Added to YB: 2024-07-02
Pitch date: 2024-06-30
TMDX [bullish]
TransMedics Group, Inc.
-18.4%
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
$150.91
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: 4x in 5 Years?
TMDX: Revolutionary organ preservation tech w/ 300 patents. Only FDA-approved multi-organ platform. Building logistics network. 8x revenue growth 2021-2023 ($30M to $241M). Q1'24 $12M profit. Wide moat: patents, first-mover, logistics. TAM: 62,404 US transplants by 2029. Potential $3.37B rev, $840M profit by 2029. 4x upside at 20 P/E. Risks: high debt, early profitability.
Read full article (10 min)