$NBIS

More thoughts on $TMDX -- management continues to reiterate their goal of 20k cases by 2030... management has said that CHOPS (cold perfusion) was not part of that prior target... personally I think CHOPS can increase that case number by 10-20%... using the midpoint... that implies the new target for 2030 could be 23k... in order to go from 5,139 cases in 2025 to 23,000 cases in 2030... that would be a 35% CAGR over 5 years There's just no way that $TMDX should be trading at 3x NTM revs and 2.5x 2027 revs if $TMDX is going to grow case volumes (with OCS and CHOPS) by 35% over the next 5 years. Which means... either $TMDX is now a generational buying opportunity for investors or $TMDX management is being too bullish/aggressive with their targets and won't be able to achieve 20-23k cases b