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Equipment & Services  // Browsing posts in Equipment & Services

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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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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