Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
TMDX [neutral]
TransMedics Group, Inc.
+10.25%
current return
Author Info
No bio for this author
Company Info
TransMedics Group, Inc., a commercial-stage medical technology company, engages in transforming organ transplant therapy for end-stage organ failure patients in the United States and internationally.
Market Cap
$4.5B
Pitch Price
$115.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
35.52
P/E
51.63
EV/Sales
7.99
Sector
Health Care Equipment and Supplies
Category
growth
Infuse Partners Portfolio Holding: TransMedics Group, Inc.
TMDX (holding update): 60% penetration in DCD liver transplants but growth relies on unproven kidney tech (weaker value prop vs 1hr liver shelf-life). OrganOx competition intensifying via Terumo acquisition. International expansion stalled. Bear case: owns 20+ depreciating jets, limited donor pool. Bull case: deep moat, superior post-transplant results, hospital efficiency gains, 4-5x revenue potential.
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