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Novadaq Technologies Inc. Message Board

glasgow_dad 4 posts  |  Last Activity: Aug 22, 2014 1:42 PM Member since: Mar 3, 2006
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  • Reply to

    Firefly approved = ISRG

    by splaintome Aug 21, 2014 1:53 PM
    glasgow_dad glasgow_dad Aug 22, 2014 1:42 PM Flag

    Endo, thanks for sharing the fruits of your inquiries!

    "An interesting marketing strategy" is an understatement - but is it not probably more a negotiating strategy than marketing? As in: ISRG wants Firefly in the Xi badly enough to make it standard equipment - no longer optional as in the Si. And ISRG certainly would like the more advanced capabilities, they must've discussed a new arrangement. But for whatever reason, ISRG doesn't want the upgrades badly enough to renegotiate with NVDQ, or at least not badly enough to meet Arun's asking price. So Arun in the meantime feels no urgency. The advanced Pinpoint will basically sell itself to surgeons, while Firefly will keep on selling with every Xi, and Arun is willing to sit tight and wait for ISRG to get so many requests that they are forced to come back to NVDQ with an even better offer to get the upgraded Firefly.

    Just a theory.

    Anyway, I am significantly long on both companies (combined 60% of my portfolio) so I can live with it either way, but I hope ISRG blinks - I believe having a latest and greatest Firefly integrated into the Xi vision system would be a win for both companies.

    Cheers,
    GD

  • Reply to

    Something seems wrong here

    by bridgejumper08 Aug 5, 2014 9:42 AM
    glasgow_dad glasgow_dad Aug 7, 2014 12:25 PM Flag

    Tredleon: I'm not disagreeing with your premise that Arun may be out of his league, but I don't think all of the evidence is in yet. I do also hear and understand your frustration with the pace of progress. Also agree it does seem mystifying that they have dropped the breast cancer reconstruction standard of care theme from the updates, along with the seeming lack of progress on overseas marketing. Perhaps the latter is more a function of trying to focus on cracking the US nut first? But again you could be right - are we seeing an apparent inability to juggle multiple balls? If these themes don't appear to be changing by the end of this calendar year, then I will agree that leadership is problematic.

    Sentiment: Buy

  • Reply to

    Lifecell litigation

    by buzzybob Jul 30, 2014 6:08 AM
    glasgow_dad glasgow_dad Aug 1, 2014 3:37 PM Flag

    Anyone have thoughts on why NVDQ is being beaten down again right before Tuesday's earnings release? Does someone know something we don't?

    My thoughts are that the Lifecell situation is overall going to be a net positive, at least in the intermediate to long term. So I'm treating yesterday and today's drop as another buying opportunity - just picked up another 900 shares.

    Sentiment: Buy

  • Reply to

    ISRG effect

    by ironyworks Jul 23, 2014 5:54 PM
    glasgow_dad glasgow_dad Jul 24, 2014 12:49 PM Flag

    Endo - The only mentions in the CC were that FDA clearance is still in process for the da Vinci Xi version of Firefly:

    "Turning to new products, we’ve received FDA clearance for our Xi Vessel Sealer and are working through the clearance process with Xi Stapler and Xi Firefly in United States and other countries. These advanced technologies are an important step in filling in the Xi offering. Our Xi architecture simplifies implementation and improves performance for our advanced instruments, and we look forward to their introduction around the world. We have submitted our 510-K application for our single-site wristed needle drivers, and are working through the clearance process. Pilot product performance for the wristed needle driver for single-site is compelling. We expect it will add significant capability and efficiencies for single-site surgeons."

    And also... "We are currently in the process of obtaining US FDA and international regulatory clearances for the Xi versions of our Stapler and Firefly products"

    So we still have no idea when US FDA approval will come - best case is this quarter based on 90-day FDA cycle. Also, will the Xi version of Firefly include the newer Spy/Pinpoint capabilities? If so does this imply a re-negotiated deal with NVDQ?

    Cheers,
    GD

    Sentiment: Buy

NVDQ
13.06+0.37(+2.92%)Oct 1 4:00 PMEDT

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