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Re: BelizeMe post# 119657

Friday, 11/27/2020 3:22:37 PM

Friday, November 27, 2020 3:22:37 PM

Post# of 140464
Every hospital in the world would LOVE to buy robotics from anyone not named Intuitive Surgical. When Medtronic has a robotic offering that is remotely close to ISRG, the first chance a hospital has an oppty to buy another system, it won’t be a da Vinci. And we know that Titan’s Enos platform is next generation (heck look at the console and physician ergonomics in the console alone, let alone snake arms, wrist roll technology, camera insertion tube and device interchange just to name a few), that along w medtronics $100’s of millions of other business w the hospital will make Medtronic grow its robotic business much quicker then ISRG

TODAY ISRG MC is $85B in 20 years of business

Titan/Medtronic’s robotic platform will generate $30B in market value by 2024. It will generate $10B in market value in its first full year of commercialization. Don’t confuse revenue w Market Value. ISRG does $4.3B in revenue w a MC of $85B