Titan Medical Inc (TMDIF)

[Robs911]

Agree. Intuitive addressed urology and then GYN given sheer volume of potential cases. Recently, radical prostatectomies numbers are down( due to changes in screening algorithm). Intuitive realizes this and it's full attack on gen surgeons to increase the demand for robotics. Speaking to gen surgeons in New England, many are not enamored with robotics for cholecystectomies simply because of the ease they can be done with straight stick laparoscopy. But, no question gen surg is a segment of robotics not well penetrated.
Titan would likely be attacking outside the US and into subspecialties not currently well represented. It will be interesting to see what happens for hospitals currently with DaVinci that want a second robot. Titan May be much less of a capital expenditure.
In response to adding an additional arm- I'm certainly not a biomedical engineer but the rate limiting step is the port site size to accommodate 4 port entry sites. Unless you want a bigger umbilical incision which defeats "scarless " incisions.
If this happens, gen surg will certainly be doing more umbilical hernia repairs, then you can start investing in mesh companies