Added to YB: 2026-08-26
Pitch date: 2026-08-20
TMDX [neutral]
TransMedics Group, Inc.
+2.73%
current return
Author Info
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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
$3.3B
Pitch Price
$91.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.64
P/E
23.61
EV/Sales
5.51
Sector
Health Care Equipment and Supplies
Category
growth
5 High-Quality MedTech Stocks, Trading Like Broken Ones - TransMedics Group, Inc.
TMDX (quick overview): Top-quality MedTech (Antares 95/100) trading like a broken stock; P/S-to-growth 0.28, sitting ~1% above 200W EMA despite P/S +195% vs history. Wide moat: only firm with FDA-PMA warm perfusion across heart/lung/liver, vertically integrated NOP (86% air missions in-house, service GM 27%→35% QoQ). Catalysts: heart ENHANCE-B & DENOVO Lung approvals end-2026, Germany/Italy NOP rollout 2026-27, OCS Kidney TAM expansion (clinical 2027). Risks: US reimbursement/regulatory dependence, capex-heavy expansion pressuring margins, CEO key-person risk.
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