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← @jonahlupton

$TMDX

BULLISH2026-08-19
Price around the call
↑ 2026-08-19
By horizonMaturing · ~6 trading days to go
1d
✓ +3.9%
5d
…
21d
…
Original post
Jonah Lupton · 2026-08-19

$TMDX just filled the gap from Q1 earnings, now up +58% from the lows, congrats to everyone that stayed patient, added to their position on the pullback and was willing to overlook some short term margin compression... choosing to remain focused on the long term which should include 2027, 2028 and 2029 giving us accelerating revenue growth plus margin expansion. There's alot to like about this story/opportunity and the stock is still trading below 4x 2027 revs with other small/mid cap medtech companies being acquired at much higher multiples in recent years including Shockwave (~12x NTM revs) and OrganOx (~15x NTM revs) I still think $TMDX needs to strengthen the c-suite with a medtech veteran who can help them scale these new products, oversee the OCS 2.0 trials, assist on the internat

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