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Pharmaceuticals  // Browsing posts in Pharmaceuticals

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 […]

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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 […]

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Amarin Idea Proposal (AMRN)

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 […]

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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 […]

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Biosynthetic Cannabinoids Idea Proposal

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 […]

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Aerie Pharmaceuticals Idea Proposal (AERI)

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 […]

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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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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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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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