TransmedicsTMDX
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 Q4 regulatory filings by fund managers ($100M+ AUM)
49% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 83
0.15% more ownership
Funds ownership: 108.82% [Q3] → 108.97% (+0.15%) [Q4]
17% less call options, than puts
Call options by funds: $51.5M | Put options by funds: $62.4M
18% less funds holding
Funds holding: 365 [Q3] → 298 (-67) [Q4]
45% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 119
60% less capital invested
Capital invested by funds: $5.68B [Q3] → $2.28B (-$3.4B) [Q4]
100% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 0 (-9) [Q4]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
JP Morgan Allen Gong 44% 1-year accuracy 4 / 9 met price target | 4%upside $75 | Neutral Downgraded | 17 Dec 2024 |
Piper Sandler Matt O'Brien 64% 1-year accuracy 35 / 55 met price target | 25%upside $90 | Overweight Maintained | 11 Dec 2024 |
Baird Joe Vruwink 49% 1-year accuracy 20 / 41 met price target | 67%upside $120 | Outperform Maintained | 11 Dec 2024 |
Oppenheimer Suraj Kalia 67% 1-year accuracy 16 / 24 met price target | 74%upside $125 | Outperform Maintained | 3 Dec 2024 |
Financial journalist opinion
Based on 159 articles about TMDX published over the past 30 days
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
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

