The Oncology Institute, Inc. (NASDAQ:TOI) Q2 2023 Earnings Conference Call August 8, 2023 5:00 PM ET Company Participants Mark Hueppelsheuser - General Counsel Dan Virnich - Chief Executive Officer Mihir Shah - Chief Financial Officer Conference Call Participants Taji Phillips - Jefferies Operator Good afternoon ladies and gentlemen and welcome to The Oncology Institute's Second Quarter 2023 Earnings Conference Call. Today's call is being recorded and we have allocated one hour for prepared remarks and Q&A ...

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, 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) (State or other jurisdictio ...

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 ...

Part I [Item 1. Business](index=5&type=section&id=Item%201.%20Business) The Oncology Institute (TOI) operates 76 community-based clinics across 15 markets, providing value-based oncology care primarily to adult and senior populations under capitated agreements - TOI operates 76 clinic locations across 15 markets and five states, with 62 clinics staffed by 101 providers employed by its affiliated TOI PCs, serving over **64,000 patients in 2022** and managing approximately **1.7 million patients** under value-based agreements[17](index=17&type=chunk)[249](index=249&type=chunk) - Over **50% of TOI's 2022 revenue** was generated from value-based contracts, predominantly capitated agreements, aligning provider incentives with quality and efficiency of care through fixed per member per month (PMPM) payments[22](index=22&type=chunk)[51](index=51&type=chunk) - The company's revenue grew at approximately a **30% CAGR from 2016 to 2022**, driven by robust growth in capitated lives under value-based contracts and strategic expansion[40](index=40&type=chunk)[41](index=41&type=chunk) - TOI differentiates itself from traditional fee-for-service (FFS) oncology care providers by focusing on a **value-based model** that aims to reduce wasteful care, improve patient outcomes, and lower costs, supported by evidence-based clinical protocols[20](index=20&type=chunk)[21](index=21&type=chunk)[34](index=34&type=chunk) - The company is subject to extensive government regulations, including licensing, corporate practice of medicine laws, federal and state anti-kickback, false claims, and self-referral laws, as well as HIPAA and evolving healthcare reform measures, posing significant compliance risks[59](index=59&type=chunk)[60](index=60&type=chunk)[61](index=61&type=chunk) [Item 1A. Risk Factors](index=16&type=section&id=Item%201A.%20Risk%20Factors) TOI faces numerous risks including challenges in growth strategy execution, managing rapid change, achieving profitability, operational dependencies, regulatory compliance, and financial stability - TOI has a history of net losses, including a **$10,927 thousand net loss in 2021**, and anticipates increasing expenses due to growth and public company operations, making future profitability uncertain[98](index=98&type=chunk)[99](index=99&type=chunk) - Approximately **24% of TOI's 2022 revenue** was derived from fixed fees under capitation agreements, exposing the company to the risk that the cost of providing services may exceed compensation if medical costs and expenses surpass estimates[112](index=112&type=chunk)[113](index=113&type=chunk) - TOI's operations are geographically concentrated, with approximately **85% of its 2022 revenues generated in California**, making it vulnerable to unfavorable changes in local benefit costs, reimbursement rates, competition, and economic conditions[106](index=106&type=chunk) - The company identified a **material weakness in its internal control over financial reporting** related to complex accounting transactions, which, if not corrected, could adversely affect operations and financial statements[91](index=91&type=chunk)[224](index=224&type=chunk) - TOI's Facility Agreement includes restrictive covenants, such as maintaining a minimum of **$40,000 thousand in unrestricted cash** and specific quarterly revenue targets (**$50,000 thousand in 2023, $75,000 thousand in 2024, $100,000 thousand in 2025**), which could limit its financial flexibility[228](index=228&type=chunk)[486](index=486&type=chunk) [Item 1B. Unresolved Staff Comments](index=44&type=section&id=Item%201B.%20Unresolved%20Staff%20Comments) There are no unresolved staff comments from the SEC - No unresolved staff comments[238](index=238&type=chunk) [Item 2. Properties](index=44&type=section&id=Item%202.%20Properties) TOI's principal executive offices are in Cerritos, California, under a lease expiring in 2026, and the company leases 62 clinics across five states, with plans for further expansion - TOI's principal executive offices are in Cerritos, California, with a lease expiring in **2026**[239](index=239&type=chunk) - As of December 31, 2022, the company leases **62 clinics** in California, Arizona, Nevada, Florida, and Texas[240](index=240&type=chunk) [Item 3. Legal Proceedings](index=44&type=section&id=Item%203.%20Legal%20Proceedings) TOI is involved in various ordinary course legal proceedings, none of which are currently expected to have a material adverse effect on the company's financial condition or operations - TOI is involved in various legal proceedings and claims in the ordinary course of business[241](index=241&type=chunk) - No current legal proceedings are expected to have a **material adverse effect** on the company's business, operating results, cash flows, or financial condition[241](index=241&type=chunk) [Item 4. Mine Safety Disclosures](index=44&type=section&id=Item%204.%20Mine%20Safety%20Disclosures) This item is not applicable to The Oncology Institute, Inc - Not applicable[242](index=242&type=chunk) Part II [Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities](index=45&type=section&id=Item%205.%20Market%20for%20Registrant%27s%20Common%20Equity%2C%20Related%20Stockholder%20Matters%20and%20Issuer%20Purchases%20of%20Equity%20Securities) TOI's common stock and warrants are listed on Nasdaq, with approximately 89 record holders as of March 2023, and the company has not paid cash dividends, intending to retain earnings for growth - Common stock trades on Nasdaq under **'TOI'**, and publicly traded warrants under **'TOIIW'**[245](index=245&type=chunk) - As of March 8, 2023, there were approximately **89 holders of record** for the common stock[245](index=245&type=chunk) - The company has never declared or paid any cash dividends on its common stock and plans to retain all available funds and future earnings for business development and growth[246](index=246&type=chunk)[521](index=521&type=chunk) [Item 6. [ Reserved ]](index=45&type=section&id=Item%206.%20%5B%20Reserved%20%5D) This item is reserved and contains no information [Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations](index=46&type=section&id=Item%207.%20Management%27s%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) TOI reported a 24.4% increase in 2022 total operating revenue to $252,483 thousand, driven by practice acquisitions and new capitation contracts, despite a significant operating loss and a net cash decrease due to investments Key Financial Highlights (2022 vs. 2021) | Metric | 2022 (in thousands) | 2021 (in thousands) | Change ($) | Change (%) | | :-------------------------------- | :------------------ | :------------------ | :--------- | :--------- | | Total Operating Revenue | $252,483 | $203,003 | $49,480 | 24.4% | | Patient Services Revenue | $166,785 | $124,074 | $42,711 | 34.4% | | Dispensary Revenue | $79,343 | $72,550 | $6,793 | 9.4% | | Total Operating Expenses | $334,434 | $248,861 | $85,573 | 34.4% | | Loss from Operations | $(81,951) | $(45,858) | $(36,093) | 78.7% | | Net Income (Loss) | $152 | $(10,927) | $11,079 | -101.4% | | Adjusted EBITDA | $(23,542) | $(5,377) | $(18,165) | 337.8% | - TOI completed a **$110 million strategic investment** from Deerfield Management Company, L.P. through secured senior convertible notes on August 9, 2022, and ended the fiscal year with **$132 million in cash, cash equivalents, and investments**[253](index=253&type=chunk)[291](index=291&type=chunk) - The company increased its market count to **15 from 10** and grew Capitated Membership by over **100 thousand lives in 2022**, alongside completing **6 practice acquisitions**[253](index=253&type=chunk)[260](index=260&type=chunk) - TOI remediated two material weaknesses related to revenue review and segregation of duties within the financial close and reporting process but continues to address a remaining **material weakness concerning complex accounting transactions**[253](index=253&type=chunk)[630](index=630&type=chunk) Material Cash Requirements (2023-Thereafter) | Requirement | Total (in thousands) | | :------------------------------------ | :------------------- | | Convertible note (principal & interest) | $159,938 | | Operating leases | $31,726 | | Deferred acquisition & contingent consideration | $3,109 | | Other (finance leases, D&O premiums) | $3,318 | | **Total Material Cash Requirements** | **$198,091** | [Item 7A. Quantitative and Qualitative Disclosures About Market Risk](index=58&type=section&id=Item%207A.%20Quantitative%20and%20Qualitative%20Disclosures%20About%20Market%20Risk) TOI's primary market risks include inflation and interest rate changes, with a **$9,944 thousand goodwill impairment charge** recognized in 2022 due to underperformance and rising rates - TOI's market risk exposure primarily stems from potential changes in inflation and interest rates, though its investment policy focuses on liquidity and capital preservation for its cash and marketable securities[325](index=325&type=chunk)[326](index=326&type=chunk) - Inflation could adversely affect TOI by increasing costs for drugs, clinical trials, administration, and labor, potentially outpacing expectations and necessitating additional capital[327](index=327&type=chunk) - The company recognized a **goodwill impairment charge of $9,944 thousand** for the year ended December 31, 2022, due to the carrying value of goodwill related to patient services exceeding its fair value, influenced by factors such as underperformance and rising interest rates[329](index=329&type=chunk)[330](index=330&type=chunk) [Item 8. Financial Statements and Supplementary Data](index=60&type=section&id=Item%208.%20Financial%20Statements%20and%20Supplementary%20Data) This section presents TOI's audited consolidated financial statements for 2022 and 2021, including balance sheets, statements of operations, and cash flows, detailing significant accounting policies and key financial changes Consolidated Balance Sheet Highlights (in thousands) | Metric | December 31, 2022 | December 31, 2021 | | :------------------------------------ | :------------------ | :------------------ | | Total Assets | $261,665 | $203,439 | | Cash and cash equivalents | $14,010 | $115,174 | | Marketable securities | $59,796 | $0 | | Accounts receivable | $39,816 | $20,007 | | Goodwill | $21,418 | $26,626 | | Total Liabilities | $138,490 | $99,280 | | Long-term debt, net | $80,621 | $0 | | Total Stockholders' Equity | $123,175 | $104,159 | Consolidated Statements of Operations Highlights (in thousands) | Metric | Year Ended Dec 31, 2022 | Year Ended Dec 31, 2021 | | :------------------------------------ | :---------------------- | :---------------------- | | Total operating revenue | $252,483 | $203,003 | | Total operating expenses | $334,434 | $248,861 | | Loss from operations | $(81,951) | $(45,858) | | Total other non-operating income | $(81,860) | $(34,260) | | Net income (loss) | $152 | $(10,927) | | Net income (loss) per share, basic | $0.00 | $(0.16) | | Net loss per share, diluted | $(0.21) | $(0.16) | Consolidated Statements of Cash Flows Highlights (in thousands) | Metric | Year Ended Dec 31, 2022 | Year Ended Dec 31, 2021 | | :------------------------------------ | :---------------------- | :---------------------- | | Net cash used in operating activities | $(61,756) | $(32,680) | | Net cash used in investing activities | $(131,614) | $(12,154) | | Net cash provided by financing activities | $92,206 | $154,010 | | Net (decrease) increase in cash | $(101,164) | $109,176 | | Cash at end of period | $14,010 | $115,174 | - TOI adopted ASC 842 (Leases) on January 1, 2022, resulting in an initial balance sheet adjustment of **$17,832 thousand** to operating ROU assets and corresponding lease liabilities, with an immaterial impact on the Consolidated Statements of Operations[433](index=433&type=chunk)[434](index=434&type=chunk) - The company issued a **$110,000 thousand Senior Secured Convertible Note** on August 9, 2022, maturing in 2027, which significantly increased interest expense and long-term debt, and includes embedded conversion options and warrants accounted for as derivative liabilities[484](index=484&type=chunk)[485](index=485&type=chunk)[488](index=488&type=chunk)[497](index=497&type=chunk)[503](index=503&type=chunk) [Item 9. Changes in and Disagreements With Accountants on Accounting and Financial Disclosures](index=112&type=section&id=Item%209.%20Changes%20in%20and%20Disagreements%20With%20Accountants%20on%20Accounting%20and%20Financial%20Disclosures) There were no changes in or disagreements with accountants on accounting and financial disclosures - Not applicable[624](index=624&type=chunk) [Item 9A. Controls and Procedures](index=112&type=section&id=Item%209A.%20Controls%20and%20Procedures) As of December 31, 2022, TOI's disclosure controls and internal controls over financial reporting were ineffective due to a material weakness in complex accounting transactions, though two prior material weaknesses were remediated - As of December 31, 2022, TOI's disclosure controls and procedures were **not effective** due to a **material weakness in internal control over financial reporting** related to complex accounting transactions[625](index=625&type=chunk)[628](index=628&type=chunk) - The company remediated two previously reported material weaknesses in 2022, specifically those related to segregation of duties in the financial closing and reporting process and internal control over reviews of the revenue process[630](index=630&type=chunk)[631](index=631&type=chunk)[632](index=632&type=chunk) - As an emerging growth company, TOI is not required to include an attestation report on internal control over financial reporting from its independent registered public accounting firm[633](index=633&type=chunk) [Item 9B. Other Information](index=113&type=section&id=Item%209B.%20Other%20Information) This item contains no additional information - None[636](index=636&type=chunk) [Item 9C. Disclosure Regarding Foreign Jurisdiction that Prevent Inspections](index=113&type=section&id=Item%209C.%20Disclosure%20Regarding%20Foreign%20Jurisdiction%20that%20Prevent%20Inspections) This item is not applicable to The Oncology Institute, Inc - Not applicable[637](index=637&type=chunk) Part III [Item 10. Directors, Executive Officers and Corporate Governance](index=114&type=section&id=Item%2010.%20Directors%2C%20Executive%20Officers%20and%20Corporate%20Governance) Information regarding directors, executive officers, and corporate governance is incorporated by reference from the company's 2023 Annual Meeting of Stockholders proxy statement - Information incorporated by reference from the **2023 Annual Meeting of Stockholders Proxy Statement**[639](index=639&type=chunk) [Item 11. Executive Compensation](index=114&type=section&id=Item%2011.%20Executive%20Compensation) Details on executive compensation are incorporated by reference from the company's 2023 Annual Meeting of Stockholders proxy statement - Information incorporated by reference from the **2023 Annual Meeting of Stockholders Proxy Statement**[640](index=640&type=chunk) [Item 12. Security Ownership of Certain Beneficial Owner and Management and Related Stockholder Matters](index=114&type=section&id=Item%2012.%20Security%20Ownership%20of%20Certain%20Beneficial%20Owner%20and%20Management%20and%20Related%20Stockholder%20Matters) Information regarding security ownership and related stockholder matters is incorporated by reference from the company's 2023 Annual Meeting of Stockholders proxy statement - Information incorporated by reference from the **2023 Annual Meeting of Stockholders Proxy Statement**[641](index=641&type=chunk) [Item 13. Certain Relationships and Related Transactions, and Director Independence](index=114&type=section&id=Item%2013.%20Certain%20Relationships%20and%20Related%20Transactions%2C%20and%20Director%20Independence) Details on certain relationships, related transactions, and director independence are incorporated by reference from the company's 2023 Annual Meeting of Stockholders proxy statement - Information incorporated by reference from the **2023 Annual Meeting of Stockholders Proxy Statement**[642](index=642&type=chunk) [Item 14. Principal Accounting Fees and Services](index=114&type=section&id=Item%2014.%20Principal%20Accounting%20Fees%20and%20Services) Information regarding principal accounting fees and services is incorporated by reference from the company's 2023 Annual Meeting of Stockholders proxy statement - Information incorporated by reference from the **2023 Annual Meeting of Stockholders Proxy Statement**[643](index=643&type=chunk) Part IV [Item 15. Exhibits, Financial Statement Schedules](index=115&type=section&id=Item%2015.%20Exhibits%2C%20Financial%20Statement%20Schedules) This section lists all exhibits and financial statement schedules filed as part of the 10-K report, confirming their inclusion under Item 8 and that no other schedules are required - Lists various exhibits filed as part of the report, including the Merger Agreement, Amended and Restated Certificate of Incorporation, Bylaws, Warrant Agreement, and Facility Agreement[646](index=646&type=chunk)[647](index=647&type=chunk) - Financial statement schedules are filed under Item 8, and no other financial statement schedules are required[646](index=646&type=chunk) [Item 16. Form 10-K Summary](index=117&type=section&id=Item%2016.%20Form%2010-K%20Summary) This item indicates that no Form 10-K summary is provided - No Form 10-K Summary is provided[648](index=648&type=chunk) [Signatures](index=117&type=section&id=Signatures) The Annual Report on Form 10-K is duly signed by TOI's CFO, Mihir Shah, and CEO, Brad Hively, along with other directors, affirming compliance with the Securities Exchange Act of 1934 - The Annual Report is signed by **Mihir Shah (Chief Financial Officer)** and **Brad Hively (Chief Executive Officer and Director)** on March 16, 2023[652](index=652&type=chunk)[655](index=655&type=chunk) - Other directors also signed the report, constituting and appointing Brad Hively and Mihir Shah as attorneys-in-fact for filing amendments[653](index=653&type=chunk)[655](index=655&type=chunk)[656](index=656&type=chunk)

Financial Data and Key Metrics Changes - Consolidated revenue for Q4 2022 was $71 million, an increase of 36.6% compared to Q4 2021, and an increase of 9.9% compared to Q3 2022 [9] - Gross profit in Q4 2022 was $16 million, an increase of 87.6% compared to Q4 2021 [9] - Full year 2022 consolidated revenue was $252 million, an increase of 24.4% compared to the prior year [10] - Full year gross profit for 2022 was $52 million, an increase of 27.5% year-over-year [10] - Net income for the year ended December 31, 2022, was $1.7 million, an increase of $12.6 million compared to the prior year [10] - Adjusted EBITDA for the full year 2022 was negative $24 million [10] Business Line Data and Key Metrics Changes - The company added two new clinics in Q4 2022, expanding its network to 62 clinics across five states, representing a 17% increase in the number of clinics and providers [5] - The company grew capitated membership by over 100,000 lives in 2022 [8] Market Data and Key Metrics Changes - The company expanded into its 15th market with the acquisition of two practices in South Florida [6] - The company ended 2022 with $132 million in cash, cash equivalents, and investments [7] 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 [12] - The focus is on transitioning gain share contracts to population risk agreements and expanding service offerings in existing clinics [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged headwinds such as Medi-Cal restrictions and a tight labor market but expressed optimism for 2023, expecting continued growth [4][12] - The company is taking a conservative view on guidance for 2023, anticipating revenue between $290 million to $320 million, representing 15% to 27% growth over 2022 [11] Other Important Information - The company completed a $110 million strategic investment from Deerfield Management Company in August 2022 [7] - The company remediated two previously disclosed material weaknesses in financial controls [8] Q&A Session Summary Question: Update on California Medi-Cal issue - Management explained that the transition to a new vendor prevented the company from prescribing drugs to certain Medi-Cal patients and that they are working to become licensed as a pharmacy [13][14] Question: Changes in EBITDA guidance - Management indicated that the guidance reflects a conservative view due to slower-than-expected growth in expansion markets and compression on IV drug margins [15][16] Question: Status of acquisitions - Management confirmed that no unannounced acquisitions are included in the current guidance, indicating potential upside [17] Question: 2023 revenue guidance details - Management noted that the exit run rate from Q4 2022 provides a significant portion of the expected revenue growth for 2023 [24] Question: Gain share contracts - Management clarified that one of the new gain share contracts in Florida is with ChenMed, with optimism for future expansion [25][26] Question: Non-current investments - Management stated that the $59 million in non-current investments is primarily in T-bills, which are available for operations and acquisitions [27]

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 ...