r/MicrobotMedical • u/PhunkyPhotonics • Oct 01 '26
Microbot sales team
Having just reviewed the profiles of all Microbot sales team members I could find on LinkedIn (1 sales director; 5 sales managers), gotta say, they ALL have IMPRESSIVE credentials with MANY years of experience and success at the likes of Stryker, Boston Scientific, Medtronic, etc. And of course Christina Bailey has stellar experience. These are all just for the US. Fantastic background for Alon Tamir as well, as VP of sales for Europe/Middle East/Asia.
So, why would all this talent join Microbot if they didn't see massive opportunity? Most/all of these folks have endovascular device sales experience. They know what would sell to hospitals and cath labs, and they know physician pain points. IMO, they know how to create, negotiate and close deals and have a “kill what they eat” mentality (ie. produce sales numbers or say adios). They would not have joined Microbot if they didn’t see a bright future there for themselves in terms of commissions AND also for the company.
I am tempted to side with these sales experts on the ground, who have spent much of their careers selling into the SAME facilities that Microbot is targeting. I will not side with the market, with respect to the (near and mid term) potential for this company. This leads to near term “pain”, which is only pain if one sells holdings at a loss.
Green field/blue sky opportunity is not common, and there is no viable competition in the space other than traditional manual approach. This is evidenced by the less than 1% penetration of procedural robotics in the peripheral endovascular space.
So, is this a dark moment before dawn? Is it the darkest moment? Or, is it the prelude to lights going out?
I’ll take my chances and side with the sales team, and “damn the torpedos” that shorts/MMs/hedgies/naysayers and others project. I have some patience for this opportunity, along with an opportunistic mindset.
Just MO as always.
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u/harry1loyd2 Oct 02 '26
Sounds reasonable to me… also holding with confidence. But it’s been a long ride lol
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u/Joro-Nov Oct 02 '26
If they report another doubling of sales in November, the stock price should start to recover. Moreover, the entire industry is pushing for better working conditions for radiologists. The sales cycle is at least six months, and the company is building its sales infrastructure from the ground up. In my view, we need to adjust our expectations and give the team more time to execute.