TMDX is a 27% position for me, making it #2 (#1 is an auto company that also makes batteries). Yes, that’s irresponsible. Yes, I’m up 40% since I bottomed out the first week of January.
TMDX is currently losing money but has some good things going for it:
- Triple digit revenue growth
- Razor and blade model (sound familiar?)
- May turn profitable this year… the numbers are swinging quickly
- There are potential competitors on the horizon, but TMDX has a substantial lead in organ transplant… with tech that WILL broadly increase the organ transplant market
- Approved for heart (go to their website to see a beating heart being transported with their system!), lungs, liver. Going for approval for kidney… it WILL happen.
IMO, this is the next big medical tech investment opportunity, as revolutionary (and profitable for investors) as Intuitive Surgical has been.
Yeah, it sounds like I write marketing copy for the Fool…LOL. I invite folks to go to their website and check it out for yourselves.
As for AnalogKid’s statement that TMDX could conceivably take over the role that the OPOs fill… that certainly appears to be in the cards.
Yes, I’m short on detail in this post. Go check out the detail for yourselves… something you would likely do even if I did an exhaustive (and IMO unnecessary) analysis here. 
Rob
He is no fool who gives what he cannot keep to gain what he cannot lose.