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Posts Tagged ‘Intuitive Surgicals.’

My day at Intuitive Surgicals – April 22, 2009.

Today - April 22nd 2009 was Intuitive Surgicals' investors' day. Apart from a rehash of numbers from Q1 2009, and a predictable slate of votes, there was much to be impressed, and I learned a lot more than I thought I would from the meeting. My notes outline my impression of ISRG's products and ...

I surge, you surge, we all surge for ISRG.

While Intuitive Surgicals was expensive at 10x sales and a PE of 75 - just six months ago, the recent sell-off in the stock has the company at a more reasonable PE of 20, and a PS of 4. With a quarter of its valuation in cash, we discuss the only unlikely scenario in which ...

The next ISRG ?

Intuitive Surgicals needs no introduction. The company’s daVinci surgical robot is allowing the company to grow at a heady rate, and added to this, ISRG makes a gamut of disposable tools [which serve as the "working end" of the robotic arm used in surgery] which need to be “renewed” for every surgery. The tools provide ...

The most brilliant marketing pitch by a company – bar none.

08.05.2008 · Posted in Intuitive Surgicals., ISRG, US Surgicals.

Intuitive Surgicals [ISRG] is a company that I have a deep amount of respect for. Much like US Surgicals – that revolutionized minimally invasive surgery [MIS] in the 1990′s, ISRG is definitely revolutionary. It is the first robotic surgical instrument with “wrists” and hence a surgeon can – after a years’ training, perform surgeries which ...

The next ISRG.

Everyone wants to find the next Cisco, the next Microsoft, the next ISRG. ISRG has carved out a niche in the prostate surgery market – with the key buzzwords being POTENCY and CONTINENCE – enough to scare any self-respecting man to cower at the thought of near-castration [yeah, that includes me]. Forget the robotic arms, ...