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Biotech / Medical : Intuitive Surgical, Inc. (ISRG) -- Ignore unavailable to you. Want to Upgrade?


To: IceHawk who wrote (282)10/19/2017 9:36:50 PM
From: semi_infinite   Read Replies (1) | Respond to of 438
 
I doubt the FTC will let ISRG and TRXC merge. The last time that happened, ISRG taking over Computer Motion, ISRG just killed off AESOP/Zeus and forced Zeus users to adopt Da Vinci. It was a great move and I though DaVinci was better anyway. You probably weren't around then. I don't think the FTC will look at the history kindly.

TRXC management in their presentations think that lots of lap surgeons don't use the Da Vinci because they can't justify the added procedural costs and that would be the market they go after. What are your thoughts on that and the ease of penetration if true?

TRXC is still up 100% since clearance and 7X off 52 wk low so a pretty good week still.