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Equipment & Services  // Browsing posts in Equipment & Services

Henry Schein and Patterson Idea Proposal (HSIC, PDCO)

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 […]

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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 […]

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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 […]

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Dexcom and Tandem Idea Proposal (DXCM, TNDM )

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 […]

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Align Idea Proposal (ALGN)

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 […]

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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 […]

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Tandem’s Growth Will Expand; Must Continue to Innovate and Improve Sales & Service (TNDM)

Research Question: Can Tandem continue its growth trend as competition intensifies and new technology looms? Companies: DXCM, MDT, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings Tandem Diabetes Care Inc.’s (TNDM) growth trend can continue, as its t:slim insulin pump is highly regarded and demand for pump […]

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Align Technology Idea Proposal (ALGN)

Align Technology Idea Proposal (ALGN)

Can Align maintain share and margins in the face of competitors with lower prices and products that require fewer visits to the dentist? Report Available: June 27, 2019   Blueshift’s initial research found ALGN preforming well despite losing key patents in October 2017 and 2018. ALGN posted back-to-back record revenue in the two previous quarters […]

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Tandem Diabetes Care Idea Proposal (TNDM)

Tandem Diabetes Care Idea Proposal (TNDM)

Can Tandem continue its growth trend as competition intensifies and new technology looms? Report Available: June 19, 2019   Blueshift’s initial research found insulin pump manufacturer TNDM posting its sixth consecutive impressive quarter of growth when just two years ago some questioned if the company could survive. TNDM now has nearly 100,000 patients using its […]

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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 […]

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