Close

Not a member yet? Register now and get started.

lock and key

Sign in to your account.

Account Login

Forgot your password?

Equipment & Services  // Browsing posts in Equipment & Services

SmileDirectClub Idea Proposal (SDC)

SmileDirectClub Idea Proposal (SDC)

Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Report Available: February 12, 2020   Blueshift’s ongoing research found SDC, the leading direct-to-consumer (DTC) clear teeth straightening provider, battling criticisms and controversies associated with its business model as it sidesteps traditional dental/orthodontic care practices and provides self-applied […]

Read more...

Henry Schein, Patterson Risk Losing Some Repair Revenue Over Customer Dissatisfaction (HSCI, PDCO)

Research Question: 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? Companies: HSIC, PDCO, XRAY   By: David Franklin Click here to download report (.pdf)   Summary of Findings Sources had mixed views regarding “the big three’s”—Henry Schein Inc. (HSIC), […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...

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 […]

Read more...