PME

PME

PME Analysis: New US Contract Announcement

Updated 17 Nov 2025

Event: New US Contract Announcement | Date: 2025-11-17 | Source: ASX Announcements Pro Medicus Lands $44 Million US Radiology Contract Pro Medicus announced a five-year, $44 million contract with Advanced Radiology Management (ARM), a US-based radiology services provider, for its Visage 7 Enterprise Imaging Platform. The deal, signed on 17 November 2025,

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PME

PME: Medical Imaging Pioneer - Streaming Ahead, But Clouds Gathering

Updated 17 Nov 2025

Fair value $26.93 vs current $248.83 (823% premium). Exceptional 80% EBITDA margins and 63% ROIC face inevitable compression as GE Healthcare/Philips achieve cloud parity within 2-4 years. $948m backlog provides near-term visibility but doesn't prevent systematic margin normalisation.

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