During the conference call, Intuitive Surgical executives discussed the progress and strategies related to their da Vinci 5 platform. They mentioned enhancements such as integrating Intuitive Hub capabilities, allowing console accessibility to manipulate 3D models and video, and incorporating simulation features. The company also touched on further developing intraoperative technology building blocks for future advanced features. In terms of procedural growth, the company highlighted the potential impact of the GLP-1 drug landscape on bariatric procedures, indicating ongoing shifts in the market dynamics.
Additionally, executives elaborated on the demand for the da Vinci Xi system, with some customers showing interest in securing Xi units while also considering the transition to da Vinci 5 in the future. For further market expansions, the company is in discussions to introduce da Vinci 5 in various global markets, with plans cementing for launches in regions like Korea and Japan. Furthermore, in response to questions about SP (Single-Port) procedures, the team detailed the recent FDA clearance for thoracic procedures and the ongoing development towards a secured colorectal indication, highlighting plans for the introduction of a stapler component to facilitate more robust utilization in the future.
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