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TL;DR LFWD is a turnaround story that has all the pieces in place, once a path to profitability is revealed it’s a snowball effect of value coming in and getting priced in (with a very low float).
LFWD is currently being priced at face value. The market is treating it as if it’s in survival mode, due to its past, and therefore the current entry point is about as low as can be.
The turnaround has already happened at the company level, and the new reimbursement code, new management and new strategic investors are ready to surprise the world with the work they’ve done.
It’s not only about fixing the past, LFWD has already put the pieces that will take it to the next levels in place. There is a path paved for LFWD to run far, and once the last piece is set it will all come together.
Today LFWD is just waiting for the market to realize what’s happening, and once there’s a path to profitability it’s a chain reaction that can multiply the market cap a few times over.
Here’s the set up: LFWD is sitting at a \~20M market cap with a \~$15M cash balance (and very low float), thanks to a recent growth capital raise.
That money will be used to improve sales (already happening), which if successful will secure an additional $5.6M from the growth capital raise.
That new money will then help achieve more milestones, potentially unlocking up to $47M in funding from an earlier deal with Oramed (that alone is more than double the current company value, with $10M already secured).
All of that money will go towards the overall goal of creating a path to profitability, which not only adds immense value to the market cap by pricing in the future revenue, but it unlocks a much bigger value driver by enabling that future to play out.
As we stand today, the market isn’t looking at anything LFWD has coming down the line, because it’s yet to believe it will even make it that far. But once there’s profitability, there’s a future, meaning beyond the revenue there is then also a pipeline.
And LFWD has quite the pipeline. First there is the Skelable upper body robotic exoskeleton, a new product in development (expected to be ready next year) that has a much larger market than the current flagship product.
Then there is the oral tech (oral insulin) LFWD got in the Oramed deal, entering phase 2 of FDA trials with a TAM of tens of Billions.
Let me recap everything for you. LFWD is at ground zero, they got new money to be able to continue and enhance what is already working, that will enable access to even more money, which will enable access to A LOT more money, which will lead to profitability (it’s closer then you’d think), which will unlock a future of revenue, innovation and speculation.
Of course there’s risk, of course non of this is financial advice or a call to action in any way, of course this is a very small cap and low volume stock (and low float!), but imo the potential is huge and is close to being realized, and the timing to get in before it all gets reflected in the SP is now.