Who said dud? I didn't.
I am long on Titan but I am saying their splash is unlikely to be like ISRG. I got in at the recent 50 cent low and was swept up with the cheerleading and excitement. Now I'm thinking a bit more critically.
You just said, "... and different expanded use of technology." Chole (and appendectomy) has been performed effectively for a hundred years (my guess). Please explain what you mean by 'different expanded'. You don't know, do you? Hysterectomy, colon resection, tubal ligation, Whipple procedures, gunshot trauma, lobectomy, esophageal surgery, bladder cancer surgery...? I want to be hearing something about how the TITAN sees the SPORT platform will be used in those. Hence my bringing up the dual SPORT idea, which I'm sure they have been thinking about for a long time.
What we (the investors and medical community) see now with SPORT is a smaller, less expensive surgical robot PLATFORM with two novel articulating arms and a good camera. That might be great technology, but please tell me what are its planned uses for a day-to-day OR.
Each milestone is critical, especially approval for chole, but long before then, Titan would do well to seed the selling field with some information about "in the pipeline" plans and uses. I know they must be working on some. Realize, good and time-tested open exposure and endoscopic methods already exist out there. They are performed by the thousands each day. Will SPORT offer an alternative method?
SPORT will need to show alternative, and improved (whether by outcome or cost) versions on these where its platform can realistically provide alternate, improved methods. Is that hard to understand?
If I were Titan I'd be partnered up with a major large animal experimental surgery facility. I hope they are. Also, mocking up procedural applications on plenty of dead pigs and sheep.
I hope they are.
