CurveBeam AI Rockets 28% After China Deal Opens Door to 38,000 Hospitals

Could CurveBeam Be The Next 4DMedical

CurveBeam AI’s share price jumped 28% today after the company released its quarterly update and announced a major partnership in China with Weiying Intelligent Medical Technology, a joint venture with Wego Orthopedics. This agreement marks a significant step forward in CurveBeam’s international expansion, opening the door to one of the world’s largest and fastest-growing medical device markets.

What makes this particularly exciting is the strategic nature of the partnership. Collaborating with a well-established local player like Wego provides CurveBeam with the on-ground expertise, distribution channels, and regulatory access needed to scale quickly in China. For investors, it signals that the company’s growth ambitions are starting to translate into tangible global opportunities and the market clearly took notice.

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CurveBeam AI Secures $10m China Deal, Unlocking Access to 38,000 Hospitals

To put this deal into perspective, the new partnership gives CurveBeam AI exclusive rights to distribute its US manufactured products across China, Hong Kong, Macau, and Taiwan. More importantly, it allows its Chinese partner to manufacture the devices locally, rather than importing them directly from the US In exchange, CurveBeam will receive royalties a small percentage of each sale, ensuring it continues to generate revenue from every unit sold in the region.

Alongside this partnership, CurveBeam also secured a $10 million equity investment at $0.40 per share, with $4 million paid upfront and the remaining $6 million tied to future commercial milestones. This 10-year agreement gives the company potential access to more than 38,000 hospitals across China, representing a massive expansion opportunity in one of the world’s largest healthcare markets.

For investors, this partnership not only validates CurveBeam’s technology on a global scale but also strengthens its long-term growth outlook through recurring royalty income and deeper market penetration in Asia.

CurveBeam AI Transitions Toward a High-Margin, Scalable Model with China Royalties and AI SaaS Expansion

CBV operates a hybrid business model built around both hardware sales and high-margin software and royalty income. The company’s core revenue stream currently comes from the sale of its proprietary weight-bearing CT scanners, which are used in advanced bone health diagnostics. After-sale services such as maintenance, upgrades, and warranty support provide an additional layer of recurring income.

Looking ahead, CBV is preparing to launch a SaaS-based AI clinical assessment platform, pending FDA approval. This includes diagnostic tools such as bone density modules that will integrate directly into the existing installed base of CT devices. Once commercialised, this platform is expected to generate recurring software revenue with gross margins above 90%, creating a meaningful uplift in overall profitability.

The recent China partnership adds another dimension to this model. Under the new agreement, CurveBeam will initially use its US manufacturing hub to sell and export devices before local production begins in China. Once Chinese manufacturing ramps up, CurveBeam will transition to a royalty-based revenue stream, earning a percentage of sales from each locally produced unit. This shift effectively lowers the company’s cost base and positions it for a higher-margin, more scalable business model that blends steady hardware sales, recurring AI software revenue, and long-term royalty income.

CurveBeam Strengthens Liquidity Outlook with $2.7m Cash, $5.1m Receivables, and Upcoming $4m Investment Inflow

CBV ended the quarter with $2.7 million in cash and $5.1 million in receivables from prior purchase orders, providing a reasonable short-term liquidity base. In addition, the company expects to receive a further $4 million payment from its Chinese partner in the near term as part of the recently announced investment agreement.

Operational cash outflow for the quarter was approximately $4 million, reflecting ongoing growth and expansion costs. However, management indicated that cash inflows are expected to improve meaningfully over the coming quarters as new installations ramp up and alternative financing mechanisms come into effect. This suggests CurveBeam is entering a period where cash generation should strengthen alongside accelerating commercial activity and the rollout of new partnerships.

The Investors Takeaway For Curvebeam

The key takeaway for investors is that CurveBeam AI is starting to resemble the early growth story of 4DMedical, with a similar blend of cutting-edge technology and expanding global reach. With its new high-margin market entry into China, the company appears well-positioned to deliver a strong performance through FY26.

In FY24, CurveBeam sold 46 units, which increased to 62 units in FY25. Based on current momentum and the expected pace of China’s manufacturing and distribution rollout, unit sales could reach 80 to 100 units this financial year. This scale-up would meaningfully lift revenue while improving operating leverage across the business.

The next major growth catalyst and a key risk lies in the FDA approval of CurveBeam’s AI software platform. If approved on schedule, it could unlock a new layer of recurring, high-margin revenue from the company’s installed base. However, any delay would likely push back commercialisation and slow the transition to a more software-driven model.