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Re: Bobby Marinov post# 5927

Thursday, 04/11/2019 8:19:11 AM

Thursday, April 11, 2019 8:19:11 AM

Post# of 6602
I would have liked specifics from Levitate Airframe. In contrast, I appreciate it a lot how Ekso gives specific weight ratings for what their vest can lift per arm. I think Ekso is proud of the figure.

I would guess Airframe is able to lift significantly less. Partially due to the demonstration using water bottles compared to Ekso Vest demo's using much heavier tools. I can observe many more degrees of articulation with Ekso's Vest which lead me to believe it's better designed for ergonomics and precise movements, which in turn likely allows more weight to be carried as well. Admittedly, it's hard to go off looks, but this brings me back to my first point...

I've long made the comparison between Tesla cars and the electric golf cart which they replaced as it pertains to the exoskeleton field. In my eyes, the Airframe is much closer to the golf cart. I assume they will try to undercut Ekso in both cost and effectiveness in turn for a less expensive price. This strategy hasn't worked out well for ReWalk's stock price as of recently.

All that said, I appreciate market penetration of exoskeletons in any form. I do worry about the perspective of executives in the companies doing the pilot studies. If I were them and I had pilot tested a few different exoskeletons, I might likely postpone any one buy figuring that more competitors will come along shortly.

To be clear, I've been in and out of holding Ekso stock long. In the past, I've noticed short, sharp rises and long steady falls. The recent period of Ekso stock seems to be a more consistent gain than typical of the past. Seeing this, I may likely invest again soon and I don't hide my bias in my above comments.
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