---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40452687.md"
description: "$TransMedics(TMDX.US) has a very deep moat, does it really need to be hit this hard? Feels like the investment thesis has already shifted from a high-growth medical story to a heavy-asset medical device story 😢"
datetime: "2026-05-06T03:21:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40452687.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40452687.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40452687.md)
author: "[Mansion（买入即跌）](https://longbridge.com/en/profiles/14725221.md)"
---

# $TransMedics(TMDX.US) has a very deep moat, does i…


### Related Stocks

- [TMDX.US](https://longbridge.com/en/quote/TMDX.US.md)

## Comments (1)

- **仁修 · 2026-05-06T11:02:39.000Z**: Ah, that really screwed me over.