Does anyone know what the comments were at AAOS about Bluebelt? Pumper Jaffrey was very vague about it.
Given well-timed strategic moves against BB and Stanmore at the start of AAOS and release of positive preliminary results from study in Scotland, MAKO stock is not reacting like one with momentum building.
IT SEEMS TO ME THE COMPANY SHOULD HAVE BEEN IN TOUCH WITH THEIR DOCTORS ABOUT WHAT WAS GOING ON WHEN BLUEBELT GOT FDA APPROVAL. the doctors dont follow news of this company like we do and so they must had a s---t fit when they visited bluebelt kiosk and saw their new machine.MAKO IS MAYBE THE WORST OF ALL MY STOCKS IN KEEPING CUSTOMERS AND STOCKHOLDERS IN AT LEAST SOME LOOP.JUST MY OPINION.
Given the reach of this MAKO board to so many (I hope), there must be some of us who are attending AAOS. Can anyone provide some insight into the vibe, chatter, etc going on amongst the surgeons?
My thesis is (and i stand by it): With the bad press going on with ISRG and the "robotic surgery" halo that ISRG's marketing has created, the collateral damage (warranted or not) to BlueBelt and Stanmore have to be 10x that to MAKO. BB, for example, has no studies validating it's product, liability is larger to surgeons/hospitals given "open source" nature, no CT scan (additional liability), and so-on and so-on.
ISRG fallout should be driving surgeons and hospitals away from a new play like BB.
In no way am I trashing MAKO, I am VERY, VERY, VERY deep in it at this point, and have even added in the last 2 weeks. HOWEVER, anytime P/J opens their trap something bad seems to happen. What I am saying is to stay with MAKO because it makes sense for you to do so but if you are wavering then exit on the word of those clowns.