Biotech Values

[semi_infinite]

I believe that has been true for the Da Vinci since the beginning. The marketing of the Da Vinci to the early hospitals was that it brought in more surgical patients, most of whom were not appropriate for robotics, but more than made up the loss leader from other services rendered. The major push came from prostate surgery and the claim that there is a better chance of preserving potency and patients wanted hospitals that have the robots. There is some cost savings to be had from faster recovery and shorter hospital stays. The jury is still out on TRXC as their Senhance has much lower procedural cost and should help lap surgeons become less fatigued and use lap techniques/motions that they are already trained to do. Whereas Da Vinci is more for adoption for open surgery to MIS. That's why the vast majority of lap surgeries still have not been penetrated by Da Vinci. That's my understanding of how TRXC is portraying their edge. Whether they actually sell substantial systems to lap surgeons based upon that edge is the question.