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TMDX TRANSMEDICS GROUP
New method — thin on intelligence
What they are doing
Digitized organ logistics: Organ Care System + national OCS Program. Not an ML pitch. On the Q2 call: record $190M (+12%), logistics +3%, 86% of air missions on their fleet, guide $773–775M. Four bets: heart/lung trial, OCS Kidney (2026), Europe aviation, NextGen OCS 3.0. New screening coordination service (+1 OPO) could become an intelligence layer later. Class Weight 3 without “AI” — they changed how organs move. A rival cannot buy Copilot and look the same.
Why the score
- Reach 2 not 3: OCS + NOP is one function.
- Weight 2 not 3: they changed how organs move. We are not scoring that as an AI needle this pass.
- Proof 2 not 3: operating context on logistics, not on an algorithm.
What would move it next quarter: Models for viability / matching / routing with a DGF or utilization number.
Open these first
Evidence
em, or OCS TM ; • our ability to expand access to the OCS through our National OCS Program, or NOP TM ; • our ability to improve the OCS platform, including by developing the next generation of the OCS products or expanding into new indications, and the development, and potential commercialization of our OCS Kidney device; • the timing or results of clinical trials fo aller platform and include features such as automation and remote monitoring to enable longer preservation time and organ functi
em, or OCS TM ; • our ability to expand access to the OCS through our National OCS Program, or NOP TM ; • our ability to improve the OCS platform, including by developing the next generation of the OCS products or expanding into new indications and the development, and potential commercialization of our OCS Kidney device; • the timing or results of clinical trials for the prime rate subject to a minimum of 4.0 % or b) the Federal Funds Effective Rate, plus 0.5 %. The Company is obligated to rep
Hassanien on four growth bets; Hernandez on the print
Decks and replay