IRTC (US)

We estimate that iRhythm (IRTC) faces a 1%-2% growth headwind from a finalized local coverage determination (LCD) on ambulatory cardiac monitoring (ACM), likely to be released in the coming weeks. While we expect the company’s…

With medtech and biopharma companies set to descend on San Francisco next week, below we provide a set of significant policy-related questions for clients to ask management, the answers to which will inform company growth…

With shares of IRTC pressured yesterday amid speculation on the risks associated with a Sept. 25 draft local coverage determination (LCD), we suspect the final version – likely released in March / April – will…