Joseph Thomas

Joseph Thomas, an equity analyst at Ninety One, dives into the revolutionary impact of Intuitive Surgical's robotic technology on healthcare. He discusses the transition from traditional to robotic-assisted surgeries, spotlighting the pioneering Da Vinci system. The conversation covers market potential, the significance of surgeon training, and innovative payment models driving adoption. Thomas also examines the company's unique revenue dynamics and how focus in healthcare innovation has positioned Intuitive for success in a competitive landscape.