TransMedics Group Inc. (NASDAQ:TMDX)
Old Forum Content for TMDX
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- joelsg1: $TMDX Down nearly 6% on nothing I can see, Except Grok is hallucinating that they released early and disappointing financials 10/1. This did Not really happen. Real E 10/28. With AI, Never Trust, Always Verify.
- Vcondry: @djgustoso $UBER mine is $crwv ... used to be $tmdx (i'm right the markets wrong ... oh damn I got that backwards again)
- joelsg1: $TMDX "W" I've posted building, above upper BB-L.
- joelsg1: $TMDX Building a beautiful "W" reversal springboard. Long.
- joelsg1: $TMDX Nice reversal to HOD-L.
- joelsg1: $TMDX Up through the 50d, Evercore to $155. Long.
- Cashmere: @joelsg1 $TMDX Looks good. Thanks for this.
- DavidK: @joelsg1 $TMDX own any calls or just common ? Looking to get in but wanted to juice it with options and save capital but don’t see any prices I like
- joelsg1: @DavidK $TMDX Every which way, so both. But note a fledgling competitor $SRTA.
- joelsg1: $TMDX Another great presentation at Baird conference with new and promising details. Next hurdle 50d at $116.
- joelsg1: $TMDX Added.
- joelsg1: $TMDX HOD-L.
- joelsg1: $TMDX Up after fine presentation yesterday at MS conf.
- joelsg1: $TMDX has been a disaster lately since its post-E pop to $145, But remember that it's extremely thin with only 34M shares out and 23% stubbornly short so all moves are magnified. It basically filled the gap with support at $100 and I'm still long from way below. The business is better than fine and perceived competition doesn't really touch its end-to-end organ transplant ecosystem with more applications coming soon. CEO bought $2M in shares at $117. Looking to add around $100, but it's Friday of a short week so perhaps next week.
- Motorman: @joelsg1 $TMDX Thanks for the update, have it on my watchlist to add. Have a small position.
- joelsg1: $TMDX Sold Friday's way itm calls, feels like a $130 pin on a fittingly small scale.
- Onthemark: @joelsg1 $TMDX Sold long position yesterday at $131.29
- joelsg1: @Onthemark $TMDX Nice. I'm still quite long looking for $200 by year end.
- Vcondry: @joelsg1 $TMDX same its not an easy one to hang onto but I can see the potential ... little mini consolidation here
- joelsg1: $FOUR Founder CEO bought $16.3M stock Friday/Monday at $81-83. Turned the stock (just like with $TMDX). Np as yet.
- DavidK: @joelsg1 $FOUR $TMDX read the news clip on his purchase . This was about a 25 % increase in shares he now owns . I don’t follow this company but seems enticing .
- joelsg1: @DavidK $FOUR $TMDX We know there's usually only 1 reason insiders buy their stock, and that goes triple for a founder.
- joelsg1: $TMDX Presenting at Canaccord Growth Conference now. https://wsw.com/webcast/canaccord108/tmdx/2543387
- DavidK: @joelsg1 $FOUR $TMDX and many reasons why an insider might sell that gets misconstrued by the market . Like giving an ex wife some money
- joelsg1: $TMDX As expected, zoomed on late Friday's news CEO bought $2M shares. Trimmed a few itm calls, Golden Rule in effect.
- joelsg1: $TMDX Presenting tomorrow morning 11:30am et at the Canaccord Growth Conf. in its hometown Boston, accessible at investors.transmedics.com.
- Vcondry: @joelsg1 $TMDX Love this company but I always goof up trading it
- joelsg1: @Vcondry $TMDX So thin with large and aggressive shorts, but here's a suggestion: Watch the MACD, buy the volume and when it crosses above the zero line, trim when the black line falls below the red. But this one going much higher.
- Vcondry: @joelsg1 $TMDX appreciate the advice. I definitely like the company and don't see anything in the way of competition for them.
- joelsg1: @Vcondry $TMDX There's that Oxford-based startup I've posted about, but while they have a bulky perfusion machine, they don't have the end-to-end solution $TMDX provides.
- joelsg1: $TMDX CEO bought $2M worth of stock avg. $117.46. Moving up ah, though so thin.
- joelsg1: $TMDX Last week at stellar E announced IDE (Investigations Device Exemption) for lung transplant trial, today announced IDE for heart. Both big new TAMs. Flying-L.
- joelsg1: $TMDX They tried to scalp it this am but now pushing HOD-L. Watching $124.42 to add.
- joelsg1: @woodman $VRT $GEV $META $RBLX $RYCEY $QBTS $SOFI $SEZL What, no $TMDX?
- woodman: @joelsg1 $VRT $GEV $META $RBLX $RYCEY $QBTS $SOFI $SEZL $TMDX - Lol, no I do not. You can't own 'em all....
- joelsg1: @woodman $VRT $GEV $META $RBLX $RYCEY $QBTS $SOFI $SEZL $TMDX Crazy good E, revs growing 40% YoY, eps 200%, Baird to $152, no real competition, Q3 seasonality with summer vacays could dampen mkt reaction and provide new entry, but lots more to come.
- joelsg1: $TMDX Squeeze 'em. (Shorts)
- joelsg1: $TMDX HOD-L. Squeezing 'em.
- joelsg1: $TMDX Taking a $FIG break to note this one hit its head on the 50d and then retraced, but once through that level $124.41 off to ATH of $177.37.
- joelsg1: $TMDX Strong beat and raise, and FDA approval to start lungs trial. Up about half of implied move ah, but let the short covering begin. Boom!
- Obsxllc: @joelsg1 $TMDX what is the current short position?
- joelsg1: @Obsxllc $TMDX Last report 8M shares out of total only 33.8M out.
- Mpower27: @Obsxllc $TMDX 40% short.
- joelsg1: $TMDX Tomorrow is the big E and updated guidance. It's been a painful pb but I'm pretty confident of a big beat/raise based on available flight data and added a few days ago at $100. Extremely thin and extreme short interest. There has been some negative publicity lately about organ transplants generally, but their end-to-end solution remains intact, and their only potential competitor Oxford-based startup is having delays with approval for its perfusion liquids. Implied move above $18 which I think it meets/exceeds. Fingers crossed and Long with a cushion.
- joelsg1: $TMDX Gap fill from round trip last E to $99 then bounce, E next Wed., discredited Scorpion short using NY Times article about organ transplant abuses, but $TMDX actually hero of that story. Still bullish, added at $100.
- geotheo:
- joelsg1: $TMDX Into the gap from last great E, no bueno. And saw article this weekend about abuses in organ harvesting, when the patient is not dead! Yikes, though they're not directly at fault. E 7/30. Here's company description. Still Long from way below. https://biotechhealthx.com/biotech-news/transmedics-tmdx-could-be-the-tesla-of-transplants-heres-why-investors-are-paying-attention/
- joelsg1: $TMDX 2 weeks until E and hopefully increased guide. Canaccord raises from$129 to $142 seeing 6-10% potential rev. increase above $146M est. consensus.
- Onthemark: @joelsg1 $TMDX I have an alert set at 123.50 to add
- joelsg1: @Onthemark $TMDX Agree, it's really thin but I see a big cup with handle to about that level though it overshot. And large short pos .I'm still quite Long.
- joelsg1: $TMDX Back inside the lower BB after last week's drubbing. So thin, moves are amplified, posted bounce trade call spreads working.
- joelsg1: $TMDX Lost the 50d, no bueno, took a triple on July $65 calls.
- joelsg1: $TMDX Back to top of the gap up from last E. Sold next week's calls on break of the 50d as posted but getting tempting. Still, not trying to catch falling knife, esp. on Friday. Extremely thin with large 24% short interest, so watching for some short covering momo to add into E 7/30. Saw they did first lung transplant in Egypt.
- joelsg1: $TMDX Added Aug. $115-140 call spreads.
- joelsg1: $TMDX Latest short interest numbers out show as of 6/13/25 200k reduction from 5/30 as stock increased about 15%. Shorts probably increased with latest 13% drop. My point is that there is still lotsa room for short squeeze around E and updated guidance due 7/30. Long but want to see it get back above 20d at $133.28 to add.
- joelsg1: $TMDX Cowen raises to $170, Top midcap pick. No volume yet, but Good Morning shorts. Long.
- joelsg1: $TMDX After a 17% drop over 3 days, back off the $120 operating table and up 3% today. Hey, it's a trend restart into E 7/30, next stop $132?
- joelsg1: $TMDX Lost the 20d, Trimmed.
- joelsg1: @joelsg1 $TMDX Interim low today $126.01.
- Bert953: $TMDX saying 'good-night nurse."
- Onthemark: @Bert953 $TMDX Wish we knew what the news was
- joelsg1: @Onthemark $TMDX Click my past posts.
- Onthemark: @joelsg1 $TMDX Thanks for the info. I was out yesterday afternoon and missed your after market post. When checking the internet earlier today, I still didn't know what the news was until reading your post.
- joelsg1: @Onthemark $TMDX You're welcome. I'm heavy in this one into next E 7/30. Not happy about this drop, but given how thin large moves are expected. Rolled some profitable itm July calls into new Aug. $125-140 call spreads capturing E.
- joelsg1: $TMDX Rolled profitable July itm calls to Aug. $125-140 call spreads capturing what should be great E and raised guide 7/30, realizing profit on the roll.
- joelsg1: $TMDX Got knifed today on below average volume, always an important metric for this thin stock and lost the 8d for first time since brief drop 6/1. On 6/4, FDA altered the use label on competitor OrganOx's metra liver transplant perfusion machine to eliminate air transport warning, liver is $TMDX's cash horse now so maybe competitive concerns, but Oppenheimer raised to $150 regardless. $TMDX has built a transplant ecosystem from end-to-end, which Organ Ox an offshoot from Oxford Univ. doesn't provide. Of course, I could be (and often am) wrong, so watching the 20d at $132.50 to hold.
- Onthemark: My fav main longs today: $AXON, $KRMN, $PLTR and $TMDX. Fav Long Specs: $ATAT, $PCAPU and $SPRY
- joelsg1: $TMDX Keeps on flying, not getting old even with RSI above 83.
- woodman: @joelsg1 $TMDX - It's been a nice one. Nice job with this.
- joelsg1: $TMDX Blew through that $140 double I posted yesterday. We'll know Friday how many of those 8M shorts covered and get an idea how many more to come.
- camaro69: @joelsg1 $TMDX Great trade
- joelsg1: @camaro69 $TMDX Still alive, think more to come at least through next E around 7/30 and not that much risk if one uses 8d as stop. Of course, super thin.
- joelsg1: $TMDX Red to Green and approaching $140, a double from where this move started 2 months ago. More to go as shorts still need to cover before 7/30 E update.
- joelsg1: $TMDX Tapping $140, an exact double of this 2 month move. We'll know more about shorts when the Nasdaq reports it this Friday after the close. No handle down, so perhaps none back up, which could mean $170.
- joelsg1: $TMDX Riding the 8d since $70, very thin with shorts covering. I'm reminded of adage 'Never short a stock at 6 month high', so took off or rolled all short calls, Long every which way into at least late July E, though gotta expect at least some handle to this cup, down to at least the 20d.
- joelsg1: $TMDX Impressive presentation at Blair conference last night. Piper raised from $125 to $145.
- joelsg1: $TMDX Flight data for current Q ending this month up 18% from last Q, CEO at William Blair Conference tonight 5pm et, held the 8d after another short raid at $130 resistance. Quite Long into next E around 7/30.
- woodman: $TMDX @joelsg1, another move higher today.
- Onthemark: @woodman $TMDX Added this morning
- joelsg1: @woodman $TMDX Yep, holding morning gap. We can almost see shorts covering, and I think this continues through August E.
- camaro69: @woodman $TMDX Nice move
- joelsg1: $TMDX Almost time for late day shorts scurrying
- joelsg1: $TMDX Again, shorts scurrying into the close. I can get so used to this.
- joelsg1: $TMDX Short interest comes out twice a month on NASDAQ, as of 5/15 9.48M shares short when stock was $121, down about 700k shares from last report 4/30 when stock was at $91. More to come, Long.
- joelsg1: $TMDX Watch those shorts cover!
- joelsg1: $PLTR I will let my $80 calls exercise today, same with $TMDX $85s.
- joelsg1: $TMDX NBC tv show Chicago Med supposedly did a show last night about a lung transplant, showing $TMDX perfusion machine to transport. April flight data was positive and May could be even better, leading to hopefully another beat and raise next E 7/30. Short squeezers taking a pause as volume half of past few, but don't think it's close to being done. Adding to share pile by exercising $85 calls today.
- cgendro1: @joelsg1 $TMDX - I watch that show and did see it. :)
- joelsg1: @cgendro1 $TMDX Thanks for confirmation.
- joelsg1: $TMDX Still squeezing, added July $120-145 call spreads.
- joelsg1: $TMDX Short squeeze continuing, as Mayo Clinic extols virtues of $TMDX perfusion systems. https://x.com/medtechmd/status/1921406592789946476/photo/1
- vcondry: @joelsg1 $TMDX thanks again for pointing this one out weeks ago!
- camaro69: @joelsg1 $TMDX What great technology. you mentioned this might happen Nice
- joelsg1: @vcondry $TMDX You're welcome, gap fill almost there to $116.58, Friday's intraday high $120.93 next add. Let's go!!!
- woodman: @joelsg1 $TMDX - Big Island Reversal here as it gaps up this morning (see 10/29/24 gap down). Congrats on this one. You've been a steadfast proponent.
- camaro69: $TMDX, $NET, TTD a few earnings winners from yesterday may be worth watching
- Wolf: @camaro69 $TMDX $NET $NET Nice pullback and bounce.
- joelsg1: $TMDX Power outage here 15 min. in. Fortunately I was able to make a few trades, took some options profits, Golden Rule in effect, and rolled some now itm short strike legs of call spreads up/out for credits. But then power out until now restored. (Reminder to set and adjust stops regularly in case this happens to you and you don't have the Powerwall and possibly Starlink internet. Most generators run on gas which may be cut along with power.) E was mic drop moment, as I thought it might be, and now outside the $16 implied move with a juicy short squeeze in process. Mgmt. is typically cautious with their guide, setting up at least 1 more beat and raise so the short squeeze has legs. If this drops back to the 200d around $100, could provide good entry if you're not already in.
- joelsg1: @woodman $TMDX Thanks, that short squeeze I've been talking about is in motion, the stock trading volume so far is 10% of the entire shares out, and this could fill that entire gap by next E in August, or sooner if the squeeze tightens.
- marklesparkle: @joelsg1 $TMDX I got a double on half a spread Good going
| Stock Price | $143.37 |
| Change | -0.22% |
| Volume | 818,682 |
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Past Month
Leading Peers
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$68.67 18.52%
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$143.37 16.74%
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