Healthcare // Browsing posts in Healthcare
Chembio Diagnostics Idea Proposal (CEMI)
How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? Will Chembio’s DPP COVID-19 System gain and sustain commercial success? Report Available: June 11, 2020 Blueshift’s initial research found the medical/pharma industrial complex engaging in a massive COVID-19 related effort to produce personal protective equipment, coronavirus testing systems and treatments. Over 180 […]
Sientra Inc. Set to Resume Share Gains as Plastic Surgeries Restart (SIEN)
Research Question: How will demand for Sientra’s implants for cancer and aesthetics procedures ramp post COVID-19? Will Sientra’s share gains continue? Companies: ABBV, AGN, JNJ, SIEN By: David Franklin Click here to download report (.pdf) Summary of Findings Demand for breast implant procedures is strong at plastic surgery practices reopening after COVID-19 closures, […]
Exact Sciences’ Telehealth Program a Positive Over Time (EXAS)
Research Question: What effect will Exact Sciences’ telehealth efforts have on Cologuard test numbers during and after COVID-19 quarantines? Companies: EXAS, PFE By: David Franklin Click here to download report (.pdf) Summary of Findings Exact Sciences Corp.’s (EXAS) online Cologuard ordering and telehealth program is not well known, although it is viewed positively by […]
Sientra Idea Proposal (SIEN)
How will demand for Sientra’s implants for cancer and aesthetics procedures ramp post-COVID-19? Will Sientra’s share gains continue? Report Available: May 20, 2020 Blueshift’s initial research found SIEN having to navigate a new set of challenges as elective surgeries are just now resuming. Prior to COVID-19, SIEN turned in strong Q4 2019 results with […]
Align Technology and SmileDirectClub Face Limited Demand Post COVID-19 Shutdown (ALGN, SDC)
Research Question: How will COVID-19 affect demand for clear aligners? Companies: ALGN, HSIC, PDCO, PWG, SDC, STMN.SW, XRAY By: David Franklin Click here to download report (.pdf) Summary of Findings Demand for clear aligners is nonexistent, with no new patients at either Align Technology Inc.’s (ALGN) credentialed dental and orthodontic practices or SmileDirectClub Inc.’s […]
Exact Sciences Idea Proposal (EXAS)
What effect will Exact Sciences’ telehealth efforts have on Cologuard test numbers during and after COVID-19 quarantines? Report Available: May 1, 2020 Prior to the COVID-19 pandemic, Blueshift’s ongoing research found EXAS turning in strong Q4 2019 results with continued growth, acquisitions, and preparing for a strong 2020. Since the coronavirus outbreak, EXAS, like […]
Align and SmileDirectClub Idea Proposal (ALGN, SDC)
How will COVID-19 affect demand for clear aligners? Report Available: April 23, 2020 Blueshift’s initial research found dentists and orthodontists seeing their industry slow to a crawl as it adjusts to the coronavirus. Two-thirds of all dental practices in the U.S. are temporarily closed and patient volume has declined significantly. New patient starts for […]
Amarin’s Vascepa Sales Slowed by Sidelined Sales Team, Patent Suit Loss (AMRN)
Research Question: How will Vascepa sales be impacted by a sales force sidelined because of the coronavirus and a patent infringement suit? Companies: AMRN, GSK, HKMPF, RDY, TEVA By: David Franklin Click here to download report (.pdf) Summary of Findings Amarin Corp. plc’s (AMRN) Vascepa will experience a slowdown in sales because of […]
Tandem and Insulet Will Gain Patients as a Result of the Medtronic Recall (TNDM, MDT, PODD)
Research Question: Will the MiniMed 600 recall result in patient declines for Medtronic and gains for Tandem or Insulet? Companies: ABT, DXCM, MDT, MNKD, PODD, TNDM By: David Franklin Click here to download report (.pdf) Summary of Findings The Class I recall of Medtronic plc’s (MDT) MiniMed insulin pumps is expected to negatively impact […]
Intuitive Surgical Idea Proposal (ISRG)
Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? Report Available: April 8, 2020 Blueshift’s ongoing research found ISRG continuing to dominate the robotic surgery market. Introduced 20 years ago, the da Vinci system has more than 5,000 installed robots and […]
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