Titan Medical Inc (TMDIF)

[Facetrain]

Some posts have reflected negatively and disappointed on the SRS presentations by MDT and TMDI. However they put attention to a Saturday session which had only limited importance and 9 minute quickies.
By far more important and informative has been the Friday session for investors. Gary Guthart, CEO Intuitive, had a 45 minutes slide presentation in which he explained in details, why he believes in the future role of single port: opening the market by expending the indications, being cheaper and lessfootprint.

Later on, in a separate 45 minute dicussion betweeh him and vipul patel, one of the leading roboter surgeons he disagreed with Vipul. Vipul showed a split film radical prostatectomy, left side multiport , right side single port and complained about single port being more complicated and takink more time. Gary clearly stated, multiport as being fifth generation and single port, being first generation, are in different technique adoption cycles but Single port will be essential for the future.

In another 45 minutes discussion Megane Rosenblatt was asked several times by the moderator abour the relationship between MDT and TMDI and once her tight lips slipped while answering that MDT and TMDT have been in dicussions since several years.

My conclusion from these 3 sessions is:
1. Those posters, saying single port is not necessary to compete are totaly wrong. Single port is abolutetly essential for the next phase of market development.
2. MDT has nothing promising in the pipeline but plans
3. MDT and J&J are in enourmos danger to loose their homemarkets in surgery
4. TMDI will be one of the most important buy out cabndidates isa fast changing market
THanks
Facetrain