The Oncology Institute (NASDAQ: TOI) announced that it generated $1.8 million in Medicare savings during Performance Period 3 of the Centers for Medicare & Medicaid Services’ Enhancing Oncology Model (EOM). The savings translate to more than $6,400 per patient episode, a jump from the $3,500 per episode achieved in Performance Period 2.
The increase is attributed to TOI’s High‑Value Cancer Care program, which combines proactive care navigation, health‑care coach‑led symptom monitoring, and 24/7 real‑time symptom management. These initiatives helped patients stay on treatment and avoid unnecessary emergency department visits and hospital admissions, earning TOI the maximum score on avoidable ED visits and admissions for the second consecutive period.
The achievement underscores TOI’s ability to deliver high‑quality, person‑centered oncology care while generating meaningful cost savings for Medicare. It also reinforces the scalability of TOI’s value‑based model, supporting the company’s broader strategy of expanding delegated capitation and specialty pharmacy services across its network. In the broader financial context, TOI reported a net loss of $7.5 million in Q4 2025, an improvement from $13.2 million in the prior year, and full‑year 2025 revenue of $502.7 million, up 27.8% from the previous year.
"These results demonstrate continued improvement in both savings and quality. Our model provides exceptional patient care at a lower cost while decreasing unnecessary ED and inpatient utilization," said Yale D. Podnos, Chief Medical Officer and President of Practice. "This performance reflects the strength and scalability of our value‑based oncology model. We are increasing savings while maintaining high‑quality performance, reinforcing that community‑based oncology can deliver meaningful value for patients and Medicare," added Dan Virnich, MD, MBA, FACHE, Chief Executive Officer.
The EOM is a voluntary total‑cost‑of‑care model created by the CMS Innovation Center to incentivize oncology practices to deliver coordinated, high‑quality, patient‑centered care for Medicare beneficiaries receiving chemotherapy. TOI’s success in this model signals strong execution and positions the company to capture additional value‑based opportunities as the program expands nationwide.
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