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$TMDX Transmedics head-to-head competitor OrganOx just announced a $142MM equity raise. It sells a virtually identical organ perfusion system. We think they are rapidly eating into TMDX’s market share. OrganOx is private but the size of the round - oversubscribed and

$TMDX TransMedics filed a 24-page reply to our FDA Citizen Petition plus a 9-page reply from their lawyers at Covington and Burling. The length, tone, and manner of argument radiate significant concern. The replies are dated Feb 15 and were submitted quietly, as we saw no 8-K or

$TWST Twist Bioscience has done a good job stretching out their ruse but they can’t avoid reversion to the mean. As the saying goes, you are the average of your four best friends.

$TMDX Our observations prior to Transmedics earnings report. We remain short. 1. Flight data posted by retail investors suggests that the May run-rate is flat with March and down from April. See screenshot. We suspect that TMDX achieved a one-time bump in flights by waiving or

$TMDX Transmedics quarterly results exhibit a signature red flag of late-stage scams: a sudden and unexplained spike in accounts receivable. Our read of the financials leads us to calculate that A/R as % of revenue jumped from 80% of revenue in Q4 to 99% in Q1. Revenue +$22MM

$TMDX We’re examining the Q1 A/R spike more closely, given its magnitude and the high reliability with which A/R anomalies typically presage a meltdown. Abrupt acceleration and change in trend in recent quarters is clear in the chart. We think Transmedics used a similar trick in