TMDX

Transmedics Group Inc

Healthcare


Presented:04/11/2024
Price:$93.95
Cap:$3.07B
Current Price:$131.84
Cap:$4.40B

Presented

Date04/11/2024
Price$93.95
Market Cap$3.07B
Ent Value$2.82B
P/E RatioN/A
Book Value$4.20
Div Yield0%
Shares O/S32.72M
Ave Daily Vol693,101
Short Int21.18%

Current

Price$131.84
Market Cap$4.40B
TransMedics Group, Inc. operates as a commercial stage medical technology company. The firm engages in the development and commercialization of organ care system platform. It focuses on the preservation of human organs for transplant in a near-physiologic condition to address the limitations of cold storage organ preservation. The company was founded by Waleed H. Hassanein in August 1998 and is headquartered in Andover, MA.

Public companies mentioned herein: TransMedics Group Inc. (TMDX)

Highlights

The presenter is short shares of TransMedics (TMDX), a leading provider of pumps used to transport organs between donor and transplant hospitals. With a limited TAM, pricing pressure, growing competition and poor unit economics on its aviation business, the presenter believes the stock is worth $41 vs the current $92, based on approximately $600 million in revenue in 2028, 28% EBITDA margins, 60% gross margins, 15x EBITDA and a 15% discount rate.

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Idea Discussion

Commentor 1 - 2 weeks ago

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