MedTechInvestor

Intuitive Surgical: What Are the Limits of Robotic Surgery?

At the latest call they cited a study showing that the outcome was favorable vs laparascopic hysterectomy too. Patients went home an average of a half day sooner. With 600,000 abdominal hysterectomies performed each year, that's alot of beds potentially freed up.

Also, the study they talked about comparing coronary bypass procedures showed a dramatic advantage for the Da Vinci. I think it makes the case for significant inroads in heart surgery as well.

When you add the other urological and gynecological procedures that are already showing rapid growth, and consider the procedures that are still being developed, I think we can be confident that the ISRG's estimates of the total number of robots globally are a lower bound on the potential market.