{"filings":[{"id":610365,"accession_number":"0001079973-26-000721","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-05-22T20:30:17+00:00","items":["1.05","7.01","9.01"],"status":"ready","headline":"Oncology Institute patient data accessed in Vendor cybersecurity incident; operations sustained","event_type":"cyber","confidence":"high","bullets":["On May 20, 2026, Kroll notified TOI that its Vendor detected unauthorized access to TOI patient data systems.","Incident previously disclosed voluntarily in November 2025; now confirmed patient information compromised.","TOI states operations continued in all material respects since detection; offering credit monitoring to affected patients.","Company believes incident also affected other healthcare providers; reserving rights against third parties.","Evaluation ongoing; TOI currently believes no material impact on operations, financial condition, or quality of care."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"daily_digest_date":"2026-05-22","daily_digest_url":"/daily/2026-05-22","daily_digest_rank":10},{"id":95532,"accession_number":"0001079973-26-000611","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TOI Q1 revenue up 41% to $147.4M, net loss narrows to $2.5M","event_type":"earnings","confidence":"high","bullets":["Revenue $147.4M (+41% YoY); net loss $2.5M vs $19.6M loss prior year.","Adjusted EBITDA loss $2.4M improved from $5.1M loss; EPS $(0.02) vs $(0.21).","Specialty Pharmacy revenue up 78% YoY; record Part D fills.","Medicare Advantage lives to reach 200,000 in Florida effective July 1, 2026.","CMS Enhancing Oncology Model saved ~$2M in period 3; full-year guidance reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":147441000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108675,"accession_number":"0001079973-26-000304","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oncology Institute furnishes investor presentation; no material financial updates disclosed","event_type":"other","confidence":"low","bullets":["Presentation provided for investor meetings; no earnings or guidance changes.","No specific financial figures or material events included in the filing.","Filing is a routine Regulation FD disclosure without new operational data."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108674,"accession_number":"0001079973-26-000291","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Oncology Institute Q4 revenue up 41.6% to $142M, net loss narrows to $7.5M","event_type":"earnings","confidence":"high","bullets":["Q4 2025 revenue $142.0M (+41.6% YoY); gross profit $22.7M (+55.2%).","Net loss narrowed to $7.5M from $13.2M; adj EBITDA improved to $147K from -$7.8M.","FY2025 revenue $502.7M (+27.8%); net loss $60.6M vs $64.7M; adj EBITDA -$12.4M vs -$35.7M.","Added 9 new capitated contracts in CA, FL, NV covering ~260K lives; expanded Elevance, Humana, CarePlus partnerships.","Cash from operations positive $3.2M in Q4; cash balance $33.6M at year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108673,"accession_number":"0001553350-26-000007","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"The Oncology Institute appoints Kim Tzoumakas to Board of Directors","event_type":"leadership","confidence":"high","bullets":["Appointed Kim Tzoumakas, CEO of VytlOne National Pharmacy Services, to board effective Feb. 23, 2026.","Ms. Tzoumakas previously led 21st Century Oncology through a turnaround and strategic sale; serves on multiple healthcare boards.","She will receive $75k annual cash retainer paid quarterly plus restricted stock units for board service.","She was not initially assigned to any board committees; term expires at 2027 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108672,"accession_number":"0001079973-26-000068","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TOI reaffirms 2025 guidance, provides 2026 outlook: rev $630M-$650M, first full yr positive Adj EBITDA","event_type":"other_material","confidence":"high","bullets":["2026 revenue guidance $630M-$650M, ~28% growth from 2025 midpoint.","Capitation revenue ~$150M in 2026, driven by delegated contract expansion in Florida.","2026 Adjusted EBITDA guidance $0M-$9M, first full year of positive Adj EBITDA as public company.","Expects profitability from newly onboarded delegated contracts to build progressively during 2026, with fuller realization in 2027.","Growth driven by Dispensary volumes, organic growth, and new contract wins."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108671,"accession_number":"0001079973-26-000051","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"TOI appoints Mark Stolper to Board as Audit Committee Chairman","event_type":"leadership","confidence":"high","bullets":["Mark D. Stolper appointed to Board effective Jan 2, 2026; fills a vacancy.","Stolper is CFO of RadNet (RDNT) with prior oncology board experience.","Appointed Audit Committee Chairman and designated financial expert.","Will receive $75,000 annual retainer and future RSU grant for board service.","Term expires at next annual meeting; expected to be nominated for re-election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125122,"accession_number":"0001553350-25-000168","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-12-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Board member Gabe Ling resigns from The Oncology Institute board effective Dec 1, 2025","event_type":"leadership","confidence":"high","bullets":["Gabriel Ling resigned from the Board of Directors, effective December 1, 2025, with no disagreement with the company.","Chairman Anne McGeorge thanked Ling for his service during TOI's early years as a public company.","Formal search initiated for new independent directors with healthcare, clinical, and value-based care expertise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125121,"accession_number":"0001079973-25-001724","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oncology Institute provides investor presentation with no specific new financial disclosures","event_type":"other_material","confidence":"low","bullets":["Investor presentation furnished under Regulation FD on November 14, 2025.","Presentation content not disclosed in filing; exhibit text appears corrupted or incomplete.","No accompanying earnings release, guidance change, or material event noted.","Company common stock (TOI) and warrants (TOIIW) listed on Nasdaq."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125120,"accession_number":"0001079973-25-001707","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TOI Q3 revenue $136.6M (+37% YoY); adjusted loss narrows, raises FY 2025 guidance","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue $136.6M (+36.7% YoY); gross profit $18.9M (+31.7%); net loss $(16.5)M vs $(16.1)M.","Adjusted EBITDA improved to $(3.5)M from $(8.2)M; diluted EPS $(0.14) vs $(0.18) loss per share.","Retail pharmacy revenue $75.9M, set fill records, contributed $12.8M gross profit.","Fee-for-service revenue grew 13% YoY on organic growth in Florida and Oregon.","Full year 2025 guidance raised (specific figures not disclosed in filed excerpt)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":360772000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125119,"accession_number":"0001079973-25-001666","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oncology Institute discloses cyber incident impacting fee-for-service collections","event_type":"cyber","confidence":"medium","bullets":["Cybersecurity incident at IT software provider may cause brief immaterial delay in fee-for-service collections.","No evidence of patient personal information compromise to date; investigation ongoing.","Company collaborating with provider to restore normal billing operations quickly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141831,"accession_number":"0001079973-25-001264","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TOI Q2 revenue $119.8M (+21.5% YoY); net loss $17.0M; reaffirms FY guidance","event_type":"earnings","confidence":"high","bullets":["Consolidated revenue of $119.8M, up 21.5% YoY from $98.6M; gross profit $17.5M, up 34.4%.","Net loss $17.0M vs $15.5M; diluted EPS $(0.15) vs $(0.17); Adjusted EBITDA $(4.1)M vs $(8.7)M.","Pharmacy revenue $62.6M with >$11M gross profit; over 40% YoY growth.","Expanding capitated partnership with Elevance into two new Florida counties (more than double lives) and with Silver Summit in Nevada.","Reaffirms full-year 2025 guidance; expects revenue at high end of range and positive Adjusted EBITDA by year-end."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":224208000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141830,"accession_number":"0001079973-25-001263","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Richard Barasch retires as Chairman of The Oncology Institute; Anne McGeorge appointed as new Chair","event_type":"leadership","confidence":"high","bullets":["Richard Barasch retired as Chairman effective Aug 12, 2025; no disagreement with company.","Anne McGeorge appointed as new Chairman; previously chaired Audit Committee since 2021.","McGeorge brings 35+ years healthcare finance experience; former Grant Thornton managing partner.","McGeorge also serves on boards of Dianthus Therapeutics (DNTH), Nimbus, and CitiusTech."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159754,"accession_number":"0001079973-25-000905","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Oncology Institute explores potential PIPE financing as disclosed in investor presentation","event_type":"other_material","confidence":"medium","bullets":["The company is considering a private placement (PIPE) of securities according to the investor presentation cover.","No terms, size, or pricing of the potential PIPE have been disclosed in the filed excerpt.","The presentation is intended for meetings with prospective investors; no definitive agreement announced.","The company's common stock (TOI) and warrants (TOIIW) are listed on Nasdaq."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159753,"accession_number":"0001079973-25-000800","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TOI Q1 revenue $104.4M (+10.3% YoY); net loss $19.6M vs $19.9M; reaffirms FY2025 guidance","event_type":"earnings","confidence":"high","bullets":["Revenue $104.4M, up 10.3% YoY from $94.7M; gross profit $17.2M, up 44.1%.","Net loss $19.6M ($0.21/share) vs $19.9M ($0.22) prior year; Adjusted EBITDA -$5.1M vs -$10.9M.","Pharmacy & Dispensary segment revenue $49.3M, gross profit >$9M, grew >20% YoY; FFS growth 9% QoQ.","Added >100,000 capitated lives in Q1; new contracts in FL, NV, CA; fully-delegated agreement started March 1 in FL.","Closed $16.5M private placement; exchanged $4.1M convertible notes for preferred stock & warrants; cash $39.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":104406000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159752,"accession_number":"0001079973-25-000774","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"TOI shareholders approve reverse stock split up to 1:40; re-elect all 8 directors","event_type":"other_material","confidence":"high","bullets":["Reverse stock split approved at ratio between 1:5 and 1:40, board discretion within one year.","All eight director nominees elected; Richard Barasch received 39.2M votes for, 654k withheld.","Ratification of BDO USA as auditor for FY2025 approved with 61.2M for, 682k against.","Turnout of 61.9M shares representing 81.7% of outstanding common stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159751,"accession_number":"0001079973-25-000764","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"The Oncology Institute COO Jeremy Castle resigns effective May 30, 2025","event_type":"leadership","confidence":"high","bullets":["Jeremy Castle provided notice of resignation as COO, effective May 30, 2025.","Resignation not due to any disagreement with the Company on operations, policies, or practices.","No successor or interim arrangement announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159750,"accession_number":"0001079973-25-000610","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Oncology Institute regains Nasdaq minimum bid price compliance","event_type":"regulatory","confidence":"high","bullets":["Received Nasdaq notice on Apr 9, 2025 that closing bid was $1.00+ for 12 consecutive days through Apr 8.","Had been non-compliant since June 2024; granted extension to June 16, 2025 before cure.","Compliance removes immediate delisting risk for common (TOI) and warrants (TOIIW)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178129,"accession_number":"0001079973-25-000486","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-03-27T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"The Oncology Institute closes ~$16.4M private placement and $4.1M note exchange","event_type":"other_material","confidence":"high","bullets":["Private placement of 12.0M shares, pre-funded warrants for 2.9M shares, and common warrants for 7.4M shares.","Exchange of $4.1M Deerfield convertible notes for Series A preferred stock (convertible into 3.7M shares) and warrants for 1.9M shares.","Company to file resale registration statement within 45 days; registration rights agreement includes liquidated damages for delays.","Total proceeds from private placement up to ~$16.4M; closing occurred March 26, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178128,"accession_number":"0001079973-25-000460","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-03-25T23:59:59+00:00","items":["1.01","3.02","3.03","5.03","7.01","9.01"],"status":"ready","headline":"The Oncology Institute raises $16.5M via private placement and exchanges $4.1M notes","event_type":"other_material","confidence":"high","bullets":["Gross proceeds of ~$16.5M from issuing 12.0M common shares, pre-funded warrants for 2.9M shares, and common warrants for 7.4M shares.","Deerfield exchanges ~$4.1M senior secured convertible notes for 37,233 preferred shares (convertible into 3.7M common) and warrants for 1.9M shares.","Common warrants exercisable at $1.1980/share for 5 years; pre-funded warrants at $0.0001/share.","Proceeds to support organic growth and working capital; closing expected March 26, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178127,"accession_number":"0001079973-25-000450","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-03-24T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"The Oncology Institute exploring PIPE financing; investor presentation filed March 24","event_type":"other_material","confidence":"medium","bullets":["Filing on March 24, 2025 discloses investor presentation dated February 2025 for a potential PIPE financing.","No specific offering size, price, or use of proceeds were included in the presentation.","Company common stock (TOI) and warrants (TOIIW) trade on Nasdaq."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178126,"accession_number":"0001079973-25-000446","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-03-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"TOI Q4 2024 revenue up 16.9% to $100M; net loss narrows to $13.2M; 2025 guidance revenue $420-450M","event_type":"earnings","confidence":"high","bullets":["Revenue $100M (+16.9% YoY); net loss $13.2M vs $18.8M; EPS -$0.14 vs -$0.21.","Positive Q4 operating cash flow of $4.2M; SG&A down 12% YoY.","Added six new value-based contracts in H2 2024 covering over 250k lives; dispensary revenue at record.","2025 guidance: revenue $420-$450M, adjusted EBITDA loss $19-$24M, improved free cash flow.","New drug-supplier agreement expected to improve discounts and cost positioning."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178125,"accession_number":"0001079973-25-000324","cik":1799191,"company_name":"Oncology Institute, Inc.","ticker":"TOI","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"TOI amends Deerfield credit agreement, removes $40M cash covenant, pays down $20M notes","event_type":"debt","confidence":"high","bullets":["Deerfield waived restrictions on equity issuance and removed the $40M minimum cash covenant.","TOI made a ~$20M partial prepayment on senior secured convertible notes plus accrued interest.","Year-to-date TOI signed three new capitation agreements adding ~80,000 lives across CA, NV, FL.","Florida value-based lives exceed 200,000, with over 50,000 under Medicare Advantage."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}