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Equipment & Services  // Browsing posts in Equipment & Services

ISRG’s da Vinci Procedure Growth Will Slow in 2013

Research Question: With declining procedure numbers, reduced revenue per procedure and the unknowns surrounding the Affordable Care Act, where is Intuitive Surgical’s runway for growth? By: David Franklin Companies: ISRG Click here to download the report (.pdf)   Summary of Findings Most sources said Intuitive Surgical Inc.’s (ISRG) da Vinci Surgical System and robotic surgery in general are […]

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ResMed’s Hold on CPAP Market Will Be Weakened by CMS Bid Program

Research Question: Will the 47% Medicare reimbursement cut scheduled for July 1 derail ResMed’s growth and give rise to low-cost competition? By: David Franklin Companies: AMS:PHIA/PHG, ASX:SOM, BX, LNCR, NZE:FPH, RMD Click here to download the report (.pdf)   Summary of Findings All 16 sources expect ResMed Inc. (RMD) to lower its prices in order to remain competitive […]

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FTC Settlement Will Chip Away at IDEXX’s Large Lead

Research Question: Is IDEXX’s 70% market share at risk now that an FTC settlement has restored competition in the veterinary diagnostic market? By: David Franklin Companies: ABAX, ABT, HSIC, HSKA, IDXX, MWIV, PDCO, WOOF Click here to download the report (.pdf)   Summary of Findings Twenty of 27 sources think IDEXX Laboratories Inc. (IDXX) is at risk of […]

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ResMed Whisper

ResMed Whisper

Research Question: Will the 47% Medicare reimbursement cut scheduled for July 1, 2013 derail ResMed’s growth and give rise to low cost competition? Companies Covered: ResMed (RMD), Invacare (IVC), Covidien (COV) Report Available: March 8, 2013   Blueshift’s October 2012 ResMed report found Medicare’s competitive bidding program and lower reimbursement rates having no impact on industry market share leaders.  However, new research by […]

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Abiomed Growth Challenged by FDA, DOJ and a Small Patient Group

Research Question: Can Abiomed maintain its current annual growth rate despite investigations into its marketing and labeling practices and the FDA’s ruling for its Impella devices? By: David Franklin Companies: ABMD, STO:GETI-B, THOR Click here to download the report (.pdf)   Summary of Findings Twenty of 26 sources expect Abiomed Inc.’s (ABMD) sales of its Impella products to […]

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IDEXX Laboratories Whisper

IDEXX Laboratories Whisper

Research Question: Is IDEXX’s 70% market share at risk now that an FTC settlement has restored competition in the pet diagnostic market? Companies Covered: IDEXX Laboratories (IDXX), Abaxis (ABAX), Heska (HSKA), & VCA Antech (VCA) Report Available: Feb. 20, 2013   Blueshift’s initial research shows that despite IDEXX’s market leading position in the point-of-care (POC) pet […]

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ResMed Secure in CPAP Position Despite Increased Challenges

Research Question: Are increased competition, lower reimbursements and the CMS competitive bidding program leading to less market share for CPAP industry leader ResMed? By: David Franklin Companies: AMS:PHIA, PHG, FPH, RMD Click here to download the report (.pdf)   Summary of Findings The CMS’ competitive bidding program and declining reimbursements will not reduce market share for CPAP leaders […]

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ResMed Whisper

ResMed Whisper

Research Question: Is competitive bidding and increased competition leading to a decrease in market share for industry leader ResMed? Companies: ResMed (RMD), Invacare Corp. (IVC), Phillips Resperonics Inc. (PHG)   Initial research by Blueshift indicates ResMed, despite is market leading position, faces several challenges including increased competitive bidding, reimbursement cuts and increased competition from low-cost vendors. […]

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Capital and Operational Costs Will Draw Out Adoption of Edwards’ Sapien

Research Question: Has adoption of the TAVR procedure and Edwards Lifesciences’ Sapien heart valve stalled? By:  David Franklin Companies: ABT, BSX, EW, JNJ, MDT, STJ Click here to download the report (.pdf)   Summary of Findings Broader adoption of TAVR procedures and of Edwards Lifesciences Corp.’s (EW) Sapien valve will occur but only over time because of […]

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Edwards Lifesciences Whisper (EW)

Research Question: Has adoption of Edwards Lifesciences’ Sapien heart valve stalled? Companies Covered: Edwards Lifesciences Corp. (EW), Medtronic Inc. (MDT)   Initial research by Blueshift indicates medical and financial challenges combined with competitive headwinds that may be slowing usage and adoption of the Sapien heart valve.   Observations A Blueshift primary interview with a senior […]

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