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Healthcare  // Browsing posts in Healthcare

Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

How much runway is left for EXAS’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Report Available: February 15, 2019   Blueshift’s initial research found EXAS producing stellar Q4 and full-year results for its Cologuard test while entering a sales and marketing agreement with PFE aimed at continuing its […]

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HSIC’s Redesign Will Bring Some High-Margin Growth, But AMZN Will Dominate Supplies (PDCO)

Research Question: Will Henry Schein’s latest company redesign be enough to generate growth in its dental and medical supply business and stay ahead of Amazon and other competitors? Companies: AMZN, DHR, HSIC, MCK, MMM, PDCO, SAUHY, WMT, XRAY, ZBH By: David Franklin Click here to download report (.pdf)   Summary of Findings Henry Schein Inc.’s […]

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Dental Supply Distribution Idea Proposal (HSIC, AMZN, PDCO)

Dental Supply Distribution Idea Proposal (HSIC, AMZN, PDCO)

Will Henry Schein’s latest company redesign be enough to generate growth and stay ahead of Amazon and other competitors? Report Available: January 8, 2019   Blueshift’s ongoing research found the dental supply market expanding with new competitors challenging for share. In response, HSIC is reshaping the company to better serve and grow its relationships in […]

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Amazon Expected to Disrupt and Deeply Penetrate the Healthcare Market (AMZN)

Research Question: How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult for Amazon to overcome? Companies: ABC, AET, AMZN, BRK.A/B, CAH, CI, CVS, ESRX, JPM, MCK, TEVA, TGT, UNH, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary […]

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Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult to overcome? Report Available: September 13, 2018   Blueshift’s initial and past research found AMZN disrupting the healthcare industry on several fronts. Amazon Business has been selling medical and dental supplies for the […]

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Indivior’s Sublocade Launch Off to Slow Start, Faces Many Challenges (INDV)

Research Question: Will the OUD treatment and patient community adopt monthly buprenorphine injections? What percentage of MAT patients will Sublocade be used for? Companies: ALKS, BDSI, CPH:CAMX, CPH:ORX, LON:INDV, TTNP By: David Franklin Click here to download report (.pdf)   Summary of Findings Although still early, the launch of Sublocade, Indivior plc’s (LON:INDV) monthly injectable […]

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Indivior Sublocade Idea Proposal (LSE:INDV)

Indivior Sublocade Idea Proposal (LSE:INDV)

Is the addiction treatment and patient community going to adopt buprenorphine depot injections? Report Available: July 26, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch and INDV […]

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Share Shifts Away from Patterson to Henry Schein; Amazon a Potential Big Gainer (PDCO, HSIC, AMZN)

Research Question: Has share in the equipment and consumable dental supply market shifted between the three main distributors? Companies: ALGN, AMZN, DHR, HSIC, PDCO, SWX:STMN, TLV:ITMR, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Patterson Companies Inc. (PDCO) is losing some market share to Henry Schein Inc. (HSIC), regional distributors […]

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Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

How is share in the equipment and consumable dental supply market shifting between the three main distributors? Report Available: May 23, 2018   Blueshift’s initial research found PDCO, HSIC and Benco Dental engaged in aggressive competition to maintain and grow their share in the dental supply market. At the same time, they are fending off […]

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Indivior’s Sublocade Idea Proposal (INDV)

Indivior’s Sublocade Idea Proposal (INDV)

Is the launch of Indivior’s Sublocade on track? Is the treatment community ready to adopt Sublocade? Report Available: July 12, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch […]

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