TransMedicsTransmedics Group is a US-based medical technology company. It offers warm perfusion systems used in the transport of organs for transplant surgeries. Its organ transplant therapy is used in the treatment of end-stage heart, lung, and liver failure, to patients in the US and internationally.
Transmedics Group is a US-based medical technology company. It offers warm perfusion systems used in the transport of organs for transplant surgeries. Its organ transplant therapy is used in the treatment of end-stage heart, lung, and liver failure, to patients in the US and internationally.
Transmedics is a disruptor in the organ transplant support services industry, providing proprietary technology in its Organ Care System (OCS) for liver, lungs, and heart donation. The company evaluates the viability of organs pre-donation and OCS preserves the quality of organs post-donation.
Source: Transmedics, February 2024 investor presentation. DBD Donor is ‘donation after brain death’ and DCD Donor is ‘donation after circulatory death’.
There is considerable improvement in the longevity of organs stored for transplant surgeries using OCS versus traditional ice storage techniques. There has also been an acceleration in market adoption of this innovative and disruptive technology.
We believe that strong market growth and earnings growth with margin sustainability, are supportive of valuation upgrades.
