Asensus Surgical Inc (ASXC)

[semi_infinite]

ISRG had a monopoly and still the 800lb gorilla in the conversion of general surgeons to MIS. TRXC have some overlap with Da Vinci but it is based upon laparoscopic hand motion. (I know that is only software but it matters) and will address a large lap market that ISRG has not been able to switch over to robotics. IMO it's smart for Pope to go after the segment that ISRG couldn't or didn't want to penetrate because lap economics was a challenge that Da Vinci could and would not address.

Single port systems like sport and surgibot will have to compete against Da Vinci SP. IMO ISRG will win that battle whether the former are junk or not. They can try to challenge from the low end like China with the surgibot. Titan still has a lot work ahead to improve camera design and much more financing needs just to get to the clinical testing stage. TRXC has plenty of cash for now to get sales going.