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  "documentTitle": "iRhythm Technologies, Inc. (IRTC)",
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  "presentationDate": "2025-08-18 00:00:00",
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      "text": "We view this as an admission that such devices are clearly good enough to perform initial monitoring on asymptomatic people. And if that is indeed the case, why would any healthcare provider pay $250 for a Zio patch?",
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      "text": "We believe iRhythm downplays the threat posed by the Apple Watch and other consumer devices, particularly high sensitivity/specificity smartphone-paired devices. However, CEO Blackford recently admitted that Apple Watches have been an \"incredible lead generator\" for iRhythm. We view this as an admission that such devices are clearly good enough to perform initial monitoring on asymptomatic people. And if that is indeed the case, why would any healthcare provider pay $250 for a Zio patch?",
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      "text": "I would absolutely agree with it. I think the awareness around cardiac issues is growing, I think, for a couple of different reasons, I think where Apple is a big part of that, I think the Apple Watch has been an incredible lead generator for folks like ourselves that bring patients into see their cardiologists saying, look, I've got an alert alarm that's going off here. — iRhythm CEO Blackford at Goldman Sachs Conference, 6/10/25",
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      "text": "Source: Bloomberg",
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      "text": "iRhythm CEO Blackford at Goldman Sachs Conference, 6/10/25: \"I would absolutely agree with it. I think the awareness around cardiac issues is growing... Apple Watch has been an incredible lead generator...\" iRhythm CMO Turakhia at Investor Day, 9/21/22: \"...this study validated the Apple's irregular pulse detection algorithm in 419,000 enrolled patients...\"",
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      "text": "Historical iRhythm Management Statements Suggest Apple's Technology is More Than Adequate",
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      "text": "iRhythm Can't Have It Both Ways: If The Apple Watch Is Good Enough For \"Lead Generation\", Then It's Good Enough For Asymptomatic Patients",
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