Kerrisdale Capital · research-note
Acutus Medical Inc. (AFIB)
29 pages · 0 arc beats · 0 loops
Acutus Medical Inc. (AFIB)
Kerrisdale Capital · 2021-07 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
1 coverage by narrative range · generated from this deck JSON
Narrative range 29 total
Metadata
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Loops
Whole deck 29 slides 100% 29/29 slides 100% 29/29 slides · 170 hits — 0/29 slides
37.9% 11/29 slides · 14 hits 10.3% 3/29 slides — 0/29 slides
— 0/29 slides
Slide inventory
29 every slide · same image gating as the playbook
02
The text is heavily redacted/corrupted in the source image, but the structure is clearly a table of contents.front_matter
03
The text discusses the clinical problem of persistent AF and the technical limitations of existing contact mapping systems like CARTO.summarize
04
The slide uses a 'before-after' framing (traditional vs. AcQMap) to establish the superiority of the AcQMap technology.diagnose_problem
05
This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.preempt_rebuttal
07
The slide uses a medical diagram to explain the normal electrical function of the heart before introducing the concept of arrhythmia.frame_problem
08
This is a text-heavy research note page providing clinical context for a medical device investment thesis.establish_context
09
The slide uses a medical illustration to explain the mechanism of action for a surgical procedure.illustrate_case
10
This is a text-heavy research note page detailing medical trial outcomes and procedural methodologies.analyze_data
11
The slide serves as a critical analysis of current medical standards, positioning Acutus as a solution to the identified clinical void.diagnose_problem
12
The slide serves as a technical primer to establish the baseline technology before contrasting it with Acutus's solution.establish_context
13
This is a text-heavy research note page from Kerrisdale Capital, focusing on the technical flaws of current contact-based mapping technologies in cardiac ablatidiagnose_problem
14
The slide is a text-heavy research note from Kerrisdale Capital critiquing current medical technology.diagnose_problem
15
The slide highlights the technological superiority of AcQMap's non-contact charge-density mapping over traditional contact mapping methods.illustrate_case
16
The slide uses a medical imaging sequence to demonstrate the technological superiority of the AcQMap system over Acutus's legacy mapping.illustrate_case
17
The slide uses clinical trial results as evidence to support the investment thesis regarding the efficacy of the AcQMap technology.present_solution
18
The slide discusses a specific clinical study led by Betts and Wong, contrasting its methodology and outcomes with the UNCOVER trial.cite_precedent
19
The text describes a shift from legacy contact mapping to a new, data-driven taxonomy of AF conduction patterns enabled by AcQMap.diagnose_problem
20
The text highlights specific time-saving metrics (10-15 mins vs 3 mins) and workflow advantages (multiple remappings).summarize
21
This is a text-heavy research note slide summarizing qualitative feedback from Electrophysiologists (EPs).summarize
22
Includes valuation metrics (EV/Revenue) and market opportunity sizing based on procedure volume and addressable market share.size_opportunity
23
This is a standard text-heavy page from a research report rather than a presentation slide.establish_context
24
The slide uses a narrative structure to explain a past financial performance dip while projecting future market growth for Acutus Medical.summarize
25
This is a text-heavy research note page detailing the 'stumbles' of Acutus Medical and the subsequent resolution of these issues.diagnose_problem
26
This is a standard text-heavy research report page rather than a traditional presentation slide.summarize
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This is a text-heavy research note slide summarizing the investment case.summarize