The 7investing Podcast

Robotics in Healthcare with Brian Gahsman


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Robots have already found their way onto the factory floor. Now they're finding their way into the operating room.  

We're seeing a prominent rise in the adoption of surgical robots, and it's driving a wave of acquisitions from larger medical device companies. Smaller, independent robotics companies are being bought-up at a significant premium to their current market capitalizations. And that spells opportunity for investors.  

But how can we find these smaller acquisition targets? And if they stay independent, will they be able to hold their own against much larger competitors in this space?  

To help us answers these questions, we've brought in a few experts. Brian Gahsman is the Chief Investment Officer of the Contego Capital Groups and the Portfolio Manager of the AlphaCentric Robotics and Automation Fund (GNXIX). He has first-hand experience with medical robotics (literally!) and is on the hunt for small and micro-cap robotics companies.  

In this exclusive interview, Brian and his analyst Jin Kwon are joined by 7investing CEO Simon Erickson and lead advisor Steve Symington. The group talk about about how COVID has positivity impacted the robotics industry this past year and how 5G could be a sneaky way to play the robotics trend. They also discuss several smaller robotics companies such as Stereotaxis and Accuray, and what makes them so appealing as acquisition targets for larger players. Finally, they discuss the competitive position of Intuitive Surgical (Nasdaq: ISRG) and what factors are driving the adoption of medical robotics.  

Publicly-traded companies mentioned in this interview include Accuray, Intuitive Surgical, Medtronic, and Stereotaxis. 7investing's advisors or its guests may have positions in the companies mentioned.   


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