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The Oncology Institute
The Oncology Institute (TOI) investor relations material
The Oncology Institute Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary13 Mar, 2026
Investment highlights
National value-based care platform with 19 years of differentiated oncology care and cost control.
Multiple growth channels and diversified business model across geographies and payor types.
Achieved 28% revenue growth in 2025 and breakeven Adjusted EBITDA in 4Q25; positive Adjusted EBITDA expected in 2026.
Management team with deep industry experience and proven leadership.
Business model and market opportunity
Operates in a large, fast-growing oncology market with a 13% CAGR, driven by demographic and cost trends.
Value-based contracts cover 2 million lives, with a scalable network of 122 employed and 200+ network providers in five states.
Revenue mix in 2025: 54% specialty pharmacy, 29% fee-for-service, 16% capitation, 1% clinical trials and other.
Significant whitespace remains, with only 7.3% penetration in California and 2.2% outside California.
Growth drivers and specialty pharmacy
Growth model starts with capitation, enhanced by specialty pharmacy and wraparound services.
Specialty pharmacy is a key differentiator, lowering patient costs, improving adherence, and reducing payor expenses.
Script volume and revenue per script have grown significantly, with future expansion opportunities in network distribution.
Explain specialty pharmacy's role in MLR stability
Compare MLR targets across capitation models
Profitability levers for delegated member capture
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Latest events from The Oncology Institute
- First profitable quarter on adjusted EBITDA, with strong revenue growth and improved 2026 outlook.TOI
Q4 202512 Mar 2026 - Record value-based contract growth and operational focus drive margin and cash flow improvements.TOIJefferies 2024 Global Healthcare Conference1 Feb 2026
- Q2 revenue up 23% to $98.6M, but margin pressures and contract changes prompt strategic review.TOIQ2 20241 Feb 2026
- Q3 2024 revenue up 21.8% with strong Dispensary growth and improved net loss.TOIQ3 202414 Jan 2026
- 2024 revenue rose 21.3% with improved cash flow; 2025 targets profitability and growth.TOIQ4 202426 Dec 2025
- 27.9M shares registered for resale; proceeds from warrants to fund growth in value-based oncology.TOIRegistration Filing16 Dec 2025
- Up to $50M equity raise targets growth, but new investors face substantial dilution.TOIRegistration Filing16 Dec 2025
- Up to $50M in stock, including $15M at-the-market, to fund growth; immediate dilution expected.TOIRegistration Filing16 Dec 2025
- Shareholders will vote on director elections, auditor ratification, and a reverse stock split.TOIProxy Filing2 Dec 2025
Next The Oncology Institute earnings date
Q1 202613 May, 2026
The Oncology Institute
Next The Oncology Institute earnings date
Q1 202613 May, 2026
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