TOI Story 6
The sequel you didn't know you wanted
The opposite of childhood is old age.
And with old age, just as with childhood, it often takes a village. Families, physicians, nurses, caregivers, pharmacists, and an entire healthcare system become part of everyday life.
Finding the right healthcare provider is difficult.
Finding the right healthcare investment can be even harder.
Healthcare investing isn’t just about discovering the next miracle drug. Sometimes it’s about discovering who gets paid to deliver the treatment.
The Oncology Institute is betting that cancer care will continue migrating away from expensive hospital systems and toward specialized community oncology clinics operating under value-based reimbursement models.
If that trend continues, the long-term winners may not be the laboratories that invent the therapies, but the organizations that efficiently deliver them.
Every day, I hope for the same outcome: that advances in medicine eventually drive cancer to zero. Until that day comes, however, the world will continue to need companies capable of treating millions of patients with high-quality care.
TOI is one of those companies that appears inexpensive by my standards, though everyone defines “cheap” differently.
The valuation isn’t what interests me most.
The more important question is this:
Is TOI merely another medical practice, or is it becoming a scalable healthcare platform with recurring economics?
Companies like this can be hit-or-miss. Many never reach escape velocity.
But every so often, one surprises the market.
If the story interests you, I encourage you to visit the company’s investor website, read the presentations, and decide for yourself whether management is building something more than a collection of oncology clinics.
Make it a healthy Tuesday,
Eric
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