At our annual block party a few weeks back I quizzed a neighbor who is an orthopedic surgeon at a major local hospital. He was kind of dismissive of robotic surgery in general - basically he thought it mainly helps surgeons who are mid-volume be more consistent. The high-volume folks (in which category I suspect he falls) don't need it at all, and the low-volume folks are not going to do as well either way.
He did allow that the hospital where he works had recently bought a MAKO unit - implied it was as much for marketing reasons as anything else.
I don't think anybody here likes ISRG except me..lol.
They obviously are a former market darling that have hit a few speed bumps lately on hysterectomy lawsuit issues and some bears complaining that davinci procedures do not offer a safety or cost benefit..
They are the leaders in the sector..I am no surgeon (or anything in medical field) but as a layman it would seem likely that robotic surgery will continue to grow ..there will be growing competition but I believe ISRG will continue to dominate..the key will be expanding the number of competently trained surgeons and that will increase procedures and demand for ISRG products..
The company has lots of cash..mgmt does reward themselves with obscene amounts of options ..their growth stopped acceleration last few quarters..most likely on all the press and bear hit pieces in the news..but I believe they will regain the growth as the negativity subsides..it will be volatile..I expect bear raid before earnings and will be waiting to add cheapies.
Ariad slumps as Clovis finds no interest Ariad Pharmaceuticals (ARIA -3.6%) began the day in the red and has traded steadily lower throughout the session.Perhaps weighing on the shares is the news that Clovis Oncology (CLVS -11.1%) has received no interest from buyers after hiring Credit Suisse to explore strategic options.Like CLVS' lead compound CO-1686, ARIA's AP26113 is an EGFR inhibitor. When news hit last week that CLVS was pursuing a sale, ARIA spiked
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