Oncology Institute entered into a $75 million senior secured term loan with OrbiMed and executed a related Pledge and Security Agreement granting a first-priority lien on substantially all assets. The facility, drawn in full at closing on Jul 01 2026, matures on Jul 01 2031 and carries a floating monthly rate tied to one-month Term SOFR with an additional margin. Proceeds, along with cash on hand, were used to fully repay the company’s 4% senior secured convertible notes due 2027, extending maturities and enhancing liquidity.

Agreement 1: Oncology Institute Secures $75 Million OrbiMed Term Loan, Repays 2027 Convertible Notes

  • Agreement type: First-lien senior secured term loan facility
  • Counterparty: OrbiMed Opportunities (CA) V, as Administrative Agent, and other lenders
  • Signed / Effective: Jul 01 2026 / Jul 01 2026
  • Duration / Termination: Through Jul 01 2031
  • Reason: Refinance 2027 convertible notes and enhance liquidity

Agreement 2: Oncology Institute Enters Pledge and Security Agreement Granting First-Lien to OrbiMed

  • Agreement type: Pledge and Security Agreement securing term loan obligations
  • Counterparty: OrbiMed Opportunities (CA) V
  • Signed / Effective: Jul 01 2026 / Jul 01 2026
  • Duration / Termination: Through loan maturity
  • Reason: Provide collateral support for new loan facility

Original SEC Filing:

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