Can Intuitive Surgical survive the emerging competition?

Discussion in 'Intuitive Surgical' started by anonymous, Oct 19, 2017 at 5:45 PM.

  1. anonymous

    anonymous Guest

    Amidst concern over an emerging competition for its da Vinci Surgical Systems, Intuitive Surgical posted its 3Q17 results where revenue increased 18% and profit grew 41%. Recently, the US FDA has shown the green light for TransEnterix to market its Senhance Surgical Robotic System, the first system since 2010 to compete head-to-head against ISRG's da Vinci system.
    Worldwide da Vinci procedures grew approx. 15% in 3Q17 as ISRG shipped 169 da Vinci Surgical Systems during the quarter. With TRXC already in its sight, Intuitive Surgical will also be eyeing Medtronic with much more concern, because MDT is set to roll out its surgical robot system next year.
    https://alphastreet.com/bite/1c76b1c
     

  2. anonymous

    anonymous Guest

    Intuitive has a 20 year head start and $40 billion in the bank. I think they'll survive.
     
  3. anonymous

    anonymous Guest

    Medtronix is far from releasing robot! I say closer to 2020-2022
     
  4. anonymous

    anonymous Guest

    MDT makes 40B a year, I would not be surprised if they just acquired Intuitive and scraped their effort.
    You never know with MDT
     
  5. anonymous

    anonymous Guest

    We need to continue to broaden our procedure footprint in the market (I.e. BARIATRIC).
     
  6. anonymous

    anonymous Guest

    You may need bariatrics, but bariatric surgeons don't need a robot. Unfortunately, there are just not many more unskilled laparoscopists for Intuitive to exploit.
     
  7. anonymous

    anonymous Guest

    What about spine? HugeMarket. You think intuitive is looking to break in?
     
  8. anonymous

    anonymous Guest

    They want to go anyplace and everywhere surgery is possible, however unless they can clean up their act surgeons will continue to back away from using it, also they are focused primarily pitching to hospital CFOs , hospital administrators...(what a great deal they can finance a package ...etc) then try and pitch efficacy to the surgeon... Many robotics sit idle .
     
  9. anonymous

    anonymous Guest

    They want to go anyplace and everywhere surgery is possible, however unless they can clean up their act surgeons will continue to back away from using it, also they are focused primarily pitching to hospital CFOs , hospital administrators...(what a great deal they can finance a package ...etc) then try and pitch efficacy to the surgeon... Many robotics sit idle .
     
  10. anonymous

    anonymous Guest

    Unless you fix your current issues you can't do anything, your lucky you have not been shut down
     
  11. anonymous

    anonymous Guest

    It's been in the news there are over 177 recalls and 277 deaths and over 18500 injuries MDR's reported to the FDA. On the companies' only product!

    Intuitives robot will be surpassed by better designs.
     
  12. anonymous

    anonymous Guest

    So the question is "can Intuitive Surgical Survive the Emerging Competition?"

    02/20/2018 - Medtronic (MDT) shares sank early Tuesday after the firm suggested the first uses of its surgical robot, Hugo, on humans likely will be pushed into 2019, an analyst said.
    https://www.investors.com/news/technology/medtronic-rises-after-topping-quarterly-expectations/

    Where is the competition? Intuitive owns all the important IP in this space and have built a fortress of blocking IP to trip-up competition. MDT is dreaming if they think they can bring a robot to the U.S. any time soon. There is nothing on the horizon that will come close to daVinci for many years. Sorry to burst your bubble.
     
  13. anonymous

    anonymous Guest

    It will be nothing but up for MDT. Growing a business is different from defending a business.
     
  14. anonymous

    anonymous Guest

    Intuitive finances their machines. Lease or own, this business model can only succeed if no one looks at how much this costs.
     
  15. anonymous

    anonymous Guest

    Its not the capital costs that Intuitive is killing there hospitals with thats a problem...Its the operational costs that hospitals are looking to reduce. The costs associated with their diaposble instruments and service is really what makes Intuitive the big bucks and that is the dirty little secret!!'
     
  16. anonymous

    anonymous Guest

    It's not a secret. It's the elephant in the room. Hospitals know that using the robotic is a luxury and that it's driving up costs, but everyone pretends it's not happening. Instead, they feel compelled to perform basic surgery using davinci to justify all the money being wasted on buying/leasing and maintaining multiple systems. Pretty sweet little racket Intuitive has created.
     
  17. anonymous

    anonymous Guest

    It will be nose dive once MDT or J&J comes out with one.
     
  18. anonymous

    anonymous Guest

    It will be interesting to see. I'm not convinced that the future of robotic surgery can sustain multiple platforms. MDT and Verb probably based their revenue models on ISI, the problem being that hospitals are currently losing their collective asses on the inflated cost of robotic procedures. The market will eventually correct, and when it does, robotic surgery will be far less profitable for OEMs in the space.
     
  19. anonymous

    anonymous Guest

    How does Intuitive maximizing their Clinical Sales Representatives to promote their products to hospitals and surgeons?
     
  20. anonymous

    anonymous Guest

    Mostly through email.