Mako Surgical

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Anonymous said:
What can be done about Mako?
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When they stop paying the surgeons to use the product, and the results come out on the Uni...watch out. Marketing of Orthopedic devices has proven that results matter . (not marketing)
An unnecessary cost to the hospital and the medical system. No peer reviewed outcomes.
I could go on.
Interesting how "Wall Street" thinks this is the next stock wonder.
All GREED
 






























Mako is no joke, why dont you just cut the tibia first on an oxford, try to match the baseplate up to your resection and then guess where you should drill the peg holes for the femur. With a mako knee you actually put the implants in the correct position.
 






Anonymous said:
Mako is no joke, why dont you just cut the tibia first on an oxford, try to match the baseplate up to your resection and then guess where you should drill the peg holes for the femur. With a mako knee you actually put the implants in the correct position.
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With psi zuk you can get proper alignment without a million dollar robot.
 






Anonymous said:
With psi zuk you can get proper alignment without a million dollar robot.
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And a doc who is not paid to use. Why do you think mako"s SG&A's continue to climb as they sell more...its because every surgeon is a 'consultant'. One of the worst is Buechel, however he came by it honestly....his dad was paid mulitmillions by JnJ when they ended the Depuy LCS knee. End the consultances at Mako, and the company is DOA.
 






Anonymous said:
And a doc who is not paid to use. Why do you think mako"s SG&A's continue to climb as they sell more...its because every surgeon is a 'consultant'. One of the worst is Buechel, however he came by it honestly....his dad was paid mulitmillions by JnJ when they ended the Depuy LCS knee. End the consultances at Mako, and the company is DOA.
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I wonder what he thinks about all the technologies being developed that will leapfrog the robot
 






Anonymous said:
And a doc who is not paid to use. Why do you think mako"s SG&A's continue to climb as they sell more...its because every surgeon is a 'consultant'. One of the worst is Buechel, however he came by it honestly....his dad was paid mulitmillions by JnJ when they ended the Depuy LCS knee. End the consultances at Mako, and the company is DOA.
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Don't trust a one armed bandit.
 






Signature for Oxford. Can't argue clinical results. Just ask the Dr. If he wants to cut his OR time by an hour. Mako is a joke. It's a copy of the repicci. It's like going to chinatown and buying a Rolex.
 












Anonymous said:
Spoken like a biomet guy. Every product and every company but biomet is a joke.
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Not true, but Mako is. If Mako is so great, why haven't they been bought? Lots of merger/acquisition going on these days. They are seen as the pseudo-niche frauds that they are. If Intuitive is hurting with their wider base, how is Mako going to survive in a limited medial-only uni market? So what if they have totals coming out. The custom knee guide market is already competitive and backed up by implants with excellent clinical results. Your emerging products are irrelevant. How many surgeon trips to FL can Mako afford? How many consultants? At some point there has to be actual earnings. In a real ortho company you can offer your customer a complete offering from uni to hinge. You have never been in the room to know. Post back in 3 years when you are selling foot/ankle for Wright. I'm looking for another sub-rep, you can apply...
 






Anonymous said:
Not true, but Mako is. If Mako is so great, why haven't they been bought? Lots of merger/acquisition going on these days. They are seen as the pseudo-niche frauds that they are. If Intuitive is hurting with their wider base, how is Mako going to survive in a limited medial-only uni market? So what if they have totals coming out. The custom knee guide market is already competitive and backed up by implants with excellent clinical results. Your emerging products are irrelevant. How many surgeon trips to FL can Mako afford? How many consultants? At some point there has to be actual earnings. In a real ortho company you can offer your customer a complete offering from uni to hinge. You have never been in the room to know. Post back in 3 years when you are selling foot/ankle for Wright. I'm looking for another sub-rep, you can apply...
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I don't work for Mako and never have, nor do I own shares in the company. Could care less what happens to Mako. I've been in hundreds of operating rooms representing lines of double the market share of Biomet. No thank you on your offer to be a sub-rep.
 






You should stop being bitter and realize that Mako has managed to sell about 20,000 unis and barely take any market share from Biomet.

In other words they are growing a market that should be grown.

If you could ever meet 5 average TKR patients and 5 Uni patients you would realize that the world would be a better place if more patients got Oxfords, ZUKs (maybe better MG's) and even the Mako thing.

That only leaves them needing to discount that million dollar gadget?
 






I think discounting of the MAKO RIO is inevitable as is lowering MAKO's $5k "fee" for the implant and consumables per procedure. They ARE growing the market and many who come to the hospitals here in NY seeking a makoplasty find out they're not eligible and end up having a TKR. The halo effect is substantial. I will begrudgingly give them props for their sale to the Hospital for Specialized Surgery (HSS) arguably the #1 ortho hospital. They bought two after testing a demo unit for 24 months.
 






My take on Mako is they have a clever product that serves a niche need but it's more image guided than robotic. The barrier of entry is quite low so expect competition coming soon from the traditional big players and other fringe players. There's also plenty of room for a technology leap which makes Mako somewhat vulnerable should the other guys get there first. In addition, the big players have the advantage of established relationships and can bundle other lines when necessary.

Unfortunately for Mako there will soon be more competition than the niche market can handle and the $1M box price will drop like a rock. This will be devastating for Mako as box sales make up the overwhelming majority of their sales. Hospitals that wait will be rewarded and perhaps that's already beginning to happen given their slowing pace of new box sales.

On the other hand, Mako might make a nice acquisition for one of the big players but don't expect a price premium over current share values. Due to ongoing headwinds facing the industry in general and other vulnerabilities unique to Mako, the stock will continue to trade irradically and react to small news leaks with big swings. Perhaps th greatest risk is if institutional investors lose hope and lighten their holdings, then watch out...

My 2 cents, "Small Investor"
 


















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