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February, 2019  // Posts published in February, 2019

Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

How much runway is left for EXAS’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Report Available: February 15, 2019   Blueshift’s initial research found EXAS producing stellar Q4 and full-year results for its Cologuard test while entering a sales and marketing agreement with PFE aimed at continuing its […]

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Tech Trends: 5G Gives Security Vendors a New Growth Opportunity

Research Question: Which effect will mass access from the introduction of 5G mobility have on network transport, data security and data management? Companies: AMZN, CHKP, CSCO, FTNT, MSFT, NOK, PANW, QCOM, VZ   By: John Harrington Click here to download report (.pdf)   Key Findings The construction of 5G networks is going to move into […]

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Updates from Oil Patch: First-Quarter Demand and Pricing for Oilfield Services Are Flat

Research Question: How will flat capex affect first-quarter demand and pricing for oilfield services? Companies: BAS, FRAC, HAL, HP, PDS, PTEN, RES, RNGR, SLB Click here to download (.pdf)   Highlights Capital spending on oilfield services in the U.S. land markets generally has been flat, as projected in Blueshift Research’s Dec. 20, 2018, report. Sources in […]

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