Cyclopharm Bell Potter Healthcare Conference Presentation

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Stock Cyclopharm Ltd (CYC.ASX)
Release Time 19 Nov 2025, 8:30 a.m.
Price Sensitive Yes
 Cyclopharm Presents at Bell Potter Healthcare Conference
Key Points
  • Technegas is an annuity model generating high Gross Margins from per-patient consumables
  • USA Commercialisation is Executing and Accelerating, with 250-300 US Technegas installations targeted in 2H 2026
  • Beyond PE represents the Next Growth Horizon for Technegas, leveraging AI to expand into chronic respiratory diseases
Full Summary

Cyclopharm presented at the Bell Potter Healthcare Conference, providing an overview of its Technegas product and growth strategy. Technegas is an annuity model generating high gross margins from per-patient consumables, with the company reaffirming guidance of 250-300 US Technegas installations during the second half of 2026. The US commercialisation is executing and accelerating, with 40 revenue-generating sites and an additional 41 sites progressing from the contract review stage, for a total active pipeline of 690 locations. Beyond the immediate pulmonary embolism market opportunity, Cyclopharm is also exploring the use of Technegas paired with AI and analytical software to address exponentially larger addressable markets in chronic respiratory diseases such as COPD, asthma, lung cancer, and occupational lung disease. The company highlighted the strong clinical evidence supporting Technegas, its regulatory approvals in 66 countries, and the potential to displace CTPA as the standard of care in the US market.

Guidance

Cyclopharm is on track to deliver transformational growth, reaffirming guidance of 250-300 US Technegas installations during the second half of 2026.

Outlook

Cyclopharm is exploring the use of Technegas paired with AI and analytical software to address exponentially larger addressable markets in chronic respiratory diseases such as COPD, asthma, lung cancer, and occupational lung disease, supported by peer-reviewed clinical publications.