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Equipment & Services  // Browsing posts in Equipment & Services

Teleflex’s Premium Pricing Strategy Will Prevail Despite Challenges

Research Question: Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Companies: ABMD, ANGO, BCR, BDX, BSX, CAH, CFN, EW, JNJ, KRX:005935, MDT, MMSI, STJ, TFX, TYO:4543 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Teleflex ’s (TFX) strategy of premium pricing […]

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Teleflex Idea Proposal

Teleflex Idea Proposal

Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Report Available: April 20, 2016   Blueshift’s initial research shows TFX has benefited from a broad healthcare/medical device product line, a deep product pipeline, and the ability to command higher prices than the competition. With the healthcare spending growth […]

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Early Warning for ZLTQ’s CoolSculpting: CYNO’s SculpSure Could Cut into Next Year’s Share

Research Question: Can Zeltiq’s CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Companies: AGN, CUTR, CYNO, ELOS, LMNS, NUS, TSE:VRX, ZLTQ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting now faces competition from Cynosure Inc.’s (CYNO) recently approved SculpSure […]

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Novadaq’s SPY Elite: A Solid Technology Facing Moderate Growth Due to Adoption Challenges

Research Question: Will Novadaq’s SPY Elite be widely adopted and drive company growth in 2016? Companies: EPA:MKEA, ETR:SIE, ISRG, NVDQ, TYO:6965 By: David Franklin Click here to download the report (.pdf)   Summary of Findings The medical community considers Novadaq Technologies Inc. (NVDQ) to have innovative and interesting tissue perfusion assessment technology in its product line. […]

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Zeltiq Aesthetics Idea Proposal (ZLTQ)

Zeltiq Aesthetics Idea Proposal (ZLTQ)

Research Question: Can Zeltiq Aesthetics’ CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Report Available: January 15, 2016   Blueshift’s initial research shows ZLTQ investing heavily in sales and marketing, with strong sales results from its CoolSculpting body contouring system. Competing products are coming on strong and some appear to […]

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Novadaq Technologies Idea Proposal

Novadaq Technologies Idea Proposal

Research Question: Will Novadaq’s SPY Elite be widely adopted and drive the company’s growth in 2016? Report Available: Nov. 24, 2015   Blueshift’s initial research shows NVDQ’s sales momentum increasing now that its technology is transitioning into the adoption phase. But its SPY fluorescence imaging systems could still be years away from achieving angiography gold standard status, […]

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Abiomed’s Impella Will Drive Growth But Not at Projected 40%

Research Question: Will the Impella propel Abiomed to achieve its 40% growth projections? Companies: ABMD, STJ By: David Franklin Click here to download the report (.pdf)   Summary of Findings The Impella Platform is expected to drive growth for Abiomed Inc. (ABMD) but not at corporate’s 2020 projected sales rate of $1.2 billion to $1.8 billion, […]

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Abiomed Idea Proposal

Abiomed Idea Proposal

Research Question: Will the Impella propel Abiomed to achieve its 40% growth projections? Report Available: October 14, 2015   Blueshift’s initial research shows ABMD’s Impella utilization rate is increasing faster than many had expected in its Q1. ABMD, a leader in heart support technologies, then issued an aggressive five-year strategy which predicted $1.2 billion to $1.8 billion in […]

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Exact Sciences’ Cologuard the Preferred Test for Patients Refusing Colonoscopy (EXAS)

Research Question: Will Exact Sciences’ Cologuard become physician’s screening test of choice for colon cancer? Companies: ABT, BDX, BIOC, BSX, CHEK, CPHD, DGX, EXAS, FMI, GIVN, GSK, IRWD, RHHBY By: David Franklin Click here to download the report (.pdf)   Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard has high clinical value, but it is unlikely […]

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Exact Sciences Whisper

Exact Sciences Whisper

Research Question: Will Exact Sciences’ Cologuard become the colon cancer screening test of choice for physicians? Report Available: August 14, 2015   Blueshift’s initial research shows EXAS’s Cologuard, a non-invasive test for colon cancer, is monetizing at a significant rate following FDA approval and an increased sales staff. But some physicians argue the screener should not be […]

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