Guthart at JP Morgan Health Care Conference
Reading the Seeking Alpha transcript, I came away with the feeling that Gary was describing how tough it will be to compete against ISRG. I also felt Gary was being inconsistent in saying procedure growth will moderate because of the law of large numbers while at the same time continuing to say ISRG in the early innings.
Mention was made that in 1st phase of launch of new platforms SP, ION and advanced instruments. Gary said ION looked very good against competition (Monarch System of Verb Surgical?). Also mentioned ISRG had supplied 3,400 simulators worldwide.