Dec. 22 at 11:00 AM
$NUTX https://www.washingtonpost.com/documents/873a9cb4-a9bc-4397-84d5-c2eecdfe0bbe.pdf one of the most important reads for anyone invested in (or looking to invest in) Nutex.
It was published just now in December and It shows that insurers’ in-network rates are equal to or even higher than IDR awards, meaning IDR is not overpaying hospitals. This significantly reduces risk and strongly supports Nutex’s long-term ability to secure in-network contracts.
The analysis also completely dismantles QPA as a valid benchmark it makes it clear QPA does not reflect true in-network rates, now clearly proven with data. This directly undermines the core short-seller and insurer narrative that HaloMD/providers inflate reimbursement to fraudulent levels, and that IDR awards are 3–6x in-network rates.
Bottom line: the downside risk in Nutex looks materially lower, while the long-term investment case looks even stronger.