Aug. 5 at 2:36 PM
$TMDX In 2024, TMDX projected they would hit 10k annual transplants by 2028. They are on pace to do this in 2026, 2 years early.
In the earnings call yesterday, they projected 30k transplants and
$2 billion in annual revenues by 2032.
If they can hit net margins of 22-25% on
$2 billion in revenues, they will have annual EPS of
$11-
$12.50. A PE of 30 will yield a shareprice of
$330-375.
Will this projection prove to be as conservative as 10k by 2028? This position is a smalI percentage of my portfolio. I can be patient, most will not.
