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Equipment & Services  // Browsing posts in Equipment & Services

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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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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Amazon Will Start to Disrupt U.S. Healthcare System in As Little As Six Months (AMZN)

Research Question: How soon until Amazon’s ventures into the sales and distribution of prescription drug and medical/dental supplies disrupt traditional channels? Companies: ABC, AET, AMZN, BRK.A/B, CAH, COST, CVS, ESRX, HSIC, JPM, MCK, OMI, PDCO, TGT, WBA, WMT, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings com Inc. (AMZN) […]

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XRAY’s New Distribution Will Increase Sales and Adoption of Digital Dentistry (XRAY)

Research Question: Will Dentsply Sirona’s new North American distribution agreements accelerate digital dentistry adoption and reverse the company’s recent sales decline? Companies: ALGN, HSIC, IART, MMM, PDCO, SWX:NOBN, SWX:STMN, XRAY, ZBH By: David Franklin Click here to download report (.pdf)   Summary of Findings Dentsply Sirona Inc.’s (XRAY) new distribution agreements with Henry Schein Inc. […]

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Nevro’s Senza Offers Unique Treatment Option; Adoption and Sales Will Be Steady (NVRO)

Research Question: Is Nevro’s Senza spinal cord stimulation system the best nondrug chronic pain solution? Companies: ABT, BSX, MDT, NVRO, NVTR By: David Franklin Click here to download report (.pdf)   Summary of Findings Nevro Corp.’s (NVRO) Senza system is providing physicians and patients with chronic lower back and leg pain with a unique HF10 […]

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Steady Growth Trend Continues for the Dental Market (XRAY)

Research Question: What are the current dental industry market conditions? Companies: ALGN, HSIC, PDCO, WEB, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings In a follow-up to Blueshift Research’s 15 report on Dentsply Sirona Inc. (XRAY), dental market conditions continue to fluctuate, but they have improved for all five […]

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Steady Adoption Growth Expected for Dentsply Sirona’s CEREC (XRAY)

Research Question: Will Dentsply Sirona’s merger lead to accelerated adoption of its CEREC CAD/CAM system? Companies: ALGN, HPE, HSIC, MMM, PDCO, XRAY By: David Franklin Click here to download report (.pdf)   Summary of Findings Dentsply Sirona Inc. (XRAY) will see steady growth in the adoption of its CEREC system, according to 14 of 18 dentists, […]

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Teleflex’s Premium Pricing Strategy Will Prevail Despite Challenges

Research Question: Will hospitals continue to accept price hikes for Teleflex’s vascular products when competitors are dropping prices? Companies: ABMD, ANGO, BCR, BDX, BSX, CAH, CFN, EW, JNJ, KRX:005935, MDT, MMSI, STJ, TFX, TYO:4543 By: David Franklin Click here to download the report (.pdf)   Summary of Findings Teleflex ’s (TFX) strategy of premium pricing […]

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Early Warning for ZLTQ’s CoolSculpting: CYNO’s SculpSure Could Cut into Next Year’s Share

Research Question: Can Zeltiq’s CoolSculpting system continue to fend off competitors with similar or superior body contouring products? Companies: AGN, CUTR, CYNO, ELOS, LMNS, NUS, TSE:VRX, ZLTQ By: David Franklin Click here to download the report (.pdf)   Summary of Findings Zeltiq Aesthetics Inc.’s (ZLTQ) CoolSculpting now faces competition from Cynosure Inc.’s (CYNO) recently approved SculpSure […]

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Novadaq’s SPY Elite: A Solid Technology Facing Moderate Growth Due to Adoption Challenges

Research Question: Will Novadaq’s SPY Elite be widely adopted and drive company growth in 2016? Companies: EPA:MKEA, ETR:SIE, ISRG, NVDQ, TYO:6965 By: David Franklin Click here to download the report (.pdf)   Summary of Findings The medical community considers Novadaq Technologies Inc. (NVDQ) to have innovative and interesting tissue perfusion assessment technology in its product line. […]

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