| Valuation method | Value, € | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 27.26 | 10848 |
| Intrinsic value (DCF) | 0.10 | -60 |
| Graham-Dodd Method | n/a | |
| Graham Formula | 2.42 | 873 |
Intrasense SA is a French medical imaging software company specializing in advanced visualization and analysis solutions under the Myrian brand. Headquartered in Montpellier, France, Intrasense develops multimodal imaging software for healthcare professionals, researchers, and industrial clients. Its flagship products include Myrian Imaging Layer, a visualization platform, Myrian Studio for medical imaging application development, and Myrian Clinical Apps, a suite of AI-driven diagnostic tools for oncology, cardiology, and other specialties. Operating in the competitive Healthcare Information Services sector, Intrasense focuses on AI-powered biomarkers and precision medicine applications. The company serves a global market, targeting hospitals, research labs, and medical device manufacturers with innovative imaging analytics. Despite its niche focus, Intrasense faces challenges in scaling against larger medical imaging software providers while maintaining R&D innovation in AI-driven diagnostics.
Intrasense SA presents a high-risk, high-reward opportunity in the specialized medical imaging software market. The company's negative EPS (€-0.11) and operating cash flow (€-3.73M) reflect significant R&D investments in AI-driven imaging solutions. With a modest market cap of €14.3M and negative beta (-0.172), the stock shows low correlation to broader markets but carries substantial volatility risk. Key attractions include its niche AI biomarker technology and partnerships with research institutions, though revenue (€2.25M) remains insufficient to cover development costs. Investors should weigh the potential of its Myrian platform against cash burn rates and competition from better-capitalized rivals. The lack of dividends and consistent losses make this suitable only for speculative investors comfortable with biotech-like risk profiles.
Intrasense competes in the specialized medical imaging software segment, differentiating through its Myrian platform's AI capabilities and multimodal analysis tools. The company's competitive advantage lies in its focused R&D on oncology and cardiology applications, particularly lesion tracking and biomarker development. However, its small scale (€2.25M revenue) limits commercialization reach compared to industry leaders. Intrasense's software-first approach allows flexibility in partnering with hardware manufacturers, but reliance on third-party integrations creates dependency risks. The company's negative operating cash flow (€-3.73M) suggests precarious financial positioning against deep-pocketed competitors investing heavily in AI radiology. While Myrian's niche applications like XP-Breast and XP-Liver show clinical promise, adoption depends on convincing healthcare providers to switch from entrenched solutions. Intrasense's French/EU base provides regional healthcare system access but may limit U.S. market penetration against domestic rivals. The capital-intensive nature of medical AI development, coupled with €1.4M debt, raises concerns about long-term viability without additional funding or strategic partnerships.