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Pharmaceuticals  // Browsing posts in Pharmaceuticals

DexCom Idea Proposal (DXCM)

DexCom Idea Proposal (DXCM)

Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019   Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]

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HSIC’s Redesign Will Bring Some High-Margin Growth, But AMZN Will Dominate Supplies (PDCO)

Research Question: Will Henry Schein’s latest company redesign be enough to generate growth in its dental and medical supply business and stay ahead of Amazon and other competitors? Companies: AMZN, DHR, HSIC, MCK, MMM, PDCO, SAUHY, WMT, XRAY, ZBH By: David Franklin Click here to download report (.pdf)   Summary of Findings Henry Schein Inc.’s […]

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Amazon Expected to Disrupt and Deeply Penetrate the Healthcare Market (AMZN)

Research Question: How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult for Amazon to overcome? Companies: ABC, AET, AMZN, BRK.A/B, CAH, CI, CVS, ESRX, JPM, MCK, TEVA, TGT, UNH, WBA, WMT By: David Franklin Click here to download report (.pdf)   Summary […]

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Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult to overcome? Report Available: September 13, 2018   Blueshift’s initial and past research found AMZN disrupting the healthcare industry on several fronts. Amazon Business has been selling medical and dental supplies for the […]

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Indivior’s Sublocade Launch Off to Slow Start, Faces Many Challenges (INDV)

Research Question: Will the OUD treatment and patient community adopt monthly buprenorphine injections? What percentage of MAT patients will Sublocade be used for? Companies: ALKS, BDSI, CPH:CAMX, CPH:ORX, LON:INDV, TTNP By: David Franklin Click here to download report (.pdf)   Summary of Findings Although still early, the launch of Sublocade, Indivior plc’s (LON:INDV) monthly injectable […]

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Indivior Sublocade Idea Proposal (LSE:INDV)

Indivior Sublocade Idea Proposal (LSE:INDV)

Is the addiction treatment and patient community going to adopt buprenorphine depot injections? Report Available: July 26, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch and INDV […]

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Indivior’s Sublocade Idea Proposal (INDV)

Indivior’s Sublocade Idea Proposal (INDV)

Is the launch of Indivior’s Sublocade on track? Is the treatment community ready to adopt Sublocade? Report Available: July 12, 2018   Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch […]

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Amazon Will Start to Disrupt U.S. Healthcare System in As Little As Six Months (AMZN)

Research Question: How soon until Amazon’s ventures into the sales and distribution of prescription drug and medical/dental supplies disrupt traditional channels? Companies: ABC, AET, AMZN, BRK.A/B, CAH, COST, CVS, ESRX, HSIC, JPM, MCK, OMI, PDCO, TGT, WBA, WMT, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc. (AMZN) […]

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Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)

Amazon RX and Medical/Dental Supply Idea Proposal (AMZN, HSIC, PDCO)

How soon until Amazon’s venture into RX and medical/dental supply sales and distribution disrupts traditional channels? Report Available: February 22, 2018   Blueshift’s initial research found AMZN putting the prescription drug and medical/dental supply distribution channels on notice. Recent actions by AMZN, which include obtaining pharmacy licenses in 12 states, hiring professional health care staff, and […]

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Camurus and Indivior Set to Significantly Sway the Opioid Abuse Treatment Market (INDV)

Research Question: How will the new long-acting buprenorphine options and changing government rules affect the opioid abuse treatment market? Companies: ALKS, DEPO, LON:INDV, STO:CAMX, STO:ORX, TTNP By: David Franklin Click here to download report (.pdf)   Summary of Findings Weekly and monthly injectable buprenorphine treatments that could significantly affect the medication-assisted treatment (MAT) market for […]

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