$TMDX management is saying they will accelerate revenues each of the next 3 years from adding CHOPS, OCS 2.0 trials, OCS kidney and international expansion. Their 2026 revenue guidance is currently 22-25% Let’s assume they hit the high end and do 25% which is $757M revs. Next year would need to be at least 25.5% to be considered acceleration… I think it will be higher than that (at least 27-28%) and it could be north of 30% if they become an OPO. This means my base case for 2027 is $950-960M revs with my bull case at $990M+ revs. Which means even in my base case, you can buy $TMDX today at 3.3x 2027 revs before they accelerate revenue growth in 2027, 2028 and 2029 which is definitely not priced into the stock today. If the market starts to believe $TMDX can do $750M revs this y
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