The Oncology Institute Achieves $1.8 Million in Medicare Savings in CMS Enhancing Oncology Model Performance Period 3, Marking Significant Period-Over-Period Improvement

Rhea-AI Summary

The Oncology Institute (NASDAQ: TOI) achieved $1.8 million in Medicare savings during CMS Enhancing Oncology Model Performance Period 3, equal to more than $6,400 per patient episode. This improves on Performance Period 2 savings of $1.1 million ($3,500+ per episode).

TOI earned maximum quality scores on avoidable emergency department visits and hospital admissions for a second consecutive period, driven by its High-Value Cancer Care program, care navigation, Health Care Coach symptom monitoring, and 24/7 symptom management.

Positive

• $1.8M in Medicare savings in EOM Performance Period 3
• $6,400+ savings per patient episode
• Improved savings from $1.1M in Performance Period 2 to $1.8M
• Maximum quality score on avoidable ED visits and admissions (second consecutive period)

Negative

• None.

News Market Reaction – TOIIW

+55.97%

+55.97% Session close to close

In the Apr 13 session, TOIIW gained 55.97%, reflecting a significant positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +56.0% in the session following this news. A strong positive reaction aligns with p...

Analysis

The stock surged +56.0% in the session following this news. A strong positive reaction aligns with prior instances where substantial financial or strategic updates coincided with notable moves, such as the 107.69% reaction to 2025 earnings and guidance. Investors have previously rewarded clear demonstrations of execution and growth. However, warrant pricing can be volatile, and past spikes have followed concrete news. Without structural support factors, sharp gains may face mean-reversion pressures or profit-taking after initial enthusiasm.

Key Figures

Medicare savings PP3: $1.8 million Savings per episode PP3: more than $6,400 Medicare savings PP2: $1.1 million +2 more

5 metrics

Medicare savings PP3 $1.8 million Savings in CMS Enhancing Oncology Model Performance Period 3

Savings per episode PP3 more than $6,400 Medicare savings per patient episode in Performance Period 3

Medicare savings PP2 $1.1 million Savings in CMS Enhancing Oncology Model Performance Period 2

Savings per episode PP2 more than $3,500 Medicare savings per patient episode in Performance Period 2

Maximum quality scores 2 consecutive periods Maximum score on avoidable ED visits and admissions

Historical Context

5 past events · Latest: Apr 09 (Neutral)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Apr 09	Conference participation	Neutral	-1.9%	Participation in Needham Healthcare Conference with webcast access for investors.
Apr 06	Leadership change	Positive	+15.8%	Appointment of Minh Merchant as Chief Legal Officer overseeing legal and compliance.
Mar 12	Earnings and guidance	Positive	+107.7%	Reported strong 2025 revenue growth and issued 2026 revenue and EBITDA guidance.
Feb 26	Earnings call date	Neutral	+12.4%	Announced Q4 and full-year 2025 earnings release date and conference call details.
Feb 25	Investor conferences	Positive	+6.4%	Planned participation in multiple March healthcare investor conferences with webcasts.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news on leadership, earnings, and conferences often coincided with positive price moves, especially around major financial updates.

Recent Company History

Over the past few months, the company reported strong growth in Q4 and full-year 2025 revenue and issued 2026 guidance on Mar 12, 2026, which coincided with a 107.69% move. Earlier, announcements about multiple investor conferences in March and an earnings call date in late February also saw positive reactions. A leadership appointment on Apr 6, 2026 aligned with a 15.83% rise. By contrast, routine conference participation on Apr 9, 2026 saw a modest decline, underscoring that more substantive corporate updates have drawn stronger interest.

Key Terms

medicare, centers for medicare & medicaid services, emergency department, medicare fee-for-service

4 terms

medicare regulatory

"achieved $1.8 million in Medicare savings during Performance Period 3"

Medicare is a large government-run health insurance program that primarily covers people aged 65 and older and certain younger people with disabilities. For investors it matters because Medicare acts like a huge customer and rule-maker for hospitals, drugmakers and medical-device companies—its coverage decisions, payment rates and regulatory policies can change demand, revenue and profit margins across the healthcare sector, similar to how a major client or regulator can shape a business’s prospects.

centers for medicare & medicaid services regulatory

"Performance Period 3 of the Centers for Medicare & Medicaid Services’ Enhancing Oncology Model"

The Centers for Medicare & Medicaid Services (CMS) is the U.S. federal agency that runs major public health insurance programs and sets rules for what treatments and services are paid for and how much providers receive. Think of it as the rulebook and paymaster for a large portion of the health-care system: its coverage decisions, payment rates, and regulations can quickly change revenues, costs, and market access for hospitals, insurers, drugmakers and medical-device companies, so investors track its actions closely.

emergency department medical

"maximum score on avoidable emergency department visits and hospital admissions"

A hospital’s emergency department is the 24/7 clinical unit that evaluates and treats people with urgent or life‑threatening conditions, acting like the hospital’s front door for immediate care. For investors, its volume and performance signal demand for healthcare services, affect hospital revenue and cost patterns, and influence regulatory and reimbursement risks—similar to how customer foot traffic informs the health of a retail business.

medicare fee-for-service regulatory

"care for Medicare Fee-for-Service beneficiaries"

Medicare fee-for-service is the traditional U.S. government health insurance program that pays doctors, hospitals and other providers for each test, visit or procedure they deliver to eligible beneficiaries. Think of it like a pay-per-item plan rather than a bundled subscription; that payment structure influences how often services are billed and at what rates. Investors watch it because changes in reimbursement rules, patient mix, or utilization can meaningfully affect revenues and profitability for healthcare companies and suppliers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Practice earns maximum quality scores on avoidable ED visits and admissions for second consecutive period; per-episode savings exceed $6,400

CERRITOS, Calif., April 13, 2026 (GLOBE NEWSWIRE) -- The Oncology Institute of Hope and Innovation (NASDAQ: TOI), a leading value-based oncology practice, achieved $1.8 million in Medicare savings during Performance Period 3 of the Centers for Medicare & Medicaid Services’ Enhancing Oncology Model (EOM) through its California professional corporation, with savings equating to more than $6,400 per patient episode. This represents a significant increase from Performance Period 2, when TOI generated $1.1 million in savings, or more than $3,500 per episode.

For the second consecutive performance period, TOI earned the maximum score on avoidable emergency department visits and hospital admissions. Results were driven by TOI’s High-Value Cancer Care program, including proactive care navigation, Health Care Coach-led symptom monitoring, and 24/7 real-time symptom management, helping patients stay on treatment and avoid unnecessary acute care utilization.

EOM is a voluntary total-cost-of-care model created by the CMS Innovation Center to advance high-quality, person-centered, and equitable cancer care for Medicare Fee-for-Service beneficiaries.

“These results demonstrate continued improvement in both savings and quality,” said Yale D. Podnos, MD, MPH, FACS, Chief Medical Officer and President of Practice. “Our model provides exceptional patient care at a lower cost while decreasing unnecessary ED and inpatient utilization.”

“This performance reflects the strength and scalability of our value-based oncology model,” said Dan Virnich, MD, MBA, FACHE, Chief Executive Officer. “We are increasing savings while maintaining high-quality performance, reinforcing that community-based oncology can deliver meaningful value for patients and Medicare.”

TOI's achievements in EOM reinforce its proven history of performance in CMS's prior Oncology Care Model, where the organization consistently surpassed quality benchmarks and delivered substantial savings for Medicare.

About The Oncology Institute (www.theoncologyinstitute.com):
Founded in 2007, The Oncology Institute (NASDAQ: TOI) is advancing oncology by delivering highly specialized, value-based cancer care in the community setting. TOI offers evidence-based oncology and hematology care to approximately 1.9 million patients, including clinical trials, transfusions, and integrated care models. With over 180 employed and affiliated clinicians and more than 100 clinic and affiliate locations across five states, TOI is changing oncology for the better.

Forward-Looking Statements

This communication contains “forward-looking statements” within the meaning of applicable securities laws. Forward-looking statements generally relate to future events or our future financial or operating performance and may include, but are not limited to, statements regarding expectations, plans, strategies, objectives, prospects, and anticipated results of operations. In some cases, you can identify forward-looking statements by terminology such as “may,” “will,” “should,” “expect,” “plan,” “anticipate,” “intend,” “believe,” “estimate,” “predict,” “potential,” “continue,” or the negative of these terms or other comparable terminology.

These forward-looking statements are based on current assumptions, expectations, and beliefs and are subject to a number of risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied by such statements. Such risks and uncertainties include, but are not limited to, changes in general economic, financial, and business conditions; industry trends; competition; regulatory developments; technological changes; and other factors that are beyond our control.

We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future developments, or otherwise, except as required by law. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date hereof.

Media
The Oncology Institute, Inc.
marketing@theoncologyinstitute.com

Investors
ICR Healthcare
TOI@icrhealthcare.com

FAQ

How much Medicare savings did TOI report for EOM Performance Period 3 (April 13, 2026)?

TOI reported $1.8 million in Medicare savings for Performance Period 3. According to the company, savings equated to more than $6,400 per patient episode and represent a period-over-period improvement from $1.1 million.

What quality scores did TOI earn in CMS Enhancing Oncology Model Performance Period 3?

TOI earned the maximum score on avoidable ED visits and hospital admissions for Performance Period 3. According to the company, this marks the second consecutive period with top scores for those avoidable acute-care metrics.

How did TOI’s Performance Period 3 savings compare to Performance Period 2 for NASDAQ: TOI?

TOI increased savings from $1.1 million in Performance Period 2 to $1.8 million in Period 3. According to the company, per-episode savings rose from about $3,500 to more than $6,400.

What care practices drove TOI’s EOM savings in Performance Period 3 for TOI stockholders?

TOI attributes savings to its High-Value Cancer Care program, care navigation, and 24/7 symptom management. According to the company, Health Care Coach-led symptom monitoring helped keep patients on treatment and avoid acute care.

What does TOI’s EOM performance signal about its value-based oncology model (TOI)?

The performance signals improved cost and quality outcomes within TOI’s value-based model, with rising savings and top quality scores. According to the company, results demonstrate scalability and sustained value for patients and Medicare.