TransMedics Group (TMDX) FY Conference June 09, 2025 08:00 AM ET Speaker0 morning, and welcome to the twenty twenty five Goldman Sachs Global Healthcare Conference. My name is Phil Cooper. I'm part of David Roman's U. S. Med tech and health care IT team. We're pleased to be joined by TransMedics this morning. We have the founder, president, and CEO, Waleed Hassanein, and CFO, Gerardo Hernandez. Before we begin, I have some disclosures that I'm gonna try and read really quickly. We are required to make certa ...

Summary of TransMedics Group (TMDX) FY Conference June 03, 2025 Company Overview - **Company**: TransMedics Group (TMDX) - **Industry**: Organ transplantation technology and services Core Points and Arguments 1. **Unique Position in Organ Transplantation**: TransMedics operates in a unique space within organ transplantation, which is considered the gold standard for treating end-stage organ failure due to its long life expectancy and quality of life benefits for patients [7][8] 2. **Challenges in Organ Transplantation**: The industry faces significant challenges, including a shortage of available organs and the need for improved post-transplant clinical outcomes [8][9] 3. **Innovation in Organ Preservation**: TransMedics has developed the Organ Care System (OCS), which addresses the critical issue of organ preservation, a previously neglected area in organ transplantation technology [11][16] 4. **Market Opportunity**: The company identified a vast opportunity in the underutilization of donor organs, with a significant portion of the donor pool going unused each year [15][23] 5. **National OCS Program (NOP)**: The NOP is a national network that integrates logistics and clinical services to enhance organ transplantation efficiency, operating out of 17 hubs across the U.S. [24][28] 6. **Logistics and Transportation**: TransMedics Logistics provides dedicated air and ground transportation for transplant missions, significantly improving the efficiency of organ transport [29][30] 7. **Successful Transplant Outcomes**: Over the last two years, the NOP model has facilitated more than 9,000 successful transplants, contributing to a double-digit growth in heart and liver transplants [36][37] 8. **Future Growth Catalysts**: The company plans to launch new technologies and expand its services, including kidney transplantation, which could add 30,000 procedures annually in the U.S. alone [22][42] 9. **Cost Efficiency**: TransMedics offers a zero-cost model for transplant programs if an organ is not transplanted, alongside significant cost reductions in logistics, enhancing its value proposition [49][50] Additional Important Content 1. **Technological Advancements**: The OCS technology allows for continuous perfusion of organs, maintaining their viability outside the human body, which is a significant advancement over traditional preservation methods [19][21] 2. **Integration with Clinical Operations**: The NOP Logistics Command Center coordinates all aspects of organ transport and transplantation, ensuring real-time visibility and efficiency [31][34] 3. **Regulatory Engagement**: The company is actively engaged with the FDA for new technology approvals, aiming for launches in late 2025 [43] 4. **Long-term Vision**: TransMedics aims to transform from a preservation technology company to an organ enhancement company, focusing on improving transplant outcomes and increasing the volume of organ transplants [41][43] 5. **Market Positioning**: The company emphasizes its competitive advantage through its unique service model and logistics integration, which are not matched by competitors in the organ transplantation space [47]

Core Viewpoint - TransMedics Group, Inc. (TMDX) has reached a significant support level and shows potential for investors from a technical perspective due to a "golden cross" formation in its moving averages [1] Technical Analysis - TMDX's 50-day simple moving average has recently broken above its 200-day moving average, indicating a bullish breakout potential [1] - A golden cross is characterized by a downtrend followed by a crossover of the shorter moving average over the longer moving average, leading to a positive trend reversal [2] Performance Metrics - TMDX has experienced a rally of 41.3% over the past four weeks, suggesting strong upward momentum [3] - The company currently holds a 3 (Hold) rating on the Zacks Rank, indicating a potential for further breakout [3] Earnings Outlook - There have been four upward revisions in earnings estimates for TMDX in the past 60 days, with no downward revisions, contributing to a positive earnings outlook for the current quarter [3] - The Zacks Consensus Estimate for TMDX has also increased, reinforcing the bullish sentiment [3][4]

Core Viewpoint - Kuehn Law, PLLC is investigating potential breaches of fiduciary duties by officers and directors of TransMedics Group, Inc. related to shareholder interests [1] Group 1: Allegations Against TransMedics - A federal securities lawsuit claims that insiders at TransMedics misrepresented or failed to disclose critical issues, including the use of kickbacks, fraudulent overbilling, and coercive tactics to generate business and revenue [2] - The lawsuit also alleges that TransMedics engaged in unsafe practices, concealed safety issues, and lacked adequate safety oversight, which increased regulatory scrutiny and risk [2] - As a result of these actions, statements regarding TransMedics' business operations and prospects were deemed materially false and misleading [2] Group 2: Shareholder Actions - Shareholders who purchased TMDX shares prior to February 28, 2023, are encouraged to contact Kuehn Law for potential legal action, as there may be limited time to enforce their rights [3] - Kuehn Law offers to cover all case costs and does not charge its investor clients, emphasizing the importance of shareholder participation in maintaining market integrity [4]

TransMedics Group, Inc. (TMDX) is well-poised for growth in the coming quarters, courtesy of its strength in OCS technology. The optimism, led by solid first-quarter 2025 results, is expected to contribute further. However, concerns due to gross margin pressure and U.S transplant volume headwinds persist.This Zacks Rank #3 (Hold) company has gained 97.8% in the year-to-date period against a 9.9% decline of the industry. The S&P 500 has declined 1.2% in the said time frame.The renowned organ transplant thera ...

TransMedics (NASDAQ: TMDX ) has performed very well over the last month, making back some of the gains from the October 2024 crash, however the stock is still quite a way off from all-time highs, which is one reasonMMMT Wealth is run by Oliver, a CPA working in the financial services sector mainly in private equity, hedge funds, and asset management. MMMT Wealth began in 2023 when Oliver started writing online mainly on X and Substack about investment strategies and stocks. His main aim is to gather insight ...

ANDOVER, Mass., May 20, 2025 /PRNewswire/ -- TransMedics Group, Inc. ("TransMedics") (Nasdaq: TMDX), a medical technology company that is transforming organ transplant therapy for patients with end-stage lung, heart, and liver failure, today announced the company will be participating in two upcoming investor conferences. TransMedics management is scheduled to present at the William Blair 45th Annual Growth Stock Conference in Chicago on Tuesday, June 3, 2025, at 5:00 p.m. EST and participate in a fireside ...

Investors might want to bet on TransMedics (TMDX) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this medical technology company, should get reflected in its stock price. After all, empirical research shows a strong correlati ...

TransMedics (TMDX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing ea ...

TransMedics Group, Inc. (TMDX) delivered earnings per share (EPS) of 70 cents in the first quarter of 2025, which surged 100% year over year. The figure surpassed the Zacks Consensus Estimate by 141.4%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)TMDX’s Revenues in DetailTransMedics registered revenues of $143.5 million in the first quarter, up 48.2% year over year. The figure surpassed the Zacks Consensus Estimate by 16.2%.Per management, the uptick resulted from the increase i ...