I've been watching Intuitive Surgical (ISRG) stock climb in price and it's in $300+ range again. 38 million shares outstanding, 59 P/E ratio, about $12 Billion market cap. Price tag of maybe $2.5 million per Da Vinci robotic surgical unit/service contract/accessories. I think first of IMGG's technology and then think of how many more applications and usage locations the Dominion has even within a medical environment. And then there are so many more apps outside of medical, so I would think that IMGG's larger # of outstanding shares might be counter balanced by the possibly much greater sales potential. Intuitive said it had 1,111 Da Vinci units in place by 12/31/08 since the first one was used in 1999. They sold 335 units in 2008. They keep filing 510k's for more applications in more medical specialty areas. 45% of revenue is from peripheral sales such as instruments, accessories and services. Net income was about 23% and 5.26 per share. They are on a roll, to put it mildly.
At least it's fun to think about IMGG compared to ISRG, even though there will most probably be a sale some time after FDA approval. It makes me feel the sale price potential is pretty good, particularly if after FDA approval, Dean has time to openly discuss contracts and sales potential, any gearing up for immediate orders, plus any new FDA fillings for other applications.
FYI, on page 15 of their 2008 Annual Report under "Government Regulation" Intuitive discusses the FDA issues and processes they have had to go through, timeframes, classifications, etc., plus post-marketing regulation.