Replies to post #25942 on Titan Medical Inc (TMDIF)

[flybabyfly]

Last I checked Titan is a Canadian company and its outside of the U.S.

Just curious why are you convinced Samsung and DLR are further along than Titan at this point? Do either of these platforms look like a #1 or # 2? Do you think Samsung and DLR will be cheaper to acquire? Google JNJ have the cash to purchase outright intuitive if they want. My feeling is that they go with the best platform bar none. The royalties wouldn't likely be something that would prevent a partnership or acquisition. Also on the call I believe it was Gary who mentioned they are working with some of the the top robotic thought leaders. Titan has a number of those types in swanstrom, fowler, Valvo, Park et al.

I'm not that impressed with what I've seen from Samsung it doesn't appear to have a small footprint either. I don't know much about DLR though.

[was CUIN2]

Not a problem. Dependent on who the partner is, remember the disposables and yearly contract fees is where the real revenue is at IMO. True 4-6% is a lot of money, but it can also be viewed as a customer acquisition cost also.

[RockoTaco]

You gave to take out the sales of the tooling and the service contracts, the university wouldn't get a piece of that, just the capital sales