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Onward Medical (ONWD) investor relations material

Onward Medical Life Sciences Virtual Investor Forum 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Life Sciences Virtual Investor Forum 2025 summary11 Dec, 2025

Market need and company vision

  • Spinal cord injury affects 9 million globally, with high lifetime care costs exceeding $5 million per patient.

  • Technologies aim to restore independence, targeting hand function, mobility, and incontinence.

  • Three platforms: ARC-EX (external), ARC-IM (implanted), and ARC-BCI (brain-computer interface) at various development stages.

  • 10 FDA Breakthrough Device Designations and over 150 patents issued worldwide.

  • Strong clinical evidence published in top-tier journals and high awareness among clinicians and patients.

Technology platforms and clinical impact

  • ARC-EX is commercially available in the U.S. and Europe, with 90% of trial participants improving strength or function.

  • ARC-IM targets blood pressure instability, showing positive results in all 14 initial patients, improving quality of life.

  • ARC-BCI enables thought-driven movement restoration, with five humans implanted and U.S. trials planned in 2–3 years.

  • ARC-EX pivotal study published in Nature Medicine; device recognized by Time and Fast Company.

  • ARC-IM pivotal Empower BP trial underway, aiming for U.S. approval by 2028.

Commercialization, sales, and reimbursement

  • Over 70 ARC-EX systems sold to more than 60 U.S. clinics; strong inbound demand from clinics and patients.

  • U.S. sales team of 12, with European expansion planned; consultative sales approach via therapists.

  • Initial reimbursement focus on VA, workers' comp, and self-pay; Medicare coverage targeted after real-world data is established.

  • Revenue expected to reach $6–6.5 million in year one, mid-teens in year two, aligning with high-growth med tech peers.

  • Fully funded for 2026 milestones, with recent €50 million financing and runway into 2027.

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Frequently asked questions

Onward Medical N.V. is a medical technology company focused on developing innovative therapies to restore movement, function, and independence for people with spinal cord injuries. It has developed two main technology platforms: ARCIM, an implantable neurostimulation system, and ARCEX, a non-invasive transcutaneous system. These technologies are designed to improve or restore motor functions and independence in individuals affected by spinal cord injuries through targeted spinal cord stimulation. The company is engaged in ongoing clinical trials to validate and expand the application of its technologies. Onward Medical N.V. is headquartered in Eindhoven, Netherlands, and its shares are listed on Euronext Brussels and Euronext Amsterdam.

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