Intuitive Surgical Inc (ISRG)

[chris8sirhc]

Article causing the big move today:

http://www.acog.org/About_ACOG/News_Room/News_Releases/2013/Statement_on_Robotic_Surgery

my take:

"without reading the study, the lower outcomes could be simply from the learning curve of the new technology, and the study doesnt address the benefits that the experience in using the robots will have on outcomes for all other surgeries using the technology. Based on the article I also have no clue what % usage is for routine historectimies so there is no real way to tell how much this will affect the company. I think its impossible for anybody to be able to evaluate the effect on the company based on that article alone, other than the fact that it was a neg news article."