Intuitive Surgical Inc (ISRG)

[semi_infinite]

IMO the worry if any was fleeting when there was worry that TRXC would go after the same surgeons. That has not been the case and TRXC ceo in various presentations have emphasised that they are going after high volume lap procedures that have not been converted over to DV. In fact, at RBC conference in response to question, TRXC ceo pointedly said they have in a few instances been used as leverage against DV and he said they decline those attempts. IMO there may be some overlap after articulating instruments get clearance on trxc. But that's not till mid-2019 but I still see DV being used in the most complex, lengthy procedures.