My 2 cents on $TRXC -> Perceive that which you cannot see YET!

Before you read on, please be aware that the analysis below is my opinion only and may include flawed assumptions and inaccuracy of logic; therefore, caveat emptor applies here.  Furthermore, all emphasis (color-coded, boldness, and underlined) on the excerpts are my own.

Admittedly, I borrowed the wisdom from a famous Japanese swordsman:

Perceive that which cannot be seen with the eye

Miyamoto Musashi

Right or wrong, it’s my interpretation that Miyamoto Musashi was trying to say,

“Use your vision to see what cannot be seen yet.”

Example: the original Star Trek showed a flip-phone device Captain Kirk famously used to express his command, “Beam me up! Scott!”

The flip-phone Captain Kirk used was a vision of the future that didn’t exist at the time when the original Star Trek was created.  Nevertheless, millions of viewers were enamored with the tiny gadget while the existing telephone device at the time was as large as the telephone book that required a landline to communicate. Yet, scientists and visionaries were already predicting that the telephone gadget could be reduced to the size of the flip-phone and became wireless as well.

Here is the summary in a nutshell:

In the years of 1966 and onward, our human creativity “perceive that which cannot be seen with the eye.”

Perceive: a communication device would shrink to the size of flip-phone

That which cannot be seen with the eye: a functional communication device that was as small as the flip-phone as we know it did not exist at the time in 1966.

So you asked yourself, “how did we come to the vision that a communication device could be as small as a flip-phone?”

Here are my 2 cents, the short answer is that scientists at the time deduced that transistors could continue to shrink in size as they developed methods to do it.

What has this got to do with $TRXC you asked.

I’m trying to set up a perspective that applies to the Senhance robotic-assisted surgical device (RASD):

Perceive: Senhance being adopted by the laparoscopic community

That which cannot be seen with the eye: hospitals and medical centers around the world have a Senhance installed in their facility

Again, you asked, “how do we ($TRXC investors) come to the vision that Senhance would be adopted by hospitals and medical centers globally?”

Below are a list of facts, developments, and opinions that point to the possibility that Senhance will be adopted by the laparoscopic community:

From Stocktwits (a BIG thanks to the person who developed the list!):

chart

From my previous 2 cents on $TRXC:

Click to read: “My 2 cents on $TRXC -> The Chase is ON!”

I’ve repeated my 2 cents many times before, the vision of our future is full of robotic machines in one form or another.  The growth path of robotic development is as natural as our mental capacity to grow exponentially.  Our human intelligence dictates that we MUST move forward.  Moving forward requires vision. And the creator of Alf-X, now called Senhance, had a vision for an improved RASD designed to fit the needs of the laparoscopy community.  Thanks to the creator and the persistence of TransEnterix’s management, Senhance is now an FDA approved RASD which offers the ONLY alternative to the Da Vinci.  Senhance, being a completely different RASD in shapes and forms than the Da Vinci, becomes a valid and viable choice for the laparoscopic surgeons.  Surgeons, hospitals, and medical centers around the world now have a CHOICE between the two.  In other words, there are only TWO RASDs in the world that are approved by the FDA of the United States; an approval that is highly regarded by the global medical communities.

It is my belief that both Da Vinci and Senhance will continue to proliferate in a world that put a high premium on anything robotic. So, yes, I’m willing to bet that Senhance will be adopted by the laparoscopy community because it’s a RASD designed for them.

In my humble opinion, the correction we witnessed this week is as healthy as a race car making a pit stop.  Retracements of stock price are all parts of any long-term stock rallies.  Nothing goes straight up without some kind of reliefs to balance the movement of stock prices.  But we also witnessed how quickly price can climb when there is information to support adoption of Senhance.  At this point, it’s my 2 cents that anyone trying to time the market on $TRXC risks being left behind. As we already witnessed in May and June, the stock price can just keep climbing all of a sudden and anyone who sold will be forced to “chase or miss” the trend.

To sum up my thought on $TRXC, I perceive a world that Senhance is installed in hospitals and medical centers around the world which cannot be seen with the eye YET!

Don’t forget, all the above are my opinion only!

Good Luck and may fortune blesses all TRXC investors.

My 2 cents.

From my camera:

DSC02448



Categories: trading journal

1 reply

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  1. Weekly thought on $AEMD, $AMRN, $CARA, $IBIO, $LRAD, TRXC – Trading my two cents

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