Nutex Health Inc. · NASDAQ:NUTX
Nutex Health — J.P. Morgan Healthcare Conference 2023
30 slides from Nutex Health's conference presentation, Dec 21, 2022
Slide 1: J.P. Morgan Healthcare Conference Presentation
J.P. Morgan Healthcare Conference Presentation January 2023 STRICTLY PRIVATE AND CONFIDENTIAL STRICTLY PRIVATE AND CONFIDENTIAL
Slide 2: Disclaimer
Disclaimer General The information contained in this Investor Presentation (“Presentation”) has been prepared by Nutex Health Inc. (“NUTX” or the “Company”) for investors, solely for informational purposes. The Presentation has been prepared to assist prospective investors in making their own evalua
Slide 3: Forward looking statements
Forward looking statements Certain statements and information included in this Presentation constitute "forward-looking statements" within the meaning of the Private Securities Litigation Act of 1995. When used in this Presentation, the words or phrases “will”, "will likely result," "expected to," "
Slide 4: Agenda
Agenda 1 Company Overview 4 2 Our innovative model 17 3 Population health strategy and capabilities 25 CONFIDENTIAL 4
Slide 5: Our team here today
Our team here today Tom Vo, M.D., MBA Warren Hosseinion, M.D. Jon Bates, MBA, CPA CEO, Founder & President Chief Financial Officer Chairman of the Board CONFIDENTIAL 5
Slide 6: Our mission, vision, and values
Our mission, vision, and values Our Mission To make exceptional concierge-level health care more accessible to all communities, with a practice centered on patient experience and satisfaction Our Vision To be leaders in individualized patient care and innovators in the future of healthcare Our Value
Slide 7: How we got here
How we got here Developing a Thesis Building Nutex Pre-2008: Year 2015 2016 - 2018 2019-2020 2022E ◼ Dr. Vo develops patient- # of centric philosophies for 1 5 16 21 Facilities emergent medicine inspired by 20+ years as ER physician # of States 1 1 8 9 2008-2011: Milestones Opened first micro- Conti
Slide 8: We became a public company through a Reverse Merger
We became a public company through a Reverse Merger Micro-hospitals Value-based care ◼ Nutex Health announced a reverse merger with Clinigence Holdings Transaction ◼ Clinigence is a publicly traded technology-enabled population health management company whose overview platform combines medical manag
Slide 9: Nutex at-a-glance
Nutex at-a-glance ◼ Comprehensive and integrated care delivery Company highlights platform comprised of: ◼ Hospital Division – Patient-centric network of micro-hospitals, specialty hospitals, and hospital outpatient 21 800+ >95% departments owned and physicians physician operating facilities retenti
Slide 10: Our path forward is bright
Our path forward is bright Current 21 Centers open today 8 Current states Near-term1 New centers in near-term 22 De Novo pipeline Existing facilities 5 New states in De Novo pipeline Under development Existing states New states in pipeline Existing population health presence 1 Refers to 2023 and 202
Slide 11: Nutex benefits from a range of natural growth levers
Nutex benefits from a range of natural growth levers Build out wrap- Increase Grow around IPA revenue within Expand new Increase service inorganically networks and existing micro micro-hospitals offerings ` through engage in full hospitals selective M&A risk capitation IPA networks serve as vehicles
Slide 12: Case study: Dallas, TX
Case study: Dallas, TX Over the course of five years, Nutex expanded its footprint from one to four centers in the Dallas market, gaining market share in a disciplined and highly strategic approach, using a single hospital license and the Hospital Outpatient Department (HOPD) approach February 2017:
Slide 13: Our focus areas represent a massive market opportunity
Our focus areas represent a massive market opportunity Population Health Expansive additional addressable market with Value-Based Care population health strategy Total Addressable Market Total Emergency Department Market ~$280bn+ sdfasdf • All payors • All levels of acuity ~$65bn Targeted Addressabl
Slide 14: We exist to address the challenges facing healthcare today
We exist to address the challenges facing healthcare today Unsustainable rising cost of care Lack of access to care, particularly regarding emergency care Poor quality outcomes for patients Current situation Existing challenges Key attributes of our solution High volume Overwhelming ~140 mil
Slide 15: Nutex has a differentiated model
Nutex has a differentiated model Existing care models Nutex’s approach Traditional hospital Traditional facility- Next-gen clinic-based ER / micro-hospitals / based care primary care urgent care Acute primary care / Facility-based care setting Standalone, tech- Micro-hospitals with Care delivery mod
Slide 16: All stakeholders win with our model
All stakeholders win with our model Hospital systems / Patients Clinicians & Staff Payors communities Micro-hospital division Immediate and convenient Reduced burden on traditional Alignment of financial incentives Increased supply of care access to emergency services emergency room systems Advent o
Slide 17: Agenda
Agenda 1 Company Overview 4 2 Our innovative model 17 3 Population health strategy and capabilities 25 C O N F I D E N T I A L 17
Slide 18: Our model is rooted in our core operating pillars
Our model is rooted in our core operating pillars Innovative micro-hospitals 1 Patient-centric care model 2 Differentiated provider engagement and partnership strategy 3 4 Scalable go-to-market strategy C O N F I D E N T I A L 18
Slide 19: Overview of Nutex's innovative micro-hospitals
1 Overview of Nutex’s innovative micro-hospitals Nutex hospitals at-a-glance Award winning and highly rated service Provide immediate and convenient access to both What we emergency services and in-patient services Best Top Three in Best do Benefit from significant operating leverage within over
Slide 20: Overview of Nutex's innovative micro-hospitals
1 Overview of Nutex’s innovative micro-hospitals Proven start-up playbook State-of-the-art hospitals maximize the patient experience Average ◼ ~18,000 square feet ◼ 4-10 in-patient Beds ◼ 6-10 emergency ◼ Emergency, inpatient care, outpatient imaging, Services Outpatient labs, minor procedures, etc.
Slide 21: We treat a broad spectrum of acuities
2 We treat a broad spectrum of acuities We treat a wide range of patient … representing acuity levels generally in line with demographics… … experiencing a variety of ailments… ER acuity across the United States Level 5 No triage 1% Pediatrics (<18) Level 1 8% Represents 18% of patients 5% Immediate
Slide 22: Our patient care philosophy is enabled by our clinicians
2 Our patient care philosophy is enabled by our clinicians Producing a compelling work environment for hospitalists… … generates a flywheel of clinical and financial performance Physicians Aligned partnership strategy High-quality, concierge level Peer-to-peer training and support emergency care
Slide 23: Overview of our physician joint ownership model
3 Overview of our physician joint ownership model Our aligned incentive model enables our physicians to invest in Nutex via 3 ways 1 Real estate ownership (private) Physicians can buy into the equity in the real estate (PropCo) of their hospitals, and can contribute capital to the developments in th
Slide 24: Proprietary, differentiated and proven go-to-market strategy
4 Proprietary, differentiated and proven go-to-market strategy Nutex employs a rigorous market analysis process to ensure de novo investments are optimized for future profitability and conducive to a continued “land-and-expand” growth story Accelerated Market Growth Identify Optimal Markets Evaluate
Slide 25: Agenda
Agenda 1 Company Overview 4 2 Our innovative model 17 3 Population health strategy and capabilities 25 C O N F I D E N T I A L 25
Slide 26: Our vision is to create an integrated, risk-bearing delivery model
Our vision is to create an integrated, risk-bearing delivery model Integrated care delivery model, combining technology-enabled next gen primary care capabilities with a national patient-centric network of micro-hospitals… Network of Medical micro-hospitals management Robust back- Data office teams
Slide 27: Introducing Nutex's population health management business
Introducing Nutex’s population health management business A fully integrated and comprehensive data- enabled population Provides SaaS and Leading MSO that health ecosystem that Risk-bearing medical other analytics- provides services for group in Southern improves the quality of driven solutions to H
Slide 28: Clinigence Platforms
Clinigence solutions Medical Management Data Analytics MSOs ▪ Care Coordination ▪ Outcome driven healthcare analytics ▪ Handles core functions – finance, human resources, IT Clinigence Platforms ▪ High-risk care managers ▪ Unique integration of claims and clinical data with ▪ Global governance and o
Slide 29: Highlights of the Nutex Health model
Highlights of the Nutex Health model Attractive tailwinds for state-of-the-art micro-hospitals and value-based primary care, with 1 significant white space opportunity Deep value proposition to healthcare ecosystem, led by patient-friendly care delivered in a 2 cost-effective manner 3 Long-term alig
Slide 30: Management team with deep experience in healthcare
Management team with deep experience in healthcare Thomas T. Vo, M.D., MBA Warren Hosseinion, M.D. Jon Bates, MBA, CPA Denise Pufal Chief Executive Officer President Chief Financial Officer Director of Operations Michael Chang, M.D. Lawrence Schimmel, M.D. Elisa Luqman, J.D., MBA Pamela Montgomery,
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