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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 11:18:17 UTC

Margins widened. Confidence didn’t. 😬

$TMDX drops XX percent in six weeks. Q2 2025 revenue? Up XX percent to XXX million dollars. OCS sits at XX percent market share. Utilisation: XX percent, rising. Aviation logistics up XX percent, now flying organs for XXX US centres.

Payers getting tight: Medicare covers just XX percent of OCS use, down from XX percent last year. Competition circling. Capex chills bite. Yet discounted cash flow pegs fair value at XXX dollars per share. That’s a XX percent upside from here, if growth holds.

Sector peers? $ABMD, $ISRG trading at punchier multiples. But how much room left if reimbursement keeps squeezing margins?

Sharp numbers. Sharper risks. Still confident in the thesis?



XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949429127733289416/c:line.svg)

**Related Topics**
[logistics](/topic/logistics)
[drops](/topic/drops)
[$tmdx](/topic/$tmdx)

[Post Link](https://x.com/whispertickers/status/1949429127733289416)