Healthcare // Browsing posts in Healthcare
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 […]
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), […]
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 […]
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 […]
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 […]
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 […]
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 […]
Exact Sciences Idea Proposal (EXAS)
Will the negative results of the CMS-sponsored cost-effectiveness analysis derail EXAS’s Cologuard sales growth? Report Available: October 16, 2019 Blueshift’s current research found EXAS navigating the negative findings of a multitarget stool DNA (mtSDNA) cost-effectiveness report commissioned by the Centers for Medicare and Medicaid Services (CMS) (Cologuard is a mtSNDA screening). Despite posting excellent […]
Align Idea Proposal (ALGN)
Will competition continue to slow Align’s clear aligner sales among young adults and teens in North America? Report Available: October 3, 2019 Blueshift’s initial research found ALGN performing well but projecting slower growth because of sluggishness in its young adult and teen segments in North America and a tough consumer environment in China. Intense […]
Amarin’s Vascepa Has Blockbuster Potential; Strong Sales & Marketing Needed (AMRN)
Research Question: Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Companies: AMRN, AZN, GSK By: David Franklin Click here to download report (.pdf) Summary of Findings Amarin Corp. plc’s (AMRN) Vascepa has the potential to become a blockbuster cardiovascular drug, provided its supplemental New Drug Application (sNDA) is approved and the company can mount […]
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