DFP HEALTHCARE ACQUISITIONS CORP.

This filing does not contain information regarding DFP HEALTHCARE ACQUISITIONS CORP.'s redemption deadlines, trust value, or extension status as the SPAC is closed; it solely reports new debt obligations for the acquired entity Starling Oncology.

Specialty Pharmacy is now 61% of revenue at a direct margin of about 22%, so the revenue growth is coming from the lower-margin half of the business — which is why operating losses narrow more slowly than revenue grows. Accounts payable rose $17.1 million while cash rose $7.5 million, so part of the cash improvement is slower payment rather than earnings.

Revenue and gross profit guidance both went up while the top of the adjusted EBITDA range came down from $9 million to $7 million — the growth is arriving at lower incremental profitability, which is consistent with Specialty Pharmacy leading it. The 230,000 additional capitated lives are added at a stated 80% to 90% medical loss ratio, so most of that revenue is spoken for by claims.

An identity change with no economic effect stated: same CUSIP, same rights, new ticker. It matters mainly to anything keyed on the old name or the TOI symbol. The signature block still executes the report as THE ONCOLOGY INSTITUTE, INC. on August 3, after the new name took effect.

A credit facility from a healthcare-focused lender secured on assets and intellectual property, with guarantees and solvency certification as closing conditions, is the profile of financing extended to a company that cannot access unsecured bank debt. The intellectual property security agreements matter most for former DFPH holders: pledging IP means the lender can take the company's core assets on default, and conditions such as payment of outstanding indebtedness indicate this facility refinances existing borrowings rather than adding new capacity.

The proxy discloses that on June 20, 2024 the company received a letter from The Nasdaq Stock Market indicating it was no longer in compliance with a Nasdaq listing requirement; the captured text breaks off before naming the rule, so the specific deficiency and any cure period cannot be stated from this excerpt. What holders can take from it is that the listing has been under a compliance process for roughly nine months by the time of this meeting, and the board is standing for election against that backdrop.

What changed: Starling Oncology, Inc. filed an 8-K on August 21, 2026, reporting the entry into a $25 million revolving credit agreement with Gemino Healthcare Finance, LLC dated August 20, 2026, with $4,750,000 outstanding as of the closing date and maturity on August 20, 2029. Why it matters: This filing does not contain information regarding DFP HEALTHCARE ACQUISITIONS CORP.'s redemption deadlines, trust value, or extension status as the SPAC is closed; it solely reports new debt obligations for the acquired entity Starling Oncology.

What changed: Starling Oncology, Inc. (Nasdaq: STLN), formerly The Oncology Institute, furnished a press release reporting second quarter 2026 results. Consolidated revenue was $161.3 million, up 34.6% from $119.8 million, gross profit $27.2 million, up 55.2%, and the net loss narrowed to $9.8 million from $17.0 million, or $(0.08) per share against $(0.15); adjusted EBITDA turned positive at $229 thousand against a $4.1 million loss, and cash was $41.1 million. Specialty Pharmacy revenue rose 58% on record Part D fills. Why it matters: Revenue and gross profit guidance both went up while the top of the adjusted EBITDA range came down from $9 million to $7 million — the growth is arriving at lower incremental profitability, which is consistent with Specialty Pharmacy leading it. The 230,000 additional capitated lives are added at a stated 80% to 90% medical loss ratio, so most of that revenue is spoken for by claims.

What changed: The 10-Q filed under Commission file number 001-39248 is that of Starling Oncology, Inc. (Nasdaq: STLN), formerly The Oncology Institute, for the quarter ended June 30, 2026, with 101,916,115 shares outstanding as of July 30, 2026 and warrants at $11.50 still trading under the legacy symbol TOIIW. Total operating revenue was $161,282 thousand against $119,802 thousand, of which Specialty Pharmacy was $98,608 thousand against $62,573 thousand and patient services $58,827 thousand against $55,891 thousand; direct costs of specialty pharmacy were $77,346 thousand. Why it matters: Specialty Pharmacy is now 61% of revenue at a direct margin of about 22%, so the revenue growth is coming from the lower-margin half of the business — which is why operating losses narrow more slowly than revenue grows. Accounts payable rose $17.1 million while cash rose $7.5 million, so part of the cash improvement is slower payment rather than earnings.

What changed: 8-K of The Oncology Institute, Inc. Item 5.03 (amendments to articles of incorporation): on July 28, 2026 the Company filed a Certificate of Amendment in Delaware changing its name to Starling Oncology, Inc., effective immediately; no stockholder approval was required under DGCL Section 242 because the amendment related only to the name. The common stock begins trading on Nasdaq as STLN on August 3, 2026. The report states neither the name nor the symbol change affects stockholder rights and the CUSIP remains 68236X100. Item 7.01 furnishes an August 3, 2026 press release. Why it matters: An identity change with no economic effect stated: same CUSIP, same rights, new ticker. It matters mainly to anything keyed on the old name or the TOI symbol. The signature block still executes the report as THE ONCOLOGY INSTITUTE, INC. on August 3, after the new name took effect.