4DMedical (4DX) AI & Technology Virtual Investor Conference summary

Company overview and technology

• Operates as a software company enhancing CAT scans with SaaS solutions for structural and functional imaging, focusing on heart and lungs.

• Holds nine FDA-approved products grouped into three categories, emphasizing functional imaging as a differentiator.

• Global presence with 130 employees and inclusion in the ASX 200 index.

Market opportunity and product benefits

• Targets the 1 million annual nuclear VQ scans in the U.S. by offering a software-based CT:VQ alternative.

• CT:VQ eliminates the need for radioactive material, reduces scan time to five minutes, and leverages existing CT infrastructure for greater accessibility.

• Offers a $650 reimbursement per procedure, with a $500 per scan revenue model and 99% gross margins.

• Presents a compelling economic upside for hospitals, imaging providers, and patients, aiming to fully displace nuclear VQ scans.

Commercial traction and partnerships

• Rapid adoption at leading U.S. institutions, including Stanford, UCSD, Cleveland Clinic, and Mayo Clinic.

• Strategic focus on winning top-tier sites in 2026 to drive broader network adoption in 2027.

• Partnership with Philips Healthcare to address the VA market and PACT Act, targeting 4 million eligible veterans.

• Philips has committed to at least $10 million in VQ orders for 2026–2027, with expectations for significant pipeline growth.