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  "documentTitle": "iRhythm Technologies, Inc. (IRTC)",
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  "notes": "Uses a 'before-after' or 'contradiction' structure to undermine corporate claims.",
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      "text": "While generally in line with non-iRhythm users, we are surprised by the high level of physician disagreement, particularly given iRhythm's claims of \"99% physician agreement\".",
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      "text": "While generally in line with non-iRhythm users, we are surprised by the high level of physician disagreement, particularly given iRhythm’s claims of “99% physician agreement”.",
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      "text": "In our cardiologist survey, 66% to 69% of physicians disagreed with the monitor final report more than 20% of the time.",
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      "text": "Red underline for Spruce Point emphasis. Source: iRhythm September 2022 investor day presentation, iRhythm October 2024 investor presentation, Spruce Point research",
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      "text": "Survey results for Extended wear and Telemetry monitors showing disagreement percentages.",
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      "text": "Excerpts From iRhythm Investor Presentations",
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      "text": "Importantly, iRhythm's Claims Of \"99% Physician Agreement\" Seem Unsupportable",
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