Biotech
Top 5 na Stock ng Robotic Surgery (Agosto 2026)
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Ang Mahirap na Sining ng Operasyon
Surgery has been historically, and is still to this day, one of the most prestigious domains of medicine. It is in equal parts difficult to learn, a high-pressure job and requires perfect execution.
For this reason, surgeons have often been the best-paid doctors in a hospital. And carry a lot of power within medical organizations.
Considering how important their work is and how influential surgeons are, it is no surprise they can command a lot of weight when deciding to purchase equipment. So it is equally logical that radical (and expensive) innovations are now making their way to the surgery rooms, radically changing how surgical operations are performed.
Mula sa Laparoskopiya Hanggang sa Robotic Surgery
Surgery has been a lot more technological than a man with a scalpel and nurses to help him for a few years now.
For example, mga device ng laparoskopiya allowed surgeons to directly see a live video feed of internal organs using an extremely small entry cut. Advanced cauterization, sutures, etc… are also part of the surgeons’ arsenal to save patients’ lives.
But in the last decade, progress in electronics and robotics allowed the surgery to be done by a machine. Not without a surgeon controlling it, mind you. But it can now be a robotic arm that steadily holds the tool, including at angles or making moves that a human arm could never achieve.
Far from being just a convenience or a fancy toy for the surgeons, this greatly benefits the patients:
“Ang robotic surgery ay nagpapataas ng katumpakan, nagpapabilis ng paggaling”
“Ang Robotic Surgery ay Nagbabago ng Pangangalaga sa Pasyente at Oras ng Pagbawi”
A few companies are responsible for this revolution. And a few others are on their heels, eager to catch up or improve on this still very new technology.
Not only does this allow for better care, but it can also allow for remote surgery. A specialist can perform the surgery while in another city or even country. Something that would have been considered pure science-fiction just a decade or two ago.
The market for robotic surgery was $4.4B in 2022, with an expected growth of 18% CAGR expected until 2030, reaching $18.2B.
Pinagmulan: Grand View Research
Top 5 Pinakamahusay na Robotic Surgery Mga Stock
(Ang listahang ito ng mga stock ay nakaayos ayon sa market capitalization sa oras ng pagsulat ng artikulong ito)
1. Medtronic plc
MDT Tsart ng Presyo
MDT Tsart ng Presyo
Medtronic is a medical device leader, especially in operasyon at intensive care. While the other segments could also be considered as afferent to it, the medical surgical segment of Medtronic represents $2.1B of revenues, out of a total of $7.7B.
Pinagmulan: Medtronic
The company has been growing through organic growth, thanks to a large percentage of the R&D budget ($2.7B in 2022) and acquisitions (9 in 2022 and $3.3 worth of further acquisitions considered for 2023).
Medtronic sees a massive opportunity for simpler, low-cost robotic surgery:
“tanging 2% lamang ng mga operasyon sa buong mundo ang isinasagawa sa tulong ng mga robot. May 98% pa na dapat gawin sa pamamagitan ng robotically-assisted surgery ngunit hindi pa ngayon dahil sa gastos at mga hamon sa paggamit,
It is with that strategy in mind that Medtronic developed the Hugo system.
Pinagmulan: Medtronic
It also sells ang Mazor X Stealth spinal robot-assisted surgery device, thanks to its $1.7 billion acquisition of Mazor Robotics in Disyembre 2018.
Overall, the sterling reputation of Medtronics and its presence in virtually every hospital for at least some equipment gives it a good entry point to capture a solid part of the nascent robotic surgery market, either through internal development or acquisitions.
2. Stryker Corporation
SYK Tsart ng Presyo
SYK Tsart ng Presyo
Stryker is another leader in medical devices present in virtually every well-equipped hospital or clinic, treating up to 130 million patients annually. The largest segments are traumatology, endoscopy, and instruments.
Pinagmulan: Stryker
The company invests heavily in innovation, with $1.45B in R&D in 2022. It is also a serial acquirer, with 3 acquisitions in 2021. It also grew 7.2% yearly since 2019.
Pinagmulan: Stryker
Most of its sales have been to the US (74%), with plans to keep growing in foreign markets.
The company has been growing in the surgery segment, lalo na sa pamamagitan ng 2019 acquisition ng OrthoSpace for orthopedic surgeries.
It also has the Mako, para sa robotic-arm-assisted surgery dedicated to orthopedic surgery.
Pinagmulan: Stryker
With its strong focus on endoscopy and orthopedic surgery, Stryker is likely to become the robotic surgery leader in this segment, which is also growing with an aging population.
3. Intuitive Surgical, Inc.
ISRG Tsart ng Presyo
ISRG Tsart ng Presyo
While other large medical device companies are now venturing into robotic surgery, the segment’s pioneer was Intuitive Surgical (ISRG ). Ang Da Vinci robot nito is still, to this day, the most powerful, popular, and expensive robotic surgery platform on the market.
It also has launched Ion, isang bronchoscopy platform para sa minimally invasive lung biopsy, and isang medical data platform, Intuitive Hub.
Pinagmulan: Intuitive
1,200 Da Vinci robots have performed a total of 12 million surgeries to date, of which 1.8 million in 2022. The installed base grew 12% year-to-year, and the procedures grew 26% year-to-year.
Pinagmulan: Intuitive
Intuitive revenues have grown 12% CAGR since 2018. A strong driver is how already equipped hospitals keep reinvesting, with a growing number of hospitals with more than 7 systems.
Most of the revenues (79%) are from recurring sources, like instruments, accessories, services, etc…
Pinagmulan: Intuitive
Ion launch has also been impressive, with 376 installed since 2020 and 10,200 procedures.
The company is still waiting for regulators’ clearance for its devices to be used in colorectal surgery, thoracic surgery, and for approval in Korea and Japan.
Intuitive is by far the company with the most impressive reputation in the sector. The combination of more surgeons trained on the device, more robots per hospital, more hospitals buying it, and new applications green-lighted by regulators should support the company’s growth for the foreseeable future.
Investors will want to carefully account for that growth in their valuation model, as the company is very expensive compared to its current earnings. This reflects both the company’s quality and market enthusiasm for the stock.
4. Globus Medical, Inc.
GMED Tsart ng Presyo
GMED Tsart ng Presyo
Globus is specialized in musculoskeletal disorders (spine, joints, etc…), including traumatology.
It developed Excelsius, “isang matibay na robotic arm at buong kakayahan sa navigation sa isang platform.” The robot has performed 30,000 kaso since 2017, thanks to a utilization rate per robot at an all-time high, reflecting a deepening adoption of the tools by surgeons.
Pinagmulan: Globus Medical [securities_stock_price_tag symbol="GMED" exchange="NYSE"]
Ang Globus ay nagsasama sa isang all-stock transaction kasama ang NuVasive to reinforce its importance in spine medical treatments. NuVasive describes itself as “the fastest growing, full-line spine company.” Globus Medical shareholders will own approximately 72% of the combined company.
The company grew sales by 20% in Q1 2023 (compared to Q1 2022).
While not as large as Intuitive or as diversified as Stryker or Medtronic, Globus is starting to dominate the spine/musculoskeletal niche, and the coming merger should only reinforce this trend. Considering its lower valuation ratio, this might be a good pick for value investors looking for a cheaper stock with still a high-quality profile and strong growth.
5. Asensus Surgical, Inc.
Asensus has developed the Senhance robot system for digital laparoscopy. It allows for 50% smaller incisions than traditional robotic surgery, for a similar cost per procedure and using existing infrastructure and surgery rooms.
Pinagmulan: Asensus
The company is already working on the next generation of devices, ang LUNA platform. It also announced the launch of an upgrade of existing systems, with “Kontrol ng kamera na pinapagana ng Augmented Intelligence (AI) na nagbibigay-daan sa siruhano na magpokus sa iba pang kritikal na gawain sa operasyon.”
Asensus signed a collaboration with Karl Storz, the competitor of Stryker in laparoscopy, for using Asensus’ Intelligent Surgical Unit (ISU) with their imaging systems. The 2 companies are also going to work together on developing next-generation instrumentation.
Despite its smaller size, Asensus seems to hold against Intuitive regarding technical performances, at least for some applications like benign hysterectomy, with the same procedure time for less than half the cost.
Pinagmulan: Asensus
Procedures performed are growing, with most of them general surgery.
Pinagmulan: Asensus
With only over 100 surgeons using Asensus systems at the moment, the company is just beginning. But with the Karl Storz deal, it should reach a lot wider than alone, at a lower client acquisition cost, while benefiting from the endorsement of the larger company from a reputation point of view.
Investors in Asensus will be interested in the growth potential, the solid technology, the potential of the LUNA platform, and the cost efficiency per procedure. They should also consider the option of a possible acquisition of Asensus by a leading and larger medical device company, such as Karl Storz (a private company).
