B19 ,,,,Pharma is totally different in many ways with some similarities. I think the interest is probably at a higher level than most realize . The reflection of price per share isn't that hard to understand when you simply see it as we currently have no revenue stream or more importantly we are not even producing finished robots at this time. Better yet we have not started the THIS is what we even want to ask approval FOR but we are close VERY CLOSE ,
When I last spoke with John he insisted I refer to him as John I asked him what in his mind just the patents and technology values are worth . "That's an easy one it's worth exactly what the market says it is on a daily basis!" "However it's an arduous process to accept feedback and go for a larger penetration of market share ."
The consumer never wins in a monopoly situation ISRG has been great for our company from a similar device already being in the market place . Now Titan will in turn be great for ISRG they will actually have to listen to customer complaints and feedback . Raising public awareness for MIS procedures as TITAN draws near will be another bonus for both companies .I don't expect ISRG as a company to completely reinvent themselves but I wouldn't be surprised to see unit prices go down after we are selling robots . That will probably be necessary for that company at some point . Although reusable sales alone keep them viable for many years .
The timeline extension was driven by the strength of the product not the weakness of the product or management in my opinion .
Couple of closing noteworthy comments from Mr Hargrove "we are thrilled with the device and its progress and are planning on moving forward with urgency yet allowing a refined product to hit the market with multiple approved applications from Day 1."
I did not get the feelings we were going to be giving away any edge we may have from a tactical standpoint but that things would go forward ahead of schedule not behind . Timeline and progress is what I expect fluff not likely going forward but some of the milestones will carry clout that I feel like the market will appreciate,
I suggest others form their own opinion I have had no communication issues with Mr. Hargrove at all . My last conversation lasted nearly an hour on various topics and strategies.
Knocking Knuckles
Lefty
News 
Market Data 
Discover 
AI
