Titan Medical Inc (TMDIF)

[66Mustang]

So the four giant pods on the floor are now only three, and I hadn't really paid specific attention to this before, but one of those three is just the camera. Then they have the two other arms in there with what appears to be substantially much less mobility than SPORTs. I previously thought they may have had an advantage of a third or fourth arm in the surgical field (or disadvantages of cluttering the field of view and having to switch controls from one arm to another).

There won't be sales here until they can get a training program up and running in the English language. I assume a good percentage of surgeons who train on it early are already trained on da Vinci, so their only real advantages over da Vinci might be price and vision system. Does anyone know the actual pricing for Senhance? They were originally targeting $500K per system according to one article (https://www.fool.com/investing/general/2016/03/30/investors-will-have-to-wait-a-bit-longer-says-tran.aspx) which also claims da Vinci averages $1.5M per system (I hear more realistically the range is $1.8M to $2.3M) so it would be interesting to know where they really stand on price.

Their primary US training site appears to be Nicholson (haven't heard they announcing any additional sites) and folks who go there to train on Senhance might just be asking for a sneak peek at SPORT while they are there. I would suggest Titan allow it and encourage it in all cases. They should make a public spectacle of SPORT to the extent allowable by law. The contrasts with Senhance in the same building could really work in our favor if we can get people to see both.

Not worried...