<p>肿瘤研究所公司（Oncology Institute, Inc.，简称 TOI）已召开其第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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<p>肿瘤研究所公司（TOI）最近的财报电话会议传达了强烈的积极情绪，突显了强劲的财务表现和战略进展。公司报告了显著的收入增长和调整后 EBITDA 的改善，同时在扩展努力方面取得了成功，特别是在佛罗里达州。尽管面临网络安全事件和一次性准备金影响等挑战，但积极因素，包括提高的指导，显著超过了消极因素。</p>
<h2>收入增长</h2>
<p>在第三季度，TOI 实现了 1.37 亿美元的显著收入，同比增长 23%。这一增长得益于药房业务的 42% 激增和按服务收费业务的 13% 同比增长。</p>
<h2>药房业务成功</h2>
<p>TOI 的药房部门表现出色，收入同比增长 57.4%。这一成功归因于处方量的增加和药房附加率的改善，突显了该部门强劲的增长轨迹。</p>
<h2>调整后 EBITDA 改善</h2>
<p>TOI 在第三季度报告了 350 万美元的调整后 EBITDA 亏损，与去年同期相比改善了 470 万美元。值得注意的是，公司在 9 月份实现了首次调整后 EBITDA 盈利，标志着其财务旅程中的一个重要时刻。</p>
<h2>佛罗里达州的扩展</h2>
<p>TOI 在佛罗里达州取得了显著进展，扩大了其医疗保险优势客户数量，并与 Elevance Health 合作开设了新的药房。这一扩展突显了公司在关键市场上增长的战略重点。</p>
<h2>AI 赋能努力</h2>
<p>在收入周期管理和患者呼叫中心引入 AI 对 TOI 来说是一个游戏规则的改变。通过将提交时间从 18 分钟减少到 5 秒，公司预计将节省超过 200 万美元的运营费用，展示了其对运营效率的承诺。</p>
<h2>2025 年提高的指导</h2>
<p>TOI 将其全年收入指导提高至 4.95 亿至 5.05 亿美元，并改善了调整后 EBITDA 亏损指导，范围为负 1300 万美元至负 1100 万美元。这一乐观展望反映了公司对持续增长和战略举措的信心。</p>
<h2>网络安全事件</h2>
<p>关键供应商的网络安全事件暂时影响了 TOI 的账单和实践管理系统，导致按服务收费索赔的账单中断。尽管面临这一挑战，公司仍专注于加强其网络安全措施。</p>
<h2>调整后 EBITDA 仍为负</h2>
<p>尽管有所改善，TOI 在第三季度的调整后 EBITDA 仍为负 350 万美元。然而，公司对近期实现盈利持乐观态度。</p>
<h2>一次性准备金影响</h2>
<p>TOI 因潜在的未来坏账记录了 180 万美元的准备金，影响了报告的调整后 EBITDA。这一一次性影响突显了公司的谨慎财务管理。</p>
<h2>前瞻性指导</h2>
<p>TOI 的前瞻性指导乐观，预计在第四季度实现盈利，并在 2026 年前实现自由现金流为正。公司预计全年按人头收入将比 2024 年增长 29%，新的人头合同预计将贡献 1900 万美元的收入。这些预测突显了 TOI 的战略增长举措和运营效率。</p>
<p>总之，肿瘤研究所公司的财报电话会议突显了强劲的财务表现和战略进展，收入显著增长，调整后 EBITDA 改善。尽管面临网络安全事件和一次性准备金影响等挑战，但公司的提高指导和战略举措表明了积极的前景。TOI 对运营效率的承诺以及在关键市场的扩展使其在未来增长中处于良好位置。</p>

<p>Oncology Institute, Inc. 报告了强劲的第三季度收益，收入增长 23% 至 1.37 亿美元，主要得益于药房业务的 42% 激增。调整后的息税折旧摊销前利润（EBITDA）有所改善，尽管仍为负值，达到 350 万美元。佛罗里达州的扩张和人工智能举措提升了运营效率。尽管遭遇网络安全事件和储备影响，TOI 将 2025 年的收入指引上调至 4.95 亿至 5.05 亿美元，反映出对增长的信心。公司目标是在第四季度实现盈利，并在 2026 年前实现自由现金流为正，强调了战略增长和运营效率</p>

<p>Oncology Institute, Inc. ((TOI)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>肿瘤研究所公司（Oncology Institute, Inc.，简称 TOI）已召开其第三季度财报电话会议。请继续阅读以了解会议的主要亮点。</p>
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</div><p>The recent earnings call of Oncology Institute, Inc. (TOI) conveyed a strong positive sentiment, highlighting robust financial performance and strategic advancements. The company reported significant revenue growth and improvements in adjusted EBITDA, alongside successful expansion efforts, particularly in Florida. Despite challenges such as a cybersecurity incident and a one-time reserve impact, the positives, including increased guidance, substantially outweighed the negatives.</p>
<div class="lb-trans"><p>肿瘤研究所公司（TOI）最近的财报电话会议传达了强烈的积极情绪，突显了强劲的财务表现和战略进展。公司报告了显著的收入增长和调整后 EBITDA 的改善，同时在扩展努力方面取得了成功，特别是在佛罗里达州。尽管面临网络安全事件和一次性准备金影响等挑战，但积极因素，包括提高的指导，显著超过了消极因素。</p>
</div><h2>Revenue Growth</h2>
<div class="lb-trans"><h2>收入增长</h2>
</div><p>In the third quarter, TOI achieved a remarkable revenue of $137 million, marking a 23% increase compared to the previous year. This growth was driven by a 42% surge in the Pharmacy business and a 13% year-over-year growth in the fee-for-service business.</p>
<div class="lb-trans"><p>在第三季度，TOI 实现了 1.37 亿美元的显著收入，同比增长 23%。这一增长得益于药房业务的 42% 激增和按服务收费业务的 13% 同比增长。</p>
</div><h2>Pharmacy Business Success</h2>
<div class="lb-trans"><h2>药房业务成功</h2>
</div><p>The Pharmacy segment of TOI recorded a stellar performance, with revenue increasing by 57.4% year-over-year. This success was attributed to higher prescription volumes and improved pharmacy attachment, underscoring the segment’s robust growth trajectory.</p>
<div class="lb-trans"><p>TOI 的药房部门表现出色，收入同比增长 57.4%。这一成功归因于处方量的增加和药房附加率的改善，突显了该部门强劲的增长轨迹。</p>
</div><h2>Adjusted EBITDA Improvement</h2>
<div class="lb-trans"><h2>调整后 EBITDA 改善</h2>
</div><p>TOI reported an adjusted EBITDA loss of $3.5 million for Q3, a significant improvement of $4.7 million compared to the same quarter last year. Notably, the company achieved its first adjusted EBITDA profitability in September, marking a pivotal moment in its financial journey.</p>
<div class="lb-trans"><p>TOI 在第三季度报告了 350 万美元的调整后 EBITDA 亏损，与去年同期相比改善了 470 万美元。值得注意的是，公司在 9 月份实现了首次调整后 EBITDA 盈利，标志着其财务旅程中的一个重要时刻。</p>
</div><h2>Expansion in Florida</h2>
<div class="lb-trans"><h2>佛罗里达州的扩展</h2>
</div><p>TOI made significant strides in Florida, expanding its Medicare Advantage lives and opening a new pharmacy location in collaboration with Elevance Health. This expansion underscores the company’s strategic focus on growth in key markets.</p>
<div class="lb-trans"><p>TOI 在佛罗里达州取得了显著进展，扩大了其医疗保险优势客户数量，并与 Elevance Health 合作开设了新的药房。这一扩展突显了公司在关键市场上增长的战略重点。</p>
</div><h2>AI Enablement Efforts</h2>
<div class="lb-trans"><h2>AI 赋能努力</h2>
</div><p>The introduction of AI in revenue cycle management and patient call centers has been a game-changer for TOI. By reducing submission time from 18 minutes to 5 seconds, the company expects to save over $2 million in operating expenses, showcasing its commitment to operational efficiency.</p>
<div class="lb-trans"><p>在收入周期管理和患者呼叫中心引入 AI 对 TOI 来说是一个游戏规则的改变。通过将提交时间从 18 分钟减少到 5 秒，公司预计将节省超过 200 万美元的运营费用，展示了其对运营效率的承诺。</p>
</div><h2>Increased Guidance for 2025</h2>
<div class="lb-trans"><h2>2025 年提高的指导</h2>
</div><p>TOI raised its full-year revenue guidance to $495-505 million and improved its adjusted EBITDA loss guidance to a range of negative $13 million to negative $11 million. This optimistic outlook reflects the company’s confidence in its continued growth and strategic initiatives.</p>
<div class="lb-trans"><p>TOI 将其全年收入指导提高至 4.95 亿至 5.05 亿美元，并改善了调整后 EBITDA 亏损指导，范围为负 1300 万美元至负 1100 万美元。这一乐观展望反映了公司对持续增长和战略举措的信心。</p>
</div><h2>Cybersecurity Incident</h2>
<div class="lb-trans"><h2>网络安全事件</h2>
</div><p>A cybersecurity incident at a key vendor temporarily affected TOI’s billing and practice management systems, causing a disruption in billing for fee-for-service claims. Despite this challenge, the company remains focused on strengthening its cybersecurity measures.</p>
<div class="lb-trans"><p>关键供应商的网络安全事件暂时影响了 TOI 的账单和实践管理系统，导致按服务收费索赔的账单中断。尽管面临这一挑战，公司仍专注于加强其网络安全措施。</p>
</div><h2>Adjusted EBITDA Still Negative</h2>
<div class="lb-trans"><h2>调整后 EBITDA 仍为负</h2>
</div><p>Despite the improvements, TOI’s adjusted EBITDA for Q3 remained negative at $3.5 million. However, the company is optimistic about achieving profitability in the near future.</p>
<div class="lb-trans"><p>尽管有所改善，TOI 在第三季度的调整后 EBITDA 仍为负 350 万美元。然而，公司对近期实现盈利持乐观态度。</p>
</div><h2>One-Time Reserve Impact</h2>
<div class="lb-trans"><h2>一次性准备金影响</h2>
</div><p>TOI recorded a $1.8 million reserve against fee-for-service revenue due to potential future bad debt, impacting the reported adjusted EBITDA. This one-time impact highlights the company’s prudent financial management.</p>
<div class="lb-trans"><p>TOI 因潜在的未来坏账记录了 180 万美元的准备金，影响了报告的调整后 EBITDA。这一一次性影响突显了公司的谨慎财务管理。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>TOI’s forward-looking guidance is optimistic, with expectations of achieving profitability in Q4 and becoming free cash flow positive by 2026. The company anticipates a 29% increase in capitated revenue for the full year compared to 2024, supported by new capitation contracts expected to contribute $19 million in revenue. These projections underscore TOI’s strategic growth initiatives and operational efficiencies.</p>
<div class="lb-trans"><p>TOI 的前瞻性指导乐观，预计在第四季度实现盈利，并在 2026 年前实现自由现金流为正。公司预计全年按人头收入将比 2024 年增长 29%，新的人头合同预计将贡献 1900 万美元的收入。这些预测突显了 TOI 的战略增长举措和运营效率。</p>
</div><p>In summary, the earnings call of Oncology Institute, Inc. highlighted a strong financial performance and strategic advancements, with significant revenue growth and improvements in adjusted EBITDA. Despite challenges such as a cybersecurity incident and a one-time reserve impact, the company’s increased guidance and strategic initiatives indicate a positive outlook. TOI’s commitment to operational efficiency and expansion in key markets positions it well for future growth.</p>
<div class="lb-trans"><p>总之，肿瘤研究所公司的财报电话会议突显了强劲的财务表现和战略进展，收入显著增长，调整后 EBITDA 改善。尽管面临网络安全事件和一次性准备金影响等挑战，但公司的提高指导和战略举措表明了积极的前景。TOI 对运营效率的承诺以及在关键市场的扩展使其在未来增长中处于良好位置。</p>
</div>

Oncology Institute, Inc. 公布了强劲的第三季度收益