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MAKO Surgical AO Message Board

  • iamdeebo831 iamdeebo831 Nov 8, 2012 12:18 PM Flag

    This was an excellent quarter

    1. RIO sales are increasing. This is the most important thing right now.

    2. Down tick in utilization is not a concern. when you consider a) it was summer vacation time. b) implementing software updates c) surgeons training on THA application d) managements focus was on selling RIOs and getting out software, which makes total sense. Sell RIOs and procedures will follow.

    3. Speaking of THA application, increase in its sales only means an increase in utilization

    4. Operating cost margins continue to decline

    Conclusion - management has their stuff together. Focusing on selling RIOs is the key, and prior to yesterday it was everyone's #1 concern. MAKO is still in the early adopter phase, but the increase in sales, really exceptional studies, presentations, and testimonials looks really promising. Considering the increase in sales in 3Q, 4Q being traditionally the highest, and the incentive to buy and sell before ACA excise tax, I expect 4Q sales to be greater than ever. Combine that with utilization in the high 7s and I have MAKO at strong buy, especially at the current price.

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