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Campaigns / Spruce Point Capital → iRhythm Technologies, Inc.
Spruce Point Capital vs. iRhythm Technologies, Inc.

iRhythm Technologies, Inc. · IRTC

1 deck published between 2025-08-18 and 2025-08-18 — 101 pages, 101 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. 2025-08-18 initial thesis

    2025 08 68a31e5fccb8f610a3cab506_irtc_research_thesis_8 18 2025

    101pp · full_deck

    Spruce Point argues iRhythm hid FDA-flagged Zio AT defects that killed patients and faces a DOJ cover-up probe; commoditized tech and an overstated asymptomatic market imply 40-70% downside.