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This slide functions as a 'short-seller' research note, highlighting negative sentiment from former employees and questioning the validity of corporate PR.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique2 hits
158
The slide uses a testimonial/interview format to challenge the necessity of the OCS device for local transplants.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
163
The slide uses direct quotes to expose a misalignment between the stated value proposition (reduced hospitalization) and the actual usage (scheduling convenience).TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
174
The slide contrasts the author's claims of widespread off-label use with the official FDA 'Indications for Use' text.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
177
Includes a Q&A transcript excerpt highlighting the risks of off-label use beyond the 30-minute window.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
180
The slide uses a specific study to challenge the safety/efficacy claims of machine perfusion vendors like TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
191
The slide uses expert testimony to contradict the manufacturer's regulatory compliance claims.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
205
The slide uses direct quotes from an organ procurement technician to build a case against NOP surgeons' technical proficiency.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
217
The slide uses screenshots of tweets to document the surgeon's use of derogatory language, which is highlighted with red boxes.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
222
The slide uses external media references (Netflix, news headlines) to establish the severity of the fraud.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
224
Uses juxtaposition of a news headline about arrests and a photo of a surgeon receiving a national award to highlight the contradiction.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
226
The slide uses a combination of LinkedIn profile screenshots and a news headline to build a case of guilt by association.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
228
The slide uses a Q&A format to highlight alleged unethical practices regarding organ safety and corporate pressure.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
229
The slide uses a Q&A format to highlight a perceived ethical conflict between corporate procurement goals and clinical safety standards.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
232
The slide uses a Q&A format to highlight a potential conflict of interest or operational risk regarding TransMedics' NOP service.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
236
The slide uses a Q&A transcript format to support the primary allegation of unethical organ procurement practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
238
The slide uses direct quotes from former employees to support the claim of incompetence and lack of proper medical oversight.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
239
The slide uses direct quotes to build a narrative of negligence and poor surgical technique.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
258
The slide uses a Q&A transcript format to highlight negative sentiment regarding company culture and sales practices.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
268
The slide presents a narrative of professional misconduct and coercion within an organ procurement organization.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
275
The slide uses a 'villain critique' style to highlight negative sentiment from industry insiders regarding TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
280
The slide uses highlighted text to emphasize key negative sentiment regarding TransMedics' sustainability and market position.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
287
The slide uses highlighted text to emphasize key negative findings regarding the OCS technology's performance metrics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
289
The slide uses expert quotes to undermine the competitive moat of TransMedics by comparing it to existing, commoditized kidney perfusion technology.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
293
The slide uses expert testimonials to argue that the TransMedics device is 'fatally flawed' because it does not allow for functional assessment under load.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
298
The slide uses a Q&A transcript format to highlight negative expert sentiment.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
301
The slide uses direct quotes and Q&A transcripts to undermine the clinical value proposition of the TransMedics device.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
312
The slide uses direct quotes from an industry expert to build a bearish case against TransMedics.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
329
The slide uses a Q&A transcript format to substantiate claims about corporate governance and safety oversight failures.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits
332
The slide presents a Q&A format to highlight a specific technical failure mode (necrosis) attributed to the device's design.TransMedics (TMDX) · Scorpion Capital
Research note Short seller 2 hits