{ "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": 32, "pageCount": 342, "prevPage": 31, "nextPage": 33, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide uses a Q&A transcript format to build a narrative about an ongoing investigative report.", "elementsJson": [ "paragraph", "quote_block", "footnote" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/32", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-32", "components": [ { "bbox": null, "kind": "callout", "text": "I heard that the Washington Post is working on a report because there is some concern that companies are giving kickbacks to some surgeons or hospitals for using the machine.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-5372-7340-8f9a-a90c84fff503", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.86, "x": 0.07, "y": 0.65 }, "kind": "list", "text": "Washington Post reporter allegedly reached out to surgeons regarding alleged kickbacks from TransMedics\nA: “I heard a little rumor, but again, this is rumor, okay? I heard that the Washington Post is working on a report because there is some concern that companies are giving kickbacks to some surgeons or hospitals for using the machine.”\nQ: “I saw that article. But that was talking about OPO’s. Was that talking about TransMedics—they didn’t mention TransMedics.”\nA: “No, no, no. This is something that is not published. I heard that there is a reporter working on TransMedics, specifically. This is not about OPO’s”\nQ: “You heard the Washington Post is working on TransMedics getting kickbacks?”\nA: “Yeah, that’s what I heard. But again, this is just a rumor that I heard from some people, that they are working on a report.”\nQ: “When did you hear this about the “Washington Post?”\nA: “I heard that a few months ago. The Washington Post was reaching out to some transplant surgeons across the country, like a very renowned transplant surgeon; I know that a reporter was reaching out to a surgeon because they were working on a report.” - Transplant surgeon and division chief of the liver program at a world-renowned academic center", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1762bc99-34b9-4c97-91bc-b115e3182646", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.45, "w": 0.86, "x": 0.07, "y": 0.07 }, "kind": "paragraph", "text": "In Feb 2024, the Washington Post broke the news of a “wide-ranging federal investigation” involving “US attorneys in various parts of the country” – the one for which, we assume, the OPO executive was interrogated. The authorities raided the homes of ten CEO’s of Organ Procurement Organizations, known as OPO’s. A surgeon at a pre-eminent center told us that the Post may now be working on a story about TransMedics, stating that they have been “reaching out to some transplant surgeons across the country, like a very prominent surgeon...I know that a reporter was reaching out to a surgeon because they were working on a report.” We suspect the surgeon spoke with the reporter, given his stature in the field: “I heard that the Washington Post is working on a report because there is some concern that companies are giving kickbacks to some surgeons or hospitals for using the machine”; “this is something that is not published...I heard that there is a reporter working on TransMedics, specifically.”", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fa64cc61-96e4-4990-a789-06d3b038b6f7", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "I heard that the Washington Post is working on a report because there is some concern that companies are giving kickbacks to some surgeons or hospitals for using the machine; this is something that is not published...I heard that there is a reporter working on TransMedics, specifically. — Transplant surgeon and division chief of the liver program at a world-renowned academic center", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-5372-7340-8f9a-ae691859da00", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.07, "y": 0.95 }, "kind": "source-note", "text": "Source: Scorpion Capital consultation calls with experts; https://www.washingtonpost.com/health/2024/02/26/organ-transplant-investigation/", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b0046195-5efe-4111-8ffb-1827b1e1c54c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.07, "y": 0.54 }, "kind": "title", "text": "Washington Post, Feb 26, 2024\nU.S. launches probe into possible fraud by organ collection groups", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "82bc85d7-9762-4513-864c-75993182e488", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "fraud-exposure", "slug": null, "matchId": "6a050a73-0514-4d37-9595-2f5d3bb78c79", "evidence": "The slide explicitly frames the investigation as a potential fraud case involving kickbacks.", "confidence": 0.8 } ], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }