US MedTech: The Punch line from SRS: More Robotics, More Procedures

研报英文原文证据摘录

US MedTech: The Punch line from SRS: More Robotics, More Procedures

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22 Jul 2026 21:04:10 ET │ 14 pages

US MedTech

The Punch line from SRS: More Robotics, More Procedures

CITI'S TAKE

Joanne Wuensch AC

We attended the SRS meeting in Hollywood, FL where Dr. Fred Moll, the +1-212-816-9606

father of surgical robotics, underscored that one safe conclusion is that joanne.wuensch@citi.com

robots are here to stay. The day was filled with expanding robotic offerings,

reprocessing debates, AI technology integration, and applicable Anthony Occhiogrosso

procedures. Highlights included: 1) JNJ’s announced FDA approval for +1-212-816-7579

Ottava, expanding the robotic options for hospitals; 2) MDT’s unveiling of anthony.occhiogrosso@citi.com

its Touch Surgery Aide, an AI surgical computing platform, built on the

NVIDIA infrastructure; 3) a SRS member survey of market share; and 4) SYK Jane-Marie Lai

reiterating an interest in soft tissue robotics, and that in terms of procedures +1-212-816-3628

reminding it is an acute care, interventional company (boding well for the janemarie.lai@citi.com

season). Looking forward, podium speakers look for non-invasive robotics

as soft-tissue robotics is maturing alongside endoluminal advances, with Nikhil Guddeti

earlier diagnosis, task specific robotics, and telemedicine expands overall +1-212-816-2606

utilization. We rate ISRG, JNJ, MDT, and SYK Buy. nikhiltej.guddeti@citi.com

In a timely announcement, JNJ received FDA approval for its OTTAVA robot for

general surgical procedures — While Ottava is expected to begin in a limited launch,

JNJ should branch into an extended full launch “over time”, plus a U.S. clinical trial

for inguinal hernia procedures is ongoing (management will host a call August 3 at

8:00 ET).