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Jonah Lupton, investor and market commentator at Social Media / FinTwit, discusses TMDX management's reiterated goal of reaching 20,000 cases by 2030.
He notes that management has previously clarified that CHOPS (cold perfusion) was not included in this target. Lupton adds that the addition of CHOPS could potentially increase the case number by 10–20 percent, based on his own calculations.
Lupton has previously commented on TMDX’s response to cost pressures, suggesting that lower fuel prices could support stronger profit margins. He has also analyzed other companies, recently pointing to Palantir’s strong U.S. revenue growth and high margins while noting concerns about its valuation. The latest case target discussion follows this ongoing commentary on company fundamentals.