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Author: dumaflotchie Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1416  
Subject: Re: Hospitals beginning to tout research results Date: 2/3/2013 7:45 PM
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Founded IPO Age
MAKO 2004 2/20/2008 9
ISRG 1995 6/23/2000 18


LOL......unusual for you not to be objective Denny!

OK so let's look from IPO to profitability shall we:

ISRG IPO 6/2000
March 2003 had 163 cumulative daVinci's sold (2 1/2 years after IPO)
June 2003 first quarter of profitability (3 years after IPO!!)


MAKO IPO 2/2008
Jan 2013 had 156 RIO's installed worldwide (5 years after IPO)
Jan 2013........at least 2 years from profitability.........likely 7 years after IPO.

Adoption of MAKO has been substantially slower than DaVInci by any measure.....approximately twice as slow.

Furthermore, this after it has tried to blaze the trail that the pioneer of robotics (ISRG) already laid forth.

Compare MAKO now with ISRG at a comparable point in their development and the comparison would be much more meaningful

Yes indeed it is........as the above timeline clearly demonstrates. I know ISRG.....ISRG is a friend of mine and MAKO is no ISRG.......not yet anyway.

That said.....I am very encouraged by their strategic shift to total knees and hips along with their original unicompartment and bicompartment markets. This expanded addressable market make get them to DaVinci type growth after all.
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