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Campaigns / White Diamond Research → Accelerate Diagnostics
White Diamond Research vs. Accelerate Diagnostics

Accelerate Diagnostics · AXDX

1 deck published between 2019-09-16 and 2019-09-16 — 41 pages, 39 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. 2019-09-16 initial thesis

    2019 09 AXDX full report Sep 16 new

    41pp · research_note

    AXDX is a one-product company whose Pheno system is a flawed niche diagnostic — missed reagent targets, a looming Mayo-UCLA study failure, and cash burn point to 70% downside to a $6 price target.