Biotechnology // Browsing posts in Biotechnology
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 […]
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 […]
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, […]
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. […]
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 […]
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 […]
Cardiovascular Systems Idea Proposal (CSII)
Will Cardiovascular Systems extend its growth trend, or will it be disrupted by ShockWave and other competitors? Report Available: March 10, 2021 Blueshift’s initial research found the coronary artery disease (CAD) and peripheral artery disease (PAD) treatment space poised for solid recovery as the coronavirus pandemic medical procedure moratorium begins to subside. Two device […]
Neuronetics Faces Significant Headwinds to Reinvigorate Growth (STIM)
Research Question: Will Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth? Companies: BWAY, GTMS, NXTMH.HE, STIM By: David Franklin Click here to download report (.pdf) Summary of Findings Neuronetics Inc.‘s (STIM) business model, requiring psychiatric practices and TMS (transcranial magnetic stimulation) clinics to spend significant sums to acquire […]
Neuronetics Idea Proposal (STIM)
Will Neuronetics’ C-suite changes, new treatment indication, expanded reimbursement, and new positive data reinvigorate growth? Report Available: November 4, 2020 Blueshift’s initial research found STIM, a leader in providing transcranial magnetic stimulation (TMS) therapy equipment and support for the treatment of Major Depressive Disorder (MDD), navigating through the coronavirus, which has had a significant […]
Slow and Steady Recovery Likely for Axogen (AXGN)
Research Question: Is the stronger-than-expected second-quarter demand Axogen experienced for its nerve regeneration products sustainable? Companies: ABBV, AXGN, HSIC, IART, SYK By: David Franklin Click here to download report (.pdf) Summary of Findings Sources were mixed trending positive regarding Axogen Inc.’s (AXGN) ability to sustain the stronger-than-expected Q2 demand for its nerve repair and […]
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