{
  "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": 241,
  "pageCount": 342,
  "prevPage": 240,
  "nextPage": 242,
  "slideType": "villain_critique",
  "function": "name_villain",
  "density": "sparse",
  "nDataPoints": 2,
  "notes": "The slide uses a quote from Congressman Paul Gosar to substantiate claims of a 'bait and switch' business model.",
  "elementsJson": [
    "paragraph",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/241",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-241",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.86,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "paragraph",
      "text": "As part of its National OCS Program (NOP), TransMedics pumps are operated by technicians called OCS Specialists who are patently incapable and unqualified to do so...",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "12cc7cf4-e8f4-4eac-85f5-4d874fc1ee24",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.38,
        "w": 0.86,
        "x": 0.07,
        "y": 0.49
      },
      "kind": "quote",
      "text": "Once FDA approval was achieved, TransMedics began to change the entirety of its business model. Transplant centers that participated in the trial and previously purchased the equipment were then mandated by TransMedics to utilize the OCS...",
      "attrs": null,
      "subkind": "pull-quote",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4d7afb20-6926-4458-b124-0e860033c48f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.75,
        "x": 0.07,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Source: https://dailycaller.com/2024/02/22/exclusive-paul-gosar-transmedics-lifesaving-medical-devices-hostage-oversight-ocs/; Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c05a2f7d-d4cd-4fc8-a6e5-4be14faaa82f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.45,
        "x": 0.07,
        "y": 0.45
      },
      "kind": "title",
      "text": "Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f41c14ca-278c-4b2c-885e-719820d2918e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Authority citation",
      "slug": "authority-citation",
      "agent": null,
      "layer": "slide",
      "matchId": "20b4015e-f704-432d-bbaf-1d9d72830cbc",
      "evidence": "The inclusion of a quote from Congressman Paul Gosar adds credibility to the critique.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "67d1f653-32d9-4d3b-b6d9-c1dc49dc23c7",
      "evidence": "The slide frames TransMedics as a negligent actor using a 'bait and switch' scheme.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}