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  "docSlug": "9b248b07037e",
  "documentTitle": "CareDx, Inc. (CDNA)",
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  "authorName": "Kerrisdale Capital",
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  "presentationDate": "2019-07-01 00:00:00",
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  "notes": "The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.",
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      "text": "Consistent with the “evidence-development,” doctors are apparently not finding AlloSure to be useful in treating patients.",
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      "text": "Avg Quarterly Attrition of Surveillance Patients: 25%",
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      "text": "Consistent with the “evidence-development,” doctors are apparently not finding AlloSure to be useful in treating patients.",
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      "text": "To illustrate: As of the end of the 2018 Q4, management stated that “Since launching AlloSure in October 2017, we have provided results to over 6,000 patients...",
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      "text": "“Since launching AlloSure in October 2017, we have provided results to over 6,000 patients which equates to approximately 3% of the total number of living kidney transplant patients.” — CareDx Management (Q4 2018)",
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      "text": "Source: CareDx filings, Management quarterly commentary, Kerrisdale estimates and analysis",
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