Jul. 22 at 1:25 PM
$NUTX The new 8-K is more great news, let's see if the market understands it.
In essence, Nutex amended its HaloMD agreement to:
• Move to pay-on-collected (better cash flow & aligned incentives with HaloMD)
• Gain flexibility to bring future IDR work in-house or to other vendors (driving cost of IDR down over time most likely)
• Extend the partnership through 2029
• Explicitly state they expect lower arbitration-related costs following the new CMS rules.
Another step showing the post-Final Rule environment is getting structurally better for
$NUTX.
It's crazy this stock is still trading under the
$250-
$300 region.
