Healthcare // Browsing posts in Healthcare
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 […]
Demetrix, Amyris among IP Leaders for Biosynthetic Cannabinoids (ACB, AMRS, FONE, GWPH, OGI, TSX;CRON, TSX:IN, TSX:WEED, XON))
Research Question: Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Companies: ACB, AMRS, CSE:WLLW, FONE, GWPH, OGI, TEVA, TSX:CRON, TSX:IN, TSX:WEED, XON By: Seth Agulnick Click here to download report (.pdf) Summary of Findings A co-founder of Demetrix Inc., the chief science officer of Aurora […]
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 […]
Aerie Pharmaceuticals’ Rhopressa and Rocklatan Will Gain Share, But Slowly (AERI)
Research Question: 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? Companies: AERI, AGN, BHC By: David Franklin Click here to download report (.pdf) Summary of Findings Aerie Pharmaceuticals Inc.’s (AERI) Rhopressa and Rocklatan will gain share in the generic-dominated […]
Align’s Share Secure for Orthodontists But At Risk Among Dentists, At-Home Market (ALGN)
Research Question: Can Align’s Invisalign maintain share in the face of competitors with lower prices and products that require fewer visits to the dentist? Companies: ALGN, HSIC, MMM, SWX:STMN, XRAY By: David Franklin Click here to download report (.pdf) Key Findings Align Technology Inc.’s (ALGN) Invisalign has become the standard of care in the orthodontics […]
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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