Gridiron Equities
1.6K posts
Gridiron Equities
@GridironEq
Family office with a passion for biotechnology, drug development and medical technology. Tweets are opinions, not recommendations. #CantClickTheMouseForYou
Manhattan, NY Katılım Nisan 2018
73 Takip Edilen805 Takipçiler
Respected analyst Matt O’Brien lowers PT to $120 on $TMDX.
He cites investors should take advantage of pullback.
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For those caught up in flight numbers, oil prices, and trial enrollment, remember the long game. $TMDX
linkedin.com/posts/stefanie…
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Gridiron Equities retweetledi
$TMDX : “Encouraged By ISHLT”: Price Target To $155.00.
Will@medtechmd
$TMDX: “High fuel prices impacts manageable. We are encouraged by ISHLT updates and reit Buy, upping PT to $155.”
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Gridiron Equities retweetledi
Gridiron Equities retweetledi
$TMDX We are at 452 flights with a June projection to be around 800. In last 8 days two planes did not fly at all so probably for servicing. Tracking 15% QoQ Internal flight growth with strong DCD data backing the flight growth.
Manthan Bhadiyadra@ManthanTweets1
$TMDX 138 flights in last 5 days. Q2 is on track for massive beat.
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Gridiron Equities retweetledi
Gridiron Equities retweetledi
$TMDX CRUSHED IT. Even higher than my estimates 🔥
Sales $144M vs Est. $123M✅
EPS $0.70 vs Est. $0.24✅
FY25 Guidance
Sales $575M vs Est. $541M✅
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Gridiron Equities retweetledi
@LoRezTrader @smallmidcaps They are creating another facility to produce the raw materials for the OCS, thus diversifying their production, which is smart.
Do not expect them to create an NOP program ex-US anytime soon. The next gen OCS and kidney are the near to medium term drivers of revenue growth.
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@smallmidcaps @GridironEq I'm not sure if they plan to have as robust an NOP/logisitics network as they do here in the U.S. - unless that has changed, at least? Waleed has commented on it in the past. So it may not be equivalent overseas, or at least not initially?
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$TMDX expanding outside the United States.
Likely means they are bullish on expansion of ex-US and are diversifying manufacturing production locations.
Bullish signal.
Natan@nataninvesting
$TMDX is opening its first manufacturing site outside the US in Mirandola, Italy, investing 30M. The company plans to hire over 50 highly skilled professionals. This makes me very confident in holding a quite large position (12%) despite the short-seller report.
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@lucidjp Another positive in the long term for the company.
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@GridironEq There’s twice as many ppl in Europe vs the U.S. this is good news
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Replies to the New York Times hit piece regarding $HUMA SYMVESS from 3 luminary trauma surgeons. Maryland Shock Trauma, a venerable American institution, set the standard on how it’s practiced.
Gridiron Equities@GridironEq
Top surgeons in the field set the record straight $HUMA
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Top surgeons in the field set the record straight $HUMA
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$HUMA rollout off to a good start. Here’s why:
There are 200 Level I trauma centers in the United States to target. 🎯
34 hospitals have already initiated the approval process to purchase.
• That is 17% of Level 1 trauma centers!
Gridiron Equities@GridironEq
$HUMA: “So far the market has responded well, and 34 hospitals have already initiated the (VAC) approval process. We are also excited that just 16 days after having the commercial inventory availability, we made our first shipments of Symvess”.
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