Professional
Added to YB: 2025-10-06
Pitch date: 2025-10-01
TMDX [neutral]
TransMedics Group, Inc.
-40.13%
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
$2.2B
Pitch Price
$115.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
19.63
P/E
14.38
EV/Sales
4.12
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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