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[@ManthanTweets1](/creator/twitter/ManthanTweets1)
"@LogicalThesis @smallmidcaps this is different than last year. it was unknown this time it was made clear in every earning call. guidance has it baked in. another raise is coming despite soft Q3. Price action can be anything but company no longer poses risks that triggered selloff last year"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1945951109790499261) 2025-07-17 20:57:53 UTC 1849 followers, XXX engagements


"Legend has called it. End of a debate $TMDX @JonahLupton"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1946037035455676434) 2025-07-18 02:39:19 UTC 1859 followers, 3680 engagements


"$TMDX Shootout to @WealthyReadings for the amazing analysis"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1943724891888288179) 2025-07-11 17:31:41 UTC 1859 followers, 3995 engagements


"$TMDX June closed at same pace with May and overall very strong Q2 - XX% Internal flight growth over Q1. One plane did only X flights in June while I saw two planes grounded for more than a week before they resumed service. Next is DCD data for June"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1940025305118191932) 2025-07-01 12:30:51 UTC 1859 followers, 17.5K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1943701413709636048) 2025-07-11 15:58:23 UTC 1859 followers, 24.3K engagements


"$TMDX I am at 165m but will be very happy to be proven wrong. Great summary by @POLR_Investing"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1945446246102995362) 2025-07-16 11:31:44 UTC 1859 followers, 2361 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](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1945582193733931344) 2025-07-16 20:31:56 UTC 1859 followers, 14.2K 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](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1946261520138092678) 2025-07-18 17:31:20 UTC 1859 followers, 4766 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](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1946021160728027426) 2025-07-18 01:36:14 UTC 1859 followers, 12.7K engagements


"February this year had XXX flights DCD transplants were flat between q2 and q3 last year & Dbd transplants dipped X% $TMDX revenue qoq dropped just by X% Atleast wait until @POLR_Investing post July DCD data on 10th August. I know many people doing it on purpose"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1946024632340922606) 2025-07-18 01:50:02 UTC 1859 followers, 2370 engagements


"$TMDX Among patients who underwent lung transplantation with ECD lungs the use of OCS Lung resulted in excellent long-term clinical outcomes. This is on OCS XXX. Now OCS2.0 is focused on Lungs Waleed will take lung market by storm"  
![@ManthanTweets1 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1945129633432633701) 2025-07-15 14:33:38 UTC 1859 followers, 8961 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](https://lunarcrush.com/gi/w:16/cr:twitter::1399080990438461444.png) [@ManthanTweets1](/creator/x/ManthanTweets1) on [X](/post/tweet/1946318772068831531) 2025-07-18 21:18:50 UTC 1859 followers, 4415 engagements