What's the difference in cost, ease of use, clinical results? What's the economic comparison, capital costs vs per-procedure costs? Basically wondering in general terms whether Fred Moll's new company is beating his old company.
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anonymous
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anonymous
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Monarch all the way. They are eating ions lunch in most places.
anonymous
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anonymous
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Monarch all the way. They are eating ions lunch in most places.
are you sure you’re not brain damaged? This isn’t what I’m seeing
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anonymous
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OK, what are you seeing? What I'm seeing is all the good Auris people are gone and JNJ doesn't know anything about robots. JNJ made a $300M investment in the company, which was most of the total $500M in VC that was raised, then JNJ almost immediately bought the company for $5B. It's as if they wanted to create their own win -- like they dealt themselves blackjack.
Meanwhile ISRG has a massive installed base with hundreds of reps, so I would think it would be easy to get Ion into hospitals -- though there's also my perception that hospitals are sick of ISRG.
Meanwhile ISRG has a massive installed base with hundreds of reps, so I would think it would be easy to get Ion into hospitals -- though there's also my perception that hospitals are sick of ISRG.