To me the most significant part of this announcement is that firefly will ship with ALL Xi systems. Apparently the value of firefly is such that it is no longer an optional feature. This is very exciting for both companies, but particularly for Novadaq....hence the pop in nvdaq shares today, and maybe yesterday. as well.
As previously noted in a posting here, when I spoke with the company last week, I asked if the version of firefly now in the new DaVinci was a newer model and if so, had the agreement with Intuitive been renegotiated. The company advised me the Firefly now in the new DaVinci was still the old model. All of the upgrades to the system have been incorporated only into Pinpoint. During this part of the conversation I commented that wouldn't it have been better to put the best possible model into the DaVinci to impress the surgeons and in turn their hospital administrators. I was advised that all of the surgeons who have been using Firefly already are completely on board related to its value. They also resiterated to me that most of the hospital administrators that their salesmen visit now are already aware of the benefits of the equipment.
The salesmen now can concentrate in these cases in showing how much more superior Pinpoint is compared to Firefly (i.e. color coded organs, etc). An interesting marketing strategy.
As hard as I try to not become overly enthusiastic about the future of the company, unless the marketing effort is a complete disaster, the idea that there will be at least one of these machines in every hospital of any consequence in the future is becoming a very realistic possibilty.