aibioLifeward investor deck lays out pipeline, reimbursement and Oramed platform
Tickers LFWD
A September 2026 investor presentation filed as Exhibit 99.1 sets out the company's product timeline, its Oramed-linked oral delivery program and its reported cash and revenue.
Key facts
- Company
- Lifeward Ltd. (NASDAQ: LFWD)
- News type
- Company Updates
- Primary source
- Lifeward Ltd. 8-K (2026-09-08)
Lifeward Ltd. furnished an investor presentation to the Securities and Exchange Commission on September 8, 2026, as Exhibit 99.1 to a Form 8-K. The deck is dated September 2026 and carries the title Platform to Restore Motion, Dignity, and Independence, with the tagline Transforming Rehabilitation. Changing Lives. It describes Lifeward as a neurorehabilitation technology company built on robotics, AI and an established reimbursement infrastructure.
Market size and reimbursement
The deck cites Grand View Research for two market estimates. It puts the rehabilitation equipment market at $17 billion, rising to $27 billion by 2030 at an 8% compound annual growth rate. It puts the rehabilitation robotics market at $598 million, rising to $1 billion by 2030 at a 15% rate.
According to the deck, Lifeward's products have been deployed in more than 7000 units across more than 37 countries, through more than 40 distributors. The deck says about 46% of Medicare Advantage enrollees have coverage access to its products. It says three top Medicare Advantage insurers cover 16 million lives. The presentation says the company's reimbursement infrastructure took more than 10 years to build, and it calls that infrastructure a competitive moat.
Current products and clinical claims
The current portfolio includes ReWalk for spinal cord injury mobility, AlterG for anti-gravity rehabilitation, and an upper-body powered exoskeleton for stroke. The deck describes ReWalk as the first FDA-cleared powered exoskeleton with Medicare coverage.
The deck cites a clinical summary showing 76% of users ambulated without assistance, with a sustainable metabolic equivalent of 3.3 METs. It attributes those findings to Miller et al. 2016, which it describes as 14 studies covering 111 patients.
Pipeline and the Oramed partnership
The deck lists four products in development. Its internal pipeline shows StrideSense with an anticipated commercial launch in 2027, an upper-body exoskeleton in 2028, ReWalk X in 2029, and ReBoot in 2030 or later. The deck says these dates are anticipated launches that follow FDA clearance.
Through a strategic partnership with Oramed Pharmaceuticals Inc., Lifeward acquired the Protein Oral Delivery (POD) platform and the oral insulin candidate ORMD-0801, the deck says. The deck states that Oratech Pharmaceuticals Ltd. was acquired from Oramed. It says the Phase 2 B oral insulin study is pre-funded by Oramed and that the program only requires management's oversight. The deck says the strategy stands on its own without POD.
Growth and acquisitions
The deck calls the market fragmented and says Lifeward is positioned to aggregate complementary rehabilitation technologies through its commercial and operational platform. The deck says the active focus is executing the internal pipeline, and that the company will aggregate opportunistically when targets emerge.
Reported financial figures
The deck reports $21.8 million in last-twelve-month revenue as of June 30, 2026, and revenue growth of 16% in the second quarter of 2026 compared with the second quarter of 2025. It lists $11 million in cash as of the most recent quarter, ended June 30, 2026.
The company's quarterly report on Form 10-Q shows $9.4 million in cash and cash equivalents at June 30, 2026. Year-end cash and cash equivalents were $2.2 million for 2025 and $6.7 million for 2024, according to the company's annual report on Form 10-K filed March 18, 2026. The annual report also shows revenue of $22.0 million for 2025 and $25.7 million for 2024.
What the deck leaves out
This is a sales presentation, and its claims are the company's own. The market sizes are a third-party estimate. The clinical summary pools 14 studies and 111 patients from 2016, and its no-serious-adverse-events line covers powered exoskeletons in general, not ReWalk alone. The deck reports no net loss; the filings show one of $19.9 million for 2025 and operations using $16.8 million of cash.
The cash figures do not agree: the deck lists $11 million for the quarter ended June 30, 2026, while the 10-Q shows $9.4 million, and the deck does not explain the difference. Revenue fell to $22.0 million in 2025 from $25.7 million in 2024, so the 16% second-quarter growth follows a decline. Every pipeline date is an anticipated launch that still needs FDA clearance, and the oral insulin Phase 2 B study depends on Oramed's funding.