Great chance to buy $PDEX today b4 $ZBH catalyst kicks into high gear. If you haven't read comments from ZBH call you should: "Most excitingly, we expect to file Monogram's 510(k) application with the FDA very soon, which is significantly ahead of schedule. We now anticipate that we can launch a surgeon-guided, fully autonomous version of Monogram in the first half of 2027 as opposed to the original expectation of a 2028 launch. We truly believe that this technology will represent a dramatic leap forward for the future of orthopedic care. We will be bringing Monogram to the American Association of Hip and Knee Surgeons Annual Meeting later this week in Dallas to obtain additional feedback on the system's workflow from surgeons. Our plan to have at least 225 robotic sales specialists also remains very much on track."
Cont'd:
So safety is one of the key competitive advantages here. In the clinical trial, we saw 0 patient safety reports. We love the efficiency, second feature of the platform, fast registration, fast bone preparation. We will try to make the claim that this will get us to time neutrality versus conventional. So extremely efficient, less than 3 minutes for bone cutting that if that is not enough to say on this topic, I don't know what else we can claim.
Ease of use, this is a robot that you don't need to have a complex surgical algorithm. You need to rethink your surgical algorithm. So really democratizing robotics for the masses. Highly reproducible, the fourth claim. And then we've seen in a lot of the clinical work we've done, we've seen a reduction or an improvement rather in accuracy. So again, safety, efficiency, ease of use, reproducibility and accuracy are the 5 key claims.
Today, in the U.S., roughly 80% of surgeons don't use a robot for a variety of reasons. That number is close to 90% outside the U.S. So we see a dramatic opportunity to focus on the blue ocean opportunity of those surgeons that are not using a robot. Then obviously, we believe that this is going to be a second segment, an opportunity for us to convert competitive accounts. In the U.S., CT scanning is a must. Ease of use is a must. And again, I'm not going to repeat the whole speech I just gave you. We're going to get that done through a Monogram. And then there'll be a third segment of some ROSA users that in the U.S. may want to move to Monogram. That is not the primary segment. ROSA is going to continue to be part of the portfolio, and we're very, very excited about Monogram. So again, if you're in Dallas, I love to see you there. We're very excited about where we are with this platform.
$PDEX tripled the square footage of APM with a new industrial lease...things must be going really bad over there sec.gov/ix?doc=/Archives/edg…
Bought some more $PDEX at 61 today. Was hoping we'd finally start breaking out here after back to back strong quarters but I'm fine continuing to hold and add if we dip further while the company keeps buying back shares prior to the Zimmer launch.
$PDEX didn't even trade at its ADV after reporting earnings. Literally nobody paying attention.
I see its the same 4 or 5 people still the only ones commenting on $PDEX lol. When this thing is really discovered and Zimmer becomes meaningful revenue the re-rate is going to be wildly entertaining.
$PDEX with another rock solid quarter. Comment on shipping units to Zimmer is the first real mention of that product by the company publicly. Exciting times ahead. Bought back another $600K of stock in the quarter. Backlog up $10M. Normalized EPS more than doubled and smashed est
I think $LGL is going to be a fun name to be in over the next 12 months. Could easily 2-3x quickly given how low float/volume is on this name and fully expecting strong results from PTF sub and possibly a deal soon.
Imagine Rick and team are buying back a lot of shares of $PDEX given they were paying mid-60s in Q2.
People continue to sleep on $PDEX despite a strong history of generating positive returns on investment/assets. The aggressive Zimmer robotics rollout is going to take this to a whole new level.
Venable is a fucking moron. You dont play infield in with bases loaded and one out. I get Ramirez has speed but hes not fucking Usain Bolt. That was a tailor-made double play ball and instead we get nobody and now 5 runs are in. Fuck you Will.
