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Slide 1
Kerrisdale Capital research note; long position disclosure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The text discusses the clinical problem of persistent AF and the technical limitations of existing contact mapping systems like CARTO.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a 'before-after' framing (traditional vs. AcQMap) to establish the superiority of the AcQMap technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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Kerrisdale Capital research note page 6.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a medical illustration to explain the mechanism of action for a surgical procedure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note page detailing medical trial outcomes and procedural methodologies.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide serves as a critical analysis of current medical standards, positioning Acutus as a solution to the identified clinical void.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide serves as a technical primer to establish the baseline technology before contrasting it with Acutus's solution.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note page from Kerrisdale Capital, focusing on the technical flaws of current contact-based mapping technologies in cardiac ablation.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide is a text-heavy research note from Kerrisdale Capital critiquing current medical technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide highlights the technological superiority of AcQMap's non-contact charge-density mapping over traditional contact mapping methods.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a medical imaging sequence to demonstrate the technological superiority of the AcQMap system over Acutus's legacy mapping.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses clinical trial results as evidence to support the investment thesis regarding the efficacy of the AcQMap technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide discusses a specific clinical study led by Betts and Wong, contrasting its methodology and outcomes with the UNCOVER trial.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The text highlights specific time-saving metrics (10-15 mins vs 3 mins) and workflow advantages (multiple remappings).Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note slide summarizing qualitative feedback from Electrophysiologists (EPs).Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a standard text-heavy page from a research report rather than a presentation slide.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a narrative structure to explain a past financial performance dip while projecting future market growth for Acutus Medical.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note page detailing the 'stumbles' of Acutus Medical and the subsequent resolution of these issues.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a standard text-heavy research report page rather than a traditional presentation slide.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note slide summarizing the investment case.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide argues that CareDx effectively monetized the research process itself, creating a conflict of interest and a circular revenue model.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
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The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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This is a research note page from Kerrisdale Capital, focusing on competitive analysis and product obsolescence.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide discusses the impact of PAMA rules on Medicare reimbursement and the potential for price competition between Natera and CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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This is a research note from Kerrisdale Capital criticizing CareDx's market sizing methodology.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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This is a text-heavy research note page from a Kerrisdale Capital report.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide uses a 'Valuing CareDx like Natera' comparison to justify a -70% downside estimate.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
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Slide 1
The slide functions as a classic short-seller research note introduction, establishing the thesis and the firm's position.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit