Contrarian Corpus
Kerrisdale Capital vs. CareDx, Inc.

CareDx, Inc. · CDNA

1 deck published between 2019-07-01 and 2019-07-01 — 29 pages, 29 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-07-01 initial thesis

    2019 07 CareDx Inc. CDNA

    29pp · research_note

    CareDx is a $1.7bn story built on AllSure, a cfDNA kidney-rejection test that misses 40% of rejections and faces 70% annual patient attrition, competition and Medicare reset — ~70% downside.