Daily Roundup

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Monash IVF Group Revises FY25 Profit Guidance

Monash IVF Group has updated its FY25 profit guidance, with the company now expecting underlying net profit after tax (NPAT) of around $27.5 million. This is down from the previous guidance range of $30-$31 million, as Monash IVF experienced softer market and operating conditions across its geographic markets in March and April 2025.

The company continues to monitor the impact of the recent Brisbane incident on IVF patient registrations and treatments, but notes these indicators are currently consistent with pre-incident performance levels. Monash IVF will provide further updates when it releases its full-year FY25 results on 22 August 2025.

Clarity Pharmaceuticals Commences Prostate Cancer Trial

In exciting news from the healthcare sector, Clarity Pharmaceuticals has commenced its second registrational Phase III trial, AMPLIFY, to investigate its 64Cu-SAR-bisPSMA PET/CT diagnostic for detecting recurrence of prostate cancer. The trial aims to enroll around 220 participants across the US and Australia, with the first patient expected to be imaged in the coming weeks.

Clarity believes 64Cu-SAR-bisPSMA could become a best-in-class product and is progressing its clinical development through several trials in prostate cancer. The company looks forward to the results of the AMPLIFY trial, which it hopes will support FDA approval of the diagnostic imaging agent.

Visionflex Partners with BHP for Telehealth Rollout

Visionflex Group has announced a partnership with mining giant BHP to implement its virtual health solution across 13 medical centres and 1 HEMS aircraft in Western Australia. The rollout, valued at $0.4 million in the first year, will be completed within the current financial year (FY25).

This initiative will deliver enhanced access to medical services, streamlined operations, and improved safety for BHP's workforce by reducing the need for medevac flights and minimizing travel costs for on-site staff. It's an exciting development for Visionflex as it continues to expand the reach of its cutting-edge telehealth technology.

Smartpay to Report FY25 Results on 28 May

Smartpay Holdings has advised that it will announce its FY25 annual results on 28 May 2025, with a results teleconference to be held at 9:00am AEST on the same day. Presentation materials will be made available on the NZX and ASX ahead of the teleconference, so investors can review the details before tuning in.

TechnologyOne Delivers Stellar First-Half Results

It's been an exceptional six months for TechnologyOne, with the company reporting record first-half profit, revenue, and annual recurring revenue (ARR). Profit before tax surged 33% to $81.9 million, while ARR grew 21% to $511.1 million - exceeding the $500 million milestone 18 months ahead of schedule.

TechnologyOne's SaaS+ offering, which combines its vertical-specific SaaS ERP and implementation in a single fee, has been a key driver of this growth, enabling faster time to value for customers. The company also secured significant customer wins, particularly in local government and education, and saw strong performance in its UK business.

Looking ahead, TechnologyOne has upgraded its FY25 profit growth guidance to 13-17%, underpinned by continued strong ARR growth. The company remains well-positioned for further expansion, with plans to double its business again and surpass $1 billion in total ARR by FY30.