In a World of Clunky Freight Systems, Yojee (ASX: YOJ) Is Engineering the Future
Global freight logistics has long suffered from fragmented platforms and legacy software. But Yojee Limited (ASX: YOJ) is cutting through the chaos with a smarter solution. Q3 FY25 was a turning point for this logistics tech innovator, as it transitioned from building quietly to executing publicly with real contracts, a cash war chest, and momentum heading into FY26.
At the centre of this transformation is MOSAIC, Yojee’s next-gen freight forwarding platform. It’s designed to modernise how forwarders and shippers collaborate bringing everyone together in one intuitive, AI-powered space. Real-time data, lower costs, and zero reliance on legacy systems make MOSAIC a standout in a market begging for alternatives.
SmartYojee Is Live: First Connector, First Big Win
April 2025 marked the official launch of SmartYojee, a joint venture with SC Software (SmartClear). This partnership gives Yojee a critical edge live customs messaging across Australia and New Zealand, fully verified and ready to scale.
With technical verification complete, Yojee issued its first 2.5 million shares to SmartClear. But the bigger milestone? SmartYojee is now MOSAIC’s first connector, proving the plug-and-play vision is more than just pitch deck fluff.
From import/export declarations to customs responses, SmartYojee unlocks critical workflow efficiencies for freight forwarders and customs brokers alike.
Contracts Locked, Traction Building
Enterprise validation is now flowing Yojee’s way. In Q3 FY25 alone, the company secured TCMS contracts with DSV Australia and Rohlig Logistics Singapore. These rollouts will start scaling in Q4 and contribute significantly to transaction volumes through FY26.
Yojee also completed its final deployment with APP’s largest Indonesian mill, rounding out a significant customer success milestone.
While some transactional volume dipped due to the exit of low-margin contracts, this was a strategic pivot to focus on quality revenue and customer lifetime value.
Strength in the Numbers: Fully Funded and Debt-Free
To support platform growth, Yojee raised $3.5 million in an oversubscribed placement in February 2025. The company ended Q3 with:
This gives Yojee nearly 7 quarters of funding runway, ensuring no distractions as it pushes MOSAIC into full commercial launch.
Why Now: Freight Tech’s $1.5 Billion Opportunity
The global freight forwarding software market is already worth USD 1.5 billion, growing at 10% CAGR through 2032. But here’s the kicker legacy players dominate, leaving the market underserved and ripe for disruption.
MOSAIC enters with a flexible pay-per-action model, an open marketplace, and AI-led execution all without locking users into long-term contracts. Freight tech needed this five years ago. Yojee is delivering it today.
What’s Next: 2026 Could Be the Breakout Year
MOSAIC’s first public demo at the IFCBAA Conference in May sparked industry interest. Beta testing is underway, and a growing pipeline including three global 3PL providers sets the stage for a commercial lift-off in FY26.
Yojee’s new engineering hub in Sydney is already operational, keeping the team close to its earliest adopters. This isn’t just product development it’s targeted, strategic scaling.
The Verdict: Yojee Isn’t Iterating. It’s Redefining Logistics Tech.
Between SmartYojee, MOSAIC, and strategic client wins, Yojee is proving it can move fast, build smart, and scale globally. For investors tracking the convergence of logistics and SaaS, this is one company rewriting the rules.
Nyrada (ASX: NYR) Isn’t Just Testing a Drug It’s Rewriting How We Fight Brain and Heart Injury
In the crowded world of biotech, few companies are tackling three life-threatening conditions with one compound. But that’s exactly what Nyrada Inc. (ASX: NYR) is doing with Xolatryp a novel TRPC ion channel inhibitor that could reshape the treatment landscape for stroke, traumatic brain injury (TBI), and acute heart attack.
With a Phase I clinical trial now entering its fifth cohort, and no safety issues reported to date, the company’s lead drug candidate is showing remarkable promise across both neuroprotection and cardioprotection.
The Announcement: Clinical Milestones Keep Rolling In
On 16 June 2025, Nyrada confirmed that the first four cohorts in its Phase I clinical trial were completed without safety concerns. The trial’s Safety Review Committee gave the green light to proceed to cohort 5, reaffirming the drug’s tolerability.
What’s more, the trial protocol has been amended and approved to test higher doses and longer infusion durations giving the company more flexibility to design an effective Phase II strategy.
Final readouts from the Phase I trial are expected in Q3 2025.
One Drug. Three Critical Conditions. Billions in Market Potential.
Xolatryp (formerly NYR-BI03) is targeting three major clinical indications each with a huge unmet need and no FDA-approved treatments addressing the root cause:
- Stroke – A $52.2B market by 2030
- TBI – $5.5B projected by 2030
- Myocardial Infarction (AMI) – $3.7B market by 2032
This one small molecule has shown statistically significant results in preclinical studies for all three.
- Stroke: 42% brain tissue rescue in penumbra region
- TBI: Significant protection post-injury, confirmed in collaboration with UNSW and the U.S. Army's Walter Reed Institute
- Heart Attack: 86% cardioprotection and 90% reduction in arrhythmias with short-duration treatment
Unlike other candidates, Xolatryp crosses the blood-brain barrier, giving it a unique advantage for central nervous system applications.
Strong IP, Smart Science, and a Clear Path Forward
Xolatryp works by inhibiting TRPC 3/6/7 ion channels, which are overactivated following injury and lead to calcium overload a key trigger for tissue death. By stopping this mechanism early, Nyrada’s therapy may not only improve survival but drastically reduce long-term disability and cardiac damage.
The company has composition of matter patents filed, protecting its innovation in a highly competitive biotech space.
As of March 31, 2025, Nyrada holds AU$4.76 million in cash, with no debt enough to support clinical progress through the final stages of Phase I and into initial Phase II design.
Bottom Line: Nyrada Is Quietly Building a Blockbuster
From brain to heart, Xolatryp has now demonstrated efficacy in three of the deadliest and costliest conditions in medicine. With a strong safety profile, clear regulatory path, and early backing from respected partners like the U.S. Department of Defense, this is more than a biotech stock it’s a moonshot with real traction.
The market is huge. The science is sound. The moment is now.
(Source: Company Announcements)
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