InvestorsHub Logo
Followers 19
Posts 3820
Boards Moderated 0
Alias Born 09/23/2014

Re: pontiacg6 post# 113774

Thursday, 08/20/2020 11:05:04 AM

Thursday, August 20, 2020 11:05:04 AM

Post# of 140477
So very true and yet so widely misunderstood. The only time internally developed IP has value is when it is sold/acquired. So how much is Titan's IP worth to Medtronic, how much could it be worth to JNJ, how much is it worth for ISRG - ALL depends on how much they value it and what they want to pay for it. We do know that ISRG has a market cap of $80+B on $4.5B in sales. No doubt that Medtronic and JNJ will/have to get into robotics and it will grow their MC by tens of billions in just a few short years and then really accelerate in years 3-10.

On top of that we know that Medtronic has signed an agreement to license Titan's IP and know-how. The end buyout will be enormous b/c there is $10's and $100's of BIllions of dollars in revenue and MC at stake for these companies that NEED TO GET INTO robotic surgery.