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

To: semi_infinite who wrote (323)	2/21/2018 9:04:37 PM
From: semi_infinite	Respond to of 438

Today at RBC conference, analyst had a series of questions related to how ISRG and TRXC are/if competing. It sounds like TRXC and ISRG have avoided overlap. ie TRXC has only addressed the market where busy conventional laparoscopic surgeons have been unable to justify the adoption the Da Vinci because of heavy procedure volume and cost considerations. So, no overlap as currently marketed. The disposable cost per TRXC procedure is around $400/case or about the same as conventional laparoscopy with docking time of 7 minutes on average (includes learning curve cases).