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Intuitive surgical - Die Zukunft der Chirurgie

eröffnet am 26.03.07 10:43:56 von

neuester Beitrag 03.12.08 17:48:45 von
Beiträge: 337
ID: 1.121.012
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schrieb am 26.03.07 10:43:56
Beitrag Nr. 1 (28.495.236)
hab mir gedacht ein neuer thread zu diesem aussichtsreichen medtech wert ist vielleicht ganz sinnvoll.

schrieb am 26.03.07 10:49:45
Beitrag Nr. 2 (28.495.328)
Robots grab chunk of prostate surgery biz
Intuitive Surgical's ramping up sales of robotic surgical arms - and so far is alone in a $600 million market.
By Aaron Smith, staff writer
March 23 2007: 12:15 PM EDT

NEW YORK ( -- In a packed lecture hall at Cornell University, Dr. Ash Tewari recently showed a 3D video of a robotic claw surgically removing a prostate, as medical professionals watched stoically and reporters squirmed in their seats.

On the screen's blown-up image, the initials of the robot's maker - Intuitive Surgical (down $0.28 to $120.38, Charts) - were clearly etched onto the surface of the diminutive claws. Dr. Tewari, cancer specialist and director of robotic prostate surgery at Cornell, believes that surgery performed with Intuitive Surgical's robot claws is safer and quicker than the human hand, resulting in less bleeding, with less problems of incontinence and impotence during recovery.
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Based in Sunnyside, Calif., Intuitive Surgical makes human-guided robotic arms that help doctors perform some of the most common and delicate procedures - the removal of a cancerous prostate gland or uterus - but only for those hospitals with enough money and the right manpower.

These areas of the healthcare market - estimated at $600 million last year by Wachovia analyst Michael Matson - are rapidly growing, fueled by an aging U.S. population. Intuitive Surgical has already experienced a rapid uptick in the use of its three and four-armed da Vinci robots, with a 56 percent sales surge in 2006 to $112 million. Its stock is up 12 percent year-to-date.

Robotic removal of the prostate has been a "big home run" for Intuitive Surgical, said Tao Levy, analyst for Deutsche Bank North America. "By the end of the year, over half of the prostates that are going to be removed in the U.S. are going to be done robotically."

In 2006, 35 percent of the 90,000 prostatectomies and 2 percent of the 250,000 hysterectomies in the U.S. were performed by Intuitive Surgical's robots, according to Charles Olsziewski, analyst for Oppenheimer.

The prostate gland is a small organ just below the bladder that makes fluid for semen. Hysterectomy is removal of the uterus, the major female reproductive organ in humans.
Medical companies take 'Fantastic Voyage' into heart

"The number of [robotic] procedures started to increase as the side effects were taken away," said Olsziewski. He said the market penetration for robotic prostatectomies has tripled since 2004, primarily because robotic surgery causes less complications from bleeding, incontinence and impotence compared to other procedures.

Intuitive Surgical has a monopoly on robotic surgical arms.

Even if Japanese companies like Hitachi (down $0.90 to $74.36, Charts) make good on their promises to produce robotic arms for surgery, their potential products are years away, analysts say. So that leaves the robotic field to Intuitive Surgical in this part of the surgery market, where it still competes against hospitals and physicians conducting traditional open surgeries by hand, and the lesser-used laparoscopies, with tools provided by Johnson & Johnson (down $0.43 to $60.43, Charts), Olympus Corp. and Tyco (Charts).

Despite the benefits of robotic surgery, stealing market share away from these other procedures isn't going to be easy. Not every hospital is willing to pay $1.5 million for the newest da Vinci robot, or to recruit, train and keep the proper specialists to run the device.

"The chief obstacle is the commitment that the hospital has to make to robotic procedures," said Timothy Nelson of Piper Jaffray, noting that influential doctors need to pull together a team of talented surgeons and technicians. "The successful programs are the ones that get a team together. If the commitment isn't there, it doesn't work."

But analysts believe that hospitals will have to take on the new technology eventually to remain competitive.

"[The da Vinci] is expensive, but at the end of the day it's allowing the hospital to do better surgery," said Levy of Deutsche Bank North America. "Also, hospitals without the device run the risk of losing business to those who have it."

Sehr interessant ist bei dem artikel der letzte satz :cool:
schrieb am 26.03.07 10:52:08
Beitrag Nr. 3 (28.495.369)
ntuitive Surgical Rises on Bullish Note
Thursday March 22, 1:52 pm ET
Intuitive Surgical Gains As Analyst Predicts Stronger Surgical System Sales

NEW YORK (AP) -- Shares of Intuitive Surgical Inc. climbed Thursday after an analyst voiced an optimistic forecast about future sales of the company's robotic da Vinci surgical system.

HSBC Global Research analyst Mimi Pham said the customer base for the da Vinci system could double over the next three years, and about 800 U.S. hospitals could buy multiple systems.

She expects the company's revenue to increase 35 percent in 2007, with instruments and accessories showing the most improvement.

"We continue to believe that the use of Intuitive's da Vinci system in urology and gynecology procedures should drive sales of both this system and disposables through 2009, and that the systems market is underpenetrated," she said.

Pham predicted that by the end of 2009, the da Vinci system will be used in 70 percent of prostatectomies in the U.S., up from 35 percent in the fourth quarter. About 90,000 prostatectomies are performed in the U.S. each year, she said.

She maintained her "Outperform" rating and $140 target price for the stock.

Shares of Sunnyvale, Calif.-based Intuitive rose $4.81, or 4.1 percent, to $121.01 on the Nasdaq Stock Market. The stock has ranged from $86.20 to $132 over the past year.
schrieb am 26.03.07 11:30:26
Beitrag Nr. 4 (28.496.040)
Schön, dass es diesen Thread jetzt gibt, Pontius! Ich will ja kaufen...
Jetzt ne Frage. In 2006 hat ISRG rd. 370 Mio. Dollar Umsatz gemacht. So ein DaVinci-Teil kostet 1,5 Mrd.? Kann doch wohl nicht sein, oder? 1,5 Millionen müssten das doch sein....oder verleihen die die Geräte?

Gruss space
schrieb am 26.03.07 12:11:10
Beitrag Nr. 5 (28.496.795)
ja 1,5 mio. hab ich mich vorher vertippt?
schrieb am 26.03.07 12:12:39
Beitrag Nr. 6 (28.496.821)
wie kommst fu auf 1,5 mrd? das wär dann schon ein bisschen viel. da bekommt man ja schon nen flugzeugträger für:D
schrieb am 26.03.07 12:17:19
Beitrag Nr. 7 (28.496.906)
Antwort auf Beitrag Nr.: 28.496.795 von Pontiuspilatus am 26.03.07 12:11:10jou vertippt pontius, klar 1,5 Millionen, alles andere wäre ja der Wahn...trotzdem nicht billig das Gerät, aber es dient doch allen, dem Doc, der entspannter, ganauer mit geringerem Eingriff arbeiten kann und natürlich insbesondere dem Patienten. Keine große Wunden etc. weitere Operationsbereiche sollten wohl kein Problem sein...

Gruss space
schrieb am 26.03.07 12:32:10
Beitrag Nr. 8 (28.497.158)
schrieb am 26.03.07 14:30:43
Beitrag Nr. 9 (28.499.163)
also threadleser haben wir genug aber wie wär es mal mit selbst in die tasten hauen ihr lieben leute
schrieb am 26.03.07 14:44:46
Beitrag Nr. 10 (28.499.408)
Antwort auf Beitrag Nr.: 28.499.163 von Pontiuspilatus am 26.03.07 14:30:43Hab nicht so viel Hoffnungen Pontius! Du kennst ja das Spiel hier bei WO. Wenn jetzt ISRG ein Ölexplorer wäre würden wir hier erschlagen werden mit postings :D

So, nachher schau ich mal, was so an der Nasdaq abgeht...der sich wieder verschärfende Irankonflikt könnte heute belastend sein. Mal sehen, vielleicht bekomme ich ja ISRG ein bißchen unter dem Freitagskurs, ich setze mal ein limit rd. 1% unter dem Freitagsschlusskurs. Aber eigentlich ist es mit wurscht, bleib dann eh langfristig drin...

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