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Equipment & Services  // Browsing posts in Equipment & Services

Intuitive Surgical’s da Vinci Volumes Gaining, Market Dominance Secure (ISRG)

Research Question: How long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue? Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’ s industry-leading da Vinci system? Companies: GMED, ISRG, JNJ, MDT, SNN, TRXC, ZBH By: David Franklin Click here to download report (.pdf) […]

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Chembio Will Benefit from High COVID-19 Antibody Testing Demand (CEMI)

Research Question: Will Chembio’s DPP COVID-19 system gain and sustain commercial success? How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? Companies: ABT, BIM.PA, CEMI, DGX, LH, RHHBY, TMO, 688298:SHA By: David Franklin Click here to download report (.pdf)   Summary of Findings Chembio Diagnostics Inc.’s (CEMI) Dual Path Platform (DPP) COVID-19 […]

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Intuitive Surgical Idea Proposal (ISRG)

Intuitive Surgical Idea Proposal (ISRG)

Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? How long will the COVID-19 slump impact Intuitive Surgical’s procedure and system revenue? Report Available: June 25, 2020   Blueshift’s ongoing research found the suspension of elective surgeries due to COVID-19 negatively impacting […]

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Sientra Inc. Set to Resume Share Gains as Plastic Surgeries Restart (SIEN)

Research Question: How will demand for Sientra’s implants for cancer and aesthetics procedures ramp post COVID-19? Will Sientra’s share gains continue? Companies: ABBV, AGN, JNJ, SIEN   By: David Franklin Click here to download report (.pdf)   Summary of Findings Demand for breast implant procedures is strong at plastic surgery practices reopening after COVID-19 closures, […]

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Align Technology and SmileDirectClub Face Limited Demand Post COVID-19 Shutdown (ALGN, SDC)

Research Question: How will COVID-19 affect demand for clear aligners? Companies: ALGN, HSIC, PDCO, PWG, SDC, STMN.SW, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Demand for clear aligners is nonexistent, with no new patients at either Align Technology Inc.’s (ALGN) credentialed dental and orthodontic practices or SmileDirectClub Inc.’s […]

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Align and SmileDirectClub Idea Proposal (ALGN, SDC)

Align and SmileDirectClub Idea Proposal (ALGN, SDC)

How will COVID-19 affect demand for clear aligners? Report Available: April 23, 2020   Blueshift’s initial research found dentists and orthodontists seeing their industry slow to a crawl as it adjusts to the coronavirus. Two-thirds of all dental practices in the U.S. are temporarily closed and patient volume has declined significantly. New patient starts for […]

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Tandem and Insulet Will Gain Patients as a Result of the Medtronic Recall (TNDM, MDT, PODD)

Research Question: Will the MiniMed 600 recall result in patient declines for Medtronic and gains for Tandem or Insulet? Companies: ABT, DXCM, MDT, MNKD, PODD, TNDM By: David Franklin Click here to download report (.pdf)   Summary of Findings The Class I recall of Medtronic plc’s (MDT) MiniMed insulin pumps is expected to negatively impact […]

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Intuitive Surgical Idea Proposal (ISRG)

Intuitive Surgical Idea Proposal (ISRG)

Are hospitals open to new entrants in the robotic-assisted surgery market or will they stick with Intuitive Surgical’s industry-leading da Vinci system? Report Available: April 8, 2020   Blueshift’s ongoing research found ISRG continuing to dominate the robotic surgery market. Introduced 20 years ago, the da Vinci system has more than 5,000 installed robots and […]

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Insulin Pump Manufacturers Idea Proposal (MDT, PODD, TNDM)

Insulin Pump Manufacturers Idea Proposal (MDT, PODD, TNDM)

Will the recall of Medtronic’s MiniMed 600 result in patient declines for the company and gains for Tandem and Insulet? Report Available: March 26, 2020   Blueshift’s ongoing research found MDT experiencing another insulin pump recall. The U.S. Food and Drug Administration (FDA) has identified the issue as a Class I recall, the most serious […]

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SmileDirectClub Sales to Dental Professionals Will Drive Growth, Improve Reputation (SDC)

Research Question: Are SmileDirectClub’s recent wins driving share gains or will patient complaints about poor performance bring it down? Companies: ALGN, HSIC, SDC, STMN, XRAY By: David Franklin Click here to download report (,pdf)   Summary of Findings Opinions on SmileDirectClub Inc.’s (SDC) growth potential were mixed but trending toward continued growth, according to some […]

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