Pharmaceuticals // Browsing posts in Pharmaceuticals
Slow and Steady Recovery Likely for Axogen (AXGN)
Research Question: Is the stronger-than-expected second-quarter demand Axogen experienced for its nerve regeneration products sustainable? Companies: ABBV, AXGN, HSIC, IART, SYK By: David Franklin Click here to download report (.pdf) Summary of Findings Sources were mixed trending positive regarding Axogen Inc.’s (AXGN) ability to sustain the stronger-than-expected Q2 demand for its nerve repair and […]
Chembio Diagnostics Idea Proposal (CEMI)
How will sensitivity and specificity concerns impact adoption of COVID-19 point-of-care tests? Will Chembio’s DPP COVID-19 System gain and sustain commercial success? Report Available: June 11, 2020 Blueshift’s initial research found the medical/pharma industrial complex engaging in a massive COVID-19 related effort to produce personal protective equipment, coronavirus testing systems and treatments. Over 180 […]
Amarin’s Vascepa Sales Slowed by Sidelined Sales Team, Patent Suit Loss (AMRN)
Research Question: How will Vascepa sales be impacted by a sales force sidelined because of the coronavirus and a patent infringement suit? Companies: AMRN, GSK, HKMPF, RDY, TEVA By: David Franklin Click here to download report (.pdf) Summary of Findings Amarin Corp. plc’s (AMRN) Vascepa will experience a slowdown in sales because of […]
Amarin’s Vascepa Has Blockbuster Potential; Strong Sales & Marketing Needed (AMRN)
Research Question: Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Companies: AMRN, AZN, GSK By: David Franklin Click here to download report (.pdf) Summary of Findings Amarin Corp. plc’s (AMRN) Vascepa has the potential to become a blockbuster cardiovascular drug, provided its supplemental New Drug Application (sNDA) is approved and the company can mount […]
Demetrix, Amyris among IP Leaders for Biosynthetic Cannabinoids (ACB, AMRS, FONE, GWPH, OGI, TSX;CRON, TSX:IN, TSX:WEED, XON))
Research Question: Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Companies: ACB, AMRS, CSE:WLLW, FONE, GWPH, OGI, TEVA, TSX:CRON, TSX:IN, TSX:WEED, XON By: Seth Agulnick Click here to download report (.pdf) Summary of Findings A co-founder of Demetrix Inc., the chief science officer of Aurora […]
Amarin Idea Proposal (AMRN)
Will Amarin’s Vascepa become the next blockbuster cardiovascular drug? Report Available: September 5, 2019 Blueshift’s initial research found AMRN with its one drug portfolio, Vascepa, growing sales and gearing up for major expansion. Vascepa, an omega-3 acid know as EPA, is derived from fish and has been on the market since 2012 for reducing […]
Aerie Pharmaceuticals’ Rhopressa and Rocklatan Will Gain Share, But Slowly (AERI)
Research Question: Can Aerie’s new glaucoma drugs gain share in a market loaded with generics? Will Aerie’s offerings keep pace with or exceed Bausch’s Vyzulta? Companies: AERI, AGN, BHC By: David Franklin Click here to download report (.pdf) Summary of Findings Aerie Pharmaceuticals Inc.’s (AERI) Rhopressa and Rocklatan will gain share in the generic-dominated […]
Biosynthetic Cannabinoids Idea Proposal
Which companies own the key intellectual property and have the best path to commercialization for biosynthetic cannabinoids? Report Available: August 8, 2019 Blueshift’s initial research found significant investment in the development of biosynthetic cannabinoids for use in medicines, foods and other products. The biosynthetic process offers the promise of major advantages in cost, scalability […]
Aerie Pharmaceuticals Idea Proposal (AERI)
Can Aerie’s new glaucoma drugs gain share in a market loaded with generics? Will Aerie’s offerings keep pace with or exceed Bausch’s Vyzulta? Report Available: July 24, 2019 Blueshift’s initial research found that after more than 20 years of not having any new glaucoma treatments to lower interocular pressure (IOP), three new drugs hit […]
Tandem’s Growth Will Expand; Must Continue to Innovate and Improve Sales & Service (TNDM)
Research Question: Can Tandem continue its growth trend as competition intensifies and new technology looms? Companies: DXCM, MDT, PODD, SENS, TNDM By: David Franklin Click here to download report (.pdf) Summary of Findings Tandem Diabetes Care Inc.’s (TNDM) growth trend can continue, as its t:slim insulin pump is highly regarded and demand for pump […]
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