Added to YB: 2025-09-16
Pitch date: 2025-09-12
TMDX [bullish]
TransMedics Group, Inc.
-8.74%
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
$4.6B
Pitch Price
$114.84
Price Target
200.00 (+91%)
Dividend
N/A
EV/EBITDA
32.73
P/E
27.65
EV/Sales
7.69
Sector
Health Care Equipment and Supplies
Category
growth
Natan's Notes: I bought more TMDX
TMDX: Organ preservation tech co dropped $140→$105 on Q3 seasonal weakness. Competitor OrganOx sold for 20x sales to Terumo validates space. CEO bullish, made insider buys citing undervaluation. 30%+ growth vs 10-15% for peers yet similar P/S. 20% net margin despite small scale. $200 PT by 2026 vs $115-120 current.
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