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Friday, September 29, 2017 9:01:53 AM
Small players like Titan (and possibly TRXC if they can pawn off a few more systems) give us small-time investor types the chance to reap pretty substantial rewards in this market space. ISRG is already quite expensive and with competition looming, the long term outlook may not be quite as favorable. And other big players getting into the market likely have more diversity in their product lines which will inherently water down the effect of a booming robotics market on their PPS; in fact their robotics line can possibly cannibalize some of their other surgical product line sales.
We're all in this together! If only a few NFL players felt that way too...
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