Business Breakdowns
Episode 155 Intuitive Surgical: Robotic Precision
Business Breakdowns

Episode 155: Intuitive Surgical: Robotic Precision

Business Breakdowns

Episode 155

Intuitive Surgical: Robotic Precision

Joe Thomas is an equity analyst at Ninety One. We cover how Intuitive Surgical's robotic da Vinci system works, the benefits it offers compared to traditional surgical procedures, and where competitive threats are likely to appear in what is still a nascent market.

This episode is brought to you by:
Tegus.
Tegus is the only investment research platform built for the investor. With traditional research vendors, the diligence process is slow, fragmented, and expensive. That leaves investors competing on how well they can aggregate data — not on their unique ability to analyze insights and make great investment decisions. Tegus offers an end-to-end platform with all the data you need to get up to speed on a company or market: up-to-the-minute financials, customizable models, management and culture checks, and, of course, our vast and growing library of expert call transcripts. Tegus is changing the world of expert research. Learn more and get your free trial at tegus.com/patrick.

 

(00:00:00) -Welcome to Business Breakdowns

(00:02:55) - First Question - The Evolution of Surgery: From Ancient Practices to Robot-Assisted

(00:08:14) - Revolutionizing Surgery With the Da Vinci System

(00:11:23) - Early Challenges and Regulatory Hurdles for Robotic Surgery

(00:14:59) - The Future of Robotic Surgery

(00:22:40) - Exploring the Business Model of Intuitive Surgical

(00:29:26) - The Fifth Generation of the Da Vinci System

(00:37:26) - Intuitive Surgical's Financial Overview

(00:41:16) - Depreciation, Secondary Markets, and Economic Factors

(00:45:52) - R&D Investments and Digital Innovations

(00:49:04) - Navigating the Competitive Landscape

(00:55:04) - Global Expansion and Market Opportunities

(00:57:27) - Identifying Risks and Disruptions

(01:01:37) - Key Lessons from Intuitive Surgical

 

Intuitive Surgical: Robotic Precision

Introduction

Matt
This is Matt Reustle. And today, we are breaking down a giant in the medical device space, Intuitive Surgical. If you're looking for examples of how the world is a better place today, look no further than surgical procedures. Intuitive's da Vinci system is a pioneer in this area, and it specifically reduces the invasiveness of surgery and reduces the burden on surgeons themselves. To break down Intuitive, I'm joined by Joe Thomas, analyst at the Investment Manager, Ninety One.

Joe walks us through the history of surgical procedures, and it’s quite a history, depending on how far you want to go back, the emergence of robotics in surgery and how Intuitive has emerged as the winner in the space. Please enjoy this breakdown on Intuitive Surgical.

Creating a Robotic System for Surgery

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincollossus.com