Titan Medical Inc (TMDIF)

[Element41]

The funny thing is that the buyout spree hasn't even begun yet from the "traditional" leading manual endoscopic manufacturers like Karl Storz, Olympus, Stryker or Richard Wolf!! These companies completely dominate the manual M.I.S. market of diminishing returns. Hard to believe that they will just be spectators to these outsiders and not leverage their name onto one of these platforms. This is not just lucrative from the initial sale of the platform and accessories, but even moreso from service contracts and repairs! I normally don't throw crazy numbers out there, nor do I believe anyone posting them until I can get comparative transactions to justify. The $2+ billion U.S. is high IMO for that Auris bronchoscopy robotic technology. That would put TMD over $100/per share, which I'm going to have to look into because that doesn't seem realistic. There is nothing innovative other than using a single gaming joystick instead of SPORTS' controllers. The way that SPORT is set up with the same shorter flexible endoscope for diagnoscic proceedures, it can easily be made longer to do the broncho and even gastro, as I have mentioned in previous posts. For Auris, trying to mimic SPORT on the other hand would be impossible without the snaking arms and ergonomically challenging from a gaming joystick. The smarter move for J&J/VERB would be to get its hands on SPORT and spend a little on R&D to lengthen the flexible endoscope. From experience, I can tell that they are very new to this field by not having considered that very important possibility. Just because they are big and have lots of money, it doesn't always result in wise decisions.