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Equipment & Services  // Browsing posts in Equipment & Services

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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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 […]

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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), […]

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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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