Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Equipment & Services  // Browsing posts in Equipment & Services

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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, […]

Read more...

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) […]

Read more...

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 […]

Read more...

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, […]

Read more...

XRAY’s New Distribution Will Increase Sales and Adoption of Digital Dentistry (XRAY)

Research Question: Will Dentsply Sirona’s new North American distribution agreements accelerate digital dentistry adoption and reverse the company’s recent sales decline? Companies: ALGN, HSIC, IART, MMM, PDCO, SWX:NOBN, SWX:STMN, XRAY, ZBH By: David Franklin Click here to download report (.pdf)   Summary of Findings Dentsply Sirona Inc.’s (XRAY) new distribution agreements with Henry Schein Inc. […]

Read more...

Dentsply Sirona Idea Proposal (XRAY)

Dentsply Sirona Idea Proposal (XRAY)

Will Dentsply Sirona’s new U.S. and Canadian distribution agreements accelerate digital dentistry adoption and reverse its recent sales decline?   Report Available: October 11, 2017   Blueshift’s initial research found XRAY’s sales in decline as dentists wait on purchasing high margin equipment until after the new expanded distribution program starts September 1. XRAY anticipates that […]

Read more...

Nevro’s Senza Offers Unique Treatment Option; Adoption and Sales Will Be Steady (NVRO)

Research Question: Is Nevro’s Senza spinal cord stimulation system the best nondrug chronic pain solution? Companies: ABT, BSX, MDT, NVRO, NVTR By: David Franklin Click here to download report (.pdf)   Summary of Findings Nevro Corp.’s (NVRO) Senza system is providing physicians and patients with chronic lower back and leg pain with a unique HF10 […]

Read more...