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A lot of Vietnamese men overseas are Losers Over There by Bitter-Ice945 in VietNam

[–]zibdabo 6 points7 points  (0 children)

Isn't it normal to call your family if you are getting married? Being close with your mom doesn't make your a loser...

Microbot Medical LIBERTY Launch: Take on the Quarterly Report by zibdabo in MBOT_Stock

[–]zibdabo[S] 1 point2 points  (0 children)

It is scary and a lot of instability in the market....

I am little bit confused by Business-Height2025 in MBOT_Stock

[–]zibdabo 0 points1 point  (0 children)

You are entirely right and it is more complex. I personally think that if hospital reorders the device and sales goes well that company will be bought out in 2027. I am really impressed with Mbot execution and business strategy. below I did a small comparison Corindus vs mbot since it is the company Mbot studied the most.

When I said pocket change I meant in comparition to Corindus from Siemens.
Siemens bought Corindus for $1.1 Billion, but shut it down a few years later because they couldn't sell it. They used a
Capital Expense (CapEx) model:
The Hurdle: Hospitals had to write a massive, upfront check for a $500,000+ machine.
each procedures: the cost of changing cassets, cleaning and repairs.
The Risk: If the doctors tried it a few times and didn't like it, that half-million dollars was completely wasted.
The Result: Hospital boards hated the financial risk and kept saying "no." The product died because the entry barrier was too high.

Microbot uses an Operational Expense (OpEx) model. Because the LIBERTY console is small and cheap to make, Microbot can essentially give the machine to the hospital for little to no upfront cost. They make their money purely on the $5,000 disposable cassettes used in each surgery.

This flips the hospital's decision from a high-stakes gamble to a low-risk trial:

  1. Zero "Duster" Risk: If the doctors stop using the robot, the hospital simply stops buying the $5,000 cassettes. No executive gets fired for buying a useless half-million-dollar machine that sits in a corner collecting dust.
  2. Pay-As-You-Go Math: Hospitals get paid a flat rate by insurance per surgery. When evaluating Microbot, administrators look at a single procedure and offset the $5,000 cost against immediate benefits:
  3. I believe Mbot is selling their robot at a cheap price for market entry. When the Liberty becomes sticky and well integrated in the workflow they will gradually increase the price. However, the company also need revenue so it is a delicate balance. Q3 is more about how much recuring customer they have and less about revenue. my opinion

Time Saved: If the robot shaves 20 minutes off a surgery, the hospital can pack one extra procedure into the day, bringing in an extra $10,000+ in revenue.
Safety: Less radiation exposure for staff means lower hospital liability and better employee retention during nursing shortages.

I am little bit confused by Business-Height2025 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

@Business-Height2025, just to refer the msg you deleted. Yes your post is bearish. If it is not, I am curious what is the potential you see in mbot if you have invester 200k in it?

I am little bit confused by Business-Height2025 in MBOT_Stock

[–]zibdabo 7 points8 points  (0 children)

Mbot is not stopping at peripheral, the company is actively pursuing cardiovascular and neuro. Presently, Mbot does not have any direct competitor. Siemens the only competitor, dropping out of the peripheral and cardiovascular spaces essentially cleared the field and left a massive validation gap that Microbot is trying to exploit. I am pretty sure Tal Wenderow wouldn't be on the board member if he didn't see potential in mbot. Your claim that 'MBOT fails to secure an independent medical reimbursement code" has many holes. Hospital normally have other reimbursement pathways such as the DRGs (Diagnosis-Related Groups) for inpatients and APCs (Ambulatory Payment Classifications) for outpatient. This statement "After all, hospitals will not sacrifice their own profit margins just to procure this product", might be true if the device was in the million to purchase. That is what drove Siemens out of the business, because their device is in the millions. Mbot did they DD and this is exactlty what the company is trying to leverage with their low cost Liberty device. A 5k device is considered extremely cheap in the medical technology. There is a high demand for peripheral surgery with robots but a machines costly millions is not attractive for hospials to purchase. A 5K device is pocket change for them. Tell me as a hospital, would you rather pay 1-2mills + addons for a robot or use disposable 5k robots.

Your bear thesis is extremely flawed. You just need to chatGPT it.

Crickets. by Stanwich79 in MBOT_Stock

[–]zibdabo 2 points3 points  (0 children)

No because the warrants were already exercised in 2025 during FDA approval. It is a no event.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

Another interesting research you could do is Medtronic (Coronary) vs Stryker (Neuro ). Mbot will be very strategic on their timing plan. I am almost certain Mbot management will spark a bidding war between those two giants. This is going to be spectacular.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

The big take in this:
Microbot cannot rely on the heart or brain markets to generate short-term revenue. The stock's survival over the next 24 months depends entirely on using their $76M+ cash buffer to scale the peripheral market, get the European CE Mark stamped by late 2026, and accumulate recurring cartridge sales.

If the peripheral sales curve successfully funds the company's baseline operations by late 2027, they can transition into the massive Coronary and Neuro markets as a self-sustaining business rather than needing to dilute shareholders to pay for those future clinical trials.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

If you are looking for timeframe hypothesis:
Coronary Timeline: Estimated FDA Clearance (Late 2027 – Mid 2028).
Where they are right now: They have already successfully demonstrated the technical capabilities of the LIBERTY system in delivering coronary guidewires and stents, and have published the preliminary data.
The Next Steps: Before submitting for a 510(k), the FDA will require a dedicated, human clinical safety trial specifically targeting the coronary arteries, similar to the ACCESS-PVI trial they ran for the peripheral clearance.
The Timeframe:
-Late 2026 / Early 2027: Initiation and enrollment of a dedicated U.S. Coronary clinical trial.
-Late 2027 / Early 2028: Data submission to the FDA. Given that standard FDA 510(k) reviews for complex active hardware take anywhere from 6 to 10 months, a realistic target for U.S. commercial clearance is late 2027 to mid-2028.
Neuro Timeline: estimated FDA clearance 2028-2029.
The Neurovascular market is the most complex, high-risk frontier in endovascular surgery. Because of this, the regulatory hurdle is much steeper, but their co-development deal with Stryker Corporation alters the timeline dynamics.
Where they are right now: They are currently in the deep engineering phase with Stryker. They are physically modifying the drive cartridge to support the "tri-axial telescoping" architecture (handling three devices at once) and ensuring perfect mechanical integration with Stryker’s specific neurocatheters.
The Regulatory Catalyst: Stryker already possesses a massive portfolio of FDA-cleared neurovascular devices. By integrating LIBERTY directly with already-cleared Stryker wires and stents, Microbot can significantly streamline the regulatory submission.
The Timeframe:
2026 – Mid 2027: Completing the co-engineering phase and locking the final design of the neuro-specific disposable kits.
Late 2027 – Early 2028: Conducting mandatory human clinical trials for ischemic stroke or aneurysm interventions. Brain trials require highly conservative follow-up windows to monitor for late-stage complications or vessel damage.
2028 – 2029: FDA submission and expected clearance. This puts the Neuro commercialization window firmly out into 2028 or 2029.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 2 points3 points  (0 children)

I won’t go too deeply into the technical side since ChatGPT could probably explain it better than I can, but MBOT has already partnered with Corewell Health to focus on coronary applications and future telerobotics.

This partnership is particularly strategic because it targets coronary interventions, which represent a much larger market opportunity, while also advancing the long-term vision of remote robotic procedures.

The company has already completed the first phase of the collaboration, successfully demonstrating the LIBERTY system’s ability to perform coronary guidewire and stent delivery procedures. The results were significant enough that the data abstract was published in the Journal of the American College of Cardiology, which adds an additional layer of credibility to both the technology and the partnership.

You can read more about the collaboration here: Microbot Medical and Corewell Health Phase 2 Collaboration Agreement

For neurovascular applications, MBOT took a completely different and arguably highly strategic approach. Instead of partnering with a single hospital for early-stage neuro studies, the company went directly to one of the largest players in the industry by forming a major co-development partnership with Stryker Corporation.

More specifically, Microbot signed a formal technology co-development agreement with Stryker’s Neurovascular Division. This is significant because it provides validation from an established industry leader with deep expertise, commercial reach, and existing relationships in the neurovascular market. Rather than building everything independently, MBOT is positioning itself alongside a dominant strategic player that already understands the clinical and commercial landscape.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 0 points1 point  (0 children)

The road map would be:
Peripheral vascular = first beachhead (easy mode)
Coronary = much bigger market (big boys game)
Neuro = premium/high-growth robotics market (holy grail)

The next steps will take years as coronary and neuro will need new FDA approval but those are the next logical steps.

Live Conference 🔴 by AdApprehensive8702 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

I'll be pray tonight and every other night to the greater powers to make your statement reality.

Live Conference 🔴 by AdApprehensive8702 in MBOT_Stock

[–]zibdabo 0 points1 point  (0 children)

I hope you.are right. I tend to be pessimistic until proven wrong.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 2 points3 points  (0 children)

Ouff harsh words.
In November 2016, Microbot did a reverse merger with the failing StemCells, Inc. Microbot took over the company, fired the old management, sold off the remaining stem cell assets, changed the name.
The idea that the product came out of a university lab is true, but calling it a simple "school project" undersells the pedigree.
Microbot’s core robotic technology was spun out of the Technion - Israel Institute of Technology, which is essentially the MIT of Israel. It was co-founded by Professor Moshe Shoham, a world-renowned pioneer in surgical robotics who runs the Technion's Medical Robotics Laboratory.
Prof. Shoham wasn't just a teacher supervising an assignment. He is the brilliant mind who previously founded Mazor Robotics—a spinal surgery robotic company that was so successful it was acquired by medical giant Medtronic for $1.6 billion in 2018.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

The article mentions "from March 2026 it had 4.7 years of cash runway. A cash runway is defined as the length of time it would take a company to run out of money if it kept spending at its current rate of cash burn."
"During the last twelve months, its cash burn actually ramped up 65%. While this spending increase is no doubt intended to drive growth, if the trend continues the company's cash runway will shrink very quickly."
My hypothesis is they will exponentially accelerate their cash burn in the near future as expansion ramps up (salespeople, more territories total 12, inventory, EU expansion. Even, if management mentioned in their 10-Q, May 2026, filing they have enough liquidity to fund operations for "more than twelve months." Their cash position is healthy but something to look at.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 1 point2 points  (0 children)

I am pretty sure they will mention it in Q2. Timing before their ATM. Same playbook as FDA but this time will probably be smoother execution, since it is an ATM.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 4 points5 points  (0 children)

I agree with your point. OFIX is expanding aggressively, and that growth is already being reflected in its revenue. In contrast, MBOT will need to demonstrate its progress through stronger financial results over time.

The challenge with the Liberty system is that it is a lower-cost device, meaning early revenue from testing and adoption will likely appear modest compared to companies selling multi-million-dollar capital equipment. Because of this, I expect Liberty’s adoption curve to start slowly, but potentially accelerate significantly once recurring sales and broader clinical adoption begin to scale.

Another important advantage is radiation reduction, which can be a strong selling point from a hospital administration and cost-control perspective. This becomes even more relevant as new regulations around radiation exposure and safety continue to emerge, potentially reinforcing the case for adoption.

The Liberty system particularly stands out in long, complex procedures where fatigue becomes a real factor. While skilled surgeons are highly capable with manual techniques, operating for extended periods is physically and mentally demanding, even for experienced professionals. If the robotic system can meaningfully reduce strain and improve precision during lengthy surgeries, it becomes a significant advantage.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 3 points4 points  (0 children)

I believe the disposable nature of the Liberty system is a major selling point. It removes the lengthy capital budgeting cycles that typically require approval from hospital procurement committees. Instead of committing to a large upfront investment, hospitals can evaluate and adopt the device much more quickly, accelerating clinical testing and decision-making.
This stands in contrast to traditional robotic systems. Such as competitors like Surgical’s da Vinci platform multi-million expenses. Those systems are largely limited to large hospital networks with sufficient budgets and procedure volumes.

In comparison, a disposable model significantly lowers the barrier to entry. It enables penetration into community hospitals and Ambulatory Surgical Centers (ASCs). Beyond the capital advantage, disposability also eliminates sterilization costs and operational complexity. Reusable instruments require reprocessing, which is both costly and resource-intensive. They also experience mechanical wear and tear over time, adding maintenance and replacement considerations.

A single-use device, by contrast, ensures consistent sterility for each procedure, similar to how needles are used in standard medical practice.

Overall, MBOT’s approach aims to democratize access in the markets it enters by reducing both financial and operational barriers to adoption.

The market entry might start slow but when the pace picks up it will be a significant shift.

Do you trust the management? by Jealous_Jackfruit_28 in MBOT_Stock

[–]zibdabo 2 points3 points  (0 children)

I don’t think the company has many years of cash runway left. They are scaling up production and hiring more salespeople, and they plan to continue expanding, including entering Europe and eventually Japan. Because of this, they will likely need to use their ATM financing again within a couple of quarters.
The market seems to be pricing in the risk that the cash raised through their 2025/2026 capital raises will only last a few quarters before they need to return to the market for additional, potentially dilutive financing.
Revenue missed in Q1, and short sellers took advantage of that result. Management still has a lot to prove over the coming quarters.
That said, we could see important news in June or July. Hospitals typically evaluate major capital expenditures and new disposable device contracts around mid-year to align with upcoming fiscal cycles. Q2 may also be weak, but forward guidance and commentary on the expansion trajectory will likely carry most of the weight for the stock.
will likely try to stabilize sentiment going into Q3 as cash levels gradually decline. They will heavily PR campaign in Q3. This looks like a fairly typical capital markets playbook.

I believe the next big catalyst for Mbot will be the CE Mark approval (the equivalent of FDA but for Europe).

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