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semi_infinite

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semi_infinite

Re: semi_infinite post# 15911

Friday, 01/26/2018 1:54:13 PM

Friday, January 26, 2018 1:54:13 PM

Post# of 29432
ISRG earnings CC transcript. Offers commentary on market conditions by region, replacement cycle, system retirements and R&D. Short term R&D focus on imaging and visualization. Longer term AI, probably in anticipation of VERB -- hard to do without haptics IMO. Firing on all cylinders and not too worried about competition IMO. One sell side analyst (not Stifel) guessing that TRXC sells 16 systems this year. That's less than ISRG retire in a quarter.

https://seekingalpha.com/article/4140331-intuitive-surgicals-isrg-ceo-gary-guthart-q4-2017-results-earnings-call-transcript?part=single
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