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Equipment & Services  // Browsing posts in Equipment & Services

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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Sources Less Enthused about ThromboGenics’ Jetrea Post-Trial

Research Question: Will ThromboGenics’ Jetrea gain acceptance as a first-line treatment for VMA/VMT, or will it become a niche treatment? Companies: EBR:THR By: David Franklin Click here to download the report (.pdf)   Summary of Findings ThromboGenics NV’s (EBR:THR) Jetrea is in the early stages of its U.S. launch, and sources have limited experience with the only nonsurgical […]

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Market Share Loss Looms for IDEXX Laboratories

Research Question: Will IDEXX’s product and territory realignment and expanded sales force help it combat rising competition? By: David Franklin Companies: ABAX, HSKA, IDXX, MWIV, WOOF, ZTS Click here to download the report (.pdf)   Summary of Findings Fifteen of 22 sources believe IDEXX Laboratories Inc. (IDXX) risks losing <5% to 15% of its 70% market share of […]

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ResMed, Respironics to Lose Share But Retain CPAP Lead

Research Question: Are ResMed’s product innovation, market expansion, and cost-containment initiatives enough to overcome increasing competition and reimbursement cuts? By: David Franklin Companies: AMS:PHIA/PHG, BX, CFN, COV, FRA:LIN, NZE:FPH, RMD Click here to download the report (.pdf)   Summary of Findings This report confirms sources’ expectations from our March 8 findings that ResMed Inc. (RMD) and Philips Respironics […]

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Boston Scientific Whisper

Boston Scientific Whisper

Research Question: Will Boston Scientific’s new first-in-class S-ICD system overcome supply-chain problems and reverse the company’s recent declines in cardiac device sales? Companies Covered: Boston Scientific (BSX), Abbott Laboratories (ABT), Johnson & Johnson (JNJ), Medtronic (MDT) Report Available: July 19, 2013   Blueshift’s initial research shows strong demand for BSX’s new S-ICD system, but supply-chain issues […]

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ResMed Whisper

ResMed Whisper

Research Question: Are ResMed’s product innovation, market expansion, and cost containment initiatives enough to overcome increasing competition and reimbursement cuts? Companies Covered: ResMed (RMD), Invacare (IVC), & Covidien (COV) Report Available: June 20, 2013   Blueshift’s initial research indicates ResMed attempting to fight off increasing competition from unbranded CPAP manufacturers, though the long-term effectiveness of newly implemented […]

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IDEXX Whisper

IDEXX Whisper

Research Question: Will IDEXX’s product and territory realignment and expanded sales force help it combat rising competition? Companies Covered: IDEXX Laboratories (IDXX), Abaxis (ABAX), Heska Corp (HSKA), & VCA Antech (WOOF) Report Available: June 19, 2013   Blueshift’s initial research indicates IDXX attempting to maintain its dominant market share in the veterinary diagnostic equipment market by […]

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