medsalesKLS

Intuitive Surgical Saved by the Bell

bigdog - you are right on. they are going after other specialties and it ain't sticking.... nothing to do with economy - their plan is flawed.

Intuitive Surgical Rises on S&P News; Lowers Revenues Guidance

Told you so - quit surfing and go talk to GYNs, their major focus for 2008. You will see they're not impressed with the results v. time and the hospitals -as poorly as they are run - are finally figuring out that the technology for this application does not reimburse any differently than a lap hyst, etc. Invest at your own risk. I do not own this stock, for good reason. However, a short position is looking better every day.

6 Medical Device Makers Poised for Growth

Was in another hospital today, and had a GYN tell me that he was not picking up robotics b/c the reimbursement is not there. As I said before - it is all economics, and you will see in a few months that once the shine wears off of the ISRG, it will sink like a rock. Go ahead and bash me or whatever, I am just the canary in the mine. Stay in here if you want to.

6 Medical Device Makers Poised for Growth

I am in medical sales, and don't compete directly with ISRG, but I keep scratching my head about the disconnect between analysts and the LT valuation. I see them from the OR floor, ad they have a good product for prostatectomy, and that's about it. A few GYNs have climbed on board for marketing purposes, along with the marketing departments of each facility that has bought one. Once the shine wears off, they will realize that they are paying thousands for procedures that reimburse hundreds, and that math won't work for long.

If you don't believe me, go talk with GYNs (by their own admission, their primary current focus) and ask them. A robotic option may one day be an answer, but not in this form and not with this company. Buyer beware.