◆ Contrarian Corpus
Campaigns / Scorpion Capital → TransMedics
Scorpion Capital vs. TransMedics

TransMedics · TMDX

2 decks published between 2024-01-14 and 2025-01-10 — 348 pages, 342 analysed slides total.

initial thesis follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-01-14 follow up

    CPTMDX

    6pp · regulatory_filing

    Scorpion petitions the FDA to suspend TransMedics' OCS Liver approval, citing pervasive off-label use, necrotic-organ device failures, and an alleged systematic cover-up of safety issues from regulators.

    N 4 V 1 C 1
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  2. 2025-01-10 initial thesis

    TMDX

    342pp · research_note

    TransMedics is a Medicare billing-fraud and kickback racket whose top transplant-center customers are fleeing as cheaper alternatives arrive — Scorpion sets a $0 target.