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  "documentTitle": "iRhythm Technologies, Inc. (IRTC)",
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      "text": "We believe the Zio solution is so simple as to make meaningful and sustainable differentiation a challenge. Ultimately, we view the device as highly commoditized and the results reporting activity as persistently labor-intensive.",
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      "text": "Much is made of the use of AI to interpret cardiac monitor data... we show later, despite the AI+CCT redundancy, cardiologists generally still do not trust the final reports.",
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      "text": "Device accuracy would seem to be a major factor... we do not believe either of these features provide significant or sustainable differentiation.",
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      "text": "Source: iRhythm website, iRhythm website, Spruce Point research",
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