Replies to post #29102 on Titan Medical Inc (TMDIF)

[Noemotionseller]

It looks to me that Titan is setting itself up to go it alone, but they are not having so much in the coffers because they fully expect buyout//merger options of which they will take if "good enough."

In the end, if Titan were to go it alone.... Despite the other competition brewing up.... They are targeting a market with Longtai/Asia to get a foot hold. THERE IS A LOT OF BUSINESS out there. It is obvious that ISRG will be the big dog (or sumo wrestler) for many years. The JNJ/Google project will no doubt be significant, but we don't even know what it is yet. The other products are no better and some far worse (surgibot/surgijoke). They are on the same time line or even further away. There are none that appear to be cheaper and most more expensive. We are on the verge of a real working product in the field of MIS/ROBOTICS. This market is predicted to grow by 4-500%. The world wide market has room for more than one or two or three hamburger joints! Titan will be a great investment if management can just keep the company financially afloat and release a product.

My dreams of the only real competitor to ISRG and PPS of 100+ seem to be dead unless we are in for some big surprises... But I still do not see any reason that Titan couldn't grow to be 20% the company world wide in the next five years that ISRG is currently. Even at 10% of ISRG, the Titan PPS would be around 15 depending on how dilute we end up. PPS of 15 in 4-5 years is a 2000% gain from where we are now! AND THAT IS ENOUGH FOR ME TO GET A F'n nice boat to meet you all in the Caribbean fully retired.

I am not happy with the exact direction and decisions that mgt has made, but they are on track for significant success. So I am LONG AND STRONG even at this $^%#& PPS

[BIGKAHUNA57]

Food for thought. Just throwing this out to the board for your thoughts because as I read the board, I get the feeling that there's a fog beginning to form over whether Titan can compete, and when will the "other shoe fall." This is just my way of asking the board to come to "your" own conclusions based on the length of time it takes to create each element of this complex product, then the integration of those elements, and (not finally) the certification by the agencies responsible for oversight/approval process as applied to the various markets globally. I may have missed a few "big" hurdles. Yes, I think the Asian market will be our first marketplace, and the rest is TBD based on how well each field trial unit performs. I think a competitive product is at least 3 years away.....and that's 2 life-times in the technology galaxy. So here are my questions that may address the angst. With regard to the JNJ/Google project vs Titan: Is it easier to manage one centralized project at one facility, or to coordinate multiple facets of a complex puzzle from 4 different companies? (An example of the downfalls would be the International Space Station). Does anyone think that ISRG will forgo pursuing IP scrutiny of RSI (or any other company) and leave a clean path to a competitor? Is anyone surprised at the comments relayed to the board about not be concerned about Titan by ISRG management because they "think" their IP has been used? (What else would ISRG say to their legion?) A tussle with ISRG had to have been discussed, researched and anticipated by the Titan patent attorneys. That's standard when creating anything based on technology. Final question: Is it easier to buy IP and jump forward in time or to go through the process of creating each element to bring a product to market? Time, and the ability to bring a product to market as soon as possible gives that company a competitive advantage in any market space by occupying the space, capturing the customer's budget, and working toward adoption of the technology as the standard by which all other new products will be compared.

And...once we see the EVU's in motion or the cadaver video, the pps will absolutely take off. Those 2 events are the litmus test from where we've all been looking for validation and proof of concept. I rely on the medical professionals for those evaluations. I think we're in a very good position as compared to any product announcement from any other company at this time. And I think if any large company competing in the surgical space is serious about getting into the surgical robotics market segment, then Titan is certainly an option to jump ahead in the timeline in said companies pursuit of a strategic advantage.

Thoughts anyone?

Regards,
BK57