TransMedics: Overreaction To Temporary Headwinds (Rating Upgrade)

TransMedics' (NASDAQ: TMDX ) third quarter results were soft, with revenue declining sequentially. I previously suggested that new indications and geographies would be necessary for TransMedics to maintain a high-growth rate. I continue to believe that this is theRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved b ...