{ "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": 4, "pageCount": 342, "prevPage": 3, "nextPage": 5, "slideType": "testimonial", "function": "expose_contradiction", "density": "balanced", "nDataPoints": 0, "notes": "The slide uses quotes to build a narrative of corporate malfeasance and systemic gaming of organ allocation processes.", "elementsJson": [ "quote_block" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/4", "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-4", "components": [ { "bbox": null, "kind": "callout", "text": "everything at this company feels like a big secret, and it’s really weird and sketchy.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-5372-7340-8f99-5aee6abdaae4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.7, "x": 0.15, "y": 0.6 }, "kind": "quote", "text": "“...they are intentionally keeping people in these dark silos so that people don’t have a grasp of what’s going on...it’s just like this weird lack of transparency, this weird secretive culture, and it just felt like everyone is intentionally kept in the dark so that any sort of information couldn’t be used against the company in any way. And Waleed was always like if anyone has questions, refer them back to us...the pilots were like, “We were told not to talk to you guys”...everything at this company feels like a big secret, and it’s really weird and sketchy.” - Former employee who left recently", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cf589c6f-8f06-47d6-8d64-7c6593b054d8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.35, "w": 0.7, "x": 0.15, "y": 0.15 }, "kind": "quote", "text": "“If that gets revealed, if that gets exposed in any way, that’s curtains...I have known of some sites in our region that would get these kinds of calls...this kind of hotline for organs...it allowed them consequently to boost their numbers substantially...We scratch our heads wondering how in the heck did these guys get these organs? How did that happen?...There’s a lot of game-playing going on out there...they would come from, say, Tennessee...literally a sort of hotline...asking if they want an organ...it just stopped being part of the formal allocation process. This kind of thing, I suspect, is actually happening much more frequently than we know...I think this is how some centers get ahead in their numbers. It’s a below the radar screen kind of arrangement...it’s kind of like one way of getting the good stuff, so to speak...” – Transplant hepatologist at Massachusetts General Hospital; MGH stated their entire usage of TransMedics is at risk", "attrs": null, "subkind": "testimonial", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "db927733-735e-4197-bb4b-f53fb842b07f", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "“If that gets revealed, if that gets exposed in any way, that’s curtains...I have known of some sites in our region that would get these kinds of calls...this kind of hotline for organs...it allowed them consequently to boost their numbers substantially...We scratch our heads wondering how in the heck did these guys get these organs? How did that happen?...There’s a lot of game-playing going on out there...they would come from, say, Tennessee...literally a sort of hotline...asking if they want an organ...it just stopped being part of the formal allocation process. This kind of thing, I suspect, is actually happening much more frequently than we know...I think this is how some centers get ahead in their numbers. It’s a below the radar screen kind of arrangement...it’s kind of like one way of getting the good stuff, so to speak...” — Transplant hepatologist at Massachusetts General Hospital; MGH stated their entire usage of TransMedics is at risk. “...they are intentionally keeping people in these dark silos so that people don’t have a grasp of what’s going on...it’s just like this weird lack of transparency, this weird secretive culture, and it just felt like everyone is intentionally kept in the dark so that any sort of information couldn’t be used against the company in any way. And Waleed was always like if anyone has questions, refer them back to us...the pilots were like, “We were told not to talk to you guys”...everything at this company feels like a big secret, and it’s really weird and sketchy.” — Former employee who left recently", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-5372-7340-8f99-5de38af3f683", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Anaphora", "slug": "anaphora", "agent": "Storyteller", "layer": "slide", "matchId": "bf70f3c4-9369-439e-8f4f-d22471697ab5", "evidence": "quote/testimonial: \"If that gets revealed, if that gets exposed in any way, that's curtains...I have known of some sites in our region that would get these kinds of calls...this kind of hotline for organs...it allowed them consequently...\".", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 9, "from": 3, "beatId": "2ce2729c-3fa0-4258-b23a-c05ff53032bc", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Testimonials from Industry Experts", "beatSlug": null, "evidence": "The section presents testimonials from experts and industry professionals criticizing TransMedics Group Inc.", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }