Replies to post #16129 on The Rising Influence of Rising Affluence

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Medical device salesman blog post his impression of TRXC progress relative to ISRG dominance.

https://www.medtechy.com/the-ticker/articles/2018/transenterix-earnings-what-did-we-learn

In the recent ISRG CC, CEO Guthart in Q&A talked about the cost sensitivity in Europe as a hurdle to adoption. That would be consistent Stifel's expectation that 2/3 of TRXC sales over the next 3 years will happen in EU region.

[semi_infinite]

TRXC - Report of first procedure on the Astana system on 3/27/18 so it looks like around 2 months from installation to first use at this early stage. Training was conducted in Italy and Germany with Italian surgeon proctoring the first case. This lag needs to be shorter to get system use soon after installation. This too was an issue with DaVinci in its early days, ie not enough proctors.