u/AdApprehensive8702

I was looking into Microbots ACCESS-PVI hospitals and realized something that isn’t always obvious at first glance: a lot of these “hospitals” people talk about are actually part of much bigger systems - and that really matters when you try to understand their clinical volume.

Here are three examples I dug into:
(Summary by ChatGPT)

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1. Baptist Hospital of Miami (part of Baptist Health South Florida)
   This isn’t just one hospital doing its own thing — it’s part of a large regional network with ~10+ hospitals and a ton of outpatient centers. Their Miami Cardiac & Vascular Institute is a major player in cardiovascular and endovascular care.

📊 Estimated endovascular volume (system-wide):
~8,000 – 15,000 procedures/year

That includes a mix of interventional cardiology, vascular surgery, IR, etc. Given their reputation in heart/vascular care, they’re probably toward the higher end of that range.

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2. Brigham and Women’s Hospital (part of Mass General Brigham)
   This is where things scale up a lot. Mass General Brigham is one of the largest academic healthcare systems in the US — multiple major hospitals + specialty centers.

Important detail: even a single department (vascular surgery at Brigham) reports 1,000+ procedures annually — and that’s just one slice of the pie.

📊 Estimated endovascular volume (system-wide):
~20,000 – 40,000 procedures/year

That includes everything: PCI, TAVR, EVAR, neurointerventions, IR, etc. The sheer size of the system makes the total volume huge.

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3. Memorial Sloan Kettering Cancer Center (MSK)
   Different beast entirely. This is a specialized cancer center, not a general hospital network. They do a lot of endovascular work, but mostly in the context of oncology:

- tumor embolization
- interventional radiology procedures
- port placements

📊 Estimated endovascular volume:
~3,000 – 7,000 procedures/year

So lower than the others — but that’s expected given the narrower clinical focus.

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Ok it‘s me again - sounds pretty promising to me! Let‘s do some math with this information:

(Back to ChatGPT)

Now a quick (very rough) thought experiment on potential revenue:
Assume (🤫) a system like Liberty costs ~$5,000 per use, but currently sells at a heavy discount in the ~$2,500–$3,500 range. It’s single-use.
If we take the estimated procedure volumes above and hypothetically assume Liberty is used in a share of those cases:
Mass General Brigham (~20k–40k procedures/year)
100% adoption → ~$50M – $140M

50% → ~$25M – $70M

20% → ~$10M – $28M

10% → ~$5M – $14M

Baptist Health South Florida (~8k–15k procedures/year)
100% → ~$20M – $52.5M

50% → ~$10M – $26M

20% → ~$4M – $10.5M

10% → ~$2M – $5.25M

Memorial Sloan Kettering (~3k–7k procedures/year)
100% → ~$7.5M – $24.5M

50% → ~$3.75M – $12.25M

20% → ~$1.5M – $4.9M

10% → ~$0.75M – $2.45M

(Using the discounted ~$2.5k–$3.5k per case range)

So combined revenue-scenarios of all 3 networks could look like:

100% adoption: $77.5M – $217M
50%: $38.75M – $108.5M
20%: $15.5M – $43.4M
10%: $7.75M – $21.7M

Potential share price:

🟢 100% Scenario

* Market Cap:
→ $620M – $1.736B
* 👉 Share Price:
→ $9.10 – $25.50

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🟡 50% Scenario

* Market Cap:
→ $310M – $868M
* 👉 Share Price:
→ $4.55 – $12.75

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🟠 20% Scenario

* Market Cap:
→ $124M – $347M
* 👉 Share Price:
→ $1.80 – $5.10

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🔴 10% Scenario

* Market Cap:
→ $62M – $174M
* 👉 Share Price:
→ $0.90 – $2.55