Titan Medical Inc (TMDIF)

[66Mustang]

The single port with dual snake arms is advantageous because it is more natural than controlling the left side with your right hand and vice versa. Also, the 3D imaging screen with polarized glasses is a big advantage over having your face stuffed into a headset for extended periods of time; it also allows for easier viewing by additional personnel. And given the costs associated with technology, that is also another big advantage.

Intuitive has product maturity and supply chain maturity to their advantage, possibly helping with attributes like reliability and service response time, plus the ability to house large inventories of supplies for quick order fulfillment. Any start-up will have to work their way up to match those advantages, which will require time and sales revenue for any competitor to achieve.

I also think that being smaller can mean more flexibility and more responsiveness to early customer input. It's a lot easier to turn a canoe than to turn a cruise ship. Intuitive is less likely to make changes based on input from just a couple customers, but a small organization has to pay attention to those "little things" and react accordingly.