{ "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": 203, "pageCount": 342, "prevPage": 202, "nextPage": 204, "slideType": "testimonial", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide uses a Q&A format to present qualitative feedback from an industry expert.", "elementsJson": [ "paragraph", "quote_block" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/203", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-203", "components": [ { "bbox": null, "kind": "callout", "text": "TransMedics surgeons viewed as a “nightmare to work with”; centers don’t trust organs are handled by qualified surgeons", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-5373-719d-a981-ff45bdb3915c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.07, "y": 0.44 }, "kind": "paragraph", "text": "TransMedics surgeons viewed as a “nightmare to work with”; centers don’t trust organs are handled by qualified surgeons", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5d1e5a97-56c4-4281-953e-44aa2e7abc4c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.86, "x": 0.07, "y": 0.47 }, "kind": "paragraph", "text": "Q: “It sounds like you would know a lot about the TransMedics NOP team. What are your overall thoughts? You said feedback from surgeons - what did you observe personally? What have you heard from University of [redacted]?”\nA: “They’re just a nightmare to work with and the general consensus across the board—I work with surgeons all over the country, not just the [redacted]. It’s not a sustainable system. A lot of people don’t think they’re going to be around in a few years. As far as the feedback I’ve heard from the University of [redacted], the discussions are that they don’t trust when the organs come back that they are being handled by somebody who’s qualified, and they’re hesitant to use their services for that reason.” – Organ procurement technician at a high-volume Northwest academic transplant center", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "85361ffe-2f10-48b7-8e8a-3ba3be808a48", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.28, "w": 0.86, "x": 0.07, "y": 0.66 }, "kind": "paragraph", "text": "Widely despised in the field; “don’t see them being around in a year”\nQ: “Are there any other folks, who have observed some of this behavior on the part of TransMedics, whose name you could provide?”\nA: “The person I know would be [redacted]. I could put you in touch with a lot of people that are just going to say the same thing, “I hate TransMedics.”\nQ: “What sort of people? At other hospitals?”\nA: “The OPOs, hospitals. I had recently had a conversation with the surgeon from our local OPO because I fly with them often for Paragonix. It’s the same thing over and over again, that TransMedics, we don’t see them being here in a year. They’re just so disruptive to the operating room. Just the general consensus that oh, we have to deal with them again?”\nQ: “What other hospitals or surgeons are saying the same thing?\nA: “Often we’ll walk in, and there are teams from Texas, and teams from here and there, and they’re like TransMedics - and the gloom and doom of having to deal with them.” – Organ procurement technician at a high-volume Northwest academic transplant center", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9120930a-f39f-4556-ba9e-a147641b466a", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“They’re just a nightmare to work with and the general consensus across the board—I work with surgeons all over the country, not just the [redacted]. It’s not a sustainable system. A lot of people don’t think they’re going to be around in a few years. As far as the feedback I’ve heard from the University of [redacted], the discussions are that they don’t trust when the organs come back that they are being handled by somebody who’s qualified, and they’re hesitant to use their services for that reason.” — Organ procurement technician at a high-volume Northwest academic transplant center", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-5373-719d-a982-00393b683363", "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": "6905331f-2bac-4490-85a9-5b1af566811c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "title", "text": "The organ procurement technician stated that TransMedics surgeons are “just a nightmare to work with and the general consensus across the board – I work with surgeons all over the country....it’s not a sustainable system...a lot of people don’t think they’re going to be around in a few years....the feedback I’ve heard from the University of [redacted]...that they don’t trust when the organs come back that they are being handled by somebody who’s qualified, and they’re hesitant to use the service for that reason”; “I could put you in touch with a lot of people that are just going to say the same thing, ‘I hate TransMedics’...the OPO’s, hospitals...it’s the same thing over and over again, that TransMedics, we don’t see them being here in a year...just the general consensus that oh, we have to deal with them again?”", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b9ac1e4d-79d6-4ee6-833a-5b0a0f8be9ee", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }