Jun. 28 at 10:21 PM
Our not missing the robotics bull run:
Healthcare Robotics
$ISRG Intuitive Surgical
$SYK Stryker
$MDT Medtronic
$PRCT PROCEPT
Healthcare robotics may be one of the easiest robotics themes to monetize.
ISRG has already proven the robotic surgery model. SYK and MDT continue to expand robotic-assisted procedures through their powerful medical ecosystems, while PRCT is rapidly gaining share in minimally invasive urology.
Unlike many robotics companies still in the concept stage, healthcare robotics already has real demand, recurring revenue, and a long growth runway. With aging populations and the rise of precision medicine, penetration rates still have plenty of room to grow.
Which company do you think becomes the biggest winner in healthcare robotics over the next decade?
