Wednesday, October 18, 2017 2:19:42 PM
http://www.thewallstreetfox.com/2017/10/transenterix-and-intuitive-surgicals-6m.html
I do have a few issues with this article.
He doesn't really consider the current sales environment; he is only focused on haptic feedback, and I believe one of Titan's patents is for haptic feedback so that could be a "me too" for us if it is really that important. He seems to think haptics is a viable reason unto itself for ISRG to buy TRXC.
What doesn't make sense to me is that if ISRG wanted to buy TRXC, why would they be investing millions of extra $$ into real estate? "When" they buy TRXC, they also get their real estate. Now they would have too much property in that area.
Also, if they just wanted to poach talent from TRXC, that means they understand the inherent weaknesses in TRXC's technology and/or game plan. If I worked for TRXC and thought it would be successful, why would I jump ship? Probably tons of money to be made at TRXC via employee stock options, etc. It would be a tough sell for ISRG to poach good talent unless they thought TRXC was doomed to fail.
So if ISRG thinks TRXC is doomed to fail, why would ISRG want that failed brain trust on their team? I wouldn't.
I can't find any solid rationale to back up the assertions in this article, with the possible exception of ISRG wants haptics. But then the real estate deal doesn't make sense.
Am I missing something?
And this one...
http://www.pharmacychoice.com/news/article.cfm?Article_ID=1753416
First paragraph... Senhance costs $1.9M??? Maybe they got a couple carts full of supplies and two years of service at the same time, so $300k-$400K of add-ons, still means $1.5 for a Senhance. Does this seem plausible? They were aiming for $500K for the system when it had four gigantic pods to clutter up the room. Less one pod and the price still tripled? I hope Titan can hold the line on their latest $1.2M projection (up from $850K they projected 2 years ago).
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