JNJ Robotic Surgery Program

Verb hasn't worked out. Google is laughing. The entire partnership is more like a playground of engineers doing whatever they want on JNJ's dime.

Every major company has a robotics product that's launched or will be launching soon.

What's JNJ's answer: An exclusive (just-signed) relationship with Brainlab plus an eventual spine application on its Orthotaxy orthopedic robotic platform (2020 ). JNJ is working on an end-to-end "systems approach" that will combine navigation, imaging, neuromonitoring, and pre-/intra-/post-operative planning with an aim to reduce the variability in spine surgery outcomes.

Who's running strategy at JNJ?

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Great insight...so what ultimately happens here?

Worst case scenario, they never launch a robot or something that is substantial to JNJ's revenue. I would argue this is the more likely scenario.

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J&J' s long history of developing products from scratch continues to fail. J&J is good at buying existing products, investing in rebranding, updating and marketing like heck. Google engineers are young and distracted to the next shiny object and they too lack a commitment to build from the ground up in the medical device field. See the RF strategy as they went against Valley Lab, see the Sedasys (computer assisted sedation system) as exhibit A and B. Looking for other examples, the purchase of the Given Imaging Pill Cam, returning it to Given, and losing out on the eventual value. Cordis, LifeScan as whole operating companies. No surprises here. Gorsky is all about leaning out and processes, not about building and creating.

Great insight...so what ultimately happens here?

post

J&J' s long history of developing products from scratch continues to fail. J&J is good at buying existing products, investing in rebranding, updating and marketing like heck. Google engineers are young and distracted to the next shiny object and they too lack a commitment to build from the ground up in the medical device field. See the RF strategy as they went against Valley Lab, see the Sedasys (computer assisted sedation system) as exhibit A and B. Looking for other examples, the purchase of the Given Imaging Pill Cam, returning it to Given, and losing out on the eventual value. Cordis, LifeScan as whole operating companies. No surprises here. Gorsky is all about leaning out and processes, not about building and creating.

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