Biotechnology // Browsing posts in Biotechnology
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 […]
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 […]
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 […]
Dexcom Growth to Continue Despite Expected Competition from Libre 2 (DXCM)
Research Question: Will Abbott’s new low-cost/high-tech FreeStyle Libre 2.0 take share from Dexcom’s G6, or is the CGM market big enough for both to thrive? Companies: ABT, DXCM, GOOG/GOOGL, MDT, NMRD, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf) Summary of Findings Growth and adoption of Dexcom Inc.’s (DXCM) G6 […]
DexCom Idea Proposal (DXCM)
Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019 Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]
Axogen’s Changes Are Necessary and Positive, But Growth Will Be Slow and Steady (AXGN)
Research Question: Will new leadership and a more aggressive sales effort help Axogen capture more of its total addressable market? Companies: AXGN, CVE:NGEN, IART, SYK By: David Franklin Click here to download report (.pdf) Summary of Findings Axogen Inc.’s (AXGN) leadership changes and sales team expansion are viewed as positives by the surgical supply […]
AxoGen Idea Proposal (AXGN)
Will new leadership and a more aggressive sales effort help AxoGen capture more of its Total Addressable Market? Report Available: April 3, 2019 Blueshift’s initial research found AXGN, a leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, bringing on new executive leadership, hiring additional sales professionals, and preparing […]
Exact Sciences’ Cologuard Has a Long Runway of Growth Ahead (EXAS)
Research Question: How much runway is left for Exact Sciences’ Cologuard test as it kicks off its joint sales and marketing agreement with Pfizer? Companies: EXAS, FRA:ECX, GH, PFE By: David Franklin Click here to download (.pdf) Summary of Findings Exact Sciences Corp.’s (EXAS) Cologuard has a significant runway left for growth among the […]
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 […]
Indivior’s Sublocade Idea Proposal (INDV)
Is the launch of Indivior’s Sublocade on track? Is the treatment community ready to adopt Sublocade? Report Available: July 12, 2018 Blueshift’s initial research found INDV highly optimistic about its recently approved drug Sublocade, a monthly injection of buprenorphine used to treat Opioid Use Disorder (OUD). The product is in the early stages of launch […]
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