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  "documentTitle": "iRhythm Technologies, Inc. (IRTC)",
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      "text": "We believe the integration of smart watches and smartphone-paired devices present far more disruptive healthcare cost reduction potential than iRhythm’s products.",
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      "text": "With asymptomatic testing not the standard of care and cardiologists generally not in favor of PCP prescriptions for monitoring, iRhythm has focused heavily on value-based healthcare organizations that are more open to considering preventive testing today if it can avoid more expensive interventions in the future. However, we question the ROI and impact on outcomes.",
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      "text": "Stepping into the asymptomatic market and asking for, what, $250, what you said, or $500 or $750, I think this would be impossible. If you just say, it's like this, okay, we want to put, let's say, 12 million Zios, everybody will say, okay, forget it...As much as it sounds great for the company, but it's not realistic. — Director at Philips Healthcare, 6/27/24",
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      "text": "Source: Tegus, Spruce Point research",
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      "text": "Factors Negatively Impacting Value-Based ROI Calculations For Arrhythmia Screening",
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