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Healthcare  // Browsing posts in Healthcare

Wearables Market Still Percolating But Fitbit’s Ionic Not Resonating (FIT)

Research Question: Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share? Companies: AAPL, ASX:CAT, FIT, FOSL, GOOG/GOOGL, GRMN, KORS, KRX:005930/005935 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Demand for basic wearables such as activity trackers should remain strong this holiday season, […]

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Fitbit Idea Proposal (FIT)

Fitbit Idea Proposal (FIT)

Is demand for wearable tech and smartwatches growing? Will the new Ionic help Fitbit regain lost share?   Report Available: December 7, 2017   Blueshift’s initial research found FIT losing ground as its device shipments are declining. It is estimated that by years end, FIT will have fallen to third place in the wearables market with […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will demand for Cologuard tests continue to surge and drive growth for Exact Sciences?   Report Available: December 7, 2017   Blueshift’s ongoing research shows the use of EXAS’ Cologuard test for colorectal cancer screening continuing to gain traction with patients and physicians. Cologuard is picking up endorsements from the medical community and contracts with insurers, […]

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Report Update: Additional Enterprise Source Confirms WageWorks Challenged with ADP Transition (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: ANTM, BNFT, CNDT, FITB, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings An additional interview with a benefits manager for a financial services firm with nearly 5,000 employees […]

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WageWorks’ Growth Stems from Acquisitions Rather Than New Clients (WAGE)

Research Question: Will WageWorks’ organic growth continue at its projected pace of 9% to 14%? Companies: BNFT, CNDT, HQY, MMC, TNET, UMBF, WAGE, WLTW By: Reverdy Johnson Click here to download report (.pdf)   Summary of Findings WageWorks Inc. (WAGE) is more likely to see its growth come from acquisitions rather than organically. Seven of […]

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XRAY’s New Distribution Will Increase Sales and Adoption of Digital Dentistry (XRAY)

Research Question: Will Dentsply Sirona’s new North American distribution agreements accelerate digital dentistry adoption and reverse the company’s recent sales decline? Companies: ALGN, HSIC, IART, MMM, PDCO, SWX:NOBN, SWX:STMN, XRAY, ZBH By: David Franklin Click here to download report (.pdf)   Summary of Findings Dentsply Sirona Inc.’s (XRAY) new distribution agreements with Henry Schein Inc. […]

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Wageworks Idea Proposal (WAGE)

Wageworks Idea Proposal (WAGE)

Will Wageworks’ organic growth continue at its projected pace of 9% to 14%?   Report Available:October 25, 2017   Blueshift’s initial research found a trend toward high-deductible health plans and growth in the consumer-directed benefits market. WAGE is the leader in this space and enters the enterprise selling season with solid growth in RFPs, while […]

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Dentsply Sirona Idea Proposal (XRAY)

Dentsply Sirona Idea Proposal (XRAY)

Will Dentsply Sirona’s new U.S. and Canadian distribution agreements accelerate digital dentistry adoption and reverse its recent sales decline?   Report Available: October 11, 2017   Blueshift’s initial research found XRAY’s sales in decline as dentists wait on purchasing high margin equipment until after the new expanded distribution program starts September 1. XRAY anticipates that […]

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Nevro’s Senza Offers Unique Treatment Option; Adoption and Sales Will Be Steady (NVRO)

Research Question: Is Nevro’s Senza spinal cord stimulation system the best nondrug chronic pain solution? Companies: ABT, BSX, MDT, NVRO, NVTR By: David Franklin Click here to download report (.pdf)   Summary of Findings Nevro Corp.’s (NVRO) Senza system is providing physicians and patients with chronic lower back and leg pain with a unique HF10 […]

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Nevro Idea Proposal (NVRO)

Nevro Idea Proposal (NVRO)

Is Nevro’s Senza spinal cord stimulation system the best non-drug chronic pain solution? Report Available: July 26, 2017   Blueshift’s initial research found NVRO aggressively and successfully ramping up sales of its Senza system. The Senza system has energized the 30-year-old spinal cord stimulation industry with its innovative HF10 high frequency therapy. As the opioid […]

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