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Equipment & Services  // Browsing posts in Equipment & Services

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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DexCom Idea Proposal (DXCM)

DexCom Idea Proposal (DXCM)

Will Abbott’s new low cost/high tech Libre 2 take share from DexCom’s G6 or is the continuous glucose monitoring market big enough for both to thrive? Report Available: April 24, 2019   Blueshift’s initial research found DXCM, the leader in developing and commercializing continuous glucose monitoring (CGM) systems, basking in a strong Q4 with several […]

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Axogen’s Changes Are Necessary and Positive, But Growth Will Be Slow and Steady (AXGN)

Research Question: Will new leadership and a more aggressive sales effort help Axogen capture more of its total addressable market? Companies: AXGN, CVE:NGEN, IART, SYK By: David Franklin Click here to download report (.pdf)   Summary of Findings Axogen Inc.’s (AXGN) leadership changes and sales team expansion are viewed as positives by the surgical supply […]

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AxoGen Idea Proposal (AXGN)

AxoGen Idea Proposal (AXGN)

Will new leadership and a more aggressive sales effort help AxoGen capture more of its Total Addressable Market? Report Available: April 3, 2019   Blueshift’s initial research found AXGN, a leader in the development and commercialization of technologies for peripheral nerve regeneration and repair, bringing on new executive leadership, hiring additional sales professionals, and preparing […]

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HSIC’s Redesign Will Bring Some High-Margin Growth, But AMZN Will Dominate Supplies (PDCO)

Research Question: Will Henry Schein’s latest company redesign be enough to generate growth in its dental and medical supply business and stay ahead of Amazon and other competitors? Companies: AMZN, DHR, HSIC, MCK, MMM, PDCO, SAUHY, WMT, XRAY, ZBH By: David Franklin Click here to download report (.pdf)   Summary of Findings Henry Schein Inc.’s […]

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Dental Supply Distribution Idea Proposal (HSIC, AMZN, PDCO)

Dental Supply Distribution Idea Proposal (HSIC, AMZN, PDCO)

Will Henry Schein’s latest company redesign be enough to generate growth and stay ahead of Amazon and other competitors? Report Available: January 8, 2019   Blueshift’s ongoing research found the dental supply market expanding with new competitors challenging for share. In response, HSIC is reshaping the company to better serve and grow its relationships in […]

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Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

Amazon Health Idea Proposal (AMZN, HSIC, PDCO, XRAY)

How deeply can Amazon penetrate the healthcare industry? Where will it have the greatest success? Which barriers will be the most difficult to overcome? Report Available: September 13, 2018   Blueshift’s initial and past research found AMZN disrupting the healthcare industry on several fronts. Amazon Business has been selling medical and dental supplies for the […]

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Share Shifts Away from Patterson to Henry Schein; Amazon a Potential Big Gainer (PDCO, HSIC, AMZN)

Research Question: Has share in the equipment and consumable dental supply market shifted between the three main distributors? Companies: ALGN, AMZN, DHR, HSIC, PDCO, SWX:STMN, TLV:ITMR, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Patterson Companies Inc. (PDCO) is losing some market share to Henry Schein Inc. (HSIC), regional distributors […]

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Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

Dental Supply Idea Proposal (PDCO, HSIC, AMZN)

How is share in the equipment and consumable dental supply market shifting between the three main distributors? Report Available: May 23, 2018   Blueshift’s initial research found PDCO, HSIC and Benco Dental engaged in aggressive competition to maintain and grow their share in the dental supply market. At the same time, they are fending off […]

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Report Update: Nevro’s Senza II Will Open SCS Treatment to a Wider Population (NVRO)

Research Question: What will the FDA’s approval of a smaller Senza mean for Nevro? Companies: ABT, BSX, MDT, NVRO, NVTR By Seth Agulnick Click here to download report (.pdf)   Summary of Findings A physician who does paid consulting work for Nevro Corp. (NVRO) as well as for a competing hardware maker said the newer, […]

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