Thanks so much for answering all my comments in this thread! Your analysis and follow-ups persuaded me. I have a small position now (20 shares) and a limit order to increase it 10x if the downward momentum continues. Excited to follow this.
Bold statement sir. Is that because of portability or some clinical metric that liberal arts educated me wouldn't understand? Either way I am super bullish on the company since like you said, everyone wins. This feels like a grand slam and I'm trying to be prudent and build a bear case as a check against my excitement.
Because there is no other competition. XVIVO is only for lungs to resuscitate once your brought organs in ice cooler to the recipient hospital. XVIVO can't be used for organ transportation!
Ok me either - I agree with your thesis and started scouring the news for some sort of negative catalyst but couldn't find one. Will definitely monitor this!
Ok so I went down the publicly traded perfusion rabbit hole. There seem to be other competitors in this market like XVIVO and OrganOx. I wonder if that's having an impact. Thanks for answering my questions. Really piqued my curiosity.
Hi there! Your substack caught my attention since I enjoy reading investment analyses for high growth companies in areas outside my expertise. What do you think about the recent performance of TMDX? I'm struggling to understand why it's off it's highs.
Thanks so much for answering all my comments in this thread! Your analysis and follow-ups persuaded me. I have a small position now (20 shares) and a limit order to increase it 10x if the downward momentum continues. Excited to follow this.
oh and standard disclaimer - I own the risks and will do my own diligence. No sense in blaming anyone but me if this somehow goes to zero.
They are no competition by stretch of any imagination. Dare I say only competition is ice cooler
Bold statement sir. Is that because of portability or some clinical metric that liberal arts educated me wouldn't understand? Either way I am super bullish on the company since like you said, everyone wins. This feels like a grand slam and I'm trying to be prudent and build a bear case as a check against my excitement.
Because there is no other competition. XVIVO is only for lungs to resuscitate once your brought organs in ice cooler to the recipient hospital. XVIVO can't be used for organ transportation!
Ah I see that's huge difference I couldn't appreciate looking at the website. They really are going to corner this market then aren't they...
Can't understand why it is dropping despite favorable outcome from Ad Com meeting.
Ok me either - I agree with your thesis and started scouring the news for some sort of negative catalyst but couldn't find one. Will definitely monitor this!
Ok so I went down the publicly traded perfusion rabbit hole. There seem to be other competitors in this market like XVIVO and OrganOx. I wonder if that's having an impact. Thanks for answering my questions. Really piqued my curiosity.
Hi there! Your substack caught my attention since I enjoy reading investment analyses for high growth companies in areas outside my expertise. What do you think about the recent performance of TMDX? I'm struggling to understand why it's off it's highs.