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Equipment & Services  // Browsing posts in Equipment & Services

Align’s Share Secure for Orthodontists But At Risk Among Dentists, At-Home Market (ALGN)

Research Question: Can Align’s Invisalign maintain share in the face of competitors with lower prices and products that require fewer visits to the dentist? Companies: ALGN, HSIC, MMM, SWX:STMN, XRAY By: David Franklin Click here to download report (.pdf)   Key Findings Align Technology Inc.’s (ALGN) Invisalign has become the standard of care in the orthodontics […]

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Tandem’s Growth Will Expand; Must Continue to Innovate and Improve Sales & Service (TNDM)

Research Question: Can Tandem continue its growth trend as competition intensifies and new technology looms? Companies: DXCM, MDT, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings Tandem Diabetes Care Inc.’s (TNDM) growth trend can continue, as its t:slim insulin pump is highly regarded and demand for pump […]

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Align Technology Idea Proposal (ALGN)

Align Technology Idea Proposal (ALGN)

Can Align maintain share and margins in the face of competitors with lower prices and products that require fewer visits to the dentist? Report Available: June 27, 2019   Blueshift’s initial research found ALGN preforming well despite losing key patents in October 2017 and 2018. ALGN posted back-to-back record revenue in the two previous quarters […]

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Tandem Diabetes Care Idea Proposal (TNDM)

Tandem Diabetes Care Idea Proposal (TNDM)

Can Tandem continue its growth trend as competition intensifies and new technology looms? Report Available: June 19, 2019   Blueshift’s initial research found insulin pump manufacturer TNDM posting its sixth consecutive impressive quarter of growth when just two years ago some questioned if the company could survive. TNDM now has nearly 100,000 patients using its […]

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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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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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