Category: Healthcare

Chiesi Drops $1.9 Billion to Snag KalVista — and the First Oral HAE Treatment on the Market

Posted on by [email protected]

Italian biopharmaceutical group Chiesi has agreed to acquire Nasdaq-listed KalVista Pharmaceuticals (KALV) for $27.00 per share in an all-cash deal valued at approximately $1.9 billion — the company’s largest acquisition in its 90-year history and a major bet on the rare disease space.

For small-cap investors, this is the kind of exit story worth paying attention to. KalVista entered 2026 trading around $15, carried a market cap under $1 billion, and was viewed by many on the Street as an under-the-radar rare disease play. Today, shareholders are looking at a 36% premium to the stock’s 30-day volume-weighted average price — a meaningful payday for those who did their homework on this one early.

What Chiesi Is Really Buying

At the center of the deal is EKTERLY (sebetralstat), a novel plasma kallikrein inhibitor and the first-ever oral, on-demand treatment for hereditary angioedema (HAE) — a rare and potentially life-threatening genetic condition that causes unpredictable episodes of severe tissue swelling. Prior to sebetralstat, patients were largely dependent on injectable therapies to treat attacks, making the oral option a meaningful advancement in disease management.

Since its U.S. launch in July 2025, EKTERLY generated $49 million in global net product revenue through year-end — a strong showing for a first-year rare disease drug in a market that typically takes time to penetrate. The drug is already approved in the U.S., EU, UK, Japan, and several other markets, with a pediatric NDA filing targeting children aged 2-11 planned for Q3 2026.

Strategic Fit and Commercial Ambition

For Chiesi, this isn’t simply a product acquisition — it’s infrastructure. The Italian company has been methodically building out its rare disease unit, Chiesi Global Rare Diseases, and EKTERLY fits squarely into its rare immunology focus. More practically, the deal significantly expands Chiesi’s commercial footprint in the United States, where rare disease market penetration requires both strong science and boots on the ground.

Chiesi has pegged sebetralstat as a meaningful contributor toward its 2030 strategic revenue target of €6 billion — a signal that this asset is expected to carry real commercial weight within the combined organization, not just serve as a pipeline placeholder.

Deal Terms and Timeline

Chiesi will launch a tender offer for all outstanding KALV shares at $27.00 per share. The transaction carries no financing condition and is expected to close in Q3 2026, pending regulatory approvals and at least a majority of shares being tendered. Lazard is advising Chiesi while Centerview Partners is in KalVista’s corner.

The Bigger Picture

The KalVista deal is a reminder of what the small and microcap space consistently delivers — asymmetric outcomes. A company that spent years building a single, differentiated asset in a rare disease niche is now commanding nearly $2 billion from one of Europe’s more acquisitive biopharma groups. As rare disease M&A continues to accelerate driven by major players looking to diversify away from primary care blockbusters, investors with conviction in well-positioned small-cap biotechs may want to keep watching the HAE and broader rare immunology landscape for the next opportunity.

The transaction is expected to close in Q3 2026.

Lilly Bets $2.3B on Next-Gen Blood Cancer Science as Biotech M&A Keeps Its Foot on the Gas

Posted on by [email protected]

Eli Lilly (NYSE: LLY) announced today it has entered into a definitive agreement to acquire Ajax Therapeutics, a private biopharmaceutical company developing next-generation JAK inhibitors for patients with myeloproliferative neoplasms (MPNs) — a group of blood cancers that includes myelofibrosis and polycythemia vera. Under the terms of the deal, Ajax shareholders could receive up to $2.3 billion in cash, comprising an upfront payment and additional milestone-based payments tied to clinical and regulatory progress.

The centerpiece of the acquisition is AJ1-11095, an investigational, once-daily oral drug that represents the first-in-class Type II JAK2 inhibitor currently in Phase 1 clinical development. That distinction matters. Every JAK2 inhibitor currently approved for MPNs — including market standards like ruxolitinib — targets the Type I conformation of JAK2. While these treatments offer symptomatic relief, a significant portion of patients eventually lose response or discontinue therapy altogether due to diminishing efficacy.

AJ1-11095 was specifically engineered to address that gap. By binding JAK2 in its inactive Type II conformation, the compound is designed to deliver deeper and more durable disease control — and potentially serve patients who have already failed on existing Type I therapies. Phase 1 dosing began in late 2024, with dose selection for future development expected later this year. First proof-of-concept clinical data is also expected to be presented in 2026.

For Lilly, this isn’t a cold acquisition. The pharma giant was a founding strategic investor in Ajax, meaning today’s deal is less a discovery and more a conviction play — Lilly has seen the science up close and is now moving to own it outright. The transaction builds on Lilly’s established blood cancer capabilities and continues what has been an aggressive dealmaking year for the Indianapolis-based company. Lilly has already announced the acquisitions of Ventyx Biosciences for $1.2 billion and Orna Therapeutics for up to $2.4 billion earlier in 2026.

Lilly’s activity isn’t an outlier — it’s a signal of where the broader market is heading. Biopharma M&A totaled $15.6 billion across 19 deals in Q1 2026 alone, a pace that reflects the structural pressure Big Pharma is operating under. An estimated $236 billion in annual revenue is at risk across the industry from patent expirations of blockbuster drugs, forcing companies to look externally for pipeline replenishment.

Emerging biopharma companies now represent 70% of all clinical-stage assets, with a significant portion remaining unpartnered — and with the IPO market yet to fully recover, many smaller biotech firms are pursuing M&A or partnerships as the most viable path forward. That dynamic creates a fertile hunting ground for acquirers with balance sheet firepower and strategic focus.

The Ajax deal is a textbook example of what is driving this wave: a differentiated mechanism, a validated scientific rationale, an unmet patient need, and a buyer that already understands the asset. For investors watching the small and micro-cap biotech space, the pattern is worth tracking. Companies developing first-in-class mechanisms in high-need therapeutic areas — particularly in oncology and hematology — are drawing premium attention from large-cap acquirers willing to pay up before Phase 3 data is in hand.

The transaction remains subject to customary closing conditions, including Hart-Scott-Rodino antitrust clearance.

Release – The Oncology Institute Announces First Quarter 2026 Earnings Release Date and Conference Call

Posted on by [email protected]
TOI Management LLC. Logo

Research News and Market Data on TOI

Apr 27, 2026

PDF Version

CERRITOS, Calif., April 27, 2026 (GLOBE NEWSWIRE) — The Oncology Institute, Inc. (“TOI”) (NASDAQ: TOI) a pioneer in value-based community oncology care, today announced that the company will release its first quarter 2026 financial results on Thursday, May 7, 2026, to be followed by a conference call the same day at 5:30 p.m. (Eastern Time).

The conference call can be accessed live over the phone by dialing 1-800-225-9448 or for international callers, 1-203-518-9708. A replay will be available two hours after the call and can be accessed by dialing 1-844-512-2921, or for international callers, 1-412-317-6671. The passcode for the live call and the replay is 11161701. The replay will be available until Thursday May 21, 2026.

Interested investors and other parties may also listen to a simultaneous webcast of the conference call by logging onto the Investor Relations section of the Company’s website at https://investors.theoncologyinstitute.com/.

About The Oncology Institute

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 cutting-edge, evidence-based cancer care to a population of approximately 1.9 million patients, including clinical trials, transfusions, and other care delivery models traditionally associated with the most advanced care delivery organizations. With over 180 employed and affiliate clinicians and over 100 clinics and affiliate locations of care across five states and growing, TOI is changing oncology for the better.

Contacts

Media

The Oncology Institute, Inc.
[email protected]

Investors

ICR Healthcare
[email protected]

Ocugen (OCGN) – Clinical Progress and New Investors Could Sustain Post-Reverse Split Stock Price

Posted on by [email protected]


Monday, April 27, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

We Believe The Proposal Is Misunderstood. On April 20, Ocugen filed its proxy statement and Annual Meeting Notice.  In addition to the usual business and shareholder matters, there is a proposal to authorize a reverse split. We believe the reverse split could lift the stock to a trading range that meets minimum share price requirements for ownership by more index funds, institutions, and investors.

The Reverse Split Could Open The Stock To More Investors. Ocugen’s three lead clinical programs have reported data that have driven an increase in its market valuation to about $550 to $600 million. However, many index funds, institutions, and brokerage firms have requirements for both minimum share price and market valuation before they can own the stock. We believe the reverse split would help meet these requirements sooner and open the stock to new investors. We expect the stream of clinical milestones in the coming year to sustain the post-split price and drive it higher.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Amneal Pharmaceuticals Moves to Acquire Kashiv BioSciences in $1.1B+ Deal to Dominate the Biosimilar Wave

Posted on by [email protected]

Amneal Pharmaceuticals (Nasdaq: AMRX) announced on April 21 that it has entered into a definitive agreement to acquire 100% of Kashiv BioSciences, LLC in a transaction that could exceed $1.1 billion in total value — a strategic bet on one of the most significant inflection points in the pharmaceutical industry in decades.

The deal structure includes $375 million in cash and $375 million in equity payable at closing, plus up to $350 million in potential payments tied to regulatory milestones, royalties, and funding of operations through closing. The Manila Times The transaction is subject to Amneal shareholder approval, regulatory clearance, and customary closing conditions, with an expected close in the second half of 2026. The Manila Times

What Kashiv Brings to the Table

Kashiv isn’t just another acquisition target — it’s a rare asset. Kashiv BioSciences is a vertically integrated biopharmaceutical company among the few U.S.-based firms to both manufacture and receive marketing authorization for multiple biosimilars Business Wire, giving it end-to-end capabilities that most companies in the space simply don’t have. That combination of R&D, clinical, manufacturing, and regulatory infrastructure is precisely what Amneal is paying a premium to absorb.

The combined entity is designed to function as a fully integrated global biosimilars platform — built to scale and launch multiple new biosimilar products each year.

The Market Opportunity Driving This Deal

The timing is deliberate. More than $300 billion in global biologics are expected to lose exclusivity over the next decade, and as biosimilars expand patient access while delivering meaningful savings, adoption is accelerating across physicians, patients, and payers. The Manila Times Amneal is positioning itself ahead of that wave rather than chasing it.

The company highlighted $400 million to $500 million in anticipated financial benefits from the transaction, along with a path to maintain a modest leverage profile. TipRanks That’s not a speculative projection — Kashiv already has commercial biosimilars on the market and a robust pipeline moving through regulatory channels.

Strong Financial Momentum Behind the Move

The acquisition announcement came alongside strong preliminary Q1 2026 results that gave management the confidence to pull the trigger. For the quarter ended March 31, 2026, revenue climbed 4% to $723 million, with net income reaching $78 million and significant margin expansion driven by Specialty segment growth and a higher-value product mix. TipRanks On the strength of those results, Amneal raised its standalone full-year 2026 guidance, positioning the Kashiv acquisition as an accelerator of an already-strengthening growth trajectory. TipRanks

Transaction Oversight and Advisors

The transaction was endorsed by an independent conflicts committee TipRanks, a notable governance detail given the pre-existing commercial relationship between the two companies. J.P. Morgan Securities is serving as financial advisor to Kashiv, with Holland & Knight LLP as legal counsel.

The Bottom Line

This deal is a direct statement about where pharmaceutical value creation is headed. As blockbuster biologics lose patent protection at an accelerating clip, the companies with the infrastructure to develop, manufacture, and commercialize biosimilars at scale will control a growing share of one of healthcare’s most important markets. Amneal is making its move now — and the Kashiv acquisition gives it the fully integrated platform to compete at the highest level.

Greenwich LifeSciences, Inc. (GLSI) – Preliminary FLAMINGO-01 Data Presented At AACR

Posted on by [email protected]


Wednesday, April 22, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Phase 3 FLAMINGO-01 Data Presented. Greenwich LifeSciences and the FLAMINGO-01 Steering Committee made two presentations at the American Association of Cancer Research (AACR) 2026 Meeting. One detailed the FLAMINGO-01 trial design while the other presented preliminary results from delayed-type hypersensitivity (DTH) response data showing a statistically significant immune response.

First Poster Presentation Included DTH Data. As discussed in our Research Note on March 18, the company announced a preliminary analysis of recurrence rates in the non-HLA-A*02 arm. Immune responses to GP2 were measured using Delayed-Type Hypersensitivity (DTH) skin tests at baseline, then after 4 or 6 months. This open-label arm of the trial has enrolled about 250 patients, with data reported for 191 patients who completed the six-monthly doses of GLSI-100 at four-month or six-month evaluation points.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Eli Lilly’s $7B Kelonia Bet Signals a New Era for CAR-T Therapy — and a Hunting Season for Biotech Targets

Posted on by [email protected]

Eli Lilly is writing another large check in its aggressive diversification push, this time targeting one of oncology’s most promising frontiers. The pharmaceutical giant announced Monday it has agreed to acquire Kelonia Therapeutics in a deal valued at up to $7 billion — $3.25 billion upfront with the remainder tied to clinical, regulatory, and commercial milestones. The transaction is expected to close in the second half of 2026.

The strategic rationale centers on Kelonia’s proprietary in vivo CAR-T technology — a next-generation approach to cancer immunotherapy that sets itself apart from everything currently on the market. Traditional CAR-T treatments require physicians to extract a patient’s T-cells, engineer them in a laboratory setting outside the body, then reinfuse them — a complex, time-consuming process requiring chemotherapy preconditioning and specialized academic medical centers capable of managing the procedure. Kelonia’s platform eliminates all of that. The therapy is delivered intravenously in a single infusion, reprogramming T-cells to attack cancer directly inside the body, with no preconditioning required.

The commercial implications are significant. The existing ex-vivo CAR-T market is already producing blockbuster revenue — Johnson & Johnson’s Carvykti generated nearly $1.9 billion in sales last year for multiple myeloma alone. Gilead recently paid $7.8 billion to acquire Arcellx and its competing asset. A one-time, broadly accessible in vivo alternative that sidesteps the logistical barriers of ex-vivo therapy could expand the addressable patient population dramatically and reach community oncology settings currently unable to administer existing treatments.

For Lilly, this deal is part of a deliberate strategy to reduce its dependence on GLP-1 drugs for obesity and diabetes — the products that have defined the company’s recent run. Management has been explicit: the goal is to deploy the cash flow generated by its weight-loss franchise into therapeutic diversification. Recent deals include Centessa Pharmaceuticals for sleep disorder drugs and Orna Therapeutics for cell therapy. Kelonia extends that footprint into hematology and potentially solid tumors.

What makes this acquisition particularly noteworthy for investors watching the oncology space is what it signals downstream. Lilly’s willingness to spend $3.25 billion upfront on a platform still in early clinical stages — while acknowledging that many early-stage bets will fail — reflects a maturing view of how large pharma is valuing novel modalities. Smaller biotech companies developing differentiated delivery mechanisms, novel immune engineering platforms, or next-generation cell therapies should expect intensifying M&A interest from strategic acquirers flush with capital.

The Kelonia deal also raises the stakes for any company developing competing in vivo CAR-T or similar tumor-targeting platforms. With Lilly now in the race alongside J&J and Gilead, the race to make cancer immunotherapy more accessible — and more scalable — is entering a new, better-funded chapter. For small and microcap biotech names working in adjacent spaces, that’s both a competitive threat and a significant validation of the underlying science.

Follow the M&A Money: Why Biotech IPOs Are Making a Comeback

Posted on by [email protected]

Biotech’s long IPO drought may finally be breaking — but don’t mistake a crack in the window for a wide-open door.

This week, two biopharma companies launched roadshows that signal a cautious return of investor appetite to the public markets. GLP-1 developer Kailera Therapeutics hit the road at a $1.9 billion valuation, while proteomics company Alamar Biosciences priced at $17 per share — the top of its marketed range — and opened trading on the Nasdaq Friday with a 33% pop, valuing the company at roughly $1.53 billion. The upsized offering raised $191.3 million, a meaningful signal that institutional demand is real, not manufactured.

But the story isn’t really about IPOs. It’s about M&A.

The primary engine driving this biotech resurgence is an aggressive acquisition cycle fueled by the pharmaceutical industry’s looming patent cliff. Major drug companies are racing to backfill pipelines before blockbuster drugs lose exclusivity, and that urgency is translating into deal flow at a historic pace. According to a Stifel report, 19 biopharma M&A transactions of $1 billion or more were announced between January 1 and April 7 alone — putting the industry on pace for its second-highest annual total ever. Marquee deals include Merck’s $6.7 billion acquisition of Terns Pharmaceuticals and Eli Lilly’s $6.3 billion upfront commitment for Centessa Pharmaceuticals, both announced last month.

That M&A velocity matters beyond the deal itself. When large acquisitions close, venture investors recycle that capital back into the ecosystem — funding the next generation of companies and, critically, making investors more willing to participate in secondary offerings and IPOs. It’s a flywheel, and right now it’s spinning.

Valuations in the private markets are reflecting it. Median pre-money valuations for venture-growth biopharma companies jumped from $65 million to $247 million in 2025, according to PitchBook’s Q4 2025 Biopharma VC Trends report. And the Russell 2000 Biotech Index is up 9.7% year-to-date, outperforming the S&P 500.

That said, the numbers tell a sobering parallel story: of the six biopharma companies that have gone public since January, four are currently trading below their offer price. The market is rewarding quality — and punishing everyone else.

The threshold to go public has risen considerably since the 2020–2021 boom years, when companies with minimal patient data could attract institutional money. Today, clinical-stage companies are bringing 50 or more patients’ worth of data to the roadshow. Pre-clinical companies aren’t even in the conversation.

For small and microcap investors, this environment requires nuance. The biotech IPO window is open — but narrowly, and selectively. Companies that are scientifically de-risked, operationally sound, and well-positioned relative to M&A comps are getting deals done. Everything else is waiting.

The broader implication: as Big Pharma’s acquisition appetite grows, smaller biotech names that could plausibly become targets deserve a closer look. The deals are getting done — the question is who’s next on the list.

Obsidian Therapeutics Goes Public Through Galera Merger, Lands $350 Million to Fuel Cell Therapy Pipeline

Posted on by [email protected]

A microcap biotech is getting a new identity — and $350 million to go with it.

Galera Therapeutics (OTC: GRTX) and privately-held Obsidian Therapeutics announced today they have entered into a definitive merger agreement to combine in an all-stock transaction. The combined company will operate as Obsidian Therapeutics and plans to trade on Nasdaq under the ticker symbol OBX.

For Galera shareholders, this is a lifeline. The stock was trading at less than five cents on the OTC markets heading into this announcement. For Obsidian, it’s a calculated path to the public markets — using Galera as a vehicle to access Nasdaq without a traditional IPO.

The Deal Structure

Under the merger agreement, Galera will merge into a subsidiary of the new parent company, Gazelle Parent, Inc., while Obsidian simultaneously merges into a separate subsidiary — with both surviving as wholly owned subsidiaries of the combined parent.

Concurrent with the merger, the companies secured commitments for a private placement financing expected to generate $350 million in gross proceeds. That’s a substantial war chest for a clinical-stage biotech, and signals serious institutional conviction in Obsidian’s pipeline.

The ownership breakdown tells the real story of who’s driving this combination: pre-merger equityholders of Obsidian are expected to own approximately 53.2% of the combined company, PIPE investors approximately 45%, and Galera’s legacy shareholders approximately 1.8%. Galera’s existing stockholders are essentially getting a small equity stake in a well-funded new entity rather than facing dissolution.

Who’s Backing It

Investors in the private placement include Balyasny Asset Management, Caligan Partners, Eventide Asset Management, Nantahala Capital, Octagon Capital, Redmile, Spruce Street Capital, and Trails Edge Capital Partners. That’s a roster of credible, healthcare-focused institutional names — not speculative money.

What Obsidian Actually Does

Obsidian focuses on engineered cell and gene therapies targeting unmet medical needs, while Galera had concentrated on treatments for radiation-induced toxicities. The combined company’s primary asset is OBX-115, a TIL (tumor-infiltrating lymphocyte) cell therapy. The company expects Phase 1 NSCLC data in the first half of 2027 and topline data from a melanoma registration-enabling trial by year-end 2027, supported by the merged company’s expanded cash runway.

TIL cell therapy is an emerging but compelling approach in oncology — it extracts a patient’s own immune cells from a tumor, engineers them, and reinfuses them to fight cancer. The space has attracted significant Big Pharma attention as cell therapy continues to mature beyond CAR-T into broader tumor types.

The Bigger Picture

This transaction is a textbook example of a structure the small-cap biotech world relies on — a reverse merger into a public shell paired with a concurrent PIPE to fund the surviving entity’s operations. It avoids the cost and volatility of a traditional IPO while still achieving a Nasdaq listing and fresh capital.

Closing requires approval from Galera and Obsidian stockholders, effectiveness of a Form S-4 registration statement, receipt of the approximately $350 million in private placement proceeds, and Nasdaq approval for the new parent’s listing.

For small-cap investors, the question now is whether OBX can justify that institutional confidence when the clinical data arrives in 2027.

The Oncology Institute, Inc. (TOI) – CMS Model Shows Medicare Cost Savings, Supporting Our Investment Thesis

Posted on by [email protected]


Tuesday, April 14, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

TOI Methodology Continues To Improve Medicare Cost Savings. TOI announced new data from the Enhancing Oncology Model (EOM) developed by the Centers for Medicare & Medicaid Services (CMS). Data from CMS shows that during Performance Period 3, the six-month period beginning July 2024, TOI achieved cost savings of $1.8 million, equating to $6,400 per patient-episode. This compares with the Performance Period 2, from January 2024 to June 2024, in which savings were $1.1 million or $3,500 per episode.

TOI Methodology Fits Well With The EOM. The CMS Innovation Center developed the EOM as a total-cost-of-care model to improve cancer care for Medicare Fee-for-Service beneficiaries. It incentivizes oncology practices to deliver coordinated care for patients receiving chemotherapy. The EOM model has identified pharmacy, avoidable acute care, and supportive care as the three main areas for cost reduction and quality-of-care improvements. 


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

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

Posted on by [email protected]

Research News and Market Data on TOI

Apr 13, 2026

PDF Version

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.
[email protected]

Investors
ICR Healthcare
[email protected]

Greenwich LifeSciences, Inc. (GLSI) – New Claims Filed To Expand Patent Estate Covering GP2

Posted on by [email protected]


Wednesday, April 08, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

New Data Added To Expand Patent Claims. Greenwich LifeSciences announced that it has filed new patent claims to expand the patent estate covering GP2, the proprietary compound in GLSI-100. The new claims add recently announced data from the Phase 3 FLAMINGO-01 trial that show the immune response and recurrence rate for non-HLA*02 patients. These claims could expand both the scope and the term of the patent estate beyond previous claims from HLA*02 patients.

Broadening Patent Protection Protects Against Competitors. Patent claims covering the immune response that results from GLSI-100 treatment could help lock out competitors trying to develop similar compounds. If a new compound were able to avoid patents covering GP2, it would be blocked by the new claims covering the immune response that follows.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

GeoVax Labs (GOVX) – GeoVax Presents Data On New Single-Dose Mpox Vaccine

Posted on by [email protected]


Wednesday, April 08, 2026

Robert LeBoyer, Senior Vice President, Equity Research Analyst, Biotechnology, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Preclinical Study Compared Single-Dose MVA With Two-Dose Standard Vaccine. GeoVax presented preclinical data at the World Vaccine Congress Washington 2026 comparing its current pre-Phase-3 GEO-MVA vaccine for Mpox with its new MVA-X version. The new MVA-X includes a peptide sequence that elicits a strong T-cell response that requires only one dose to achieve protection instead of two.

Immune Checkpoint Modulation Improves The Response. The new MVA-X includes an immunomodulatory peptide designed to improve T-cell responses. The peptide modulates the PD-1 immune checkpoint pathway to block inhibitory signaling to magnify T-cell activation, improve the durability of the T-cell response, and enhance immune memory.


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.