Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Posts Tagged ‘MDT’

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 ...