Jun. 23 at 10:02 AM
$TMDX
TransMedics (NASDAQ: TMDX)
Buy (1)
ESG Score: 63/100
Price Target:
$120.00
Optimizing Kidney Preservation: Eliminating Ischemia, The Vision for OCS Kidney
THE TD COWEN INSIGHT
TMDX's ATC 2026 update showcased the disruptive potential of OCS Kidney, with preclinical data demonstrating 24-hour ischemia-free preservation, continuous viability monitoring, and superior functional recovery versus cold storage. We believe OCS Kidney further strengthens the bull thesis by expanding TMDX's addressable market into the largest transplant category, creating another growth engine.