Blue Orca Capital takes short position in Nutex Health

Published 22/07/2025, 18:46
© Reuters.

Investing.com -- Short-seller Blue Orca Capital announced Tuesday it has taken a short position on Nutex Health Inc., citing concerns about the company’s billing practices.

Blue Orca claims Nutex’s share price has increased more than 20 times after the company began submitting most patient bills through the arbitration process outlined in the No Surprises Act (NSA) using a third-party vendor identified as HaloMD.

According to Blue Orca, HaloMD is run by a former Las Vegas entertainer and reality TV contestant. The short-seller points to three recent federal lawsuits alleging HaloMD engaged in a "coordinated fraudulent scheme" to take millions from insurance companies on behalf of healthcare billing clients.

While Nutex is not named in these lawsuits, Blue Orca suggests the alleged conduct could explain what it describes as Nutex’s "recent tripling of revenue per hospital visit."

The short-seller warns Nutex may face litigation risk, including potential clawback of arbitration awards already paid. Blue Orca predicts that if Nutex can no longer use the NSA arbitration system to receive what it calls "unsustainably high reimbursement rates," the company’s stock could significantly decline.

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