Titan Medical Inc (TMDIF)

[Bristol19]

I agree with what you are saying in that they are two very different technologies. I do research work with spinal problems and know the surgeons. The Mazor system, just after a quick look by me, seems to add a fair amount of complexity to the procedure. My take is that the experienced spinal guys will find it cumbersome. As always, if you train a new surgeon with it, they will probably always need it. We don't use it here.

Again, my point is that SPORT may not see the quick adoption (assuming all continues to go well) that many enthusiasts pin their pps expectations to. And it is not a "direct competitor" that will dethrone DaVinci and assume the ISRG stock price. The DaVinci experience is teaching the market to be a lot more conservative. There will always be surgical technology advances, but not revolutions.