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  "documentTitle": "AtriCure, Inc. (ATRC)",
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  "authorName": "Kerrisdale Capital",
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  "presentationDate": "2020-09-01 00:00:00",
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  "notes": "The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.",
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      "text": "Dramatic reductions in catheter ablation procedural times and safety risks will also negatively impact AtriCure's core open-heart business.",
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      "text": "Like many of the most prominent electrophysiologists in the world, we expect the impact of PFA on ablation treatment to be revolutionary... Dramatic reductions in catheter ablation procedural times and safety risks will also negatively impact AtriCure's core.",
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      "text": "documented trial, in which EPs performed both a PVI and PW ablation, provides an interesting point of reference. In the 25 patients included in the study, the average ablation time for the PVIs was 22 minutes, and the PW ablation took an average of 10 minutes.",
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      "text": "While PFA has demonstrated an unmatched safety and speed profile, the method's efficacy has been detailed in several trials over the last two years... 83% showed all 4 of their pulmonary veins electrically isolated... 84% freedom from all atrial arrhythmias.",
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      "text": "PFA is not yet ready for commercialization... EPs involved... told us that efficacy is going to continue to improve over the near term. There are multiple variables in the context of PFA that will affect the durability of the lesions.",
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      "text": "One Year Clinical Outcomes Following Pulsed Field Ablation for Paroxysmal AF — Reddy, VY, et al.",
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      "text": "26 Reddy, VY, et al, One Year Clinical Outcomes Following Pulsed Field Ablation for Paroxysmal AF",
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      "name": "Cost Of Inaction",
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