2025 High Conviction Update: TransMedics, Cut Long Exposure and Move To the Sidelines
TransMedics, a US-based multi-organ technology platform, delivered sizable “beat and raise” in 1Q’25. I launched coverage of the stock in November...
2025 High Conviction: TransMedics, The Market Leader and Disruptor In Organ Transplant Therapy
TransMedics, the world's leader in transforming organ transplant therapy, is my high-risk/high-reward 2025 conviction idea in healthcare sector.
Transmedics Group Inc (TMDX) - Thursday, Oct 24, 2024
TMDX is a high-growth med-tech company specializing in organ transplant therapy. Despite expensive traditional valuation metrics, TMDX offers a...
GLP-1 Drugs – Are They Dessert or Time Bomb to Your Portfolio?
GLP-1s will be the next major opportunity in healthcare, which won't be limited to weight loss drugs. But when they expand new indications,...
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