2007 4Q: 97 procedures2008 1Q: 102 procedures2008 2Q: 140 procedures2008 3Q: 159 procedures2008 4Q: 200 procedures2009 1Q: 265 procedures2009 2Q: 358 procedures2009 3Q: 418 procedures2009 4Q: 561 procedures2010 1Q: 731 procedures2010 2Q: 793 procedures2010 3Q: 815 procedures2010 4Q: 1,146 procedures2011 1Q: 1,304 procedures2011 2Q: 1,557 procedures2011 3Q: 1,813 procedures2011 4Q: 2,258 procedures1/9/12 Guidance from management is 11-13,000 procedures for 2012Where do you think this will lead to in 5-7 years?Reminds you of ISRG's growth in the early days, huh?MAKO is going to be a 10-15 billion dollar company in 5-7 years. 6 to 9 times what it is now. It won't be a straight shot upwards. It will be '2 steps forward, one step back....repeat'You probably missed most or all of the ISRG run. Here is your 2nd chance. Don't blow it.http://softwaretimes.com/files/the+gorilla+case+for+mako+.html The link has a comparison between MAKO and ISRG.MAKO is following the same pattern as ISRG 8 or 9 years ago.They sell the systemsThey sell the implants and disposablesThey sell the ServiceJust like ISRG (although ISRG does not sell implants)Once a hospital invest into acquiring one of their implant robots and trains their surgeons, they are unlikely to switch to some other technology with a huge reason to do so.
when does MAKO hit an inflection point and start moving like a momentum stock.. when did ISRG just start rocekting up day afer day.. seems like MAKO slower
huh? it's up something like 50% in the first 3 months of this year. How much momentum do you expect ??????!!!!!!!!!!this is a 5-7 year play