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Enlitic (ASX:ENL), a medical imaging AI company, has been volatile around its GE Healthcare partnership. In May 2025, Pengana Capital Group reported Enlitic fell 37% after a capital raising required as part of a deal with GE, noting the dilution weighed on the shares. In April 2025, Pengana noted a 38% fall after disappointing quarterly results and the subsequent capital raise. In February 2025, Pengana reported a 73% rise after Enlitic announced a collaboration with GE Healthcare, one of the largest providers of medical imaging equipment. Enlitic operates in the Healthcare sector within the Health Care Technology industry, and Thesis Tracker has captured 3 comments from 1 fund manager, Pengana. Founded by Jeremy Howard and headquartered in Fort Collins, Colorado, Enlitic develops AI software that standardises and organises medical imaging data for hospitals and radiology providers.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Pengana Capital Group have invested in Enlitic Inc (ASX:ENL).
Pengana highlights the collaboration with GE Healthcare, which could significantly expand distribution of Enlitic's imaging data software.
Pengana notes disappointing quarterly results and dilutive capital raisings that led to share price falls of more than 35%.
Enlitic, Inc. is a diagnostic healthcare technology company headquartered in Fort Collins, CO. Founded by Jeremy Howard, the firm leverages advanced machine learning to enhance medical diagnostics. By optimizing diagnostic processes through artificial intelligence, Enlitic provides innovative data-driven solutions for the healthcare industry to improve clinical accuracy and diagnostic efficiency.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.