TCN Investor Briefing | AL3 4DX EBR

One of The Capital Network’s core functions is hosting exclusive investor events for our ASX-listed clients.

These events play a pivotal role in showcasing the innovation and technological strength of some of the most dynamic and promising companies on the ASX.

They also offer a valuable platform for fund managers, analysts, brokers, and high-net-worth investors to engage directly with group executives, gaining first-hand insight into each company’s strategic significance within its industry.

And over the past fortnight, I had the privilege of hosting such investor events for three of the most compelling growth stories currently shaping the ASX landscape.

AML3D demonstrates cutting-edge 3D printing technology 

In late October, the Capital Network was delighted to host an exclusive investor site tour for 3D metal printing specialist AML3D (ASX:AL3) at the company’s state-of-the-art Technology Facility in Adelaide.

In a nutshell, AML3D is a specialist metal technology business fabricating critical components for a range of sectors including defence, aerospace, maritime, and oil and gas.

Its ARCEMY 3D printing systems utilise the company’s patented Wire Additive Manufacturing (WAM) technology to provide an all-in-one digital advanced manufacturing solution.

In simple terms, ARCEMY helps to build stronger parts with shorter lead times compared to traditional processes, whilst also delivering a lower carbon footprint.

This invitation-only site tour offered investors a unique opportunity to see first-hand how AML3D is executing its global growth strategy, including its expansion into the lucrative US market.

Managing Director Sean Ebert provided insights on the company’s entry pathways into key defence sectors across the Asia-Pacific, UK, and Europe. Meanwhile, President and CEO of AML3D’s US operations, Pete Goumas, shared an update on AML3D’s vital role in supporting the US Navy’s Maritime Industrial Base.

Notably, the event also featured a presentation from the Honourable Joe Szakacs MP - the South Australian Minister for Trade and Investment, Local Government, and Veterans’ Affairs - who spoke about the state’s innovation ecosystem and its support for local manufacturing.

The day concluded with a guided tour of AML3D’s Technical Centre, demonstrating the company’s cutting-edge manufacturing capabilities in action.

4DMedical breathes new life into respiratory imaging at ‘CEO Meet and Greet’

This week, I had the pleasure of hosting an exclusive ‘CEO Meet and Greet’ session in Sydney for respiratory imaging specialist 4DMedical Limited (ASX:4DX).

Here, the company’s US-based Managing Director and CEO, Dr Andreas Fouras, concluded his short visit to Australia by providing investors with an in-depth update on the company’s commercialisation push and go-to-market strategy.

In brief, 4DMedical is a global medical technology company revolutionising respiratory care with advanced imaging and artificial intelligence (AI).

Its patented XV Technology transforms standard scans into rich, functional insights that allow physicians to detect, diagnose, and monitor lung disease earlier and with greater precision.

4DMedical’s solutions are designed to integrate seamlessly into existing hospital infrastructure and are delivered through a Software-as-a-Service (SaaS) model.

The company recently commenced a commercial rollout of its CT:VQ respiratory imaging platform in the US, less than two months after securing approval from the US Food and Drug Administration (FDA).

More recently, Stanford University became the first US academic medical centre to adopt CT:VQ under a commercial contract after entering a deal with 4DMedical last month.

In another milestone, the US Centers for Medicare & Medicaid Services recently approved reimbursement for CT:VQ at US$650.50 per scan, in addition to the standard chest CT payment.

This landmark decision gives hospitals and imaging centres the confidence to integrate CT:VQ into their workflows, while patients benefit from non-invasive, faster, and more accessible lung function assessments.

Together, FDA approval and reimbursement certainty eliminate the two largest barriers to widespread adoption of CT:VQ in the lucrative US market.

Rewiring the future of cardiac care with EBR Systems

EBR Systems (ASX:EBR) held a series of investor events across Sydney, Brisbane, and Melbourne this week to highlight the company’s groundbreaking cardiac rhythm therapy solutions. It was my pleasure to be part of the audience at the well-attended Sydney event.

In essence, EBR has developed the world’s only left ventricular wireless cardiac pacing device for heart failure, known as WiSE.

WiSE technology was created to eliminate the need for traditional pacing leads, long recognised as a major source of complications, performance limitations, and reliability issues in cardiac rhythm management.

The system is designed to broaden the pool of patients who can benefit from cardiac resynchronisation therapy (CRT) by enabling precise left ventricular pacing through a tiny, rice-sized implant.

Importantly, WiSE integrates seamlessly with existing pacemakers, defibrillators, and CRT devices that already provide right ventricular pacing.

The Silicon Valley-based company recently secured FDA approval which authorises commercial marketing of WiSE in the US.

This regulatory consent now paves the way for EBR to pursue an initial addressable market valued by management at US$3.6 billion, with a full-scale commercial launch planned for next year.

The company is also exploring the potential for other clinical applications of WiSE that could grow its market opportunity even further in future years.