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Oct 23, 2023

Intuitive Surgical: A Buyer's Perspective

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Intuitive Surgical•US•Large CapMedtronicJohnson & JohnsonSurgical ScienceSwitching CostsOEMs w/ Installed BaseB2B SoftwareHealth Care
Sep 14, 2023

Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition

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Intuitive Surgical•US•Large CapSurgical ScienceMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseB2B SoftwareHealth Care
Jun 12, 2023

Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's

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Surgical Science•SE•Small CapIntuitive SurgicalMedtronicJohnson & JohnsonSwitching CostsOEMs w/ Installed BaseB2B SoftwareHealth Care
May 22, 2023

Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation

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Intuitive Surgical•US•Large CapSurgical ScienceMedtronicJohnson & JohnsonSwitching CostsB2B SoftwareOEMs w/ Installed BaseHealth Care

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