Intuitive Surgical - Fundamental Investment Case

Intuitive Surgical (NASDAQ: ISRG), with a virtual monopoly in minimally invasive robotic surgery, faces an influx of competition. Medtronic, Verb Surgical (owned by Alphabet) and CMR Surgical could all launch in the US in the next 18 months.

For the first time, Intuitive Surgical could face not only a pause in new system purchases but in a worst case scenario real market share losses and downward pricing pressure in both systems and instruments.