Mazor Robotics (MZOR)

[semi_infinite]

ISRG is pretty unique and their moat is wide and deep. Mzor I would be concerned with cheap 3D printed drill guides combined with laser guided drills as competition so barrier to entry not as high as ISRG. As for catheter and guidewires, cabled mechanical systems also have low barrier to entry. There already are Hansen, catheter-robotics, corindus and stereotaxis in the space competing. Stereotaxis does have barrier to entry with regards to magnetic control of catheter tip movements. Link below to latest thoughts for applications in electrophysiology.

What's the potential role of robotics in electrophysiology? Our own Peter Weiss, MD, shares his thoughts. #HRS2017 pic.twitter.com/G74lY6FwfT

— IntermountainMedCtr (@IntermtnMedCtr) May 9, 2017