{ "docId": "019dd923-622c-750b-8b9a-40e2965928db", "docSlug": "e5bffbaac707", "documentTitle": "TransMedics (TMDX)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2025-01-10 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 200, "pageCount": 342, "prevPage": 199, "nextPage": 201, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide uses Q&A format to present qualitative evidence of operational failure.", "elementsJson": [ "paragraph", "quote_block" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/200", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-200", "components": [ { "bbox": null, "kind": "callout", "text": "TransMedics surgeons habitually need handholding and \"don't have the skills\"", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-5373-719d-a981-19ceefb68f82", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.68 }, "kind": "paragraph", "text": "Q: “You mentioned people would realize TransMedics is coming, and they would be disappointed – the receiving transplant center?” A: “Yeah, a lot of the time - I still know people who are working at other hospitals or work for the OPO or something like that. Other surgeons who work for other hospitals on other teams that have to work alongside the surgeons at TransMedics, they would get a little grumpy knowing that they had to work with TransMedics because they didn’t like how they did certain things. Staff didn’t like the way that TransMedics staff or even the surgeons sometimes would come in and interact with the hospital that they were visiting. So, that was an issue. Because a lot of the time, the people who are coming in with TransMedics staff have never been in an operating room before so they don’t really know how to act. So, that was an issue. And then, there were certain times when the OPO had issues with needing to help certain doctors with things that they didn’t feel like they should be responsible for helping them because they were told by TransMedics that the surgeons are supposed to be able to do things independently and they were not able to do things independently.” - Former TransMedics OCS specialist", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "09c38927-c155-49b1-b6b8-8083e7979232", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.07, "y": 0.41 }, "kind": "paragraph", "text": "TransMedics surgeons habitually need handholding and “don’t have the skills”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0c4696d7-0ccb-4ab6-b333-130c42ecaffc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.07, "y": 0.65 }, "kind": "paragraph", "text": "NOP surgeons and staff are allegedly incompetent and some had never been inside an OR before", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "806eb804-d4f0-4176-af62-013a484c7e52", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.86, "x": 0.07, "y": 0.44 }, "kind": "paragraph", "text": "A: “It was a recurring thing that the OPO was getting mad about having to help certain TransMedics surgeons like, “Every time we’re here, you’re asking for help,” and TransMedics keeps saying, oh no, they don’t need But it’s a recurring thing that they keep asking for help.” Q: “What would TransMedics get help on from the OPO? What did the OPO have to keep helping their surgeons with?” A: “Like an assist in surgery.” Q: “Because the surgeon just wasn’t competent? It seems like something one person could do.” A: “Yeah, this is what I’m talking about when I say that their surgeons could benefit from more experience. With certain docs, it’s a habitual thing where they’re, “I need someone to help me now,” and it’s not for a second. It’s not for five minutes. It’s for an hour....they don’t have the skills. But I can’t officially say that.” - Former TransMedics OCS specialist", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8e22c14b-b061-4482-9b2f-213c64c6d785", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“With certain docs, it’s a habitual thing where they’re like, ‘I need someone to help me now,’ and it’s not for a second. It’s not for five minutes. It’s for an hour....they don’t have the skills. But I can’t officially say that.” — Former TransMedics OCS specialist", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-5373-719d-a981-1cd02ddc19f3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5d0605ec-2b87-48a6-b652-a0b032996f64", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }