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Healthcare  // Browsing posts in Healthcare

SmileDirectClub Sales to Dental Professionals Will Drive Growth, Improve Reputation (SDC)

Research Question: Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Companies: ALGN, HSIC, SDC, STMN, XRAY By: David Franklin Click here to download report (,pdf)   Summary of Findings Opinions on SmileDirectClub Inc.’s (SDC) growth potential were mixed but trending toward continued growth, according to some […]

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SmileDirectClub Idea Proposal (SDC)

SmileDirectClub Idea Proposal (SDC)

Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Report Available: February 12, 2020   Blueshift’s ongoing research found SDC, the leading direct-to-consumer (DTC) clear teeth straightening provider, battling criticisms and controversies associated with its business model as it sidesteps traditional dental/orthodontic care practices and provides self-applied […]

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Allscripts/Northwell Health Joint Venture Key to Future Growth (MDRX)

Research Question: How do Allscripts’ EHR solutions measure up to competitors? Are its EHR solutions and additional modules driving growth? Companies: CERN, MDRX, NXGN, VAR   By: David Franklin Click here to download report (.pdf)   Summary of Findings Allscripts Healthcare Solutions Inc. (MDRX) is a strong competitor in the electronic health record (EHR) mid-market, […]

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Allscripts Idea Proposal (MDRX)

Allscripts Idea Proposal (MDRX)

How do Allscripts’ EHR solutions like Sunrise and Paragon measure up to competitors? Are they driving growth? Report Available: January 16, 2020   Blueshift’s initial research found MDRX entrenched in the booming healthcare IT market. The electronic health records (EHR) and electronic medical records (EMR) market is expected to experience significant increases over the next […]

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Henry Schein, Patterson Risk Losing Some Repair Revenue Over Customer Dissatisfaction (HSCI, PDCO)

Research Question: Can Henry Schein and Patterson defend their high-margin dental equipment maintenance and repair revenue as independent companies and franchises try to disrupt the space? Companies: HSIC, PDCO, XRAY   By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources had mixed views regarding “the big three’s”—Henry Schein Inc. (HSIC), […]

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Henry Schein and Patterson Idea Proposal (HSIC, PDCO)

Henry Schein and Patterson Idea Proposal (HSIC, PDCO)

Can Henry Schein and Patterson defend their high-margin dental equipment maintenance and repair revenue as independent companies and franchises try to disrupt the space? Report Available: November 20, 2019   Blueshift’s ongoing research found the commoditization of the medical and dental supply industry continuing as extensive competition, aggressive pricing, and significant margin pressure builds because […]

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Solid Growth Trends to Continue for Dexcom and Tandem (DXCM, TNDM)

Research Question: Will any headwinds derail the growth trends for Dexcom and Tandem over the next 6 to 12 months? Companies: ABT, DXCM, MDT, NMRD, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings Dexcom Inc.’s (DXCM) and Tandem Diabetes Care Inc.’s (TNDM) growth trends will not be […]

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Oct 16 2019 Biotechnology, Healthcare

Exact Sciences’ Cologuard Growth Will Not be Derailed (EXAS)

Research Question: Will the negative results of the CMS-sponsored cost-effectiveness analysis derail Exact Sciences’ Cologuard sales growth? Companies: EXAS, GHDX, MYGN, PFE By: David Franklin Click here to download report (.pdf)   Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard sales will not be derailed by the negative Centers for Medicare & Medicaid Services (CMS)-sponsored […]

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Align’s Invisalign Share of Mild and Moderate Teeth Misalignment Cases at Risk (ALGN)

Research Question: Will competition continue to slow Align’s clear aligner sales among young adults and teens in North America? Companies: ALGN; HSIC; MMM; SDC; STMN.SW; XRAY By: David Franklin Click here to download report (.pdf)   Key Findings Align’s Invisalign clear aligners are at risk of a sales slowdown in the mild to moderate teeth misalignment […]

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Dexcom and Tandem Idea Proposal (DXCM, TNDM )

Dexcom and Tandem Idea Proposal (DXCM, TNDM )

Will any headwinds derail the growth trends for Dexcom and Tandem over the next six to 12 months? Report Available: October 23, 2019   Blueshift’s continued research of both DXCM and TNDM showed each company executing exceptionally well with great first-half 2019 performances. TNDM continues to post record revenues and achieve significant milestones, though it […]

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