Some insights on $TransMedics Group, Inc.(TMDX)$ Italy announcement 🇮🇹🫀
The chart shows the current Italian organ transplant market:
4700 Transplants in 2024 growing 5% y/y, growth was totally driven by DCD (up 40% y/y).
Total transplants by organ:
• Kidney 2300
• Liver 1700
• Heart 400
• Lung 200
Assuming:
• TMDX can capture 50% of the market by 2032
• 3% growth rate for next 8 years
They could achieve ~3000 transplants, at $50-70K/transplant the revenue opportunity could be in the 150-200M range.
A chart displaying organ transplantation activities in Italy for 2024. Bar graphs show deceased donor and living donor transplants, with totals of 4,700 transplants, including 2,300 kidney, 1,700 liver, 400 heart, and 200 lung transplants. A map of Italy highlights transplant numbers by region, with Lombardy leading at 794. Text overlays indicate a 5% year-over-year growth and a 40% increase in transplants from heart-dead donors.
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