Australia · Delayed Price · Currency is AUD 4DMedical Earnings Call Transcripts
Fiscal Year 2026
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A software-driven imaging platform is rapidly displacing nuclear VQ scans in the U.S. with a CT-based alternative, offering faster, safer, and more accessible diagnostics. Strategic partnerships and rapid adoption at top hospitals are fueling expansion, with plans to grow the addressable market and enter new regions.
Fiscal Year 2025
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CT:VQ, a non-invasive lung imaging software, is gaining strong traction with leading U.S. hospitals and benefits from a major partnership with Philips, including a minimum order commitment and government exclusivity. The company is well-funded, has robust IP protection, and is focused on rapid market expansion and reference customer acquisition.
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FDA approval for CTV-Q enables immediate U.S. rollout, targeting a $1.1 billion market with instant scalability via existing CT infrastructure. Clinical validation shows strong equivalence to nuclear VQ, with superior workflow, economics, and patient experience. Commercialization leverages direct and partner channels, with reimbursement expected this year.
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CTVQ is positioned to disrupt the nuclear VQ imaging market by offering a faster, more accessible, and cost-effective solution using existing CT infrastructure. Clinical validation shows strong equivalence and some superiority to SPECT, with robust support from clinicians and expanding partnerships driving rapid adoption.
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Revenue grew 16.5% half-on-half, with scan volume up 37% and operating expenditure down 11%. FDA and Medicare wins, a $12.5M capital raise, and the Philips partnership position the company for strong U.S. growth and a path to break-even.
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Lung diagnostics is a multi-billion-dollar market hampered by outdated technologies, but new software-driven CT solutions are driving rapid revenue and site growth. Strategic partnerships, especially with Philips, and new products like CT VQ position the company for major market disruption and expansion.