TransMedics 股價剖析：利潤率下降、集中度增加、臨床試驗延遲 ($TMDX)
· seekingalpha.com
TransMedics 第二季表現超預期主要受低毛利物流及定價驅動，面臨肝臟市場集中度風險、ENHANCE/DENOVO 催化劑延遲以及 45 倍的高昂估值。更多 $TMDX 資訊請見內文。
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions...