Artrya (AYA) Bell Potter Healthcare Conference 2025 summary

Market opportunity and clinical need

• Coronary artery disease is the leading global cause of death, with significant unmet needs in real-time risk assessment and workflow efficiency.

• Current assessment methods are outdated, missing silent killers like soft plaque, especially in women.

• The U.S. cardiac CT market exceeds $4.4 billion, with strong reimbursement tailwinds and growing demand for efficient solutions.

Product innovation and competitive advantage

• The platform provides real-time, cloud-based AI analysis of coronary CT angiograms, including plaque and blood flow, at the point of care.

• Enables rapid, editable reporting (8–10 minutes), reducing delays and increasing hospital profitability.

• Competing solutions are slower, more costly, and less integrated, often requiring manual intervention and causing workflow bottlenecks.

• The platform's low processing cost and unified interface streamline hospital operations and reduce physician fatigue.

Commercialization and go-to-market strategy

• Initial U.S. rollout targets foundation customers (Tanner, Cohn, Northeast Georgia) with enterprise-wide adoption and committed scan volumes.

• Revenue model includes base platform and add-on modules for plaque and flow analysis, with attractive reimbursement and hospital profitability.

• SAPPHIRE study partners (e.g., Mass General, Ascension, Piedmont, Huntsville) represent a long-term $340 million revenue opportunity.

• Structured deployment leverages regional support pods and phased onboarding, minimizing sales overhead.