Core Viewpoint - The Oncology Institute, Inc. (TOI) will release its third quarter 2025 financial results on November 13, 2025, followed by a conference call to discuss the results [1]. Financial Results Announcement - The financial results will be announced after market close on November 13, 2025 [1]. - A conference call will take place on the same day at 5:00 p.m. Eastern Time [1]. Conference Call Access - The conference call can be accessed by phone at 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 the call ends, accessible at 1-844-512-2921 for domestic and 1-412-317-6671 for international callers, with a passcode of 13756737 [2]. - The replay will be available until November 20, 2025 [2]. Company Overview - The Oncology Institute, founded in 2007, specializes in value-based community oncology care, serving approximately 1.9 million patients [4]. - TOI operates over 100 clinics and affiliate locations across five states, employing more than 180 clinicians [4]. - The company focuses on delivering advanced, evidence-based cancer care, including clinical trials and transfusions [4].

Summary of The Oncology Institute Conference Call (October 08, 2025) Company Overview - **Company Name**: The Oncology Institute (NasdaqCM:TOI) - **Industry**: Oncology Care - **Market Size**: U.S. oncology care spending exceeds $200 billion annually, with a significant growth trend driven by oncology drug costs [2][3] Core Points and Arguments - **Value Proposition**: The Oncology Institute is the largest value-based oncology care provider in the U.S., focusing on delivering clinically excellent care to underserved populations while bending the cost curve [4][5] - **Patient Base**: The company manages risk for over 2 million patients across various product types, including Medicare Advantage and managed Medicaid [4] - **Cost Management**: The Oncology Institute aims to reduce overutilization in oncology care by adhering to NCCN compliant practices, which can significantly lower costs [5][12] - **Unique Positioning**: Unlike competitors that do not employ physicians, The Oncology Institute employs clinicians, allowing for better control over care delivery and cost savings [9][10] - **Clinical Trials Access**: The company provides access to clinical trials for economically underserved populations, enhancing patient care options [11] Financial Performance - **Revenue Growth**: The company has achieved a 41% revenue CAGR over the past 18 years, with a focus on transitioning from unprofitability to profitability [17][25] - **Path to Profitability**: The Oncology Institute is guiding towards adjusted EBITDA break-even in Q4 2025, driven by value-based contracts, growth in the dispensary segment, and improved clinical productivity [18][19][25] - **Revenue Segmentation**: Revenue is derived from patient services (medical and radiation oncology), dispensary (Part D drugs), and other segments, with Part D drugs contributing significantly to overall margins [20][21] Market Expansion and Future Growth - **Current Operations**: The Oncology Institute operates in five states, with plans for further expansion in markets with high Medicare Advantage penetration [13][15] - **Growth Strategy**: The company is focused on filling capacity in existing markets before aggressively pursuing new territories, ensuring profitability and cash flow stability [29][30] Patient Outcomes and Satisfaction - **Financial Toxicity**: The Oncology Institute addresses the financial burden of cancer care, helping to lower out-of-pocket costs for patients significantly [27][28] - **Patient Satisfaction**: High levels of patient satisfaction are reported, with the company tracking KPIs related to clinical outcomes and patient experience [28] Additional Insights - **Competitive Landscape**: The Oncology Institute differentiates itself from fee-for-service aggregators and other value-based care models by providing a full suite of services and maintaining a focus on community-based care [10][12] - **Future Opportunities**: The company is receiving interest from payers in new markets, indicating potential for future growth while maintaining a focus on existing operations [29][30] This summary encapsulates the key points discussed during the conference call, highlighting The Oncology Institute's unique position in the oncology care industry, its financial trajectory, and its commitment to patient care and satisfaction.

Core Insights - The Oncology Institute of Hope and Innovation (TOI) has formed a strategic partnership with Doctors HealthCare Plans to enhance cancer care for Medicare Advantage members in South Florida [1][4] - The partnership will focus on delegated utilization management services and clinical advisory support to ensure high-quality, cost-effective cancer care [2][4] - This collaboration aims to improve patient outcomes and affordability through a data-driven approach to utilization management [4] Company Overview - The Oncology Institute, founded in 2007, specializes in value-based cancer care and serves approximately 1.9 million patients across five states [5] - TOI employs over 180 clinicians and operates more than 100 clinics, focusing on evidence-based cancer care and innovative treatment models [5] - Doctors HealthCare Plans is a Florida-based Medicare Advantage plan that emphasizes community commitment and offers extensive provider networks [6] Partnership Details - Under the partnership, TOI will implement comprehensive utilization management functions for oncology services, utilizing clinical protocols and technology-enabled workflows [2] - The collaboration includes advisory services to optimize oncology benefit design and evidence-based care pathways for providers [2] - The partnership reflects a shared commitment to advancing oncology care through improved utilization management practices [4]