Intuitive Surgical: Protection Against Remanufacturing

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I understand these are value-enhancing instruments, hopefully both clinically and financially for Intuitive. But if you look at the top 10 instruments in terms of volume, you probably have the monopolar curved scissors, some graspers, and some needle drivers. How much do you think the top 10 instruments drive in terms of volume or sales for Intuitive?

I would think it's probably the Pareto principle. Ten instruments likely account for at least 90% of the volume. I'm answering honestly and without any confidential information. I don't know the exact figures today, but I can speculate. The vast majority of procedures will use one or two or three different types of graspers and one or two different types of needle drivers, if they use a needle driver at all.

This is a snippet of the transcript.Contact Salesto get full access.

I understand these are value-enhancing instruments, hopefully both clinically and financially for Intuitive. But if you look at the top 10 instruments in terms of volume, you probably have the monopolar curved scissors, some graspers, and some needle drivers. How much do you think the top 10 instruments drive in terms of volume or sales for Intuitive?

You're going to use some sort of monopolar energy device, like a hook, a spatula, or monopolar curved scissors. Most procedures will include some form of vessel sealing. Vessel sealing is a multi-billion dollar procedural category for the medical device industry. That's why so much focus is placed on these technologies.

This is a snippet of the transcript.Contact Salesto get full access.