The Special Situation Report

The Special Situation Report

An Organ Transplant Company With its Own Fleet of Aircraft

Insider Weekends

Asif's avatar
Asif
Sep 20, 2026
∙ Paid

TransMedics Group, Inc. (TMDX): $86.42

Market Cap: $3.00B

Enterprise Value: $3.39B

Introduction and Industry Overview

Every seven minutes, another person is added to the organ transplant waiting list. And every day, twelve people die waiting for an organ transplant. There are a whopping 109,817 individuals currently on the U.S. organ transplant waiting list…

Keep reading with a 7-day free trial

Subscribe to The Special Situation Report to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 The Special Situation Report · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture