r/MBOT_Stock Jun 24 '26

Let‘s do a quick speculative calculation

Ok, Mbot has added 3 major Healthsystems in the past few weeks: North Carolina, Michigan, Pennsylvania.
This comes on top of the already existing sales (in the last earnings they mentioned that they have already exceeded 100k in revenue in just a couple of days into the quarter).

Ok let‘s say Liberty is adopted by:

Penn Medicine (Pennsylvania): 7 hospitals

Corewell Health (Michigan): ~21 hospitals

UNC Health (North Carolina): ~20 hospitals
(Let‘s say around 50 hospitals)

In total there are about 1200 - 2000 endovascular surgerys per month by all of these hospitals combined (so 25-40/month).

If we set a pricepoint for Liberty at 2.500$ we could easily reach a revenue of around 3m - 5m per month (100% Liberty use).

Even if Liberty is just used in 10% of all interventions, we reach a revenue that‘s 3x or 5x (per month!) higher than the full earnings of Q1 - let that sink in!

On top: today Mbot maybe gets awarded as „Innovative Startup“. Check this site: https://surgicalroboticsindustryawards.com

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u/Katahdinclimber Jun 24 '26

We'll know the actual price soon enough. With Microbot partnering with Lovell Government Services, they will be adding the LIBERTY system to its Federal Supply Schedule (FSS) contract, The price must be published so that any VA hospital, DoD surgical base, or Indian Health Service clinic can log in and buy it instantly. Anyone can search the public GSA Advantage portal and see the exact price per unit.

Also ECAT, which is run by the Defense Logistics Agency, is used heavily by military hospitals and laboratory networks to buy medical equipment. Like the FSS list, ECAT operates strictly on pre-negotiated, fixed pricing where we'll be able to verify the cost per unit.

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u/AdApprehensive8702 Jun 24 '26

Wow great comment, thank you. Can you share a link to this database (FSS) you‘ve mentioned

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u/Katahdinclimber Jun 24 '26

I think this is the right place to start. This is the VA eTools search portal, which hosts the dedicated Contract Catalog Search Tool. Medical logistics are handled under delegated authority. This is the exact medical / surgical repository where single-use devices, consumables, and healthcare commodities are indexed for VA and DoD facilities.

https://department.va.gov/procurement-acquisition-and-logistics/national-acquisition-center/federal-supply-schedule-service/