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  "documentTitle": "Nevro Corp. (NVRO)",
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  "authorName": "Kir Kahlon",
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  "presentationDate": "2021-01-07 00:00:00",
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  "notes": "Uses a funnel diagram to visualize the market sizing, then juxtaposes it with CEO quotes to highlight the 'hype' narrative.",
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      "text": "The number of times PDN was hyped by the CEO and sell-side on the recent Q3 earnings call - 19 mentions of PDN - is suggestive of its importance to the story.",
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      "text": "PDN: A Significant Opportunity for HF10",
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      "text": "A key part of the Nevro bull case hinges on the company expanding its high frequency stimulation into other indications, notably painful diabetic neuropathy (PDN) of the lower limbs.",
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      "text": "Keith Grossman, CEO, comments 11/5/20: ...a growing level of excitement among our team and our board about this [PDN] opportunity.",
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      "text": "\"...a growing level of excitement among our team and our board about this [PDN] opportunity. So, I would say we are, with each passing month, we get, the more psyched internally about the ability to enter this market and grow a meaningful and defensible business...\" — Keith Grossman, CEO, comments 11/5/20",
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      "text": "Source: NVRO JPM presentation; earnings call transcript.",
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