{
  "docId": "019dd923-622c-750b-8b98-08d95731b035",
  "docSlug": "4dea9707af58",
  "documentTitle": "AtriCure, Inc. (ATRC)",
  "authorId": "53_Kerrisdale_Capital",
  "authorName": "Kerrisdale Capital",
  "documentKindSlug": "research-note",
  "documentKindLabel": "Research note",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2020-09-01 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 27,
  "pageCount": 34,
  "prevPage": 26,
  "nextPage": 28,
  "slideType": "thesis_headline",
  "function": "frame_problem",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": "The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.",
  "elementsJson": [
    "headline_text",
    "paragraph",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b98-08d95731b035/27",
  "deckHref": "/decks/019dd923-622c-750b-8b98-08d95731b035",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b98-08d95731b035.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-08d95731b035#slide-27",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The resulting pristine safety profile of PFA essentially completely solves the major safety problems associated with ablation.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-0396-73da-b905-fad33a11db82",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.28,
        "w": 0.78,
        "x": 0.11,
        "y": 0.64
      },
      "kind": "list",
      "text": "Tissue selectivity... Speed...",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1131b7eb-a1fe-45bd-b41b-3236bbd06c51",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.75,
        "w": 0.78,
        "x": 0.11,
        "y": 0.17
      },
      "kind": "paragraph",
      "text": "As discussed previously, the two procedures that comprise Convergent... [detailed explanation of thermal ablation risks and PFA mechanism]",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3bc431d5-04e7-4cd9-af6b-cd907d01ff84",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.78,
        "x": 0.11,
        "y": 0.09
      },
      "kind": "title",
      "text": "Pulsed Field Ablation (PFA) is a revolution in the safety and speed of catheter ablation, and will render a lot of surgical ablation obsolete",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8a346774-f196-4ff5-9818-a7386f32f897",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 31,
      "from": 27,
      "beatId": "b2363734-56f3-46ff-abfb-d7590b7e6299",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Victory",
      "beatSlug": "overcoming-monster-the-victory",
      "evidence": "The conclusion presents a clear victory for the thesis that AtriCure's growth is set to short-circuit",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 31,
      "from": 25,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "3723b781-712f-4a89-8ac6-a6365db45803",
      "evidence": "The document presents a clear warning to investors about the risks of not acting",
      "position": 1,
      "objective": "To highlight the cost of inaction for investors who fail to recognize the threat of emerging technologies to AtriCure's business",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}