Replies to post #21685 on Titan Medical Inc (TMDIF)

[Bristol19]

Both the articles on SA, for Transenterix and Titan, exhibit serious weaknesses in regard to medical/surgical understanding.

For example, Surgibot was continually referred to as a robotic system; it really is not. It's just an extended set of passively elongated laproscopic handles. Imaging is not even "integrated" in the sense that the surgeon is viewing a separate screen at distance through goggles. This technology was compared with apparent equality to daVinci which at minimum offers serious ergometric and instrument control advantages to the surgeon.

Titan's article ignorantly contrasts SPORT in terms of market-experience time with Mazor. They are two different sytems designed for two different purposes.

I think both articles are pretty lame.

I note that they mentioned a JJ/Google acquisition is not out of the realm of possibility.

Also note that they speak of the ample war chest available to ISRG. I'd like to see Titan trying to add NOW to their reserve of cash which they could use to advantage in this last stage before rollout and trials.

[RockoTaco]

I finally read that SA article and it was amateurish. The premise of the entire article is completely flawed. It didn't take into account IP and potential application and value of IP (which is what most of us are invested in). It limited the growth of the market to a couple of players. It didn't account for potential value of the IP, Market Oppty and revenue potential for a potential M&A. It worked off the assumption that ISRG will always be the market leader when in medical device a new technology can come along and disrupt a market leader. We can go on and on to dispel the SA Article but most of you are smart investors and aren't just going to throw your money away b/c an article said something is going to be worth $6 in 20 years. And you certainly aren't going to do that based on someone that writes an article behind a shield of anonymity b/c they want to pump their own stocks.

Most people on this board are long on Titan, some people come to seek info on whether they should invest in Titan and some people come on here to drive Titan down. If you choose to make a decision on TITXF based on the SA article, do yourself a favor and step back and really look at the pieces to the puzzle rather than a scooby doo article written based on financial theory taught at the Rocco Globbo School for assclowns.

Why is Titan mgmt so quiet? Why wouldn't they be putting out PR to pump the stock and get PPS up? Why would Ximedica put Titan SPORT as their premier product on their webpage and twitter page if they don't have confidence in completing SPORT? Why would SV Lifesciences purchase Ximedica? Why would Ximedica build a robotic laboratory? If your answer to these questions are b/c you believe that everyone is incompetent then don't invest

BUT

If you believe that the technology is game changing AND you believe that Ximedica wouldn't put its reputation out front like this unless they were certain they could accomplish this AND you believe that JnJ/Medtronic/Stryker/etc aren't going to just sit idle on the sidelines and let ISRG continue to be the only company to benefit from Robotic Surgery then invest like us longs.