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The global surgical robotics market is ~$15B, and is still just getting started (it has been mainly a single-player market for the past two decades). SSII's combination of ~30% price differentiation, multispecialty capabilities (including cardiac), telesurgery enablement, and efficient manufacturing positions it to capture incremental TAM in ambulatory centers and smaller U.S./EU hospitals, as well as the 7B+ patients around the world who don't have access to the Intuitive system.
For more, Carol Massar and Tim Stenovec speak with Dr. Sudhir Srivastava, CEO at SS Innovations
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