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Equipment & Services  // Browsing posts in Equipment & Services

Abaxis’ Share Gains Will Have Little Effect on IDEXX’s Lead Position

Research Question: Are Abaxis and Heska taking share from IDEXX Laboratories now that the market has adjusted to a new competitive environment created by last year’s FTC settlement? Companies: ABAX, HSIC, HSKA, IDXX, MWIV, WOOF, ZTS By: David Franklin Click here to download the report (.pdf)   Summary of Findings Abaxis Inc. (ABAX) will gain some share in […]

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IDEXX Whisper

IDEXX Whisper

Research Question: Are Abaxis and Heska gaining share from IDEXX Laboratories now that the market has adjusted to the new competitive environment created by last year’s FTC settlement? Companies Covered: IDEXX Laboratories (IDXX), Abaxis (ABAX), Heska (HSKA), Zoetis (ZTS), VCA Antech (WOOF), MWI Veterinary Supply (MWIV) Report Available: February 26, 2014   Blueshift’s initial research indicates that IDEXX […]

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Medidata Will Dominate Large Pharma But Will See Little Movement Down Market

Research Question: Can Medidata successfully stave off competition from established clinical trial software leaders and open-source solutions? Companies: BIOC, DTRK, HPQ, IBM, MDSO, MRGE, ORCL, PRXL By: David Franklin Click here to download the report (.pdf)   Summary of Findings Medidata Solutions Inc. (MDSO) and Oracle Corp. (ORCL) will remain leaders in the clinical trial software industry serving […]

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Invisalign’s Growth Sustainable, Competition Weak

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies: ALGN, DHR, MMM By: Chris Jenks Click here to download the report (.pdf)   Summary of Findings All 29 orthodontist and dentist sources predict strong growth for clear braces, which are undisputedly led by Align Technology Inc.’s (ALGN) Invisalign. U.S. sources project Invisalign to lead steady growth in clear […]

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Align Technology Whisper

Align Technology Whisper

Research Question: Is Align Technology’s Invisalign growth sustainable? Companies Covered: Align Technology (ALGN) Report Available: November 21, 2013   Blueshift’s initial research shows ALGN seeing significant revenue growth as more teens and adults use its products, while also successfully expanding internationally, though it is still trying to increase its penetration with dentists compared to orthodontists.   Observations […]

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ISRG’s da Vinci Sales and Procedures Will See Slower Growth Rate

Research Question: When will Intuitive Surgical reverse the recent trend of declining sales, slowing procedure growth, increased FDA scrutiny and patient lawsuits? By: David Franklin Companies: ISRG, JNJ, NVDQ Click here to download the report (.pdf)   Summary of Findings Forty-seven of 60 sources said Intuitive Surgical Inc. (ISRG) will continue to post sales and procedure growth as […]

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ResMed, Competitors Cut CPAP Prices to Remain Relevant

Research Question: How are the July 1 CMS reimbursement cuts affecting the CPAP market, and can ResMed maintain its leadership position? By: David Franklin Companies: AET, AMS:PHIA/PHG, BX, CI, ETR:LIN, HNT, HUM, NZE:FPH, RMD, UNH, WLP Click here to download the report (.pdf)   Summary of Findings As in Blueshift Research’s June 21 report, sources expect the […]

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Trius Therapeutics Whisper

Trius Therapeutics Whisper

Research Question: Will sales of Tedizolid surpass the minimum level to activate the contingent rights payments to shareholders of Trius Therapeutics? Companies Covered: Trius Therapeutics (TSRX) Report Available: Sept. 2013   Blueshift’s initial research shows an opportunity for shareholders of Trius Therapeutics to profit significantly from the rights issued by Cubist Pharmaceuticals’ merger proposal should the […]

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ResMed Whisper

ResMed Whisper

Research Question: Can ResMed maintain its market leading position as round 2 CMS reimbursement cuts impact the CPAP market? Companies Covered: ResMed (RMD), Invacare Corp. (IVC), Covidien (COV) & Philips Respironics (Philips Electronics N.V./AMS:PHIA/PHG) Report Available: August 20, 2013   Blueshift’s initial research shows that the second round of Medicare’s national bidding program generated benefits […]

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Trial Sites Report Patient Backlog for BSX’s S-ICD Due to Supply Shortage

Research Question: Will Boston Scientific’s new first-in-class S-ICD system overcome supply-chain problems, achieve widespread adoption and reverse the company’s recent declines in cardiac device sales? By: David Franklin & Linda Richards Companies: ABT, BSX, EW, MDT, STJ Click here to download the report (.pdf)   Summary of Findings Clinical trial sites reported patient demand, easy implantation and minimal issues […]

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