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TransMedics(TMDX) - 2025 Q1 - Quarterly Results
2025-05-08 20:05
Exhibit 99.1 TransMedics Reports First Quarter 2025 Financial Results Andover, Mass. – May 8, 2025 – 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 reported financial results for the quarter ended March 31, 2025. Recent Highlights "Overall, we are very pleased with our first quarter performance, which we believe underscores the unique attributes of our busines ...
TransMedics Reports First Quarter 2025 Financial Results
Prnewswire· 2025-05-08 20:05
Core Insights - TransMedics Group, Inc. reported strong financial performance for Q1 2025, with total revenue of $143.5 million, representing a 48% increase from $96.9 million in Q1 2024, driven by increased utilization of the Organ Care System (OCS) and logistics services [2][5] - The company raised its full-year 2025 revenue guidance to a range of $565 million to $585 million, indicating a 30% growth at the midpoint compared to the previous year's revenue [6] Financial Performance - Total revenue for Q1 2025 was $143.5 million, a 48% increase compared to $96.9 million in Q1 2024, primarily due to increased OCS utilization in liver and heart transplants [2] - Gross margin for Q1 2025 was 61%, slightly down from 62% in Q1 2024, but up from 59% in Q4 2024, attributed to a higher proportion of service revenue [3] - Operating expenses for Q1 2025 were $60.8 million, up from $47.5 million in Q1 2024, driven by increased research and development investments and organizational growth [4] - Net income for Q1 2025 was $25.7 million, or 18% of revenue, compared to $12.2 million in Q1 2024 [5] Strategic Developments - The company announced plans to open a design center of excellence and a new disposables manufacturing facility in Mirandola, Italy [7] - TransMedics hosted an annual symposium at the ISHLT 45th Annual Meeting, showcasing the clinical value of OCS and NOP through 10 abstracts and presentations [7] Operational Highlights - As of March 31, 2025, TransMedics owned 21 aircraft, supporting its logistics capabilities for organ transportation [7] - Cash reserves stood at $310.1 million as of March 31, 2025, reflecting a strong liquidity position [5]
3 Mid-Cap Medical Stocks Outperforming the Market
MarketBeat· 2025-05-06 16:50
Core Viewpoint - Despite major market indexes like the S&P 500 struggling in 2025, certain mid-cap stocks in the medical and biotechnology sectors are showing strong performance and growth potential, presenting investment opportunities for those looking beyond large-cap stocks [1]. Group 1: Penumbra - Penumbra, Inc. is a high-growth medical devices company with a market capitalization of $11.3 billion, focusing on neuro and vascular interventions [2][3]. - The stock has increased by 23% year-to-date and 43% over the past 12 months, demonstrating resilience amid broader market volatility [2][3]. - The company reported Q1 earnings of $0.83 per share, exceeding estimates by $0.17, with revenue rising 16.3% year-over-year to $324.1 million [3]. - Analysts maintain a Moderate Buy consensus rating, with a price target of $302.40, indicating further upside potential [4]. Group 2: TransMedics Group - TransMedics Group is a commercial-stage medical technology company focused on organ transplant procedures, with a market cap of $92.18 million [6]. - The stock has surged nearly 48% year-to-date, following a breakout above key resistance levels [7]. - Analysts have a Moderate Buy consensus rating, with a price target of $124.20, suggesting up to 35% upside from current levels [8]. Group 3: ADMA Biologics - ADMA Biologics is a biopharmaceutical company specializing in plasma-derived biologics, with a market capitalization of $5.6 billion [10]. - The stock has risen 38% year-to-date and is trading just 7% below its all-time high [10][11]. - The company has a P/E ratio of 29 and a forward P/E of 23, with projected EPS growth of 45% in 2025, supported by a Buy rating from all four analysts covering the stock [11].
Insights Into TransMedics (TMDX) Q1: Wall Street Projections for Key Metrics
ZACKS· 2025-05-05 14:21
Core Insights - TransMedics (TMDX) is expected to report quarterly earnings of $0.29 per share, reflecting a decline of 17.1% year over year, while revenues are forecasted to reach $123.56 million, an increase of 27.6% year over year [1] Group 1: Earnings Estimates - The consensus EPS estimate for the quarter has remained unchanged over the past 30 days, indicating analysts' reassessment of their projections [1][2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term price performance [2] Group 2: Revenue Projections - Analysts project 'Net revenue by OCS product- OCS Lung net revenue' to be $5.19 million, indicating a decline of 8.4% year over year [4] - The consensus estimate for 'Net revenue by OCS product- OCS Liver net revenue' is $87.87 million, reflecting an increase of 31.3% from the previous year [4] - Estimated 'Net revenue by OCS product- OCS Heart net revenue' is $30.01 million, suggesting a year-over-year increase of 28.6% [4] Group 3: Geographic Revenue Estimates - Analysts expect 'Geographic Revenues- United States' to be $119.11 million, indicating a growth of 29.7% from the prior year [5] - The estimate for 'Geographic Revenues- All other countries' is projected at $4.09 million, reflecting a slight decline of 0.1% from the previous year [5] Group 4: Stock Performance - Shares of TransMedics have increased by 33% over the past month, outperforming the Zacks S&P 500 composite, which saw a 0.4% increase [6] - TransMedics holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [6]
1 Beaten-Down Stock to Buy Right Now and Hold for a Decade
The Motley Fool· 2025-04-24 11:45
Core Viewpoint - The recent decline in TransMedics Group's shares presents a potential buying opportunity for long-term investors, despite short-term challenges and market volatility [2][6][16] Company Overview - TransMedics Group specializes in medical technology, particularly the Organ Care System (OCS), which preserves donor organs for transplantation [3][4] - The OCS mimics human physiology, significantly improving the viability of organs compared to traditional cold storage methods [4][11] Recent Performance - TransMedics' shares have dropped by 31% over the past six months due to disappointing quarterly updates, lowered guidance, and a critical report from a short-seller [2][6] - The company turned a profit last year, indicating strong revenue generation capabilities [4] Market Potential - The number of organ donors is expected to grow, with a conservative compound annual growth rate (CAGR) of 5% and an optimistic projection of 12% through 2028 [10] - TransMedics' OCS shows a significant advantage in organ utilization rates, with 87% of organs preserved through OCS being used for transplants compared to only 23% for those stored via cold storage [12] Investment Considerations - The recent sell-off may be justified by slowing revenue growth as the company matures, but the stock is now at a low point not seen in three years [13] - Investors are advised to be cautious of short-seller claims without substantial evidence [15] - TransMedics Group is viewed as a strong long-term investment opportunity for those willing to hold for a decade [16]
TransMedics: Get Some Exposure Despite Market Concerns
Seeking Alpha· 2025-04-23 08:23
In the last six months, TransMedics Group Inc (NASDAQ: TMDX ) stock has fallen more than 50% from its ATH in 2024 due to missing expectations in both earnings and revenue amid Hi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term. While I have a slight bias toward technology companies, I maintain a broad perspective, including opportunities in crypto. I t ...
TMDX DEADLINE TODAY: ROSEN, THE FIRST FILING FIRM, Encourages TransMedics Group, Inc. Investors to Secure Counsel Before Important April 15 Deadline in Securities Class Action First Filed by the Firm – TMDX
GlobeNewswire News Room· 2025-04-15 14:38
NEW YORK, April 15, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of TransMedics Group, Inc. (NASDAQ: TMDX) between February 28, 2023 and January 10, 2025, both dates inclusive (the “Class Period”), of the important April 15, 2025 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased TransMedics securities during the Class Period you may be entitled to compensation without payment of any ...
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in TransMedics Group, Inc. of Class Action Lawsuit and Upcoming Deadlines - TMDX
Prnewswire· 2025-04-14 20:14
NEW YORK, April 14, 2025 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against TransMedics Group, Inc. ("TransMedics" or the "Company") (NASDAQ: TMDX).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.The class action concerns whether TransMedics and certain o ...
INVESTOR DEADLINE TOMORROW: TransMedics Group, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit - TMDX
Prnewswire· 2025-04-14 09:45
Core Viewpoint - The TransMedics Group, Inc. is facing a class action lawsuit alleging violations of the Securities Exchange Act of 1934 due to misleading statements and unsafe practices during the specified class period [1][3]. Group 1: Class Action Details - The class action lawsuit is titled Jewik v. TransMedics Group, Inc., and it allows investors who purchased TransMedics securities between February 28, 2023, and January 10, 2025, to seek appointment as lead plaintiff by April 15, 2025 [1][6]. - The lawsuit alleges that TransMedics engaged in unethical practices, including kickbacks and fraudulent overbilling, which contributed to a lack of safety oversight [3][5]. Group 2: Allegations and Impact - On February 21, 2024, U.S. Representative Paul Gosar accused TransMedics of misconduct, leading to a decline in the company's stock price following media coverage of the allegations [4]. - A report from Scorpion Capital on January 10, 2025, further accused TransMedics of overbilling and providing rejected organs to patients, resulting in another drop in stock price [5]. Group 3: Legal Representation - Robbins Geller Rudman & Dowd LLP is representing investors in this class action lawsuit and has a strong track record in securing monetary relief for investors in securities fraud cases [7].
TMDX Investors Have Final Opportunity to Lead TransMedics Group, Inc. Securities Fraud Lawsuit with the Schall Law Firm
Prnewswire· 2025-04-14 03:55
Core Viewpoint - A class action lawsuit has been filed against TransMedics Group, Inc. for alleged violations of securities laws, claiming the company made false and misleading statements regarding its business practices and safety issues [1][4]. Group 1: Lawsuit Details - The lawsuit pertains to securities purchased between February 28, 2023, and January 10, 2025, during which investors are encouraged to participate before April 15, 2025 [2]. - The complaint alleges that TransMedics generated revenue through kickbacks, overbilling, and coercive tactics, while concealing safety issues and engaging in unsafe practices [4]. Group 2: Investor Representation - The class in this case has not yet been certified, meaning that potential class members are not currently represented by an attorney unless they take action [3]. - Investors who suffered losses are encouraged to contact the Schall Law Firm for a free discussion of their rights [3]. Group 3: Firm Background - The Schall Law Firm specializes in securities class action lawsuits and shareholder rights litigation, representing investors globally [5].