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Spot on!
come on, you think I am going to take anyone else's advice on what to do with this stock...no way. If the first offer is to my liking, I vote yes, pretty simple.
re-read this article - strikingly similar to Hargrove's letter
http://www.mddionline.com/article/democratizing-surgery-qa-ceo-verb-surgical-3-31-16
Are you sure this wasn't from Scott Huennekans?
A lot, a lot of similarities!
according to some people on this board, only Titan has to deal with the FDA and all those other robotics companies don't have to and will sail right thru. That doesn't sound logical to me but you have to determine if they know what they are talking about. I still believe based on FDA that SPORT is still Second to Market - what am I missing? Do the others not have to go thru the FDA and adhere to the new guidelines?
I'm feeling great, SPORT is well positioned, will be a M&A target. Take a look at Ethicon as OEM - if you want interesting info - dig into Ethicon's OEM capabilities - great nuggets in there.
Start looking at Ethicon - they are the OEM, IMO
Thanks for clarifying that those were examples and not facts - important distinction.
So EVC got back to you, not JH- just to clarify.
Exactly, how many posters (at least a dozen) have said they spoke to Randall and have relayed info that has proven not to be accurate (at least a dozen).
But he didn't say it wasn't Ethicon or medtronic or Olympus or St. Jude or .....
I think I was told differently, IMO
REALLY - Total BS - no way that that info is given out when you call them out. I just can't sit back and not call this post out.
Completely disagree - it is evident that they are not going it alone - every move they have made indicates positioning for M&A or partnership
definitely need a corporate accounts person - it will take a year of working with IDN and teaching institutions thru their VAC to get SPORT approved - very smart to start that process now
a lot of similarities with what JnJ talks about when they describe their robot.
No bees buzzing just looking at info that's out there for everyone to look. Some people are better at puzzles then others. For the record, any people that say they know something or have heard something are full of it, my advice on that "don't listen to it"
I've never been more confident that this is a good investment for me. I am even more confident that JNJ will be the partner for Titan. JMO based off of my own due diligence.
of course you don't have an idea, that was the point.
Somebody's trying to get in
Why didn't Medtronic move in earlier to partner with Mazor?
I will take the first offer if they include a gym membership
For all longs:
IMO, I now believe that VERB will be bringing some form of an open surgical robotic platform/system (which will consist of SRI components). Johnson and Johnson will also be bringing their own robot (probably a more closed surgical robotics platform - Titan) to the partnership. VERB and JnJ will have two different robotic surgical platforms.
http://www.fiercemedicaldevices.com/story/jj-enter-structural-heart-devices-details-verb-strategy-robotic-surgery/2016-05-19
why does everyone think so singular - it is completely possible (and plausible especially for those that read something 100 times) that VERB is only at the beginning and within 5-10 years will have multiple surgical robotic platforms that address multiple healthcare needs (surgery, spine, etc). From a surgical perspective, they need a platform that they can enhance and add to, they need a platform that they can provide them the ability in the future to do something like Microsurgery, etc.
No doubt that VERB has a technology partnership with SRI but that doesn't mean they can't pursue other technologies like Titan (to think otherwise is short sighted).
Yes but it is a PATENT, it's PATENT Protected - no one else can develop and license it.
You are exactly right, they are talking about the Platform (SPORTS platform is IREP), what is SRI's platform? They don't have a platform, at least not one that has been licensed by VERB yet. SRI was developing technology (i.e. Haptic feedback, etc) based off of existing robotic platforms (da vinci and IREP) - SRI's platform is not patent protected, some of their technology is but no patent on their surgical robotic platform.
The stapler is old news, that's been out for several years
If you read the PR, it states that Mazor has been working with Medtronic for some time in developing next generation devices.
Verb only licensed specific technology from SRI, they didn't buy or license a platform, it's pretty clear, read the verb press release, no one can produce any documentation that show verb using a surgical robotic platform from SRI.
There isn't one person on this board that knew Medtronic was going to partner with Mazor today. Anyone that says they knew for sure is lying. Just an example that no one will know until we know.
Per JnJ corporate presentation today:
Surgical robotic platform - commercially available 2018
actually its the short term holders who are getting killed by delays and dilution, not long term.
bullseye - i remember a post talking about specific info he received that proved to be a falsehood but now we are supposed to think he knows what he's talking about. Total BS
you are all over the place - not making any sense at all
So jnj (x) makes medical devices for ethicon (y)
So ur saying jnj doesn't manufacture some of their own medical devices?
This is why Titan has a leg up on all the competition:
http://www.mpo-mag.com/issues/2016-05-01/view_features/developing-challenges/
SPORT is further along than any competitor by at least a year, maybe two.
(see TRXC for example)
No other potential robotics company has the FDA approval of a predicate device like Titan. Also, no other robotics company has incorporated the human factors requirement by the FDA into their robot like Titan. So if we are 6 months pushed out, then every other robotic company getting into this space has a development timeline of 3 years (i.e. Verb timeline) plus the add'l FDA requirements for human factors another 6-12 months on top of development (reminder that this was just introduced by FDA a couple of months ago). We were fortunate enough to hire Ximedica That has always incorporated Human Factors into the development of SPORT so we are 2 years ahead of the competition.
An example, SRI robot was not developed based on human factors that is required by FDA, they do have some nice add technology that VERB licensed but the SRI robot platform doesn't have a predicate device approval and doesn't incorporate human factors into its design.
Titan has an agreement with the FDA on a Predicate device - that is big, big, big news!