BrainsWay Ltd. (BWAY): ANSOFF-Matrixanalyse

In der sich schnell entwickelnden Landschaft der neurologischen Behandlung steht BrainsWay Ltd. an der Spitze innovativer Lösungen für die psychische Gesundheit und positioniert sich strategisch für transformatives Wachstum in mehreren Dimensionen. Durch den Einsatz seiner bahnbrechenden Technologie der tiefen transkraniellen Magnetstimulation (Deep TMS) ist das Unternehmen bereit, Behandlungsansätze für komplexe neurologische und psychiatrische Erkrankungen zu revolutionieren und beispiellose Möglichkeiten in Bezug auf Marktdurchdringung, internationale Expansion, technologischen Fortschritt und strategische Diversifizierung zu erkunden. Entdecken Sie, wie BrainsWay durch seine umfassende und dynamische Wachstumsstrategie die Grenzen der neurologischen Gesundheitsversorgung neu definiert.

BrainsWay Ltd. (BWAY) – Ansoff-Matrix: Marktdurchdringung

Steigern Sie die Marketingbemühungen für Psychiater und Neurologen

BrainsWay meldete für 2022 einen Umsatz von 69,3 Millionen US-Dollar, mit einem Wachstum von 37 % bei Deep-TMS-Behandlungen für behandlungsresistente psychische Erkrankungen.

Erweitern Sie das Direktvertriebsteam

BrainsWay vergrößerte sein Direktvertriebsteam im Jahr 2022 um 22 %, von 48 auf 59 Vertriebsmitarbeiter.

• Die Abdeckung des Vertriebsteams wurde auf 42 Bundesstaaten ausgeweitet
• Durchschnittliche Produktivität der Vertriebsmitarbeiter: 1,2 Millionen US-Dollar Jahresumsatz
• Konzentriert sich auf psychiatrische Behandlungszentren und psychiatrische Krankenhäuser

Entwickeln Sie Bildungsprogramme

Wettbewerbsfähige Preise und Behandlungspakete

BrainsWay führte im Jahr 2022 flexible Preismodelle ein, wobei die Preise für Behandlungspakete zwischen 6.500 und 9.800 US-Dollar pro Patientenkurs lagen.

• Implementierung mengenbasierter Rabattstrukturen
• Angebot gebündelter Behandlungspakete für mehrere psychische Erkrankungen
• Bereitstellung von Finanzierungsmöglichkeiten für Gesundheitsdienstleister

BrainsWay Ltd. (BWAY) – Ansoff-Matrix: Marktentwicklung

Expansion in internationale Märkte

BrainsWay Ltd. meldete im Jahr 2022 einen internationalen Umsatz von 12,3 Millionen US-Dollar, was 46,8 % des Gesamtumsatzes des Unternehmens entspricht. Die aktuelle geografische Marktpräsenz umfasst die Vereinigten Staaten, Israel und ausgewählte europäische Länder.

Erschließen Sie neue Gesundheitssegmente

Die Marktgröße für militärische psychische Gesundheitsbehandlung wird im Jahr 2022 weltweit auf 3,2 Milliarden US-Dollar geschätzt.

• Die Behandlungszentren für psychische Gesundheit von Veteranen machen 37 % des potenziellen Militärmarktes aus
• Das Behandlungssegment für posttraumatische Belastungsstörungen (PTSD) hat einen Wert von 1,1 Milliarden US-Dollar

Strategische Netzwerkpartnerschaften im Gesundheitswesen

BrainsWay unterhält derzeit Partnerschaften mit 17 großen Gesundheitsnetzwerken in ganz Nordamerika.

Behördliche Genehmigungen in Schwellenländern

BrainsWay erhielt im Jahr 2022 in drei neuen Ländern behördliche Zulassungen.

• Durchschnittliche Dauer des behördlichen Genehmigungsverfahrens: 18–24 Monate
• Geschätzte Kosten pro Zulassungsantrag: 250.000 US-Dollar

BrainsWay Ltd. (BWAY) – Ansoff Matrix: Produktentwicklung

Investieren Sie in Forschung und Entwicklung, um die bestehende Deep-TMS-Technologie zu verbessern

BrainsWay investierte im Jahr 2022 7,4 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen konzentrierte sich auf den Ausbau der Deep-TMS-Technologieanwendungen für neurologische Erkrankungen.

Entwickeln Sie kompaktere und benutzerfreundlichere TMS-Gerätedesigns

Das aktuelle H-Spulen-Gerät von BrainsWay wiegt etwa 4,5 kg und wurde neu gestaltet, um die Tragbarkeit und klinische Verwendbarkeit zu verbessern.

• Ziel für die Gewichtsreduzierung des Geräts: 20 % in der nächsten Produktiteration
• Ziel der klinischen Einführung: Steigerung der Effizienz der Geräteplatzierung um 35 %
• Ergonomische Designverbesserungen: Rüstzeit um 25 % reduzieren

Erstellen Sie ergänzende Software und digitale Gesundheitslösungen

BrainsWay stellte im Jahr 2022 1,9 Millionen US-Dollar für die Entwicklung einer digitalen Gesundheitsplattform bereit.

Entdecken Sie Behandlungsanwendungen zu Hause und aus der Ferne

BrainsWay meldete eine potenzielle Marktexpansion für TMS-Lösungen für den Heimgebrauch, die bis 2025 auf 127 Millionen US-Dollar geschätzt wird.

• Aktuelle Kosten für die Entwicklung von Prototypen für Heimgeräte: 1,2 Millionen US-Dollar
• Voraussichtliches Wachstum des Marktes für häusliche Behandlungen: 42 % jährlich
• Zielgruppen: Depression, Angststörungen

BrainsWay Ltd. (BWAY) – Ansoff-Matrix: Diversifikation

Untersuchen Sie potenzielle Übernahmen von Unternehmen für komplementäre neurologische Behandlungstechnologie

BrainsWay Ltd. meldete im Jahr 2022 einen Gesamtumsatz von 41,6 Millionen US-Dollar, wobei der Schwerpunkt auf potenziellen strategischen Akquisitionen im Bereich neurologischer Behandlungstechnologien lag.

Entdecken Sie Anwendungen der Magnetstimulationstechnologie in angrenzenden medizinischen Bereichen

Die Deep Transcranial Magnetic Stimulation (Deep TMS)-Technologie von BrainsWay zeigt potenzielle Expansionsmöglichkeiten auf.

• Der Markt für Schmerztherapie soll bis 2030 ein Volumen von 152,5 Milliarden US-Dollar erreichen
• Der weltweite Markt für neurologische Behandlungen wird auf 86,3 Milliarden US-Dollar geschätzt
• Potenzielle Marktdurchdringung in Segmenten der Behandlung chronischer Schmerzen

Entwickeln Sie KI-gestützte Diagnose- und Behandlungsempfehlungsplattformen

Erwägen Sie strategische Investitionen in digitale Plattformen für psychische Gesundheit

Der Markt für digitale psychische Gesundheit soll bis 2025 ein Volumen von 79,5 Milliarden US-Dollar erreichen.

• Telemedizinische Dienste für psychische Gesundheit wachsen jährlich um 32,5 %
• Potenzielle Partnerschaftsbewertungen liegen zwischen 10 und 25 Millionen US-Dollar
• Prognostiziertes Umsatzdiversifizierungspotenzial von 15–20 %

BrainsWay Ltd. (BWAY) - Ansoff Matrix: Market Penetration

You're looking at how BrainsWay Ltd. (BWAY) can drive more revenue from its existing Deep TMS systems and customer base right now. This is about maximizing the value of what's already in the field.

Drive adoption of the new FDA-cleared accelerated MDD protocol to boost clinic throughput.

• The accelerated protocol achieved a response rate of 87.8% in the clinical trial.
• The median time to remission improved to 21 days compared to 28 days for the standard protocol.
• Each session duration is less than 10 minutes, down from 20 minutes in the standard protocol.
• The acute phase treatment window is 6 days, a reduction from 4 weeks of daily sessions.

Convert more US clinics to multi-year lease agreements, securing the $65 million remaining performance obligations.

Approximately 70% of recent customer engagements are structured as multi-year lease agreements. As of September 30, 2025, BrainsWay reports $65 million in remaining performance obligations from customers under these multi-year contracts. That backlog provides defintely clearer near-term revenue visibility.

Target the newly cleared adolescent MDD market (ages 15-21) within the existing 1,600+ installed base.

The total installed base stands at more than 1,600 systems as of the third quarter of 2025. The FDA clearance in September 2025 for the accelerated protocol for Major Depressive Disorder (MDD) opens the door to increase utilization across this installed base, regardless of the specific age segment you are targeting next.

Continue strategic minority investments in US providers, like the four completed in 2025, to increase system utilization.

BrainsWay Ltd. announced four strategic minority investments completed in 2025 to date. One agreement with Tangient ATX Inc. involves an initial investment of $1.5 million, with potential for up to an additional $2.5 million in milestone-based tranches. Separately, an investment in Axis Management Company, Inc. involved an initial $2.3 million investment, with a potential additional $1 million milestone-based investment.

Here's a quick look at the operational momentum supporting this market penetration strategy:

The focus on recurring revenue through leasing and driving utilization via protocol adoption is clear. The cash position supports this activity, with $70.7 million in cash, cash equivalents, and restricted cash as of September 30, 2025.

Finance: draft 13-week cash view by Friday.

BrainsWay Ltd. (BWAY) - Ansoff Matrix: Market Development

You're looking at how BrainsWay Ltd. (BWAY) can push its existing Deep TMS technology into new territories and customer segments. This is Market Development in action, using what you've built to find new buyers.

Accelerate sales in new geographies, specifically leveraging the Canadian distribution partnership for MDD and OCD. That partnership, signed in mid-2024, kicked off with minimum quantity orders starting at 11 Deep TMS systems to be ordered in 2024. The goal now is to see that initial commitment translate into rapidly growing unit placements across Canada for both Major Depressive Disorder (MDD) and Obsessive-Compulsive Disorder (OCD) indications.

Focus commercial efforts on large-scale US institutional buyers, such as Veterans Affairs (VA) and major hospital networks. While specific VA contract wins aren't public, the overall installed base growth shows traction; as of September 30, 2025, the total installed base reached more than 1,600 systems globally. This base is supported by a strong recurring revenue component, with approximately 70% of recent customer engagements structured as multi-year lease agreements.

Secure new national reimbursement codes in key European markets to unlock patient access with existing Deep TMS indications. In the US, the company estimated at the end of 2024 that 90% of adults had coverage for MDD treatment with Deep TMS. To match that access internationally, securing new national codes in Europe is defintely a priority, especially following the FDA clearance of the accelerated protocol, which requires providers to seek reimbursement updates to support adoption.

Use the $70.7 million cash reserve (Q3 2025) to fund new sales teams in high-growth Asian markets. That cash position, as of September 30, 2025, provides significant financial flexibility to fund international expansion efforts, even as the company also deploys capital for strategic minority investments in US providers, such as the initial $1.5 million commitment to Heading Health announced in October 2025.

Here's a quick look at the financial momentum supporting this expansion:

The operational metrics show the scale BrainsWay Ltd. (BWAY) is achieving, which underpins the Market Development strategy:

• Total installed base reached more than 1,600 systems by end of Q3 2025.
• Q3 2025 revenue represented a 29% year-over-year increase.
• Net profit for Q3 2025 was $1.6 million, up 137% year-over-year.
• The company raised its full-year 2025 revenue guidance to $51 million - $52 million.
• The current cash reserve is $70.7 million, with no debt.

Finance: draft 13-week cash view by Friday.

BrainsWay Ltd. (BWAY) - Ansoff Matrix: Product Development

You're looking at how BrainsWay Ltd. (BWAY) is planning to grow by making their existing Deep Transcranial Magnetic Stimulation (Deep TMS) platform do more things for more people. This is all about developing new applications for the technology they already sell, which is a smart way to expand when you have a solid installed base.

The company's financial footing in 2025 definitely supports this R&D focus. For instance, BrainsWay Ltd. reported third quarter 2025 revenue of $13.5 million, marking a 29% year-over-year increase. Plus, they are seeing strong commitment from customers, with 70% of recent customer engagements structured as multi-year lease agreements, leading to remaining performance obligations of $65 million as of September 30, 2025. This recurring revenue visibility helps fund the next generation of product development.

Fast-track the Deep TMS 360™ clinical trial for Alcohol Use Disorder (AUD) to gain a fourth FDA-cleared indication.

BrainsWay Ltd. officially kicked off the multicenter clinical trial for its Deep TMS 360™ system targeting Alcohol Use Disorder (AUD) on November 17, 2025. This is a big push, as AUD affects about 29 million Americans, and existing treatments see relapse rates up to 60% within 3-6 months. The study itself is designed to enroll over 200 adults with moderate-to-severe AUD. To support related research into accelerated protocols for AUD, the U.S. National Institutes of Health (NIH) awarded a grant totaling approximately $2.5 million over five years. This trial aims to add a fourth FDA-cleared indication to their current portfolio, which already includes major depressive disorder, obsessive-compulsive disorder, and smoking addiction.

Develop and launch a premium software subscription for the existing platform, offering enhanced treatment personalization.

While BrainsWay Ltd. has existing revenue streams from system leases and sales, with a gross margin holding steady at 75% in Q3 2025, the move toward software subscriptions signals a shift to higher-margin, recurring revenue tied to the installed base of more than 1,600 systems globally as of September 30, 2025. This strategy is designed to enhance the utility of the hardware already deployed across clinics.

Pursue FDA clearance for other pipeline indications like PTSD or chronic pain to increase device utility for current customers.

Expanding indications is key to maximizing the value of every Deep TMS system BrainsWay Ltd. ships-they shipped 90 systems in Q3 2025, a 43% jump year-over-year. Beyond AUD, the company is actively progressing with the Israel Ministry of Defense in qualifying patients with post-traumatic stress disorder (PTSD) for Deep TMS. Increasing the number of FDA-cleared uses directly boosts the return on investment for their customers, who are increasingly opting for multi-year lease agreements.

Integrate AI-driven patient selection tools into the Deep TMS system to improve clinical outcomes and provider confidense.

The company's growth pillars include advancing the R&D roadmap to unlock new indications, which naturally involves incorporating advanced analytics to optimize treatment delivery. Better patient selection tools help providers feel more confident in their treatment choices, potentially improving the already strong financial performance, such as the raised full-year 2025 revenue guidance of $51 million - $52 million. This focus on data-driven refinement supports the overall goal of increasing the platform's clinical impact.

Here's a snapshot of the operational scale supporting these product development initiatives:

The company is definitely investing in its pipeline, which is what you'd expect from a leader in this niche.

• Pursuing FDA clearance for AUD is a major near-term goal following the November 2025 trial launch.
• Progress continues on qualifying PTSD patients with the Israel Ministry of Defense.
• The company is focused on advancing its R&D roadmap to unlock new and expanded treatment indications.
• The current installed base of over 1,600 systems provides a ready market for any new indications or premium software features.

Finance: review the cash burn rate for the AUD trial against the $70.7 million cash balance by next Tuesday.

BrainsWay Ltd. (BWAY) - Ansoff Matrix: Diversification

You're looking at BrainsWay Ltd. (BWAY) as it moves beyond its core Deep TMS (Transcranial Magnetic Stimulation) for established indications. The company's financial footing in late 2025 certainly supports aggressive moves into new territory. As of September 30, 2025, BrainsWay Ltd. held $70.7 million in cash, cash equivalents, and restricted cash, providing significant capital flexibility for diversification efforts. This strong liquidity supports the strategy, especially given the 75% gross margin achieved in Q3 2025 and the raised full-year 2025 revenue guidance now set between $51 million and $52 million.

The diversification strategy centers on leveraging the company's expertise in neurostimulation into adjacent and new markets, moving from purely in-clinic systems to broader solutions. This is already manifesting through strategic investments.

Acquire a complementary, non-TMS neuromodulation technology, like focused ultrasound, to address new neurological disorders.

This path is being actively explored through equity stakes in other innovators. For instance, BrainsWay Ltd. announced an initial strategic investment in Neurolief LTD, which develops a wearable noninvasive multichannel brain neuromodulation platform. This agreement includes milestone-based funding for up to an additional $11 million of convertible loan over two tranches, plus an option to fully acquire the company. This is a clear move to integrate complementary technology platforms.

Develop a low-intensity, at-home neuromodulation device for mild anxiety, creating a new consumer-grade product line.

The investment in Neurolief LTD directly addresses this. That platform is designed for use at home, which opens the door to a consumer-grade product line targeting conditions like mild anxiety, which is a symptom addressed within the company's existing FDA-cleared indication for major depressive disorder (MDD) including anxious depression. The company's total installed base stood at more than 1,600 systems as of September 30, 2025, showing the scale of their existing hardware footprint, which a new at-home device could complement.

Establish a new division focused on digital therapeutics (DTx) software for remote patient monitoring in new international markets.

While specific DTx revenue figures aren't public, the company is clearly expanding its ecosystem involvement. BrainsWay Ltd. announced four new minority equity investments in 2025, expanding its strategic presence across the mental health treatment ecosystem, which often includes DTx components. Furthermore, the company has $65 million in remaining performance obligations from customers under multi-year contracts as of Q3 2025, indicating a strong, predictable revenue base that can fund a new software division.

Invest a portion of the balance sheet into a diagnostic tool company to create a new revenue stream in neurological diagnostics.

The investment strategy is already in motion, focusing on high-performing mental health providers via minority equity investments. The balance sheet strength, with total assets at $113.06 million and total liabilities at $43.00 million in Q3 2025, provides the capital base for such targeted investments. Beyond direct equity, the company secured a $2.5 million, five-year R01 grant from the NIH for a study on an accelerated Deep TMS protocol for Alcohol Use Disorder (AUD), which is a form of R&D investment that could lead to future diagnostic or therapeutic revenue streams.

Here's a quick look at the financial context supporting these growth vectors:

The company shipped 90 Deep TMS systems in the third quarter of 2025, a 43% increase year-over-year, showing current market penetration is still accelerating. Still, the operational costs are rising to support this growth, with R&D expenses increasing to $2.4 million from $1.8 million the prior year, primarily due to ongoing clinical trials and development activities.

The strategic moves are not just about new products; they are about new business models, as approximately 70% of recent customer engagements are structured as multi-year lease agreements. This recurring revenue stream provides a stable foundation for funding the more speculative, yet potentially high-reward, diversification plays.

• Announced four new minority equity investments in 2025.
• Secured a $2.5 million NIH grant for AUD research.
• Potential investment of up to $11 million in convertible loan tranches.
• Q3 2025 Gross Margin was 75%.

Finance: finalize the projected capital allocation for the Neurolief investment tranche by next Tuesday.