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Biotechnology  // Browsing posts in Biotechnology

Dexcom Growth to Continue Despite Expected Competition from Libre 2 (DXCM)

Research Question: Will Abbott’s new low-cost/high-tech FreeStyle Libre 2.0 take share from Dexcom’s G6, or is the CGM market big enough for both to thrive? Companies: ABT, DXCM, GOOG/GOOGL, MDT, NMRD, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings Growth and adoption of Dexcom Inc.’s (DXCM) G6 […]

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DexCom Idea Proposal (DXCM)

DexCom Idea Proposal (DXCM)

Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019   Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]

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Axogen’s Changes Are Necessary and Positive, But Growth Will Be Slow and Steady (AXGN)

Research Question: Will new leadership and a more aggressive sales effort help Axogen capture more of its total addressable market? Companies: AXGN, CVE:NGEN, IART, SYK By: David Franklin Click here to download report (.pdf)   Summary of Findings Axogen Inc.’s (AXGN) leadership changes and sales team expansion are viewed as positives by the surgical supply […]

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AxoGen Idea Proposal (AXGN)

AxoGen Idea Proposal (AXGN)

Will new leadership and a more aggressive sales effort help AxoGen capture more of its Total Addressable Market? Report Available: April 3, 2019   Blueshift’s initial research found AXGN, a leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, bringing on new executive leadership, hiring additional sales professionals, and preparing […]

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Feb 15 2019 Biotechnology, Healthcare

Exact Sciences’ Cologuard Has a Long Runway of Growth Ahead (EXAS)

Research Question: How much runway is left for Exact Sciences’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Companies: EXAS, FRA:ECX, GH, PFE By: David Franklin Click here to download (.pdf)   Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard has a significant runway left for growth among the […]

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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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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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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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Camurus and Indivior Set to Significantly Sway the Opioid Abuse Treatment Market (INDV)

Research Question: How will the new long-acting buprenorphine options and changing government rules affect the opioid abuse treatment market? Companies: ALKS, DEPO, LON:INDV, STO:CAMX, STO:ORX, TTNP By: David Franklin Click here to download report (.pdf)   Summary of Findings Weekly and monthly injectable buprenorphine treatments that could significantly affect the medication-assisted treatment (MAT) market for […]

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HEDIS Will Create Modest Growth for Exact Sciences’ Cologuard (EXAS)

Research Question: Will the inclusion of Cologuard in the 2017 HEDIS quality measures drive growth for Exact Sciences? Companies: DGX, EPGNF, EXAS, GE, LH, SIEGY, TYO:6502 By: David Franklin Click here to download report (.pdf)   Summary of Findings The inclusion and equal footing of Exact Sciences Corp.’s (EXAS) Cologuard in the 2017 Healthcare Effectiveness Data […]

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