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Healthcare  // Browsing posts in Healthcare

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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Report Update: Nevro’s Senza II Will Open SCS Treatment to a Wider Population (NVRO)

Research Question: What will the FDA’s approval of a smaller Senza mean for Nevro? Companies: ABT, BSX, MDT, NVRO, NVTR By Seth Agulnick Click here to download report (.pdf)   Summary of Findings A physician who does paid consulting work for Nevro Corp. (NVRO) as well as for a competing hardware maker said the newer, […]

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Cotiviti Holdings Idea Proposal (COTV)

Cotiviti Holdings Idea Proposal (COTV)

Can Cotiviti further penetrate and cross sell its existing clients to drive continued growth? Report Available: April 5, 2018   Blueshift’s initial research found healthcare and medical claims growth moving in a direction favorable for claims auditing expert COTV. With 20 of the top 25 health insurers on board as clients, COTV’s strong track record of […]

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Amazon Will Start to Disrupt U.S. Healthcare System in As Little As Six Months (AMZN)

Research Question: How soon until Amazon’s ventures into the sales and distribution of prescription drug and medical/dental supplies disrupt traditional channels? Companies: ABC, AET, AMZN, BRK.A/B, CAH, COST, CVS, ESRX, HSIC, JPM, MCK, OMI, PDCO, TGT, WBA, WMT, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc. (AMZN) […]

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Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)

Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)

How soon until Amazon’s venture into RX and medical/dental supply sales and distribution disrupts traditional channels? Report Available: February 22, 2018   Blueshift’s initial research found AMZN putting the prescription drug and medical/dental supply distribution channels on notice. Recent actions by AMZN, which include obtaining pharmacy licenses in 12 states, hiring professional health care staff, and […]

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Wearables Market Still Percolating But Fitbit’s Ionic Not Resonating (FIT)

Research Question: Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Companies: AAPL, ASX:CAT, FIT, FOSL, GOOG/GOOGL, GRMN, KORS, KRX:005930/005935 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Demand for basic wearables such as activity trackers should remain strong this holiday season, […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share?   Report Available: December 7, 2017   Blueshift’s initial research found FIT losing ground as its device shipments are declining. It is estimated that by years end, FIT will have fallen to third place in the wearables market with […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will demand for Cologuard tests continue to surge and drive growth for Exact Sciences?   Report Available: December 7, 2017   Blueshift’s ongoing research shows the use of EXAS’ Cologuard test for colorectal cancer screening continuing to gain traction with patients and physicians. Cologuard is picking up endorsements from the medical community and contracts with insurers, […]

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Report Update: Additional Enterprise Source Confirms WageWorks Challenged with ADP Transition (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: ANTM, BNFT, CNDT, FITB, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings An additional interview with a benefits manager for a financial services firm with nearly 5,000 employees […]

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WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]

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