News Focus
News Focus
icon url

jjljr

08/23/19 10:16 AM

#93455 RE: QuidWilson #93454

$150B companies dont schedule a meeting to unveil another company's technology. They are revealing the first legitimate competition to Davinci's Multiport. That's a big deal. Market needs it. Puts the nail in the coffin of Trixie. Moves that $$ to TMDI.
icon url

66Mustang

08/23/19 10:28 AM

#93457 RE: QuidWilson #93454

Seeking Alpha said Medtronic developing a surgical device to rival the da Vinci SP and is slated to reveal the device during its Sept. 24 analyst day.

It specified SP, not just the da Vinci family.

They were working on Hugo, a multiport offering, and announced a delay over a year ago. Since then, not a peep that I've seen until this pre-analyst day announcement which says SP. Nobody found SP patents for MDT. Between ISRG and Titan patent coverage, it might be tough for a third organization to put together another device without stepping on those existing patents.

Like I said, I'm not 100% sold on it, but it sure would be a nice explanation to these coincidences.



Message in reply to:
Great to hear from you again! It's hard to ignore all the evidence. I hope it is MDT on 9/24 but prepared for it not to be. Also I thought they didn't specify whether the big release was single or multi port? Maybe I am not remembering that correctly.