This is my first cover of Nutex Health ( NUTX ). In this article, I will describe their business, and the recent developments. I will talk about how the issue of insurers not paying providersI first entered investing in 2016 as an individual value investor. In 2022, I established the investment firm Libra Capital. I mostly write articles as part of my deep research into a company before I make an investment, whether long or short. For me, a ''hold'' article means neutral; don't touch the stock and exit a po ...

Core Viewpoint - Nutex Health, Inc. is set to release its Annual Report for the fiscal year ended December 31, 2025, on March 5, 2026, and will hold an earnings conference call on March 6, 2026, to discuss financial performance and business updates [1]. Company Overview - Nutex Health, Inc. is a physician-led integrated healthcare delivery system with 27 micro hospitals and outpatient departments across 12 states [1]. - The company operates two divisions: a Hospital Division, which includes micro-hospitals and specialty hospitals, and a Population Health Management Division, which manages provider networks [1]. Financial Reporting - The Annual Report on Form 10-K will be filed after market close on March 5, 2026, with a press release summarizing financial results issued on the same day [1]. - The earnings conference call is scheduled for March 6, 2026, at 9:30 a.m. CT, where the company will provide insights into its financial performance [1]. Conference Call Details - Participants can join the conference call by dialing 1-877-407-9208 or 1-201-493-6784 [1]. - A transcript and recording of the call will be available on the company's website under "Investor Materials" following the event [1].

We came across a bullish thesis on Nutex Health Inc. on Buffetts Disciple’s Substack by Aled. In this article, we will summarize the bulls’ thesis on NUTX. Nutex Health Inc.'s share was trading at $149.80 as of January 28th. NUTX’s trailing P/E was 7.28 according to Yahoo Finance. Nutex Health Inc. ($NUTX) is a healthcare operator specializing in microhospitals—small, highly focused facilities providing urgent care, imaging, and surgical services 24/7. This model allows Nutex to treat roughly 95% of pati ...

Core Viewpoint - Nutex Health Inc. has announced the reopening of Bayou City ER & Hospital, enhancing healthcare access in Northeast Houston with a state-of-the-art facility designed to provide comprehensive medical services [1][5]. Company Overview - Nutex Health Inc. is a physician-led integrated healthcare delivery system with 27 micro hospitals and outpatient departments across 12 states, focusing on primary care and risk-bearing physician networks [1][6]. - The company operates two divisions: a Hospital Division that manages innovative healthcare models and a Population Health Management Division that oversees provider networks [7]. Facility Details - Bayou City ER & Hospital is a 40,000 square foot facility featuring 8 Emergency Room beds and 46 inpatient beds, equipped with advanced imaging technology and a full-service laboratory [2]. - The facility aims to provide 24/7 concierge-level care to the community, emphasizing rapid results and same-day scheduling for medical services [2]. Leadership Insights - Laura Rodriguez, the chief administrative officer, highlighted the reopening as a significant transformation for the facility, aiming to serve the community effectively [3][4]. - Tom Vo, the CEO, emphasized the importance of the hospital's reopening as a milestone for Nutex Health, addressing the growing need for accessible high-quality care in the region [5][6].

Core Insights - Nutex Health Inc. is a physician-led integrated healthcare delivery system with 26 micro hospitals and outpatient departments across 12 states [1][3] - The company will present at the 2026 J.P. Morgan Healthcare Conference from January 12-15 in San Francisco, California [1][2] Company Overview - Nutex Health Inc. was founded in 2011 and is headquartered in Houston, Texas [2] - The company operates through two divisions: a Hospital Division and a Population Health Management Division [2] - The Hospital Division focuses on innovative healthcare models, including micro-hospitals and specialty hospitals, managing 26 facilities [3] - The Population Health Management Division operates provider networks and offers management and administrative support services to affiliated hospitals and physician groups [3]

Group 1: Palvella Therapeutics Inc. (PVLA) - Palvella is a clinical-stage biopharmaceutical company focused on developing therapies for rare diseases with no FDA-approved treatments [2] - Its lead product, QTORIN rapamycin, targets microcystic lymphatic malformations and has a multi-billion-dollar market opportunity if approved [2] - The stock rose from $25 on March 10, 2025, to a 52-week high of $114.69 on December 22, 2025, before pulling back to $99.88 [3] Group 2: Cidara Therapeutics Inc. (CDTX) - Cidara is developing a preventive therapy for influenza and has agreed to be acquired by Merck for $221.50 per share, totaling approximately $9.2 billion [4] - The stock was trading at $18.98 when profiled on November 21, 2024 [4] Group 3: Celcuity Inc. (CELC) - Celcuity is focused on targeted therapies for oncology, with its lead drug candidate Gedatolisib aimed at breast and prostate cancers [5] - The stock increased from $12.60 on December 4, 2024, to an all-time high of $112.64 on December 12, 2025, before retreating to $99.16 [6] Group 4: Nanobiotix (NBTX) - Nanobiotix is a late-stage clinical biotechnology company developing physics-based therapies for cancer [7] - Its lead candidate, NBTXR3, is undergoing a phase III study for head and neck squamous cell carcinoma, with interim data expected in the first half of 2027 [8] - The stock rose from $12.23 on September 19, 2025, to a high of $30.35 on October 13, 2025, before trading around $21 [10] Group 5: Terns Pharmaceuticals Inc. (TERN) - Terns Pharma is developing small-molecule candidates for serious diseases, with TERN-701 targeting chronic myeloid leukemia [12] - Recent data showed a 75% major molecular response rate among patients receiving higher doses [13] - The stock increased from $5.98 on August 6, 2025, to an all-time high of $48.26 on December 10, 2025, before pulling back to around $40 [14] Group 6: DBV Technologies S.A. (DBVT) - DBV Technologies is developing an epicutaneous immunotherapy for food allergies, with its lead product, the VIASKIN Peanut patch, showing positive results in a phase 3 study [15] - The company aims to submit a Biologics License Application in the first half of 2026, with potential sales of $1.5 billion by 2030 if approved [15] - The stock rose from $10.64 on October 2, 2025, to a high of $26.18 on December 17, 2025, before trading around $19 [16] Group 7: Nutex Health Inc. (NUTX) - Nutex Health reported a significant turnaround from a $424 million net loss in 2022 to a $59 million net income for the nine months ended September 30, 2025 [17] - Revenue increased from $219 million in 2022 to $723.6 million in the first nine months of 2025 [17] - The stock rose from $33.56 on November 25, 2024, to a 52-week high of $193.07 before closing at $182.23 [18] Group 8: Inhibrx Biosciences Inc. (INBX) - Inhibrx is developing biologic therapies for cancer, with Ozekibart showing significant improvement in progression-free survival in chondrosarcoma [19] - The company plans to submit a biologics license application for Ozekibart in the second quarter of 2026 [20] - The stock rose from $18.35 on July 8, 2025, to an all-time high of $94.57 on December 22, 2025, before trading around $77 [21] Group 9: GRAIL Inc. (GRAL) - GRAIL focuses on early cancer detection with its Galleri test, which is not yet FDA-approved [23] - The company expects to submit a PMA for the Galleri test in Q1 2026 [23] - The stock increased from $48.50 on September 26, 2025, to a high of $115.76 on November 25, 2025, before trading around $88 [24] Group 10: Cogent Biosciences Inc. (COGT) - Cogent is developing precision therapies for genetically defined diseases, with Bezuclastinib being its lead candidate [25] - The company submitted its first NDA to the FDA for Non-AdvSM, with additional submissions planned for GIST and advanced systemic mastocytosis [26] - The stock rose from $7.25 on July 2, 2025, to a 52-week high of $43.73 on December 8, 2025, before easing back to around $35 [26] Group 11: Sol-Gel Technologies Ltd. (SLGL) - Sol-Gel has two FDA-approved products for dermatological conditions and is developing investigational products [27] - A phase III trial for SGT-610 is ongoing, with results expected in Q4 2026 [28] - The stock rose from $7.26 on May 7, 2025, to a high of $52.26 on October 6, 2025, before trading around $43 [28] Group 12: Zenas BioPharma Inc. (ZBIO) - Zenas is focused on therapies for autoimmune diseases, with Obexelimab in phase 3 trials for IgG4-RD [29] - Positive data from a phase 2 trial in multiple sclerosis showed a 95% reduction in new lesions [30] - The stock rose from $8.79 on December 17, 2024, to a high of $44.60 on December 24, 2025, before pulling back to around $35 [31]

Core Insights - Nutex Health Inc. has opened its 26th hospital, Archview ER & Hospital, in Missouri, expanding its healthcare services [1][4] - The new facility offers 24/7 concierge-level care and includes advanced medical technology [2][3] Company Overview - Nutex Health Inc. is a healthcare management and operations company founded in 2011, headquartered in Houston, Texas [5] - The company operates two divisions: Hospital Division and Population Health Management Division, with a total of 26 facilities across 12 states [5][6] Facility Details - Archview ER & Hospital is a 16,000 square foot facility featuring 15 Emergency Room beds and 3 inpatient suites [2] - The hospital includes a full-service laboratory and advanced imaging technology such as MRI, CT, X-ray, and ultrasound [2] Strategic Positioning - The new hospital is strategically located in North St. Louis, offering views of the Gateway Arch and proximity to the National Geospatial-Intelligence Agency campus [4]

Core Viewpoint - The Schall Law Firm is investigating Nutex Health Inc. for potential violations of securities laws, focusing on misleading statements and undisclosed information that may have affected investors [1][2]. Group 1: Investigation Details - The investigation centers on claims that Nutex issued false or misleading statements and failed to disclose critical information to investors [2]. - A report by Blue Orca Capital on July 22, 2025, alleged that Nutex's share price "surged" after the company began submitting most of its patient bills to arbitration for out-of-network medical bills, involving an unidentified "third party IDR vendor" [2]. - The report accused this "mystery consultant" of engaging in improper or illegal activities in conjunction with Nutex's healthcare billing clients, leading to a 10.1% drop in Nutex's shares on the same day the report was published [2].

Core Viewpoint - Nutex Health Inc. has announced an extension of its stock repurchase program, reflecting the Board's confidence in the company's long-term strategy and commitment to enhancing shareholder value [1][5]. Group 1: Stock Repurchase Program - The original stock repurchase program, announced on August 14, 2025, authorized the repurchase of up to $25.0 million of common stock over a six-month period starting from the filing of the Form 10-Q for the quarter ended June 30, 2025 [2]. - The program has been extended through March 31, 2026, and will be implemented under Rule 10b-18 and a Rule 10b5-1 trading plan, effective around December 4, 2025 [3]. - The purpose of the share repurchase program is to increase shareholder value and offset dilution from additional shares related to stock compensation obligations for under-construction and ramping hospitals [4]. Group 2: Company Overview - Nutex Health Inc., headquartered in Houston, Texas, was founded in 2011 and operates as a healthcare management and operations company with two divisions: Hospital Division and Population Health Management Division [6]. - The Hospital Division owns and operates 25 facilities across 11 states, focusing on innovative healthcare models, including micro-hospitals and specialty hospitals [6]. - The Population Health Management Division operates provider networks such as Independent Physician Associations and provides management and administrative support services to affiliated hospitals and physician groups [7].

Core Insights - Nutex Health held a combined earnings call for the Second and Third Quarter of 2025 to discuss financial performance and future plans [2][3] Financial Performance - The call included insights from key leaders, including the Chairman and CEO, CFO, and President, highlighting the company's financial results and operational progress [3] Strategic Direction - The company introduced its new Chief Operating Officer, Wesley Bamburg, indicating a focus on leadership and operational strategy moving forward [3]