Gary Guthart on healthcare economics
From Intuitive Surgical Inc ($ISRG) Q1 2025 Earnings Call · · Castify Earnings Call
“I think for a well-run program total cost to treat per patient episode is outstanding as good as any approach and often better than certainly better than open and often better than than lab. So I think if hospitals look out at this and say look we're going to provide care this issue of I'm just if one thing they could do is stop giving care well that that's a train wreck. So their their mission is to pro provide care. If they have a well-run program they both get better outcomes higher uh physician and surgeon satisfaction and patient satisfaction and lowest total cost to treat in their hands.”
On , Gary Guthart, Executive Chair at Intuitive Surgical, Inc, spoke about healthcare economics during Intuitive Surgical Inc ($ISRG) Q1 2025 Earnings Call on Castify Earnings Call.
About Gary Guthart
During Intuitive Surgical’s Q1 2025 earnings call on April 1, 2025, Gary Guthart addressed the impact of trade policy changes on the company. He stated that the company’s first priority is to assure product supply to customers globally and that it does not plan “reflexive changes to our pricing in the dynamic near-term environment.” He added that a second priority will be to optimize production costs and rebalance product flows within the existing manufacturing and supply chain footprint as policies stabilize. Guthart attributed roughly half of a 170-basis-point impact in 2025 to U.S.-China trade in both directions and about 40% to imports into the U.S. from China, Mexico, and Canada. Guthart said the company is “perceived as part of the solution, not part of the problem” and that customers continue to adopt its systems because they see economic and outcome benefits. He described the total cost to treat per patient episode for a well-run program as “outstanding,” adding that hospitals achieve better outcomes, higher satisfaction, and the lowest total cost of care. He closed by reiterating the company’s belief in a “substantial and durable opportunity” to improve surgery and acute interventions, and its vision of care that is less invasive, with earlier disease identification and quicker treatment.