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iRhythm Holdings, Inc. (IRTC) Presents at Bank of America...
2026-05-14 · via All Articles on Seeking Alpha

iRhythm Holdings, Inc. (IRTC) Bank of America Global Healthcare Conference 2026 May 13, 2026 12:20 PM EDT

Company Participants

Daniel Wilson - CFO & Principal Financial Officer
Lisa Pecora - Senior Vice President of Finance & Investor Relations

Conference Call Participants

Stephanie Piazzola - BofA Securities, Research Division

Presentation

Stephanie Piazzola
BofA Securities, Research Division

[Audio Gap] and Senior Vice President of Finance and IR, Lisa Pecora. So thank you both for being here today.

Daniel Wilson
CFO & Principal Financial Officer

Thanks for having us.

Question-and-Answer Session

Stephanie Piazzola
BofA Securities, Research Division

Maybe we can start with the positive update last week on the LCD. Some of the issues with the proposal were addressed as hoped, and there were some incremental positive updates as well. So it would be good to hear your thoughts on the update and those additional patient population opportunities mentioned.

Daniel Wilson
CFO & Principal Financial Officer

Yes, yes, so thanks again for having us. It's good to be here and good to see you all. So really pleased with where that landed. As you know, kind of the initial language that was drafted had some kind of nuances and some complexities and contradictions that needed to be worked through. And, yes, that's ultimately the reason for the process that CMS runs and the MACs to solicit comments from industry, iRhythm as well as other industry participants all commented through that period, and that feedback was received and the final draft landed in a really favorable spot.

You mentioned additional patient indications, and it was really encouraging to see that systemic emboli as well as pre- and post-TAVR. So really pleased with where the final LCD landed. Ultimately, we believe that increases access, not limits access. And that's on the back of kind of clinical and economic evidence that we presented, obviously, advocacy through