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Re: Hypocrates post# 274

Monday, 02/06/2017 1:10:20 PM

Monday, February 06, 2017 1:10:20 PM

Post# of 486
What leads you to a "gunpoint" conclusion?

I can see a possibility for your thesis, as Longtai could understand the long-term affects of a distribution agreement in their area of the world and as a direct competitor of ISRG. Longtai surely wouldn't get this type of an agreement from J&J. If they are objective and open to any medical business opportunity - this one is a +$B target within 5 years. And the functional prototype exists.

But... my question is: "Does their $15M buy them that kind of leverage?" I think hiring Mr. McNally was an absolute from the BoD, and there are other north American investors that have shown interest, for their own future business success. There is an element of fear because of the excessive amount of Chinese capital seeking new opportunities, like acquiring IP. Which is why they steal it most of the time.

This is just speculation on my part.

Regards,
BK