1)Donations are growing
“The number of people who donate after death has increased in recent years. In the U.S., this trend is expected to continue for the foreseeable future. TransMedics sees a compound annual growth rate of 5% as a conservative estimate, and 12% for the optimistic projection, through 2028. This is good for both patients and TransMedics’ business.”
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OCS is a huge step up from traditional cold storage
" . . within the lung transplant space, only 23% of donated organs kept through cold storage end up being used – but 87% of those stored through TransMedics’ OCS are utilized for transplants. That’s a massive difference, which points to TransMedics’ ability to grab an increasingly higher share of this market while increasing its revenue and earnings." -
The Short seller report is just noise