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  "documentTitle": "TransMedics (TMDX)",
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  "presentationDate": "2025-01-10 00:00:00",
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  "notes": "The slide uses direct quotes to build a case for anticompetitive behavior, specifically focusing on the forced bundling of procurement services with product usage.",
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      "text": "The charges were exponentially higher due to the forced tying of the device to the service – classic anticompetitive conduct.",
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      "text": "Surgeons and transplant administrators we spoke with – including TransMedics highest volume users – assailed the pricing as extortionate and predatory. They disputed the CEO’s claim that the bundled NOP service was cheaper than traditional air transport or resulted in any cost saving, and stated that the charges were exponentially higher due to the forced tying of the device to the service – classic anticompetitive conduct.",
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      "text": "“Weird predilection” in pushing their aircraft; cist is “unnecessary”. What’s been a little bit questionable from my own personal experience is there is this weird predilection that they have to push you towards using their modes of transportation... the additional cost is an annoyance when it’s unnecessary to be spent.",
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      "text": "“Persistent” in forcing their procurement service and “egregious” pricing. I’m also a transplant director... they are mandating that if you are going to use our product, you have to use our planes and procurement... their price is so egregious that a lot of programs, including ours, can’t or won’t do it.",
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      "kind": "quote",
      "text": "“very strongly want you to use their procurement service”; that “their new contracts, they are mandating that if you are going to use our product, you have to use our planes and procurement”; that “they’re persistent in pushing” their aircraft and their “price is so egregious that a lot of programs, including ours can’t or won’t do it” – “the additional cost is an annoyance when it’s unnecessary to be spent.” — Cardiac transplant surgeon at a major Midwest center",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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