Post by miamianne67 on Feb 22, 2016 15:31:24 GMT
9 days old but lays out an optimistic view of Transenterix which is tanking today.
George Budwell: Peter Lynch was a master at spotting ultra high-growth companies with stellar long-term prospects. Armed with this concept, I think the small-cap robotic surgery company TransEnterix (NYSEMKT:TRXC) fits the Peter Lynch model of investing almost to a tee.
The first issue to understand is that the robotic surgery market as a whole is expected to grow at an astounding CAGR of 22.2% over the next five years, according to a report by Markets and Markets.
History
IMAGE SOURCE: TRANSENTERIX
Next up, TransEnterix is building out a highly competitive portfolio of robotic surgery products. Late last year, for instance, the company purchased the ALF-X system for minimally invasive surgery. This system is designed to be more user friendly than Intuitive Surgical's (NASDAQ:ISRG) da Vinci Surgical System -- a product that reportedly generated $231 million in revenue in the fourth-quarter of 2015.
TransEnterix is also closing in on a regulatory approval for its SurgiBot system indicated for bedside laparoscopic surgeries. As da vinci prohibits surgeons from being within the sterile field, SurgiBot appears to have an important competitive advantage over Intuitive Surgical's flagship product.
The bottom line is that TransEnterix is well-positioned to participate in the rising tide that's occurring across the robotic surgery landscape at the moment, and it even has a shot at eventually overtaking its far larger peer Intuitive Surgical.
George Budwell: Peter Lynch was a master at spotting ultra high-growth companies with stellar long-term prospects. Armed with this concept, I think the small-cap robotic surgery company TransEnterix (NYSEMKT:TRXC) fits the Peter Lynch model of investing almost to a tee.
The first issue to understand is that the robotic surgery market as a whole is expected to grow at an astounding CAGR of 22.2% over the next five years, according to a report by Markets and Markets.
History
IMAGE SOURCE: TRANSENTERIX
Next up, TransEnterix is building out a highly competitive portfolio of robotic surgery products. Late last year, for instance, the company purchased the ALF-X system for minimally invasive surgery. This system is designed to be more user friendly than Intuitive Surgical's (NASDAQ:ISRG) da Vinci Surgical System -- a product that reportedly generated $231 million in revenue in the fourth-quarter of 2015.
TransEnterix is also closing in on a regulatory approval for its SurgiBot system indicated for bedside laparoscopic surgeries. As da vinci prohibits surgeons from being within the sterile field, SurgiBot appears to have an important competitive advantage over Intuitive Surgical's flagship product.
The bottom line is that TransEnterix is well-positioned to participate in the rising tide that's occurring across the robotic surgery landscape at the moment, and it even has a shot at eventually overtaking its far larger peer Intuitive Surgical.