TransMedics Group Inc (NAS:TMDX)
$ 59.853 -1.167 (-1.91%) Market Cap: 2.01 Bil Enterprise Value: 2.24 Bil PE Ratio: 63.67 PB Ratio: 9.56 GF Score: 70/100
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Transmedics Group Inc at Morgan Stanley Global Healthcare Conference Transcript

Sep 11, 2023 / 12:40PM GMT
Release Date Price: $59.53 (+1.64%)
Patrick Andrew Robert Wood
Morgan Stanley, Research Division - Former Research Analyst

Thank you, everybody, for joining us. Patrick Wood, I run the U.S. med tech team here. I get an exciting disclosure to you before we start, which is, please see Morgan Stanley Research disclosures website, morganstanley.com, research disclosures. I'm sure all of you will be going there. Any questions, feel free to reach out to your sales rep. And with that, very excited to have Waleed Hassanein and Stephen Gordon, CEO and CFO of TransMedics, respectively, for what should be a really fun discussion for outside chat. I'm sure you're all familiar with TransMedics. And for those of you who on, it's a super interesting story.

Questions & Answers

Patrick Andrew Robert Wood
Morgan Stanley, Research Division - Former Research Analyst

And so maybe if we kick it off, I think the 2023 guidance and '24, it implies a slight slowdown in the second half of the year. I mean is it realistic to say that some of that's maybe a little bit of conservatism or are you seeing something

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