J&J (and others') continued Metal-on-Metal woes could be a plus for MAKO
"...Even an upstart company such as MAKO Surgical, which could use some good news with its stock in the dumps, could turn J&J's misfortune into an opportunity to sell its MAKOplasty hip replacement as an alternative to the declining metal-on-metal implant trend..."
For now, the da Vinci is the only general-surgical robot on the market. MAKO Surgical Corp. MAKO -1.23% of Fort Lauderdale, Fla., makes a robot for minimally invasive orthopedic procedures, and Mazor Robotics Ltd. MZRTF -2.17% of Caesarea, Israel, makes one for spinal repair.
Patients like robotic surgery because it speeds up recovery. And hospitals like to show they are on the cutting edge. "I've seen hospitals bring their robots to halftime shows at sporting events," said Martin A. Makary, an associate professor of surgery and health policy at Johns Hopkins University.
Still, Dr. Makary said there have been no randomized, controlled trials showing that patients fare better with robotic surgery than other minimally invasive surgery.
"We have tough choices to make about health-care expenditures," he said.
No question that hip is the sweet spot for procedure and systems sales growth in 2013. If Ferre and his "ex-GE team plus two sales execs from ISRG" cannot take advantage of the M-o-M recall scare, there will need to be some big changes.