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Biotechnology  // Browsing posts in Biotechnology

Life Sciences Demand Landscape Idea Proposal (DHR, TMO)

Life Sciences Demand Landscape Idea Proposal (DHR, TMO)

Is the current demand landscape for diagnostics & research equipment industry giants Thermo Fisher and Danaher still strong after several years of COVID-driven purchases? Report Available: July 14, 2022   Blueshift’s initial research found the life sciences diagnostics & research industry coming off a period of accelerated R&D productivity, widespread industry collaboration, and strong public […]

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DexCom and Insulet Idea Proposal (DXCM, PODD)

DexCom and Insulet Idea Proposal (DXCM, PODD)

How will DexCom’s rumored acquisition of Insulet, should it come to fruition, impact the diabetes device industry? Report Available: June 23, 2022   Blueshift’s ongoing research found the MedTech and investment communities abuzz with the Bloomberg News report that DXCM is in talks to acquire PODD. The report notes that a deal could be imminent, […]

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Insulet’s Omnipod 5 a Solid Upgrade–Not Breakthrough Technology (PODD, TNDM, MDT, ABT, DXCM)

Research Question: Will Insulet’s Omnipod 5 take share in the insulin pump market? Companies: ABT, DXCM, MDT, MODD, NVO, PODD, SENS, TNDM, VRTX, ZEAL By: David Franklin Click here to download report (.pdf)   Summary of Findings The pending approval and launch of Insulet Corp.’s (PODD) next-generation insulin pump, Omnipod 5, is considered a welcome […]

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Oct 07 2021 Biotechnology, Healthcare

Exact Sciences’ Expanded Sales Team Will Generate Meaningful Growth (EXAS)

Research Question: Will Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer? Companies: DGX, EPGNY, EXAS, GH, LH, ILMN, NTRA, PFE By: David Franklin Click here to download report (.pdf)   Summary of Findings Exact Sciences Corp.’s (EXAS) altering of its co-promotion agreement with Pfizer […]

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Establishment Labs Holdings Idea Proposal (ESTA)

Establishment Labs Holdings Idea Proposal (ESTA)

What competitive advantage will Establishment Labs bring to the U.S. breast implant market, if any? Will ESTA challenge for meaningful share? Report Available: October 21, 2021   Blueshift Research found ESTA preparing for its entrance into the U.S. breast augmentation and reconstruction market with the hiring of a U.S. commercialization executive and the expansion of […]

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Exact Sciences Idea Proposal (EXAS)

Exact Sciences Idea Proposal (EXAS)

Will Exact Sciences experience growth by nearly doubling its Cologuard sales team after adjusting its joint sales effort with Pfizer? Report Available: October 7, 2021   The co-promotion and sales deal between PFE and EXAS was once touted as a huge boost that could “permanently alter the trajectory of Cologuard.” That deal has been amended […]

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Aug 30 2021 Biotechnology, Healthcare

TELA Bio’s Growth Hampered by COVID; OviTex Adoption Will Increase (TELA)

Research Question: Can TELA Bio navigate the COVID pandemic and challenge the current standard of care to generate meaningful and sustained growth? Companies: ABBV, BDX, IART, JNJ, MDT, TELA By: David Franklin Click here to download report (.pdf)   Summary of Findings TELA Bio Inc.’s (TELA) expanded commercialization initiative of its tissue reinforcement material, OviTex, […]

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Tela Bio Idea Proposal (TELA)

Tela Bio Idea Proposal (TELA)

Can Tela Bio navigate the COVID pandemic and challenge the current standard-of-care to generate meaningful and sustained growth? Report Available: August 30, 2021   Blueshift’s ongoing research found TELA helping to drive the early stages of a shift in the medical community from using plastic polypropylene to natural materials for hernia and abdomen wall repair. […]

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Aurinia Pharmaceuticals Idea Proposal (AUPH)

Will Aurinia’s launch of Lupkynis withstand the challenges of COVID, competition, and the existing standard-of-care to attain significant sales success? Report Available: July 29, 2021   Blueshift’s initial research found AUPH in the early launch stage of its new drug, Lupkynis for the treatment of lupus nephritis (LN). Lupkynis’ approval came on the heels of […]

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Medtronic Losing; Dexcom, Abbott, Insulet Winning in the Diabetes Market (MDT, DXCM, ABT, PODD)

Research Question: Are any of the diabetes wearables market’s key players setting themselves apart and gaining significant share? Companies: ABT, DXCM, MDT, MNKD, PODD, SENS, TNDM   By: David Franklin Click here to download report (.pdf)   Summary of Findings The diabetes wearable market is growing and its key device providers are secure in their […]

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