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Replies to #78107 on Biotech Values
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microcapfun

05/18/09 2:27 PM

#78108 RE: bridgeofsighs #78107

ISRG >>How much is procedure % growth greater then the pace of Davinci installations? I think it is a good question.<<

1Q09

Procedure growth: 60%
da Vinci system installation growth: -11%

Difference: 71%.


Okay, I know that isn't quite what you wanted, but there is a lot of related data out there in the SEC filings and cc's. I&A revenue per system in the installed base is something I keep track of. And the company shares the approximate I&A revenue per procedure, including and not including initial stocking orders. From those numbers you can approximately track procedures per system in the installed base. I believe that has grown roughly linearly for the past five years.

micro