Lifeward (LFWD) Investor presentation summary

Investment thesis and market opportunity

• Focuses on restoring motion and independence through neurorehabilitation technology using robotics, AI, and a robust reimbursement infrastructure.

• Positioned to capture growth in a $17B rehabilitation equipment market and a $598M robotics segment, both projected to grow significantly by 2030.

• Strategic partnership with Oramed adds value via the Protein Oral Delivery (POD) platform and oral insulin candidate ORMD-0801.

• Broad reimbursement adoption is a key competitive advantage, unlocking patient access and commercial scale.

Portfolio and innovation pipeline

• Current portfolio includes ReWalk (spinal cord injury), AlterG (anti-gravity rehab), and an upper-body powered exoskeleton for stroke.

• Pipeline features StrideSense (2027), upper-body exoskeleton (2028), ReWalk X (2029), and ReBoot (2030+), all leveraging shared infrastructure.

• Additional IP and readiness for acquisitions to aggregate complementary technologies.

• Oramed partnership brings an oral protein delivery platform with pre-funded development.

Commercialization and distribution

• Transitioning from direct sales to a channel-partner distribution model for greater capital efficiency and reach.

• Over 37 countries, 40+ distributors, and 7,000+ units deployed.

• Distribution channels include HME/DME providers, VA direct sales, and international markets.