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Healthcare  // Browsing posts in Healthcare

Perrigo Recovery Will Happen, Expected to Take Time

Research Question: Will Perrigo recover from a recent string of negative developments to see growth over the short and long term in its three main business lines? Companies: GSK, JNJ, MYL, PRGO, TEVA By: David Franklin Click here to download the report (.pdf)   Summary of Findings Perrigo Co. plc (PRGO) is expected to recover over time […]

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Perrigo Idea Proposal

Perrigo Idea Proposal

Will Perrigo recover from a recent string of negative developments to see short and long term growth in its three main business lines? Report Available: June 10, 2016   Blueshift’s initial research shows uncertainty in the quality of PRGO’s business and their long term trajectory. The company pre-announced Q1 earnings and revenue below Street expectations […]

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Novadaq Idea Proposal

Novadaq Idea Proposal

Will Novadaq successfully grow DermACELL sales to $50 million or more by 2018? Report Available: June 23, 2016   Blueshift’s initial research shows sales of NVDQ’s DermACELL, its acellular dermal matrix (ADM) product used primarily in breast reconstruction, increasing as it becomes part of the company’s fastest growing segment. Management expects it to reach about $10 […]

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Teleflex’s Premium Pricing Strategy Will Prevail Despite Challenges

Research Question: Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Companies: ABMD, ANGO, BCR, BDX, BSX, CAH, CFN, EW, JNJ, KRX:005935, MDT, MMSI, STJ, TFX, TYO:4543 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Teleflex ’s (TFX) strategy of premium pricing […]

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Apr 08 2016 Pharmaceuticals

Market Ready to Adopt Long-Acting Buprenorphine As Opioid Treatment Option

Research Question:Will long-acting implantable and injectable buprenorphine become widely adopted for opioid addiction treatment? Companies: ALKS, BDSI, HRTX, LON:INDV, STO:CAMX, STO:ORX, TLV:TEVA, TSX:GUD, TTNP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Long-acting implantable and injectable buprenorphine is expected to become an important tool and gain a significant foothold […]

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Teleflex Idea Proposal

Teleflex Idea Proposal

Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Report Available: April 20, 2016   Blueshift’s initial research shows TFX has benefited from a broad healthcare/medical device product line, a deep product pipeline, and the ability to command higher prices than the competition. With the healthcare spending growth […]

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Buprenorphine Opioid Addiction Treatment Idea Proposal

Buprenorphine Opioid Addiction Treatment Idea Proposal

Will long acting implantable and injectable buprenorphine become widely adopted for opioid addiction treatment? Report Available: April 8, 2016   Blueshift’s initial research shows that addiction to opioids has skyrocketed to the point of being an epidemic. Current available treatment options face numerous challenges including frequent dosing, poor adherence, high incidence of relapse, and misuse. […]

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Early Warning for ZLTQ’s CoolSculpting: CYNO’s SculpSure Could Cut into Next Year’s Share

Research Question: Can Zeltiq’s CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Companies: AGN, CUTR, CYNO, ELOS, LMNS, NUS, TSE:VRX, ZLTQ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting now faces competition from Cynosure Inc.’s (CYNO) recently approved SculpSure […]

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Novadaq’s SPY Elite: A Solid Technology Facing Moderate Growth Due to Adoption Challenges

Research Question: Will Novadaq’s SPY Elite be widely adopted and drive company growth in 2016? Companies: EPA:MKEA, ETR:SIE, ISRG, NVDQ, TYO:6965 By: David Franklin Click here to download the report (.pdf)   Summary of Findings The medical community considers Novadaq Technologies Inc. (NVDQ) to have innovative and interesting tissue perfusion assessment technology in its product line. […]

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Zeltiq Aesthetics Idea Proposal (ZLTQ)

Zeltiq Aesthetics Idea Proposal (ZLTQ)

Research Question: Can Zeltiq Aesthetics’ CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Report Available: January 15, 2016   Blueshift’s initial research shows ZLTQ investing heavily in sales and marketing, with strong sales results from its CoolSculpting body contouring system. Competing products are coming on strong and some appear to […]

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