Think of this company like AMZN only in the organ transplant field
Demand urgency is literally life or death and its a no brainer at these prices
Their moat is not only but mainly regulatory in the USA since they are the only company that are licensed for heart, lung and kidney
They are expanding to Europe so their margins might be under pressure for the next quarters
Furthermore narrative was negative that due to higher oil prices margins are under more pressure, but since the decline in TMDX and crude this seems to be a clear divergence
Original entry was at or below 70 but anything under 74 seems good now, no brainer long term
For shorter term take profits are TP1: 86 TP2: at or above 100
That being said if next earnings disappoints a retrace to 70 or dip to 65 is not impossible
Demand urgency is literally life or death and its a no brainer at these prices
Their moat is not only but mainly regulatory in the USA since they are the only company that are licensed for heart, lung and kidney
They are expanding to Europe so their margins might be under pressure for the next quarters
Furthermore narrative was negative that due to higher oil prices margins are under more pressure, but since the decline in TMDX and crude this seems to be a clear divergence
Original entry was at or below 70 but anything under 74 seems good now, no brainer long term
For shorter term take profits are TP1: 86 TP2: at or above 100
That being said if next earnings disappoints a retrace to 70 or dip to 65 is not impossible
Сделка активна
Seems bullish here for a new push above 80$
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