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    Artrya (ASX:AYA) Secures Cone Health In Five-Year SaaS Deal Is Its U.S. Beachhead Emerging?

    Simply Wall St·12/25/2025 20:25:13
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    • Artrya Limited recently announced a five-year SaaS agreement with U.S. healthcare provider Cone Health to roll out its Salix Coronary Anatomy and Plaque AI imaging modules across the health system’s network, securing its third commercial customer in the United States.
    • This latest deal completes the conversion of all three of Artrya’s U.S. foundation partners, signalling growing clinical adoption and a deeper foothold in the competitive American cardiac imaging market.
    • We’ll now examine how securing Cone Health as a long-term SaaS customer shapes Artrya’s investment narrative and future growth pathway.

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    What Is Artrya's Investment Narrative?

    To own Artrya, you need to believe its Salix platform can convert early regulatory wins into durable, recurring SaaS revenue before the company runs short of capital. The new five-year Cone Health agreement matters here: it helps validate product-market fit in the U.S., supports the idea that foundation partnerships can mature into commercial deals, and may become a reference point for further hospital contracts. In the short term, that strengthens the main catalysts around U.S. rollouts and utilisation of the Coronary Anatomy and Plaque modules, especially after FDA clearances. At the same time, revenue remains tiny at A$28,000 against losses of A$16.41 million and recent share price gains have been very large, so funding needs, dilution risk and execution by a relatively new management team still sit at the centre of the investment debate.

    However, investors should also weigh how recent capital raisings and rapid price gains affect the risk-reward. The analysis detailed in our Artrya valuation report hints at an inflated share price compared to its estimated value.

    Exploring Other Perspectives

    ASX:AYA 1-Year Stock Price Chart
    ASX:AYA 1-Year Stock Price Chart
    Four Simply Wall St Community fair value views span about A$0.00 to A$3.06, showing wide disagreement. Set that against Artrya’s tiny revenue base, heavy losses and reliance on successful U.S. SaaS adoption.

    Explore 4 other fair value estimates on Artrya - why the stock might be worth as much as A$3.06!

    Build Your Own Artrya Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Artrya research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision.
    • Our free Artrya research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Artrya's overall financial health at a glance.

    No Opportunity In Artrya?

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.