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Re: Bobby Marinov post# 6394

Monday, 05/18/2020 12:56:10 PM

Monday, May 18, 2020 12:56:10 PM

Post# of 6602
Yeah, lateral growth is important from the business end of things too.

I would also imagine that Ekso having more rehabilitation product offerings in general will have a positive effect for healthcare network deals; lowering costs through volume. Network provider deals appear to be a critical focus from management right now, so I'm happy to see this video showcasing the product.

There's also the perspective of how EksoUE will be affected by insurance policies looking further forward. Unpowered exoskeleton rehabilitation coverage may well be easier/simpler/cheaper for insurance providers to afford, at least compared to gait therapy devices. On the other hand, EksoNR has a lot of clinical data to go on....As a third option, there's also a possibility of exoskeleton rehabilitation getting covered more broadly down the middle too.

EksoUE seems to me like it has a much more clear entrance path to the home market compared point compared to battery powered gait therapy robotics (that would have the potential to leave someone stranded without power). It's almost sort of absurd to me, thinking back, that other companies tried to make gait therapy an at-home product so early on. I think they sort of got over-excited and Ekso's slow and steady pace going from inpatient to at-home will prove to be the winning strategy.

I'm long EKSO


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