TransMedics Stock: Margins Down, Concentration Up, Trials Delayed (NASDAQ:TMDX)
· seekingalpha.com
TransMedics' Q2 beat driven by low-margin logistics/pricing, liver concentration risk, delayed ENHANCE/DENOVO catalysts, and rich 45x valuation. See more on TMDX.
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...