{
  "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": 325,
  "pageCount": 342,
  "prevPage": 324,
  "nextPage": 326,
  "slideType": "quote_slide",
  "function": "cite_precedent",
  "density": "balanced",
  "nDataPoints": 6,
  "notes": "The slide uses a direct quote to frame the current market situation as overpriced and vulnerable to disruption, drawing an analogy to the Hepatitis C drug market.",
  "elementsJson": [
    "paragraph",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/325",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-325",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "It is, no question, overpriced...there’s lots of precedence for this sort of stuff happening in the healthcare industry.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-5374-767b-b3bd-bb6f586ceef8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.86,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "paragraph",
      "text": "A transplant surgeon who heads the program at a leading Northeast academic center stated they’ve already eliminated 1/3 and 1/2 of their TransMedics liver and heart use, respectively, by moving to NRP.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9ea48256-a2b5-4653-b292-e593e085d016",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.86,
        "x": 0.07,
        "y": 0.56
      },
      "kind": "quote",
      "text": "Overpriced and being disrupted by new entrants and NRP. \"Why should it cost $70,000-80,000 for disposables? ...there's no question NRP is picking up...it'll be 50/50: half the cases will be with NRP, and half will be with OCS.\"",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "48fd09b7-1a81-4bec-bd5b-391a6fe8b778",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“Why should it cost $70,000-80,000 for disposables? The disposables are essentially plastic tubings and plastic containers and cartridges, and that's more than the cost of a brand-new luxury car that you're paying for a set of things you throw in the garbage, essentially. It is, no question, overpriced...there’s lots of precedence for this sort of stuff happening in the healthcare industry.” — Transplant surgeon and transplant program director at a leading Northeast academic center",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-5374-767b-b3bd-bfa9c9b2a4b7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "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": "04d735e5-d0e3-4c8f-8179-c0fabc4d4c7b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "argument-from-analogy",
      "slug": null,
      "matchId": "93956342-9354-4eff-9d04-4c3ffa67b27d",
      "evidence": "Comparing TransMedics pricing to the Hepatitis C drug market (Harvoni).",
      "confidence": 0.95
    },
    {
      "name": "authority-citation",
      "slug": null,
      "matchId": "dd7e6d00-70d2-4c67-b7a5-a38b79db5d43",
      "evidence": "Citing a transplant surgeon to validate market disruption claims.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}