Ekso Bionics Holdings Inc (EKSO)

[Rhetorical]

I've been watching closely still and I have to say- I couldn't be more excited to see what do Ekso does next.

The latest direct offering seems to have come a bit earlier than I was expecting and it seems likely to me this relates to alternate plans regarding the CFIUS decision.

I think there's a decent chance EksoUE can develop into an at-home product MUCH faster than an ambulatory exoskeleton feasibly can. The shift to UE makes me rethink the broader concepts too.

I'm starting to put together a theoretical case in my mind for why it might be that upper body exoskeleton function is largely more important (in terms of order of importance in a combat situation) than lower body function for soldiers.

It seems to me people's shoulders largely point their guns (the same line of sight reasons your eyes are near the top of your body) and their legs are only secondary to getting their shoulders in the right place at the right time.

I sort of imagine what was found in the last batch of exoskeleton testing is that you can reduce metabolic activities for movement and that's fine and dandy, but the second the operator goes into a combat environment and is doing a lot of upper body repositioning - perhaps the lower body stuff can't handle it with out more coordinated upper body robotic functionalization.

More broadly, it's possible even lower body rehabilitation will be shown to be more effective while simultaneously having upper extremity rehabilitation. I think gaits are really the whole body, not just the legs.

Going into UE for rehab seems it would be a good way for some insights that translate into their work making defense industry UE parts. A win-win.

I'm long EKSO