$TMDX tracker was again 99% accurate in predicting revenue
Flight tracking is the best alpha for revenue prediction, but EPS is always a challenge to predict
Check out - https://t.co/EzYcHfk4J2
@mathlonning@SingularityRes May 2026 with 756 flights in 23d, 32 flights per day. Multiply 32 per day for all 31 days and we hit 1015 flights. $TMDX has never had 900 flights in any month. A 1000 month is telling us that 1) Studies ramping 2)CHOPS approved 3) Gaing mkt share. @JonahLupton
@mathlonning Qs:
Why would Waleed suddenly start using more ground transport? It was available in 2024/2025. Do you think Waleed said, “guys, jet fuel is expensive. Let’s drive more often this quarter”. He said fuel wasn’t an issue.
2. Waleed just hired more pilots to “double-shift”. Help!
@mathlonning Nice to find inefficiencies. Flight data is glaring example where “novices” outsmarted analysts. Funny that Waleed quit mocking us flight data folk a couple qtrs ago.
@mathlonning I forgot that Heart Part A is testing doing transplant >4h after harvest; so no control group in that arm. Not to beat dead horse, but medically/statistically not able to release results (success or not) until study completed. Early on, # of pts too few to make data relevant.
@JonahLupton Waleed promised resolution of study control arm issue by late April at ISHLT. Competitor refused to be randomized. My GUESS is FDA is allowing $TMDX to compare results to historical “cold-storage” results. Maybe the studies are underway.
@mathlonning@mattcondit On Discord, Manthan et all said $0.53, but Yahoo had decimal error $0.05. Can’t imagine Yahoo goof up affects algos. Price could be $145 by end of week or whenever. Story intact.