutions.

Our Vision:is game-changing

The Course is Clear: Turning Trends into Business Opportunities

Governmentas

payer

A shiftto

retail

Growth ofSpecialty products

& spending

New Delivery&

Payment Models

Opportunities

Huge cost containment opportunity

Medical / Pharmacy cross-walk and integration

Advanced clinical and member engagement requirements

Biosimilars

Opportunities

“Shopping” by individuals – high consumer engagement

Solutions targeted to the newly-insured individuals

State-specific product solutions in response to Health Insurance Exchanges

Emergence of provider-sponsored plans

Opportunities

Part D

Medicaid & Health Insurance Exchange Growth

Technology to handle complexity

FW & A Services

Tools for coordination due to frequent eligibility changes

Opportunities

Transition from volume-focus to value-focus

Pay for quality and better outcomes

Risk-stratification and member identification requirements

Health Plan/Physician integrated models

Our Strategic Intent is Clear

$4BSpecialty Pharmacy

Fortune’s Best Places to Work

6,000Employee

s 15% Market Share

$2B EBITDA

#1 in Medicare

$30B

It Won’t Be Easy!

• Our workload is staggering• Our resources are constrained• On-boarding is a challenge• Core processes require

streamlining and automation

Our values must shape our culture

We must change!Clients for LifeCurrent State Future State

Dwelling on legacy approach Embrace the new customer support model, The Catamaran Difference™

Overwhelmed with the day-to-day Manage short term while building new relationships and processes required for success

Concern that senior leadership doesn’t appreciate the level of work required

Ongoing two-way communication

Lack of alignment between account management and shared services

Effectively communicate client needs and set client expectations

Desire to leverage best practices and market intelligence

Proactively leveraging a knowledge base of customer intelligence and best practices

“No” is the norm “Yes, if” approach

Substandard Standard Proficient Leading

AccountabilityCurrent State Future State

Reliance on “hero” behavior Trust and mutual accountability

Legacy ways of supporting customers Accountable to the new way of client support

Current State Future State

Little relationship building Purposeful and proactive relationship action planning and execution

Sub-optimal understanding of account management

Proactive and involved “early and often” in client management

Relationships


EngagementCurrent State Future State

Excitement… but we don’t see a path to get there

A clearly defined path to success


327-EVT-10-17-12 NBC 2013_Mark_T_FINAL

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