TransEnterix - vergleichbar mit ISRG ?
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Eröffnet am: | 12.04.16 13:59 | von: Tuedi2005 | Anzahl Beiträge: | 525 |
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www.transenterix.com
Und ich behaupte mal, TransEnterix wird schon deshalb in den Kliniken einschlagen wie eine Bombe, weil das System 1. statt 2.000.000 $ (da Vinci) nur 500.000 $ kostet, 2. im Gegensatz zum da Vinci-System direkt beim Patienten einsetzbar, also mobil ist und 3. eine Haptik besitzt, also dem Operateur fühlbare Rückmeldungen gibt (da Vinci tut das nicht).
Das sind für mich schon brutal gute Argumente für Kankenhaus-Betreiber, auf das SurgiBot-System zuzugehen.
MFG
Chali
Nichts für ungut, aber die Chancen hier rechne ich mir doch noch selber aus.
http://www.thewallstreetfox.com/2015/03/...hind-transenterix.html?m=1
Besonders interessant finde ich das hier:
#5. Management will have a tough time executing its strategic goals and selling the device.
Reasoning Against:
TransEnterix has high quality management. CEO Todd Pope was president of a multi billion dollar division within Johnson and Johnson, CFO Joseph Slattery played an instrumental roll in the growth of Digene Corp, and Mohan Nathan spent a considerable amount of time at Intuitive Surgical. The nine member board is also an impressive team, I suggest you read their bios on the TRXC website.
Management at TransEnterix has been able to convince Billionaire Dr. Phillip Frost and Dr. Jane Hsiao, six different healthcare oriented venture capital firms, BlackRock, Fidelity, Putnam Investment Managers, and sovereign wealth funds in the Middle East to invest, among others. If TRXC management could convinc these high profile investors that they can execute their strategy, they could (and did) convince me. These investors own roughly 65% of TransEnterix.
Todd Pope has already indicated that the company is constantly receiving inbound calls about the SurgiBot, and is also receiving strong interest for the product from South America, Japan, Europe, and the Middle East. Pope has also signaled that the first 50 purchase orders for the SurgiBot will be represented by large hospital teaching institutions. Given the SurgiBot's initial $500,000 price tag, it shouldn't be a tough sell.
Da lass ich mich doch einfach mal überraschen...allen Chalif-Unkenrufen zum Trotz.
Das mit dem Reichtum wird aber auch hier nix über Nacht. Schon klar.
Kleiner Auszug:
This flurry of activity in the robotics market has global ramifications. One 2015 report put the global surgical market size at $3.2 billion in 2014 and predicted it will grow to $20 billion by 2021.
Heftig, oder ?
My Analysis of Growth Potential for TransEnterix, Inc.
My analysis of this stock is based on knowledge of the FDA regulatory process for devices, which is different than for drugs, and the potential this company has for building a lasting, if not dominant, presence in the health care market. While I do not personally know anyone in the company, I am relatively local to it.
The current suite of systems offered by TransEnterix is impressive. Providing essentially the same level of quality – or better – as the current DaVinci device at a fraction of the cost, the SurgiBot pricepoint is suddenly within reach of hundreds of smaller clinics across the world, clinics unable to provide such surgical services in the past. More, the telemedicine component of this device allows a given clinic to employ skilled surgeons outside of their local area to perform the surgeries.
But it goes beyond that. When hospital and clinic administrators are looking at a major capital purchase like this, the cost/benefit analysis better weigh heavily in the “benefit” category. An expensive machine that goes unused is a waste. A machine that can be used a lot (and charged for a lot) is a winner. If you can get $2m worth of surgeries out of a $500k machine, that’s a win. That’s why everybody gets CAT scans now, when they used to use them only in serious cases. Machine ain’t making money if there isn’t a patient in it.
But wait, there’s more! The beauty of the this system is that a small clinic can not only employ a non-local doc, thanks to telemedicine you aren’t necessarily even restricted by time zones. Which means that the machine you have, which never gets tired, can be employed even after regular surgery hours by hiring a surgeon in another time zone. Not only does the machine get used a lot, it can be used three shifts a day if there is a need. And this isn’t a mere diagnostic machine, like a CAT, it actually fixes stuff.
Currently the DaVinci pricepoint is out of range of many medium-sized and smaller clinics, but the Surgibot has a huge possibility of being a profit center for hospital administrators. People like to have that sort of thing in their community. It raises the profile of the institution and is a relatively cheap and easy way to do so. It’s versatile: not enough bladder operations on the schedule to keep it busy? Change the tools and do a couple of gastric by-passes. Once it is approved for reconstructive and plastic surgery the sky is the limit. That means it is sexy, in that it is a state-of-the-art, relatively cheap, and showcases an institution’s capabilities.
Impressive, but that’s just the initial step. Within a decade the accumulated records of thousands of surgeries will be accessed by surgical AIs through the device, with humans only overseeing the process for issues. The robot will be doing the vast majority of the surgery without human control. All of a sudden any doctor’s office that can get a hold of one of these has the surgical capabilities of a major hospital.
This also has the potential to reduce human error liability in malpractice cases. Tell me that’s not sexy.
Whether or not it will get full FDA approval this week, as expected, or not, worst-case scenario is that they get delayed by bureaucracy or the need for additional data on some arcane point. But I have every confidence that it will be approved in the near future regardless. And once the back-end benefits to purchasing the system dawn on the hospital administrators who make those purchasing decisions, I anticipate a hefty backlog of orders. This will be a case of “machine envy” in a big way.
Inside of five years, if your facility doesn’t have a Surgibot or equivalent it will lose points on accreditation and quality marks.
I expect some large orders from military sources, too, as these have huge potential to reduce the permanent effects of traumatic injury without keeping valuable surgeons in a dangerous war zone. Coupled with 3D printing technology, holographic display interfaces, laser technology, nanotechnology, and sophisticated access to medical data, this has all the hallmarks of becoming the centerpiece for streamlined surgical procedures everywhere in the first world in the next decade. And with every new iteration of design and software upgrade, it’s like getting a DLC that increases the value of your device.
I hear a lot of “yes, buts” out there, based on the data available, and I understand your skepticism. But based on my personal understanding of this product and this company, I can easily see the stock hitting $20+ within a year. $100 within two. Sales figures might not reflect that off the bat, due to the long process involved in any institution (much less a publicly funded or government-owned institution) making a purchasing decision, and then petitioning and allocating funds for it. Expect about 2 years from FDA approval to truly stupefying institutional sales, but barring disaster, they will come. The private hospitals and clinics that can move faster will be first in line, but after that I anticipate seeing some much larger orders.
Consider that the US Veteran’s Administration, alone, has over 130 surgical centers. If they provided just one Surgibot for each, that would be an order of $65m. Plus extras. One client. Now imagine a hospital ship in a disaster area with two dozen of these on board. Now imagine a high-end vanity clinic in Costa Rica offering low-cost medical tourism employing the best surgeons in the world...regardless of where they are in the world. Once you understand the potential and the explosive growth possibilities, your mind gets boggled.
There’s a lot more, but that’s the gist of it. If you bought, be glad you got it under $20 and hang on. I am. Mr. Handy is going to med school, and you were lucky enough to get a choice piece of the action. Just my opinion, YMMV, etc.
bei lynx funktioniert es in sofern nicht da mir nur der AMEX handelsplatz angeboten wird ... bei consorsbank wird die aktie gar nicht in der suche gelistet, werden per namenssuche noch per wkn
danke
Nun das ist schon ein großer Schritt für das Unternehmen, die Pressekonferenz morgen wird spannend. ISRG hat nun sein Monopol wohl verloren.
Da der heutige sogenannte "conference call" vorbörslich stattfindet, gehe ich von positiven Nachrichten aus.
Intuitive Surgical hat einen 3 für 1 Split (dieses Jahr) bei knapp 1.000 Dollar vollzogen.
ISRG wird wohl nun wohl auch eine Übernahme prüfen, sonst ist ihr Monopol gefährdet.
Anderseits hat TRXC damit einmal nur ein US Patent und deren Roboter sollen nicht annähernd an die Qualität von ISRG ranreichen. Im letzten Quartal hat TRXC nur ein Stück verkauft und muss hier jetzt ordentlich zulegen damit auch reale Umsätze generiert werden.
Trotzdem geht es hier um einen Milliardenmarkt und der Einstiegskurs ist schon sehr reizvoll...
danke für die interessanten Informationen. Mit der FDA Freigabe sollten die Verkaufszahlen sich hier schnell ändern. Der Gedanke mit der Übernahme kam mir auch gleich in den Sinn und das gestrige Handelsvolumen war einfach nur unfassbar ...
Warten wir heute einmal ab und vielleicht sind wir vor Börsenbeginn schon etwas schlauer über die zukünftigen Planungen von TransEnterix.
Auf jeden Fall ein ganz spannender Wert.