Too EARLY to judge Senhance. It has been literally 1 month since the approval. SENHANCE will sell.
Let's see their 2nd quarter report in 2018. As you said millions of dollars costing machine and it requires due diligence when there is an existing competitor who was in the market for 20 years with proven track record. :)
I am betting on them making it in the market. YOu are betting on them failing. Fair enough. Let's see and wait. It is too early.
Europe is a different market. Da Vinci was approved 2 years before it was approved in the US in 2000. They sold only 600ish in Europe but 2500ish in the US. Just saying you can't throw in the towel saying, hey they couldn't sell in 2 years after acquiring Senhance. Agreed it was slow, however as I said it is a different market. Just look at what ISRG could sell without competition and being approved over 22 years now.
Anyway, let's see. Smart money is still in. If they leave I will definitely sell but not yet. It is too early to judge. I think they will thrive. Peace!
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