Core Insights - The Oncology Institute, Inc. (TOI) has been selected to present an abstract at the ASCO Annual Meeting, highlighting the cost savings and reduced hospitalizations associated with its High-Value Cancer Care (HVCC) model [1][2] - The HVCC model has demonstrated over 50% reductions in Emergency Department utilization and hospitalizations, along with cost savings exceeding $12,000 per patient enrolled [2][5] Company Overview - Founded in 2007, TOI specializes in value-based cancer care, serving over 1.8 million patients with a team of over 120 clinicians and more than 700 staff across 70 clinic locations [4] - TOI's approach includes evidence-based cancer care, clinical trials, and transfusions, aiming to improve oncology care in community settings [4] Clinical Outcomes - Recent data indicates a 53% reduction in Emergency Department use, a 68% decrease in hospitalizations, and a 75% lower odds of death in acute care facilities for patients enrolled in the HVCC model [5] - The total cost of care is lowered by $12,000 per enrolled patient, further validating the effectiveness of TOI's care model [5]

Core Insights - Topicus.com Inc. reported a total revenue of €355.6 million for Q1 2025, marking a 16% increase from €306.6 million in Q1 2024, driven primarily by acquisitions and organic growth of 4% [4][8] - Net income for the same period rose to €38.8 million, up from €28.3 million in Q1 2024, translating to earnings of €0.30 per diluted share compared to €0.22 [5][8] - Cash flows from operations increased by 19% to €271.4 million, while free cash flow available to shareholders (FCFA2S) grew by 21% to €161.7 million [5][8] Financial Performance - Total revenue for Q1 2025 was €355.6 million, an increase of €49.0 million compared to the same period in 2024 [4][8] - Net income increased by €10.5 million to €38.8 million, with earnings per share rising to €0.30 from €0.22 [5][8] - Cash flows from operations (CFO) rose by €43.9 million to €271.4 million, representing a 19% increase [5][8] Acquisitions and Investments - The company completed acquisitions for a total cash consideration of €39.4 million, with deferred payments estimated at €20.9 million, leading to a total consideration of €60.3 million [8] - On January 31, 2025, Topicus acquired 8,300,029 shares in Asseco Poland S.A. for €168.0 million, representing approximately 9.99% of Asseco's issued shares [8] Comprehensive Income - Total comprehensive income for Q1 2025 was €183.9 million, significantly higher than €30.2 million in Q1 2024, driven by a gain of €145.5 million from equity investments [20][21]

TORONTO, May 01, 2025 (GLOBE NEWSWIRE) -- Topicus.com Inc. (TSXV:TOI) (the “Company”) announced today that the release of its first quarter results will be rescheduled. The Company will defer the release of its results from the originally planned date of May 2, 2025 in order to allow the Company to finalize its analysis and accounting for certain Q1 2025 complex transactions impacting the condensed consolidated interim financial statements. The Company’s quarterly results are expected to be disseminated via ...

Core Viewpoint - The Oncology Institute, Inc. (TOI) will announce its first quarter 2025 financial results on May 14, 2025, after market close, followed by a conference call at 5:00 p.m. Eastern Time [1]. Group 1: Financial Results Announcement - TOI is set to release its Q1 2025 financial results on May 14, 2025, after the market closes [1]. - A conference call will take place on the same day at 5:00 p.m. Eastern Time to discuss the results [1]. Group 2: Conference Call Access - The conference call can be accessed by dialing 1-877-407-0789 for domestic callers and 1-201-689-8562 for international callers [2]. - A replay of the call will be available two hours after it concludes, accessible at 1-844-512-2921 for domestic and 1-412-317-6671 for international callers, with a passcode of 13752832 [2]. - The replay will be available until May 21, 2025 [2]. Group 3: Webcast Information - Interested parties can also listen to a simultaneous webcast of the conference call via the Investor Relations section of TOI's website [3]. Group 4: Company Overview - Founded in 2007, TOI specializes in value-based cancer care, serving over 1.8 million patients with advanced oncology services [4]. - The company employs over 120 clinicians and has more than 700 staff across over 70 clinic locations [4].

Core Insights - The Oncology Institute, Inc. (TOI) is expanding its strategic partnership with Helios Clinical Research to enhance community oncology care through integrated clinical research [1][2] - The partnership aims to streamline study activation, accelerate enrollment, and reduce operational burdens, allowing TOI to scale its research infrastructure while maintaining a focus on patient care [2] - TOI serves over 1.8 million patients and employs over 120 clinicians across more than 70 clinic locations, emphasizing its commitment to value-based cancer care [3] Strategic Benefits of the Partnership - Patients will have increased access to advanced therapies through clinical trials supported by Helios' centralized operations [5] - Sponsors will benefit from improved trial performance due to streamlined startup processes and optimized patient matching [5] - The partnership aims to enhance equity in oncology research by enrolling diverse and underrepresented patient populations [5]

Group 1 - Topicus.com Inc. plans to release its first quarter results on May 2, 2025 [1] - The quarterly results will be available via press release and on the Company's website and SEDAR website after market close on May 2, 2025 [1] - Topicus' subordinate voting shares are listed on the Toronto Venture Stock Exchange under the symbol "TOI" [2] Group 2 - Topicus focuses on acquiring, managing, and building vertical market software businesses [2]

CERRITOS, Calif., March 31, 2025 (GLOBE NEWSWIRE) -- The Oncology Institute, Inc. (NASDAQ:TOI) ("TOI" or the "Company"), one of the largest value-based community oncology groups in the United States, today proudly announced the launch of the Florida Oncology Network. This new fully delegated network will expand access to high-quality, coordinated cancer care for Florida residents. The Florida Oncology Network includes TOI Clinics and a robust panel of value-focused medical and radiation oncologists strategi ...

Patient Care and Services - In 2024, the company provided care for over 72,000 patients and managed a population of approximately 1.9 million patients under value-based agreements[24]. - The company operates 72 clinics across 16 markets in 5 states, employing 130 providers and contracting with 11 additional providers in independently-owned clinics[23]. - The company has developed a High Value Cancer Care program that aligns treatment regimens with National Comprehensive Cancer Network guidelines[45]. - The company operates specialty and retail pharmacies to fill medication orders related to oncology care, billing pharmacy benefit managers for these services[28]. - The average patient rating based on 3,500+ Google reviews is 4.6 out of 5 stars, indicating high patient satisfaction[51]. - The company employs a continuous feedback mechanism to ensure superior patient experience and satisfaction among affiliated providers[50]. - The company aims to provide top-quality oncology care and has implemented initiatives for talent acquisition, diversity, and employee engagement[95]. - The company’s ability to attract and retain patients is dependent on providing high-quality care, which is essential for maintaining its reputation and financial condition[160]. Financial Performance and Revenue - More than 46% of the company's revenue in 2024 was generated from patients covered by value-based contracts, primarily capitated contracts[33]. - More than 50% of the company's revenue in 2024 was generated from value-based contracts, with the largest customer representing approximately 16% of patient services revenue[64][65]. - The Patient Services revenue constituted about 52% of total revenue for the year ended December 31, 2024, highlighting the significance of this revenue stream[150]. - The company achieved over 25% lower median total healthcare costs from diagnosis to death[46]. - The company received approximately 16% of its Patient Services revenue directly from Medicare in 2024, emphasizing dependence on government reimbursement[132]. - About 17% of the company's revenue for 2024 was derived from fixed fees paid by payors under capitation agreements, highlighting reliance on value-based contracts[122]. - The company anticipates significant increases in operating expenses as it continues to hire additional personnel and expand its infrastructure[109]. - The company incurred a net loss of $64,663,000 in 2024, with expectations of continued losses due to heavy investments in expanding patient base and operations[108]. Market Opportunities and Growth Strategy - The company has a substantial opportunity to capture a portion of approximately 81 million commercial, Medicaid, and Medicare Advantage lives across its active states[40]. - The company plans to leverage existing payor relationships to enter new markets, focusing on Medicare Advantage and value-based reimbursement models[58]. - The company anticipates significant growth potential in existing markets by expanding services with existing partners and securing new contracts[58]. - The company has a robust and data-driven approach to acquisitions, with a strong pipeline of targets in both existing and new markets[67]. - The growth strategy relies on building or acquiring new TOI PC clinics, which is dependent on various factors including obtaining referrals and entering contracts with additional payors[102]. Regulatory and Compliance Risks - The company is subject to various federal and state laws governing the collection and protection of personal information, including health-related data[89]. - The company is subject to extensive fraud, waste, and abuse laws, which may lead to audits and investigations that could adversely affect operations[103]. - The company is subject to audits by payors, including governmental audits of Medicare claims, which may require repayment if incorrect reimbursements are identified[119]. - The operations of the managed clinics are subject to extensive federal, state, and local regulations, which include compliance with Medicare and Medicaid programs[196]. - Changes in healthcare laws and regulations, including those affecting telehealth, could adversely impact the company's financial condition and operational results[121]. - The company faces rising enforcement actions for noncompliance with privacy and data protection laws, which are complex and rapidly evolving[198]. Competition and Market Challenges - The company faces competition for payor relationships with other healthcare organizations, which may increase costs and impact revenue[110]. - The company faces competition from other oncology providers, which could hinder its ability to attract new patients and payors, impacting revenue growth[118]. - A pandemic or outbreak of infectious disease could significantly impact the company's operations and financial condition, with potential delays in patient care and increased costs[112]. - The transition from volume to value-based reimbursement models may adversely affect operations and financial results[1]. Operational and Financial Management - The company has experienced rapid growth and organizational change, which has placed significant demands on management and resources[106]. - The company may pursue acquisitions of oncology and other physician practices, which could involve significant cash expenditures and operational losses[173]. - The company may need additional capital to fund operations and finance growth, which may not be obtainable on acceptable terms, potentially limiting growth strategies[219]. - The company is substantially dependent on a single source of drug supplies, which poses risks if the supplier fails to meet needs or if there are material price increases[162]. - The company’s information technology strategy is critical for maintaining effective operations and meeting regulatory demands, with potential compliance challenges if not properly managed[164]. Tax and Financial Reporting - As of December 31, 2024, the company had federal income tax NOLs of $184,835,785 and state income tax NOLs of $175,187,277 available to offset future taxable income[209]. - The deferred tax asset associated with the company's NOLs is fully offset by a valuation allowance, meaning future changes in unrecognized tax benefits will not impact the effective tax rate[209]. - Future changes in tax laws and regulations could adversely affect the company's business, financial condition, and results of operations[210]. - The company may face additional tax liabilities due to audits by taxing authorities, which could materially affect its financial condition and results of operations[213]. Legal and Liability Risks - Legal proceedings and litigation could materially harm the company’s business and results of operations, with significant costs associated with defending against such claims[167]. - Medical liability claims against TCR and TOI PCs could result in substantial damage awards, impacting financial condition and increasing insurance costs[184]. - Changes in accounting standards by FASB could adversely affect the consolidation of total revenues derived from TOI PCs, impacting financial reporting[186]. Cybersecurity and Data Protection - Cybersecurity risks remain a concern, as breaches could lead to significant reputational and financial harm[165]. - The Federal Trade Commission expects reasonable data security measures, and failure to comply may result in claims of unfair or deceptive practices[204].

The Oncology Institute (TOI) Q4 2024 Earnings Call March 25, 2025 11:38 PM ET Company Participants Mark Hueppelsheuser - General CounselDaniel Virnich - CEO & Executive DirectorRob Carter - Chief Financial OfficerYuan Zhi - Managing Director Conference Call Participants Robert Leboyer - Senior Biotechnology Analyst Operator Good afternoon, and welcome to the Oncology Institute's Fourth Quarter and Full Year twenty twenty four Earnings Conference Call. Today's call is being recorded and we have allocated one ...

Financial Data and Key Metrics Changes - Revenue for Q4 2024 was $100.3 million, a 17% increase compared to Q4 2023, driven primarily by dispensary revenue [21] - Full year 2024 revenue reached $393 million, representing a 21.3% increase from 2023 [25] - Gross profit for Q4 2024 was $14.6 million, a 2% increase year-over-year, while full year gross profit was $54 million, a 9.4% decrease from 2023 [22][25] - Net loss for Q4 2024 was $13 million, an improvement of $5.6 million compared to Q4 2023, while the full year net loss was $64.6 million, a decrease of $18.4 million from 2023 [23][27] - Adjusted EBITDA for Q4 2024 was negative $7.8 million, compared to negative $6.3 million in Q4 2023, and for the full year, it was negative $35.7 million [23][27] Business Line Data and Key Metrics Changes - Value-based patient services saw significant growth with six new contracts totaling over 270,000 lives launched in Q3 and Q4 2024 [9] - Pharmacy and medically integrated dispensaries generated $48 million in Q4 and $180 million for the full year, reflecting a 73% annualized growth [10] - SG&A expenses decreased by 12% in Q4 2024 compared to Q4 2023, demonstrating operational efficiency [12] Market Data and Key Metrics Changes - The company expanded its operations outside California, signing two new contracts in Florida during Q4 2024, totaling over 200,000 lives [9] - The company is positioned to handle substantial growth in new markets without increasing overhead costs [31] Company Strategy and Development Direction - The company aims to achieve profitability and positive cash flow by the end of 2025, focusing on operational management and strategic market expansion [8][39] - A key strategy includes optimizing the cost structure and enhancing financial flexibility through debt restructuring and capital raises [16][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in crossing the line to profitability by the end of 2025, despite 2024 not meeting expectations [8] - The company anticipates a gradual reduction in losses throughout 2025, with expectations of positive EBITDA in Q4 [35] Other Important Information - Cash and cash equivalents increased to $49.7 million by the end of Q4 2024, aided by working capital management [28] - The company successfully amended its facility agreement, including a $20 million principal paydown of outstanding debt [16] Q&A Session Summary Question: What are the significant moving factors for 2025 guidance? - Growth in capitation contracts and organic growth in fee-for-service and dispensary are essential for achieving targets [45] Question: Will patient service be a meaningful growth driver in 2025? - Yes, the capitation segment will be the primary driver of overall profitability [48] Question: What is the capacity of new clinics in Florida compared to California? - California clinics are operating at about 75% capacity, while Florida clinics are at approximately 40% capacity [54] Question: Any thoughts on the recent reimbursement landscape? - General macro trends in the oncology industry are favorable, with potential benefits from changes related to drug pricing [59]