Financial Data and Key Metrics Changes - The consolidated revenue for Q1 2023 was $76 million, representing a 38.1% increase compared to Q1 2022 and a 6.7% increase compared to Q4 2022 [9] - Gross profit for Q1 2023 was $14 million, an increase of 14% compared to Q1 2022 [9] - The net loss for Q1 2023 was $30 million, a decrease of $49 million compared to Q1 2022, primarily due to changes in fair value of earn-out liabilities and an increase in operating revenue [9] - Adjusted EBITDA was negative $7.9 million, with a modified calculation that now includes cash compensation paid to the Board of Directors [9][10] - Cash and cash equivalents at the end of the quarter were $15 million, with total cash, cash equivalents, and investments amounting to $114 million [10] Business Line Data and Key Metrics Changes - Fee-for-service revenue, dispensary revenue, and oral drugs dispensed all reached record levels, with oral drugs dispensed increasing by 34% compared to Q1 2022 [4][8] - Organic growth rate was 25%, and same-store sales growth was 21%, indicating strong demand for the company's model [5] - Total patient visits increased by 17% compared to Q1 2022 [8] Market Data and Key Metrics Changes - The company signed two new value-based contracts, one in Southern California and another in Texas, marking a significant expansion in value-based care [5] - The recent contract in Texas is notable as it is the first total cost of care contract with a primary care partner in that market [5] Company Strategy and Development Direction - The company aims to refine and optimize its model and expansion markets, grow legacy markets, and reduce cash burn through improved efficiency and technology solutions [11] - The focus remains on expanding the patient base and increasing the number of value-based partnerships while delivering high-quality outcomes [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory despite challenges with IV drug margins, expecting adjusted EBITDA margins to trend favorably as the year progresses [11] - The company anticipates ending 2023 with 1.75 million to 2.0 million lives under capitation, with revenue guidance of $290 million to $320 million, representing 15% to 27% growth over 2022 [10] Other Important Information - The company is entering into a Letter of Intent (LOI) to acquire a retail pharmacy in California to enable dispensing of oral drugs to Medi-Cal members [7] - The company has received data showing over 50% referral capture and over 30% cost savings from a value-based partner in Florida, highlighting the effectiveness of its model [6] Q&A Session Summary Question: Interest in total cost of care contracts - Management noted an increase in interest from primary care partners in total cost of care arrangements, indicating a broader trend in oncology [14][16] Question: Cost savings from oncology GPO - Management stated that they are not ready to quantify expected cost savings from the oncology GPO initiative but do not anticipate it affecting full-year guidance [17] Question: Guidance and revenue growth - Management expressed confidence in their guidance, noting that the Q1 results were strong and that the guidance does not include any acquisitions for the year [21] Question: Acquihire environment and market multiples - Management observed that sellers are becoming more realistic about valuation multiples, with some adjustments in expectations due to market conditions [23]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number 001-39248 The Oncology Institute, Inc. (Exact name of registrant as specified in its charter) Delaware 84-3562323 (State ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number 001-39248 The Oncology Institute, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of ...

The Oncology Institute, Inc. (NASDAQ:TOI) Q4 2022 Earnings Conference Call March 9, 2023 5:00 PM ET Company Participants Mark Hueppelsheuser - General Counsel Brad Hively - Chief Executive Officer Mihir Shah - Chief Financial Officer Conference Call Participants Brian Tanquilut - Jefferies Sandy Draper - Guggenheim Gary Taylor - Cowen & Company Operator Good afternoon, and welcome to The Oncology Institute's Fourth Quarter and Year-End 2022 Earnings Conference Call. Today's call is being recorded, and we h ...

The Oncology Institute, Inc. (NASDAQ:TOI) Q3 2022 Earnings Conference Call November 9, 2022 5:00 PM ET Company Participants Mark Hueppelsheuser - General Counsel Brad Hively - Chief Executive Officer Mihir Shah - Chief Financial Officer Conference Call Participants Brian Tanquilut - Jefferies Sandy Draper - Guggenheim Operator Good afternoon, and welcome to The Oncology Institute's Third Quarter 2022 Earnings Conference Call. Today's call is being recorded, and we have allocated one hour for prepared remark ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q For the transition period from _____ to _____ (Mark One) ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 Commission file number 001-39248 The Oncology Institute, Inc. (Exact name of registrant as specified in its charter) Delaware 84-3562323 (State or other jurisdiction of incorporation or organization) OR ☐ TRANSITION REPORT PURSUANT T ...

The Oncology Institute, Inc. (NASDAQ:TOI) Q2 2022 Earnings Conference Call August 9, 2022 5:00 PM ET Company Participants Mark Hueppelsheuser - General Counsel Brad Hively - Chief Executive Officer Mihir Shah - Chief Financial Officer Conference Call Participants Taji Phillips - Jefferies Christian Borgmeyer - Cowen Operator Good afternoon, and welcome to The Oncology Institute's Second Quarter 2022 Earnings Conference Call. Today's call is being recorded and we have allocated one hour for prepare marks an ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ý QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission file number 001-39248 The Oncology Institute, Inc. (Exact name of registrant as specified in its charter) Delaware 84-3562323 (State ...

The Oncology Institute, Inc. (NASDAQ:TOI) Q1 2022 Earnings Conference Call May 11, 2022 5:00 PM ET Company Participants Mihir Shah – Chief Financial Officer Brad Hively – Chief Executive Officer Conference Call Participants Brian Tanquilut – Jefferies Gary Taylor – Cowen Operator Good afternoon and welcome to The Oncology Institute's First Quarter 2022 Earnings Conference Call. Today's call is being recorded and we have allocated one hour for prepare marks and Q&A. At this time, I'd like to turn the confer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ The Oncology Institute, Inc. Commission file number 001-39248 Indicate by check mark whe ...