Starling Oncology Inc 2026年季度报告

(Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-39248 Starling Oncology, Inc.(Exact name of registrant as specified in its charter) Registrant's telephone number, including area code The Oncology Institute, Inc. Securities registered pursuant to Section 12(b) of the Act: Securities registered pursuant to section 12(g) of the Act: None Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for suchshorter period that the registrant was required to file such reports); and (2) has been subject to such filing requirements for the past 90 days. YesNo☐ Indicate by check mark whether the registrant has submitted electronically, every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T (§232.405 of thischapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). YesNo☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerging growth company. See the definitions of“large accelerated filer,” “accelerated filer,” “smaller reporting company” and "emerging growth company" in Rule 12b-2 of the Exchange Act.: If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standardsprovided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act).Yes☐No As of July30, 2026, the registrant had 101,916,115 shares of common stock outstanding. Table of Contents Part I – Financial InformationItem 1. Financial Statements (unaudited)Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 2025Condensed Consolidated Statements of Operations for the Three and Six Months Ended June 30, 2026 and 2025Condensed Consolidated Statements of Changes in Stockholders' Equity (Deficit) for the Three and Six Months Ended June 30, 2026 and 2025Condensed Consolidated Statements of Cash Flows for the Six Months Ended June 30, 2026 and 2025Notes to Condensed Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and ProceduresPart II – Other InformationItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. ExhibitsSignatures STARLING ONCOLOGY, INC.CONDENSED CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY (DEFICIT)(US Dollars in thousands, except share and per share data)(Unaudited) STARLING ONCOLOGY, INC.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS(US Dollars in thousands)(Unaudited) STARLING ONCOLOGY, INC.NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTS (UNAUDITED)As of June30, 2026 and December31, 2025, and for the three and sixmonths endedJune30, 2026 and 2025(US Dollars in thousands, except share data and unless otherwise indicated) Note 1. Description of the Business Overview of the Business On August 3, 2026, The Oncology Institute, Inc. changed its corporate name to "Starling Oncology, Inc." (“Starling”). Unless the context dictates otherwise, references in these notes to the financialstatements, the “Company,” “we,” “us,” “our,” and similar words are references to Starling and its consolidated subsidiaries and affiliated entities, as appropriate, including its consolidated variableinterest entities (“VIEs”). Through wholly-owned subsidiaries and affiliated entities, Starling operates combined community clinics and infusion suites staffed with providers who administer latest-generation cancertreatments including chemotherapy, immunotherapy, oncolytics, and radiation oncology. Additionally, Starling provides coordinated case management, drug formulary management, and fully-delegatednetworks of care providers, all of which we use to drive improved treatment outcomes at an affordable cost to our patients and payors. Additionally, Starling operates a specialty pharmacy that includesboth in-office and mail-order dispensing for complementary oral and self-injectable medications taken by our patients concurrent with their in-office cancer therapies. On March 31, 2025, the Company entered into a Research Services Agreement ("RSA") with Helios CR, Inc. ("Helios"), effective May 5, 2025, pursuant to which the Helios operates our ClinicalTrials & other segment