TransmedicsTMDX
Market Cap: $4.66B
About: TransMedics Group Inc is a commercial-stage medical technology company transforming organ transplant therapy for end-stage organ failure patients across multiple disease states. It has developed the Organ Care System(OCS) to comprehensively address the limitations of cold storage. The OCS is a portable organ perfusion, optimization and monitoring system that utilizes technology to replicate near-physiologic conditions for donor organs outside of the human body. The Company has developed and is commercializing a proprietary system to preserve and deliver human organs for transplant in a near-physiologic condition to address the limitations of cold storage organ preservation.
Employees: 584
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
252% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 29
172% more call options, than puts
Call options by funds: $66.5M | Put options by funds: $24.5M
133% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 14 (+8) [Q2]
99% more capital invested
Capital invested by funds: $2.55B [Q1] → $5.06B (+$2.51B) [Q2]
29% more funds holding
Funds holding: 256 [Q1] → 329 (+73) [Q2]
3.46% less ownership
Funds ownership: 105.4% [Q1] → 101.94% (-3.46%) [Q2]
15% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 113
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Needham Mike Matson 64% 1-year accuracy 72 / 113 met price target | 49%upside $208 | Buy Reiterated | 23 Aug 2024 |
Needham Mike Matson 64% 1-year accuracy 72 / 113 met price target | 49%upside $208 | Buy Initiated | 21 Aug 2024 |
Stephens & Co. George Sellers 53% 1-year accuracy 9 / 17 met price target | 27%upside $178 | Overweight Maintained | 2 Aug 2024 |
Piper Sandler Matt O'Brien 50% 1-year accuracy 22 / 44 met price target | 29%upside $180 | Overweight Maintained | 1 Aug 2024 |
Canaccord Genuity Jason Mills 50% 1-year accuracy 2 / 4 met price target | 21%upside $169 | Buy Maintained | 1 Aug 2024 |
Financial journalist opinion
Based on 8 articles about TMDX published over the past 30 days