Hey EliteTraders, Dropped a deep dive on TransMedics (TMDX)—they're not just preserving organs anymore, they're building a platform that spans biotech, aviation, and clinical infrastructure. Covered: • Technical setup • Fundamentals & platform flywheel • ESPP asymmetry for employees • TAM vs. execution risk • Global expansion signals • Risks⚠️ • Why their Phenom 300E fleet is more than a flex ✈️ "They don’t just move organs—they move outcomes." Full breakdown here [https://tinyurl.com/TMDXedge]. — Volatility Samurai
TMDX has the tendency to gap here and there. You didn't talk about what happened on 29 oct 2024 9 may 2025 Max the Samurai Killer !
Hi Max, Great callout. You're absolutely right—TMDX’s sharp selloff on Oct 29 and its rebound after May 9 were critical to shaping sentiment. I focused my piece on forward-looking valuation and market positioning, but those inflection points offer important context. Including that volatility would help readers better assess the risk path that led to today’s setup—appreciate you pointing that out. But ya, here's the context: On October 29, 2024, TransMedics stock dropped ~30% after a Q3 earnings miss and early signs of a securities fraud investigation. Allegations included kickbacks, billing fraud, and off-label promotion. On January 10, 2025, a short report from Scorpion Capital intensified the claims, including accusations of organ trafficking. The stock fell another ~5%. However, as of July 2025, no regulatory agency (SEC, DOJ, etc.) has filed charges or confirmed wrongdoing. Multiple law firms (like BFA Law and Scott+Scott) are still pursuing civil class action suits, but nothing has been adjudicated. The company rebounded sharply after a blowout Q1 2025, raising guidance and beating earnings by 141%, which suggests the market is discounting the unresolved claims. - VolatilitySamurai