Assessing 4DMedical’s Valuation After Julian Sutton’s CFO Appointment And CT:VQ Commercial Progress

Why Julian Sutton’s promotion matters for 4DMedical shareholders

The recent 18% jump in 4DMedical (ASX:4DX) followed the appointment of long-time board member and early investor Julian Sutton as Chief Financial Officer and Executive Director on January 2, 2026.

This move comes as the company shifts focus toward commercial growth, with its CT:VQ lung imaging software already FDA cleared, deployed at leading U.S. academic medical centres, and supported by a global distribution agreement with Philips.

See our latest analysis for 4DMedical.

Beyond the CFO appointment, the stock has seen a sharp shift in sentiment, with a 30 day share price return of 146.84% and a 1 year total shareholder return that is very large, suggesting strong positive momentum rather than a slow build.

If you are looking at how medical technology names like 4DMedical are moving, it could be worth scanning healthcare stocks as a starting point for other ideas in the sector.

With 4DMedical shares up 146.84% over 30 days, a 1 year total return that is very large, and the last close of A$4.69 sitting well above an analyst price target of A$2.30, investors may ask whether there is still a buying opportunity here or whether the market is already pricing in future growth.

Most Popular Narrative: 103.9% Overvalued

With 4DMedical’s most followed narrative pointing to a fair value of A$2.30 against a last close of A$4.69, the gap between story and price is wide.

The development and expected FDA approval of the CT:VQ technology, which offers logistical improvements over current nuclear medicine solutions, present a significant opportunity to capture a share of the $1 billion market, potentially improving net margins through the provision of superior cost saving technology. Ongoing cost management efforts, as evidenced by an 11% reduction in operating expenditure, may improve profitability and contribute to better net margins, leading to improved financial health despite the current cash burn rate.

Read the complete narrative.

Want to see what sits behind that valuation gap? The narrative leans heavily on rapid revenue expansion, margin repair and a rich future earnings multiple. Curious how those pieces fit together?

Result: Fair Value of $2.30 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, you still have to weigh issues like cash burn outpacing revenue and limited funding of 1 to 2 quarters, which could drive fresh capital raises.

Find out about the key risks to this 4DMedical narrative.

Build Your Own 4DMedical Narrative

If you are not fully sold on this story or prefer to test the assumptions yourself, you can build your own view in minutes with Do it your way.

A great starting point for your 4DMedical research is our analysis highlighting 1 key reward and 5 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If 4DMedical has caught your eye, do not stop there. You owe it to yourself to line up a few more potential ideas before you act.

• Spot potential mispricings by scanning these 876 undervalued stocks based on cash flows that may offer different risk and return profiles to a single high momentum name.
• Tap into growth themes across artificial intelligence with these 25 AI penny stocks and see which companies line up with your view of where the technology is heading.
• Add a different source of income potential by reviewing these 11 dividend stocks with yields > 3% and compare how their yields and business models fit alongside a higher risk medtech position.

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.

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