Jul. 17 at 4:57 PM
$MODV 🚐 What if medical transport is the key to saving U.S. healthcare?
$CNC,
$UNH, and
$MOH are down sharply as rising medical costs and tighter Medicaid/Medicare rules squeeze margins. The system faces a sicker population and fewer ways to control spending.
📉 Hospital stay:
$3,000–6,000
🚗 NEMT ride:
$50–150
📊 Studies show
$1 spent on NEMT can save
$4–10 in avoidable ER/hospital visits.
States like VA, ME, and MO use full-risk statewide NEMT contracts, not just for transport—but as part of population health management.
👀
$MODV (ModivCare) controls ~40% of the U.S. NEMT market, with strong local infrastructure and hard-to-replicate contracts.
💥 As insurers look for real cost solutions, NEMT stands out. If
$MODV retains contracts and improves margins, it could be re-rated significantly.
Is this a distressed name—or a misunderstood solution in a system desperate for efficiency?
I’m in. What do you think?
