Added to YB: 2024-12-13
Pitch date: 2024-12-12
TMDX [bullish]
TransMedics Group, Inc.
+87.81%
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
$4.5B
Pitch Price
$65.57
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
TransMedics (TMDX): Positioned for International Expansion and Rebound Growth
TMDX: Next-gen OCS extends organ preservation to 24hrs vs 6hrs, enabling daytime surgeries. Investors underestimate NRP costs vs OCS. Long-term growth beyond 10k transplants (intl, kidney, OCS improvements). Reacceleration expected 2H 2025+. Trades at <5x EV/sales, ~60% GM. Potential misunderstood opportunity for patient investors.
Read full article (1 min)