Well - IF and I say IF Medtronic wanted to dominate - there would easily be 3-4 bigguns that would not want that (without a fight). A bidding war would be real nice for us some day soon. I just get the feeling that it is and was JNJ all along.
What would be interesting is if Biggun A takes out ISRG and TMDI ? As DaVinci gets used less and less - then they simply install more SPORTS plus the IP is all held by 1 "parent". How about a scenario like that (ISRG and TMDI are brothers and reside under the same roof as 1 very wealthy parent;)
Mazor and Titan are different animals and don’t compete with each other. There is no viable alternative to DaVinci right now and every company is investing in surgical robotics, it’s a sexy market right now.
Someone will jump in, most likely after or slightly before FDA approval
Spoke with medtronic high ups today. They ARE releasing a multiport robot next year apparently. Not sure how this would bode for Titan - if medtronic wanted a full portfolio - that is to say single and multi port - to fully compete with intuitive, it would make sense to acquire titan . And the timing is coincidental.
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