Long-term Growth PotentialReforms focusing on rebuilding public trust in the system could help drive incremental growth in net new donor registrations over time, benefiting the company’s long-term outlook.
Market PositioningTransMedics is exceptionally well positioned to benefit as its combined offering has been the single largest catalyst of rising US liver, heart, and lung transplant volumes since 2022.
Organ Transplant DemandLiver transplants are expected to be the main growth driver for TransMedics, with market share increasing significantly.