r/MBOT_Stock | reddlx

Every single vote counts and this is our chance to show the strength of the community and support the innovation behind LIBERTY. Go vote and make your voice heard - we need everyone involved!

It‘s pretty simple:

enter your name & e-mail
scroll down to „Innovative Start-Ups“
fill in: Microbot Medical

You can also use my text:

Creating a whole new category with their single-use endovascular robotic system LIBERTY that reduces radiation exposure by 92%, increases procedural precision by minimizing the impact of hand tremors, and improves ergonomics for surgeons during interventions.

Please give this post an 👍🏼 if you have participated in the nomination!!
Sharing is highly appreciated.

surgicalroboticsindustryawards.com

u/AdApprehensive8702 — 4 days ago

▲ 30 r/MBOT_Stock

Microbot Medical®’s LIBERTY® Endovascular Robotic System is Now Adopted by Multiple Accounts Across Key Territories Including Two ACCESS-PVI Pivotal Clinical Trial Sites

ir.microbotmedical.com

u/AdApprehensive8702 — 9 days ago

▲ 16 r/MBOT_Stock

You guys think is it possible?

Analysis of MBOT’s Revenue Potential in 2026

Based on current public data and market analysis, reaching an annual revenue goal of $5 million to $10 million in 2026 is challenging but achievable.

Revenue Inflection Point: The Launch of the Liberty System

• Full Market Release: The company announced the official full-scale launch of its flagship product, the Liberty Robotic Surgical System, in the United States on April 13, 2026. This marks the transition from R&D to the commercial revenue stage.

• Analyst Forecasts: Average analyst estimates for 2026 annual revenue sit at approximately $4 million. While slightly below the $5 million threshold, quarterly projections suggest Q4 2026 could reach $300k to $1M in a single month. If sales momentum remains strong at year-end, hitting $5 million is within reach.

Required Sales Volume (Assuming $2,000 per Unit)

To hit your targets at a $2,000 price point (covering disposables or amortized system use), the numbers break down as follows:

• $5 Million Goal: Requires 2,500 units/procedures.

• $10 Million Goal: Requires 5,000 units/procedures.

Hospital Penetration Scenarios:

• High Usage (2 procedures/week): Needs ~50 hospitals to reach $10 million.

• Moderate Usage (1 procedure/week): Needs ~50 hospitals to reach $5 million; ~100 hospitals for $10 million.

Potential Customer Base in the U.S.

There are approximately 6,100 hospitals in the U.S., but the target market is more specific:

• Core Target (Interventional Radiology): Roughly 3,300 to 3,500 hospitals have the necessary catheter labs or interventional departments.

• Market Penetration:

• To reach $5M, MBOT needs to penetrate only 1.5% of the core target hospitals.

• To reach $10M, it needs to penetrate roughly 3%.

Key Drivers and Risks

• Sales Expansion: MBOT is expanding from 8 to 12 sales territories by the end of 2026. Each territory needs to secure roughly 4 to 8 hospitals to meet the base goal.

• Disposable Model: The Liberty system uses a single-use disposable design, which creates recurring revenue as procedure volumes grow.

• Execution Risk: As of late 2025, MBOT had near-zero revenue. Jumping to $5M+ in a single year requires flawless execution in a market where hospital procurement cycles can be slow.

Conclusion:

Achieving $5 million is a realistic "growth curve" target for a company with FDA clearance and 12 sales territories. Reaching $10 million would likely require a significant contribution from international markets (EMEA) or an aggressive adoption rate in Outpatient Surgery Centers (ASCs) beyond traditional hospitals.

reddit.com

u/Business-Height2025 — 5 days ago

▲ 11 r/MBOT_Stock

Guesses?

https://preview.redd.it/yesi1vpe0k0h1.png?width=799&format=png&auto=webp&s=c8f757dc2dfc8d3a4df3b84c4b5d9818ffe55e00

reddit.com

u/ObviousForce6290 — 3 days ago

▲ 15 r/MBOT_Stock

The new update is it sounds good?

reddit.com

u/Business-Height2025 — 9 days ago

▲ 27 r/MBOT_Stock

We are talking about Hospital networks…

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)

---

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.

---

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.

---

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.

— - - -

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

---

🟡 50% Scenario

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

---

🟠 20% Scenario

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

---

🔴 10% Scenario

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

u/AdApprehensive8702 — 9 days ago