Q1 net income of $44.3 million versus $188.9 million Q1 last year....... That crack management team and capital sales force is really lighting it up. I am sure it is pure bliss around that place right now.
Drive the Curve....... I think somebody fell off the curve.
ISRG almost at 52 wk low. Sub 150 in a year. If they miss earnings next quarter, this stock is gonna hit rock bottom.
XI, SI? Not going to sell and having hard time upgrading from old to new. Don't have the instruments out. Launch was a complete debacle.
Procedures will continue to drop
And let's not forget about future competition!
My god what more bad news can one handle?
As a 15 year Tyco/Covidien rep who has witnessed the impressive evolution of ISRG, I admit I have been completely wrong for the last 5 years and their continued growth minus the recent haircut on the stock price and quarterly earnings. I am a clinical junkie and read the majority of the clinical data that has published over the years which certainly legitimately questions the true merits and benefits of robotic surgery. In my territory (which is coastal and one of the most progressive in the U.S. for advanced surgery), robotics has virtually no single site or bariatric penetration which is apparently a company focus for future growth. What am I missing?
As a 15 year Tyco/Covidien rep who has witnessed the impressive evolution of ISRG, I admit I have been completely wrong for the last 5 years and their continued growth minus the recent haircut on the stock price and quarterly earnings. I am a clinical junkie and read the majority of the clinical data that has published over the years which certainly legitimately questions the true merits and benefits of robotic surgery. In my territory (which is coastal and one of the most progressive in the U.S. for advanced surgery), robotics has virtually no single site or bariatric penetration which is apparently a company focus for future growth. What am I missing?
I have seen a lot of Bariatric cases on daVinci and I simply don't see how it adds any value. The surgeon would be doing the case laparoscopically anyway, and (in this instance) he doesn't use the wristed instruments for any complex dissection or suturing.
DaVinci is actually contraindicated for overweight/obese patients so I'm not sure why they are even attempting to do bariatric cases. That one lawsuit against DaVinci that the company won highlighted how the surgeon shouldn't have used the robot on an overweight patient. We keep having surgeons try out doing bariatric cases but then cover ourselves saying it should be only used on low BMI patients. How is that legit?
What is the reason for the contraindication?
DaVinci is actually contraindicated for overweight/obese patients so I'm not sure why they are even attempting to do bariatric cases. That one lawsuit against DaVinci that the company won highlighted how the surgeon shouldn't have used the robot on an overweight patient. We keep having surgeons try out doing bariatric cases but then cover ourselves saying it should be only used on low BMI patients. How is that legit?
This is not true. The robot does not have a contraindication for obese patients. The issue w/ that case was the obese patient was in T-burg for too long and her pressures spiked. This would be an issue in any lap GYN case. It is not the da Vinci causing these deaths. A robot in poor hands is the issue. Proctors need to be more strict and force more proctored cases, if needed.
The procedure guides clearly state the recommended BMI. Even gastric recommends the robot to be used for a thin patient. Go look it up if you don't believe me.
You're wrong. The only time we recommend low BMI patients is for surgeons early in the learning curve. That is what is stated in our guides.
The word 'early' is very misleading. Google 'davinci steep learning curve' and you'll get tons of articles. Some of the best surgeons out there said it look them hundreds of cases to get proficient on the robot. Don't pretend you wait until a surgeon has done hundreds of cases before they operate on an overweight patient. Over half the US is overweight. Instead of using a vague term like 'early', it should be clear that after a certain number of patients it would be ok to operate on an overweight patient. But doing that means they would actually have to prove the point, which they can't do, hence why when they were at court they cited it was contraindicated for overweight patients.
