Titan Medical Inc (TMDIF)

[investinthefuture]

I've been in this stock for awhile now, and here is why….

When I first invested, Titan was working on Amadeus. I knew they were too early to bring it to market because Intuitive's patents still had a few years of life yet, but I invested a few bucks because they were the farthest along in developing a competitive surgical robot.

Then when they switched over to the IREP platform that Columbia licensed to them, I started increasing my position incrementally over time. Whereas Amadeus would have put them at parity with Intuitive, the SPORT system was clearly a leap ahead. In the world of minimally invasive surgery, SPORT has the potential (IMHO) to be a "swiss army knife". I can see a world in the not-to-distant future where a surgeon would almost prefer to use SPORT over a regular grasper and 2-D camera.

It's small, it's compact, and it has the right price. It eliminates a lot of the cost-related questions that plague daVinci surgeries. It places the surgeon right in the surgical space on a tiny scale…a clear advantage over straight stick. Can you imagine when they pair this thing with an Occulus Rift?

The project has some well-known entities attached to it….Columbia University, Mayo, Reiza Rayman, Dennis Fowler, John Hargrove. These are not groups or people who would be associated with something that is smoke and mirrors.

For me, this stock is not about timing the PPS, riding the technicals, or fluffy PRs. I invested in it because these really smart guys have a better mousetrap (one that their main competitor felt compelled to recently copy). The only question mark here is whether they can execute their commercialization plan, and a lot of that risk came off the table when they got funded up last month.

I am invested in this thing because it's the future of high tech medicine. Next time you're getting the heebie-jeebies about being long on this stock, just remember that you're part of something that could be the biggest thing to happen to medicine in a long time.