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@ManthanTweets1 "$TMDX Second half of the July is going strong. Last X days averages 25.12"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-24 12:29:56 UTC 1962 followers, 22.6K 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 1962 followers, 18.5K engagements

"@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 1942 followers, XX 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 1952 followers, 8190 engagements

"9 - HRSA asked OPTN to implement X month long changes to effectively streamline DCD donors. I think Waleed will welcome it. this is what he wanted I guess. I expect him to address this in earnings. $TMDX has frayed relationships with OPOs and was pushing for reforms (8/n)"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-21 23:05:56 UTC 1954 followers, 1459 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 1954 followers, 52.5K 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 1952 followers, 14.6K 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 1951 followers, 5400 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

"@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 1944 followers, XX engagements

"$TMDX last but not the least this press release explains price action from last XX days. Drop was not due to 'weak' flights in July but this story. DCD growth will be adjusted now but I expect $TMDX to beat and raise in Q2 and do decent Q3 that takes FY25 to 620m (9/n)"
@ManthanTweets1 Avatar @ManthanTweets1 on X 2025-07-21 23:09:01 UTC 1962 followers, 1966 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 1951 followers, 1560 engagements