Titan Medical Inc (TMDIF)

[Bristol19]

If a Titan/JnJ-Google-Ethicon robotics deal is not a reality at this time, then there is little reason to think JnJ-Google-Ethicon will sit around and wait for 2 years for Titan to come around, or fail. They will be identifing other paths to surgical robotics that will contest with Titan. They can't wait forever.

It's strange to think that the (our investment) future is already decided, but we just don't know. But if the deal is decided, what's the point of keeping it secret? How can it be kept secret?

The worst case (IMO) is that Titan thinks it can go it alone, or be too greedy to take advantage of the potential. With a track record of zero public image, they won't be able to raise the cash to pull this off. Meanwhile, ISRG just takes it all in and adapts daVinci as needed to keep position as top dog.