iHub News
1月前
Intuitive Surgical Tops Q1 Expectations, Shares Move HigherApril 22, 2026 8:34 AM
IH Market News
Shares of Intuitive Surgical (NASDAQ:ISRG) rose 2.4% in premarket trading on Wednesday after the company reported first-quarter results that exceeded expectations on both revenue and earnings, supported by increased use of its robotic surgical systems.The Sunnyvale-based group, best known for its da Vinci robotic platforms used in minimally invasive procedures, also offers the Ion system for lung biopsies. Both product lines saw strong demand during the quarter.For Q1 2026, Intuitive posted earnings of $2.50 per share on revenue of $2.77 billion, beating analyst forecasts of $2.12 per share and $2.62 billion, respectively.Gross margin came in at 67.8%, ahead of expectations of 66.1%, reflecting improved operational performance.“ISRG delivered solid 1Q rev upside beating on most key metrics alongside big margin upside that drove a significant EPS beat,” analysts at Truist Securities led by Richard Newitter said.“We see ISRG well-positioned to sustain an elite and above-avg. mid-high-teens+ rev/profit profile,” they added.Separately, analysts at Jefferies lowered their price target on ISRG to $515 from $560, noting: “We are increasing #’s in 26 & ’27 but see a potential for ISRG growth to moderate in the outer years, and with medtech multiples significantly lower, we decrease our PT to $515.”Procedure volumes continued to expand globally, with total procedures across da Vinci and Ion rising about 17% year-on-year. Da Vinci procedures increased 16%, while Ion procedures surged 39%.Intuitive installed 431 da Vinci systems during the quarter, up from 367 a year earlier, bringing its global installed base to 11,395 systems compared with 10,189 at the end of Q4 2025.The company slightly raised its outlook for full-year 2026 da Vinci procedure growth, now expecting a range of 13.5% to 15.5%, up from its previous forecast of 13% to 15%.“We are pleased with company performance this quarter, which was marked by expanded adoption of our da Vinci, Ion, and digital platforms,” CEO Dave Rosa said.During the earnings call, CFO Jamie Samath highlighted rising competition in China’s robotics market, noting that “provincial tenders” are showing “preferences for local suppliers and lower pricing.”Intuitive also said it now expects its full-year 2026 adjusted gross margin to range between 67.5% and 68.5% of revenue, including an estimated tariff impact of about 1%.Intuitive Surgical stock price
Original: Intuitive Surgical Tops Q1 Expectations, Shares Move Higher
US Market News
2月前
Sonder Capital Closes its Second Fund and Announces Participation from Major Healthcare SystemsMarch 24, 2026 11:03 AM
PR Newswire (US)
SAN CARLOS, Calif., March 24, 2026 /PRNewswire/ -- Sonder Capital, a healthcare venture capital firm investing in companies revolutionizing the standard of care, today announced the closing of its second fund, Futures II.
The fund includes participation from Mayo Clinic and Sutter Health, reflecting their collective interest in innovative technologies that have the potential to advance the future of patient care by enhancing access, improving quality and transforming the overall patient experience."Through our second fund we'll continue enabling the next wave of companies and healthcare technologies reshaping medicine," said Kate Garrett, Managing Partner at Sonder Capital. "And through our collaboration with Mayo Clinic and Sutter Health, we're strengthening our ability to support portfolio companies with insights from frontline care delivery—helping founders ensure innovation directly translates into better patient care."Futures II is anchored by an investment thesis focused on AI-enabled medical robotics and minimally invasive therapies, fueling companies creating entirely new care pathways and business models. The fund will back companies innovating in these categories to create new standards of care in distributed settings—shifting what can be treated, where it can be treated, and who can deliver it."Medical robotics has already transformed what's possible in the operating room—and we're now entering the next chapter," said Fred Moll, MD, Founding Partner at Sonder Capital. "The addition of AI is unlocking new levels of performance and automation across care pathways, accelerating a revolution that will benefit patients, clinicians, and health systems alike, around the world."About Sonder CapitalSonder's team of veteran investors, innovators, founder-operators, and company builders is known not only for their individual achievements, but also for their collective success in creating, funding, and leading private and public companies that have transformed healthcare for millions of patients globally — including Intuitive Surgical (NASDAQ:ISRG), Guidant Corporation (NYSE: GDT), Shockwave Medical (NASDAQ:SWAV), Procept Biorobotics (NASDAQ:PRCT), Auris Health, and Reflexion Medical, among others. Sonder's extensive network of limited partners is global and includes industry leaders, high-net-worth individuals, and leading family offices focused on investing in game-changing healthcare companies. Sonder Capital was co-founded in 2019 by healthcare luminaries Jay Watkins and Fred Moll, MD.For more information, visit:www.sondercapital.com
Media Contact:
Marisa Meehan
Director of Investor Relations
marisa@sondercapital.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/sonder-capital-closes-its-second-fund-and-announces-participation-from-major-healthcare-systems-302722456.htmlSOURCE Sonder Capital
Original: Sonder Capital Closes its Second Fund and Announces Participation from Major Healthcare Systems
manny371
7年前
Nice link, Thanks
Total revenue increased by 19% to $3.7 billion for the year ended December 31, 2018 , compared with $3.1 billion for the year ended December 31, 2017 . Total revenue for the year ended December 31, 2017 , increased by 16% compared with $2.7 billion for the year ended December 31, 2016 . The increase in total revenue for the year ended December 31, 2018 , reflects 20% higher instrument and accessory revenue driven by approximately 18% higher procedure volume, 21% higher systems revenue, and 11% higher service revenue. The increase in total revenue for the year ended December 31, 2017 , reflects 17% higher instrument and accessory revenue driven by approximately 16% higher procedure volume, 16% higher systems revenue, and 12% higher service revenue.
Domino
7年前
Um Nope.
Alf Times are not even close to Laparscopic and if you don’t know how RASD procedures are timed (and you don’t) you really shouldn’t be arguing. Davinci tahbso takes 25 minutes.
Instead of a TRXC sponsored Vimeo pump, look at the data sofar Surgeons submitted during clinical trials.
The study titled: Total Laparoscopic (S-LPS) versus TELELAP ALF-X robotic-assisted hysterectomy: a case-control study
The results of this study were similar to the previous one. It was published in October 2016. For the ALF-X group, the median operative time was 147 minutes. For the standard laparoscopic group, the median operative time was 80 minutes. Procedures were performed without conversion in 94.3% of cases in the ALF-X group, and in all cases in the standard laparoscopic group. Again, conversions were only needed in the ALF-X group.
Early postoperative pain was significantly lower in the standard laparoscopic group. This makes sense, as the ALF-X causes more pain since it's a longer surgery, the Senhance instruments in a patient's body are ripping up more tissues and organs
semi_infinite
8年前
The times are skin to skin in the NIH article, not just the cut times. If you want to compare apples to apples, Senhance total hysterectomy times are about the same. It will also depend on how many procedures the surgeon has under his/her belt with whatever system is being used. The surgeon in the video you posted is excellent as the instruments move like it is part of her body, and she can probably do origami with her skills.
For Senhance times, See https://vimeo.com/216529572 for example.
I agree wrt articulation, that the DV is more human like. However, with cables, you are limited on miniaturization and IMO Xi instruments are at limit. IMO Senhance articulation is good enough to address many procedures. DV will still be best for prostate, the other CEO has said so and stated in a conference call that if he had to undergo prostate resection, he would pick DV. The software change I wrote about is mostly regarding human motion vs lap motion.