Jul. 14 at 6:51 PM
The market is punishing
$TMDX, but is it missing the bigger picture?
$TMDX
CEO buying ~
$2M–
$3M of shares should signal confidence, yet the stock has dropped about 34% since the insider purchase.
Key points:
$TMDX has historically never traded below ~4x forward revenue.
Growth remains strong, with FY26 revenue expected to grow around 22% before Europe and kidney expansion fully contribute.
Short-term margin pressure matters less when management is building for a 3–5 year horizon.
2030 goal: 20,000 transplants vs 5,139 in FY25 - a potential 31%+ CAGR in procedure volume.
The stock has been painful short term, but long-term investors may see today’s weakness differently.
