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Stryker Corporation Message Board

donknute 125 posts  |  Last Activity: 7 hours ago Member since: Aug 23, 2011
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  • Reply to

    Calling Donknute

    by investorusa Apr 15, 2014 10:14 AM

    Agreed. Some recent teaching hospital sales are encouraging. Also encouraging is MZOR stating that selling physicians on the Renaissance is no longer the biggest part of the sales process. They feel that they are winning that battle and currently seeing the greatest time spent in the sales funnel on walking it up the administrative chain of command. Seems MZOR has an easier time than MAKO had in demonstrating need to a surgeon. The accuracy and reduced radiation exposure are resonating with the surgeons.

    Sentiment: Strong Buy

  • Reply to

    Calling Donknute

    by investorusa Apr 15, 2014 10:14 AM
    donknute donknute Apr 17, 2014 7:17 PM Flag

    Hey there iUSA, it’s been awhile. I don’t think it’s related to anything at AANS. Traffic was apparently encouraging and there doesn’t seem to be any needle moving events either way there. They indicated on the last conference call that it would be a low key launch at AANS. I think the decline since the $24-$25 level is part of the volatility of a company still gaining traction. At this stage you get over reactions to any news or perceived lack thereof. There was a perfect storm that brought us down: The ISRG big miss, news of a patent infringement suit a few weeks ago even though MZOR first disclosed that possibility back in November when they apparently said they had been approached about a deal to resolve it. After they had their legal team look at the claims they felt they didn’t have any liability there.

    Also in the past few weeks there were rumbles of an SEC action against a MZOR sales director. Turns out it was related to supposed actions several years ago when he was at Hansen Medical. He just recently paid an $84 thousand fine to resolve it. Couple all of that with a possible miss on sales per the usual pundits although it is possible and here we are with the share price at approx. $18.50. So, while the shares could still move on a headline, I feel much of the above is now priced in. I added but I’m long term and anticipate a buyout given the consolidation in the space, etc. GLTA

    Sentiment: Strong Buy

  • ORLANDO, Fla. -- On April 7, 2014, Mazor Robotics (TASE:MZOR; NASDAQ GM:MZOR) will debut and officially launch the new Renaissance Guidance System brain module at the American Association of Neurological Surgeons (AANS) annual meeting. The Renaissance system is FDA-cleared for both spine and brain surgery.

    The Renaissance brain module utilizes a small, frameless platform with only three points of fixation to provide highly accurate access to the areas of the brain where intervention is needed. This helps to minimize incisions and scarring while providing surgeons with a full 360 degree working volume to change trajectories with ease.

    Dr. Bradley Wallace of Baptist Medical Center in Jacksonville, Fla. performed the first bilateral procedure with Renaissance in December of last year. “With the Renaissance system, we’ve preplanned those trajectories and it’s simply a matter of pushing a button and redirecting the guidance unit to the new trajectories,” said Dr. Wallace. “There is also a patient comfort component: the patient is awake for a portion of the surgery, so not being fixed to the bed and being able to move a little bit is an advantage.”

    “We are very happy to see the benefits that Renaissance Brain Surgery is bringing to neurosurgeons and their patients,” said Mazor Robotics CEO Ori Hadomi. “After years of development, we are excited to introduce our technology to the brain surgery market and continue our efforts in this new arena.”

    Replace * x 2
    Read more w*w.miamiherald.c*m/2014/04/02/4034211/mazor-robotics-to-launch-and-demo

    Sentiment: Strong Buy

  • Reply to

    Ambarella/ Chinavision news dated 3/28

    by phil_inarizona Mar 29, 2014 12:18 PM
    donknute donknute Mar 31, 2014 8:46 AM Flag

    Wouldn't surprise me at all to see the wrist LCD monitor on upcoming GoPro Hero 4

    Sentiment: Strong Buy

  • Ambarella S2L IP Camera SoC family enables a new generation of intelligent security cameras
    S2L brings advanced High Dynamic Range (HDR) processing, intelligent video content analytics, and wide angle viewing into mainstream professional and consumer IP cameras

    SANTA CLARA, Calif., March 31, 2014 — Ambarella, Inc. (NASDAQ: AMBA), a leading developer of low-power, HD video compression and image processing semiconductors, today introduced S2L, a family of Full HD camera System on Chips (SoCs) designed for consumer, small business and professional IP-camera security applications. The S2L’s Smart-AVCTM H.264 low bitrate streaming technology significantly reduces network bandwidth requirements, lowers cloud storage costs and supports the use of multiple cameras in home environments. Its flexible ARM Cortex-A9 CPU provides the performance required for intelligent video analytics such as intrusion detection, or audio analytics such as breaking glass detection. Additionally, the S2L dewarper can correct images captured from wide angle lenses to enable cameras that cover a wide viewing area.

    “The S2L family brings advanced professional features to mainstream and consumer IP cameras, including Full HD video, High Dynamic Range (HDR) image processing, advanced analytics and wide angle viewing,” said Chris Day, VP of Marketing and Business Development at Ambarella. “Designed in an advanced 28nm process, S2L enables a new generation of intelligent, ultra-low power and small form factor IP cameras with outstanding video quality.”

    The S2L family includes a series of software-compatible SoCs that range from 720p30 up to 1080p60 H.264 video and up to 5 MP resolution. Multi-exposure fusion HDR and Motion Compensated Temporal Filtering (MCTF) noise reduction deliver outstanding image quality even in challenging lighting conditions. The S2L includes a USB 2.0 host interface for direct connectivity to the latest WiFi chips for low cost, wide range wireless cameras.

    Sentiment: Strong Buy

  • Reply to

    Mazor apparently tells Neutar to go pound sand.

    by donknute Mar 18, 2014 11:03 PM
    donknute donknute Mar 27, 2014 1:49 PM Flag

    I haven’t seen any activity since it was filed a couple of weeks ago. One of those things that will sit for awhile. MZOR could move more quickly to have it dismissed or settled if they have a buyout offer in the wings. We saw that with Mako Surgical before the Stryker buyout when they finished buying out a supplier and quashing rivals i.e. Stanmore Implants. Basically they were getting their ducks in a row and increasing value to the suitor.

    Sentiment: Strong Buy

  • Reply to

    Mazor apparently tells Neutar to go pound sand.

    by donknute Mar 18, 2014 11:03 PM
    donknute donknute Mar 27, 2014 1:42 PM Flag

    PS In their lawsuit (found on ScribD) they’re asking for a “reasonable royalty” AND a “permanent injunction”. Lol. Has a desperate bid for a settlement written all over it. I expect to see it eventually dismissed with extreme prejudice.

    Sentiment: Strong Buy

  • Reply to

    Mazor apparently tells Neutar to go pound sand.

    by donknute Mar 18, 2014 11:03 PM
    donknute donknute Mar 27, 2014 1:36 PM Flag

    True. The letter was received on August 14th and they were rejected fairly early on it seems. Regardless, they filed March 14th, seven months later. I wonder if one of the patents is expiring soon and this is a last ditch attempt to extract value? Doesn’t seem like Neutar has much of a leg to stand on if MZOR wasn’t even the least bit interested in accepting their offer and perhaps throwing a little royalty money or a one time licensing fee their way.

    Sentiment: Strong Buy

  • Mazor Robotics Ltd. (TASE: MZOR; NASDAQGM: MZOR), a developer of innovative guidance systems and complementary products, announced today that it has received an order for a Renaissance system from AB Medica SpA, its distribution partner in Italy. This represents the second Renaissance sold in Italy. The system will be installed at a prominent hospital in Italy.

    “We are pleased with the purchase of the second Renaissance system in the Italian market. AB Medica, our distributor partner in Italy is moving forward, building the install base and reputation of the Renaissance system in Italy," commented Ori Hadomi, Mazor's Chief Executive Officer. “Our efforts in the U.S. and Asia continue to demonstrate positive momentum, and this system sale in Italy reflects our renewed effort in Europe.”

    AB Medica SpA distributes some of the most innovative medical products in the fields of robotics, minimally invasive surgery (MIS), interventional cardiology, radiology and more in Italy. The company has successfully introduced an impressive range of revolutionary technologies in multiple market segments that are shaping the future of healthcare delivery

    Sentiment: Strong Buy

  • Holding core position. Took a little off the top this afternoon. Trying to balance news of competitors for the Quattro ie the X4 from China, and one from Penta Robotics this summer vs, likelihood of any additional analyst coverage coming out of this week's Modex conference (ended today). Will dig into patent situation on said bots.

  • Neutar filed a patent infringement case a couple weeks ago after apparently being rebuffed by MZOR for $.
    Here's what MZOR had to say about a letter they received in November:

    " In particular, on August 14, 2013, the Company received a letter from Neutar, L.L.C., or Neutar, advising that Neutar believes that the Company uses technology that is protected by United States Patent No. 6,529,765 for “Instrument and Actuated Guidance Fixture for Stereotactic Surgery” and United States Patent No. 6,298,262 for “Instrument Guidance for Stereotactic Surgery”, which are allegedly owned by Neutar, and that our Spine Assist miniature robot infringes the above-referenced patents. Neutar asked to discuss with the Company’s management an amicable business resolution to this situation and stated that if such discussions did not occur, Neutar would consider other legal options. After reviewing Neutar’s assertions and consulting with counsel, the Company believes that the asserted claims of the above mentioned patents are not infringed by the Company, and/or those claims are invalid. At this preliminary stage, however, it is impossible for the Company to determine the degree of probability that a suit may be filed and the Company is unable to estimate the probability of an adverse outcome were suit to be filed or the effect of an adverse outcome on the Company’s business, if any.”

    Sentiment: Strong Buy

  • donknute donknute Mar 18, 2014 10:59 PM Flag

    I'm more comfortable with MZOR then I was with MAKO. The data is more convincing for Mazor but they are at a volatile stage in their growth. Strictly long term. But with potential of a buyout. If you get a chance, check out the transcript from the last cc. The revenue per procedure is less then it was in MAKO but the adoption rate will be greater IMHO. I'll expound upon this further later. Trying to put together a database like we had with MAKO.

    Sentiment: Strong Buy

  • Reply to

    Effect on VRSN

    by donknute Mar 14, 2014 9:01 PM
    donknute donknute Mar 14, 2014 9:02 PM Flag

    And with that I'm in for a bounce.

  • donknute by donknute Mar 14, 2014 9:01 PM Flag

    VeriSign, a Reston, Va.-based company that performs "root zone file management" of top-level domains won't be affected by the transition plans, according to an NTIA FAQ document. Neither will top-level domains associated with the U.S. government. The FAQ document explains that those domains "are not impacted by this transition as they are not part of the IANA and related root zone management functions."

  • donknute donknute Mar 14, 2014 7:00 PM Flag

    US is giving up control of ICANN. Speculation over what role VRSN will play going forward. Will be interesting to see what the analysts make of it.

  • Reply to

    H-A-L-E C-A-P-I-T-A-L

    by golden_gentleman_texas Mar 11, 2014 12:38 PM
    donknute donknute Mar 14, 2014 2:02 AM Flag

    *Some of

  • Reply to

    H-A-L-E C-A-P-I-T-A-L

    by golden_gentleman_texas Mar 11, 2014 12:38 PM
    donknute donknute Mar 14, 2014 2:02 AM Flag

    ADEP notified Hale on Feb 18th that they were electing to exercise their right to convert all of Hale's preferred shares to common stock. Those 8000 preferred shares became 1,719,130 shares of common stock. He's taking someone that off the table but remains an active member of ADEP's BOD.

    Sentiment: Strong Buy

  • donknute donknute Mar 11, 2014 5:00 AM Flag

    Here's the footnotes from one of the Catamaran Form 4's filed yesterday (this example is Saban's):
    1. Vesting of restricted stock units
    2. Shares sold to cover tax obligation related to performance-based restricted stock unit vesting.
    3. Shares sold to cover tax obligation related to restricted stock unit vesting.
    4. This restricted stock unit was granted on 03/09/11 and vests in one-fourth increments on each grant date anniversary.

    Sentiment: Strong Buy

  • Per company's PR. Roth attendees comprised of buy side institutional investors. Could see some new or updated coverage in coming days

    Sentiment: Strong Buy

  • Reply to

    AMBA announces addition to BoD

    by donknute Mar 10, 2014 5:33 PM
    donknute donknute Mar 10, 2014 6:18 PM Flag

    Dunno. But I like it. LSI just got bought out by Avago for $6.6B, he might have some free time. Lol.

    Sentiment: Strong Buy

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