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Idea Proposals  // Browsing posts in Idea Proposals

Amarin Idea Proposal (AMRN)

Amarin Idea Proposal (AMRN)

Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Report Available: September 5, 2019   Blueshift’s initial research found AMRN with its one drug portfolio, Vascepa, growing sales and gearing up for major expansion. Vascepa, an omega-3 acid know as EPA, is derived from fish and has been on the market since 2012 for reducing […]

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Netflix Idea Proposal (NFLX)

Netflix Idea Proposal (NFLX)

Was Netflix’s Q2 subscriber debacle a short-term blip or a major red flag? Report Available: September 12, 2019   Blueshift’s ongoing research found NFLX badly missing its subscriber growth forecasts in Q2. The company blamed its own content slate and predicted a return to robust growth in the second half of the year. But there […]

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CarMax Idea Proposal (KMX)

CarMax Idea Proposal (KMX)

Can CarMax sustain its growth trend as it continues to add stores and expand its omnichannel sales platform? Report Available: August 21, 2019   Blueshift’s initial research found KMX, the nation’s largest used car dealer, building on its FYQ4 2019 sales uptick with a solid FYQ1 2020 performance. CEO Bill Nash cited “strong growth in […]

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Slack Idea Proposal (WORK)

Slack Idea Proposal (WORK)

Can Slack expand its appeal to a broader audience and stave off Microsoft Teams? Report Available: July 25, 2019   Blueshift’s initial research found WORK’s valuation soaring to lofty heights in its debut on the public markets. The company has been growing rapidly but is still piling up operating losses. Its efforts to expand to […]

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Biosynthetic Cannabinoids Idea Proposal

Biosynthetic Cannabinoids Idea Proposal

Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Report Available: August 8, 2019   Blueshift’s initial research found significant investment in the development of biosynthetic cannabinoids for use in medicines, foods and other products. The biosynthetic process offers the promise of major advantages in cost, scalability […]

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Aerie Pharmaceuticals Idea Proposal (AERI)

Aerie Pharmaceuticals Idea Proposal (AERI)

Can Aerie’s new glaucoma drugs gain share in a market loaded with generics? Will Aerie’s offerings keep pace with or exceed Bausch’s Vyzulta? Report Available: July 24, 2019   Blueshift’s initial research found that after more than 20 years of not having any new glaucoma treatments to lower interocular pressure (IOP), three new drugs hit […]

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Coupa Software Idea Proposal (COUP)

Coupa Software Idea Proposal (COUP)

Can Coupa Software accelerate its revenue and new customer growth? Is its relatively low penetration of enterprises an opportunity or a warning sign? Report Available: July 2, 2019   Blueshift’s initial research found COUP outpacing revenue expectations in its most recent quarter and guiding for 30% revenue growth for the full year. However, the 13-year-old […]

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Cognex Idea Proposal (CGNX)

Cognex Idea Proposal (CGNX)

Will Cognex’s focus on new markets, including logistics, gain traction and drive meaningful growth in 2019? Report Available: July 8, 2019   Blueshift’s initial research found CGNX coming off a disappointing 2018 and working through what is expected to be a challenging 2019. The company is experiencing declining revenues due to reduced capex spending from […]

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Align Technology Idea Proposal (ALGN)

Align Technology Idea Proposal (ALGN)

Can Align maintain share and margins in the face of competitors with lower prices and products that require fewer visits to the dentist? Report Available: June 27, 2019   Blueshift’s initial research found ALGN preforming well despite losing key patents in October 2017 and 2018. ALGN posted back-to-back record revenue in the two previous quarters […]

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Kraft Heinz Idea Proposal (KHC)

Kraft Heinz Idea Proposal (KHC)

Can a new management team and fresh approach pull Kraft Heinz out of a two-year funk? Report Available: June 20, 2019   Blueshift’s initial research found KHC grappling with a host of problems, including consumer trends away from packaged foods, slow growth, and internal accounting issues. The cost-cutting playbook that helped 3G Capital – KHC’s […]

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