Weekly Update June 16-20

TMDX news and HIMS ramblings

Let’s get right into it!

TransMedics

Credit to Manthan on X for the chart. Internal growth of 15% is great and even if we get 13% overall QoQ growth, that’s still 42% YoY, setting up for a strong Q3 as well. The downside of everyone knowing the numbers publicly is that the stock can sell-off on a weak couple of flight days when planes are in service. That…