The Oncology Institute, Inc. (TOI) Q3 2024 Earnings Call Transcript Summary
The Oncology Institute, Inc. (TOI) Q3 2024 Earnings Call Transcript Summary
Net loss for Q3 2024 improved by $1.3 million compared to Q3 2023, despite an increase in loss from operations which remained flat year-over-year.The following is a summary of the The Oncology Institute, Inc. (TOI) Q3 2024 Earnings Call Transcript:
以下是腫瘤學研究所（TOI）2024年第三季度業績會實錄摘要：
Financial Performance:
財務表現：
The Oncology Institute reported revenue growth of 21.8% in Q3 2024 compared to the same period last year, largely driven by exceptional growth in oral drug revenue.
Gross profit for Q3 2024 was $14.4 million, a 10.3% increase from the previous quarter, attributable to improved IV margins.
Net loss for Q3 2024 improved by $1.3 million compared to Q3 2023, despite an increase in loss from operations which remained flat year-over-year.
Adjusted EBITDA was negative $8.2 million, a deterioration compared to negative $5.3 million in Q3 2023.
腫瘤學研究所報告2024年第三季度營業收入增長21.8%，相比去年同期，主要受口服藥物收入異常增長推動。
2024年第三季度毛利潤爲1440萬美元，比上一季度增長10.3%，這歸功於改善的靜脈注射利潤率。
2024年第三季度淨虧損較2023年第三季度減少130萬美元，儘管運營虧損增加，仍年度平穩。
調整後的EBITDA爲負820萬美元，與2023年第三季度的負530萬美元相比有所惡化。
Business Progress:
業務進展:
Welcomed new CFO, Rob Carter, and achieved significant growth with the addition of 13 new capitation contracts year-to-date.
Launched a radiopharmaceutical therapy in California and expect a significant adjusted EBITDA contribution from these services in 2025.
Implemented initiatives for working capital optimization and strategic procurement to manage drug costs effectively.
歡迎新的首席財務官Rob Carter，並通過今年迄今增加了13份新的定額合同實現了顯著增長。
在加利福尼亞州推出了一種放射性藥物治療，預計這些服務將在2025年爲調整後的EBITDA貢獻顯著。
實施了工作資本優化和戰略採購的舉措，以有效管理藥品成本。
Opportunities:
機會：
Revenue growth is anticipated from the new capitation contracts with an annualized revenue impact of over $50 million.
Expansion of radiopharmaceutical therapy services in California, which is expected to be an important growth driver.
預計新的定額合同將帶來營業收入增長，年營業收入預計增加超過5000萬美元。
擴大加利福尼亞州的放射性藥物治療服務，預計將成爲重要的增長驅動因素。
Risks:
風險：
Faced reimbursement challenges in Part D drugs during the first half of the year, indicating potential volatility in drug pricing and reimbursement.
Compliance risk associated with maintaining NASDAQ listing requirements, notably the $1 per share minimum bid price, with plans to possibly implement a reverse stock split.
在年初面臨了Part D藥物報銷方面的挑戰，表明藥品定價和報銷可能存在潛在波動。
遵守維持納斯達克上市要求所帶來的合規風險，特別是每股最低買盤價爲1美元，計劃可能實施股票的逆向拆分。
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