TMDX Plane Purchases follow-up

TMDX reported today that they have purchased their 5th and 6th aircrafts. They are moving fairly quickly.

They participated in the Morgan Stanley Healthcare conference on Monday. I listened to it, but did not hear anything significantly new. The CEO did talk more about “cold perfusion” competition - I think from ExVivo. The CEO sounded confident that TMDX technology is better and he said they would be sharing some data comparing the 2 technologies at a future conference.

I continue to like the company long term, but I also continue to think there could be short term pressure on the stock price.

I still have ~ a 1% position.