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The Oncology Institute (TOI) investor relations material
The Oncology Institute Noble Capital Markets Emerging Growth Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Industry context and challenges
Oncology care represents over $200 billion in annual U.S. healthcare spend, with drug costs driving unsustainable growth for 16+ years.
Patients face high out-of-pocket costs, often delaying or forgoing care, while payers struggle with rising specialty costs.
There is a critical need for clinically excellent, community-based care that can reduce costs and improve access for underserved populations.
Overutilization of off-label and non-guideline medications inflates costs, but adherence to NCCN guidelines in lower-cost settings can bend the cost curve.
Partnerships with major health plans and risk-bearing groups have been maintained for over 15 years, reflecting quality and savings.
Differentiated care model and competitive landscape
Operates as the largest value-based oncology provider, employing physicians and contracting with independent oncologists across 80 sites in five states.
Unique model combines employed clinicians and engaged independents, enabling high compliance to value-based care and ancillary services like clinical trials.
Competitors include benefits managers and care navigation models, but these lack direct control over care delivery and generate modest savings.
Fee-for-service aggregators drive up rates and utilization, while this model offers full-spectrum services, including clinical trials and outpatient transfusions, to underserved populations.
Attracts clinical trial sponsors by providing access to non-English speaking and economically underserved patients.
Outcomes, quality, and patient impact
Delivers 100% NCCN-compliant care through proprietary pathways, updated in real time as new drugs are approved.
Coordinates with hospice and palliative care, tracks KPIs on outcomes, patient experience, and quality, and is NCQA certified.
Published studies and ASCO presentations demonstrate superior cost savings, patient satisfaction, and clinical outcomes compared to standard care.
Internal data shows significant reduction in patient out-of-pocket costs, with over $1 million saved annually on Part D medications.
High patient satisfaction is measured using Press Ganey methodology across thousands of visits.
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