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Equipment & Services  // Browsing posts in Equipment & Services

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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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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