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@ManthanTweets1 "@mfh423 @KyleAdamsStocks @jinacapital Q3 is soft every year. check last year. this is seasonal. it will be 150-155m Qtr"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-21 22:11:52 UTC 1938 followers, XX engagements

"$TMDX My Q2 Earning Projection using DCD transplant data (not via flight data) Street is at $146.6m. I expect approx. $165m revenue for Q2. Yearly guide is $585m. H1 will be $308m. Raise is coming. Q3 could be muted followed by strong Q4. flight data -"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-11 15:58:23 UTC 1937 followers, 24.7K engagements

"$TMDX Some analysis on flight data (Refer Thread). I resumed counting daily since last X days. Below planes appears to be under service. N283TX has X flight done in last X days N294TX has X flights in last 10+ days (1/n)"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-20 13:14:36 UTC 1941 followers, 8144 engagements

"$TMDX JUST REPORTED EARNINGS *Q1 REVENUE $143.5M EST. $123.39M (HUGE BEAT ✅) *Q1 EPS XXXXX EST XXXXX (HUGE BEAT ✅) RAISES 2025 FULL YEAR GUIDE to $ 565M-$585M FROM $520M-$552M (HUGE RAISE✅) Thank you Waleed. Thank you TransMedics. This victory feels so personal"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-05-08 20:09:41 UTC 1939 followers, 52.5K engagements

"$TMDX - If one want to sell based on Q3 softness fair but don't believe Q3 is going to be $129m. This is WRONG MODEL and it is being used to misguide you. EXTRAPOLATING XX days to XX days is WRONG. Nothing wrong in selling due to Q3 softness but make sure you understand the data"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-18 17:31:20 UTC 1941 followers, 5383 engagements

"@galacticbarrier @POLR_Investing If you think they will do 308m in h1 and just XXX in h2 imho you should sell. Maintaining this guide means accepting 139m q3 and q4. Street wont accept it"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-16 14:16:12 UTC 1938 followers, XX engagements

"@punderfultweet They will raise. If they dont they are saying 277m for h2 while h1 stands at 308m"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-16 22:25:30 UTC 1937 followers, XXX engagements

"Legend has called it. End of a debate $TMDX @JonahLupton"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-18 02:39:19 UTC 1940 followers, 4211 engagements

"$TMDX just posted very very interesting job posting just now on LinkedIn. Clinical Trial Manager. Look at Job description that mention activities that is supposed to be done to manage trial execution. Did we got it Waleed will find out only on July 30th at 4:05 PM"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-22 21:29:53 UTC 1941 followers, 17.9K engagements

"$TMDX Shootout to @WealthyReadings for the amazing analysis"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-11 17:31:41 UTC 1936 followers, 4046 engagements

"$TMDX Wednesday July XX at 4:05 PM ET. Expecting below - *Huge Beat and yearly guide raise to $595m-$615m (from $565m-$585m) *OCS2.0 Heart and Lung Trial approval & volume details - will drive additional growth from Q4 XX *How mgmt. communicates potential soft seasonal Q3"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-16 20:31:56 UTC 1938 followers, 14.6K engagements

"$TMDX We are seeing experts spreading FUD on X weeks of flights data & extrapolating to XX weeks to come up with 130m Qtr3 due to seasonality. X weeks of internal flight mapped to XX weeks No DCD transplant data available. Its being done on purpose so they can buy lower"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-18 01:36:14 UTC 1935 followers, 14K engagements

"@jb_equities No demand is soft but not necessarily to the extent few are pointing. This softness is expected"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-21 12:40:50 UTC 1937 followers, XXX engagements

"$TMDX Some analysis on Q2 and Q3 total transplant numbers of 2024. Thanks to @POLR_Investing for the data. Q2 2024 Rev - 113m Q3 2024 Rev - 108m"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-18 21:18:50 UTC 1938 followers, 5754 engagements

"Dont worry. We will dip by XX% due to some weird reason on search business. And I will again add at 150$ in a month. $googl"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-23 02:31:17 UTC 1941 followers, 1522 engagements