The company is gaining share in its mainstay market of spinal implants. But its new spinal robotic navigation platform, the ExcelsiusGPS, seems to be off to a flying start and could drive sales from multiple angles. Shares have already priced this to a considerable degree as they trade on rather high multiples. We will only […]
Entries Tagged as 'MZOR'
June 15th, 2018 · No Comments
June 3rd, 2018 · Comments Off on Mazor Is Growing Nicely
With the help of giant Medtronic, Mazor is enjoying considerable commercial success for its two medical robot systems. The business model is particularly attractive, generating a large amount of recurring revenues from an increasing installed base. There are still multiple growth opportunities ahead. Our only worry is competition isn’t sitting still, but we still think […]
November 6th, 2017 · Comments Off on Mazor Robotics Is Going Parabolic
Mazor Robotics has created a viable niche for itself in the space of robotic surgery solutions, concentrating on spine and brain surgery. There is already a good deal of clinical data and market acceptance.Partnering with Medtronic is likely to accelerate sales significantly. We do fear that much of this is already priced into the shares […]