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Equipment & Services  // Browsing posts in Equipment & Services

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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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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