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The slide presents qualitative evidence from industry representatives to frame AXDX's competitive position as limited by its narrow focus on blood stream infections and reliance on surrogate measurements.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)1 hit
05
The slide uses external citations (FDA approval, peer-reviewed article, ECCMID poster) to build a negative case against the subject technology.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide uses a Q&A format to highlight technical and operational weaknesses in the AXDX Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide uses a combination of technical critique and competitive intelligence (QuantaMatrix interview) to undermine the value proposition of the Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide presents qualitative evidence from industry interviews and literature to argue against the economic viability of the Pheno system.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
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The slide uses a Q&A format to present anecdotal evidence from industry reps and a physician to challenge the market value of rapid diagnostic systems.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Problem (Identify pain)Loop · Zoom In1 hit
10
The slide uses a rhetorical question to challenge the value proposition of rapid diagnostics in the context of standard sepsis care protocols.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
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The slide includes an embedded image of a conference presentation slide showing a diagnostic validity funnel.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
13
The slide uses a screenshot of a company presentation to frame a contradiction, then provides a textual rebuttal based on study methodology.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
14
The slide uses a timeline diagram to illustrate the reduction in time-to-result for blood culture testing.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
15
The slide uses a timeline diagram and a comparison table to challenge AXDX's claimed 75% time advantage.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
16
The slide uses quotes from management (Reichling, Mehren) to demonstrate a deterioration in business metrics over time, specifically comparing Q2 2018 and Q2 2019 expectations.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
17
The slide explains the methodology for deriving average instrument revenue percentages from disparate analyst reports.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
18
The table reconstructs cumulative totals based on the provided bar chart data.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
19
The slide explains the logic behind calculating 'functional system-months' based on contract timing and provides a supporting data table.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
20
The slide contains two tables: one showing quarterly data points and another showing column headers for a larger dataset.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
21
The slide uses a data table to expose a discrepancy between management's claims and the analyst's model.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
22
The chart shows a clear downward trend in reagent revenue per system from Q4 2017 to Q2 2019.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
23
Includes a Q&A excerpt from an investor relations call highlighting the lack of binding minimum test requirements.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
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The slide contains a series of Q&A exchanges followed by a concluding synthesis paragraph.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
25
The slide uses a bearish investment research tone, highlighting risks to the company's business model and clinical validation.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
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This is a short-seller research note analyzing the timeline of a clinical study and management's subsequent actions.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
27
The slide contrasts optimistic management commentary from 2018 with a more cautious tone in 2019.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
28
The slide uses a quote-based analysis to question the credibility of management's focus on 'time to optimal therapy' over 'mortality and length of stay'.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller 1 hit
30
Includes a direct quote from Lawrence Mehren (CEO) to support the argument.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)1 hit
31
The slide uses a skeptical tone to challenge management's guidance, citing specific quarterly placement figures (133, 75, 55) to highlight a downward trend.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The text highlights a contradiction between management's narrative of 'better pricing' strategy and the observed low compliance in clinical studies.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
33
The slide contrasts positive clinical trial data (PHENOMENON study) with negative market sentiment from a sell-side analyst survey.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
34
The slide presents a bearish thesis on AXDX based on primary research (lab surveys) and reimbursement analysis.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
35
Includes a transcript excerpt from a Q2 2019 earnings call regarding NTAP program applications.Accelerate Diagnostics (AXDX) · White Diamond Research
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit