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    Zachary Day • Canaccord Genuity

    Zachary Day's questions to Transmedics Group Inc (TMDX) leadership

    Zachary Day's questions to Transmedics Group Inc (TMDX) leadership • Q2 2025

    Question

    Zachary Day, on for Bill Plozniak, inquired about Q2 market share trends by organ or donation type and the company's perspective on potential new competition in the liver market.

    Answer

    CEO Waleed Hassanein reiterated that the company does not provide intra-year share data but confirmed share gains continued in heart and liver. He stated he was unaware of specific new liver competitors but welcomes competition that aims to save more lives.

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    Zachary Day's questions to AtriCure Inc (ATRC) leadership

    Zachary Day's questions to AtriCure Inc (ATRC) leadership • Q2 2025

    Question

    Zachary Day of Canaccord Genuity inquired about the impact of the LEAPS trial's enrollment completion on AtriClip utilization and how AtriCure manages discussions with electrophysiologists regarding PFA failures.

    Answer

    Michael Carrel, President, Director & CEO, clarified that the conclusion of LEAPS enrollment has a "zero impact" on revenue, as overall AtriClip adoption is rising due to increased market awareness. He described conversations with EPs about PFA as collaborative and scientific, positioning AtriCure's epicardial ablation as an additive therapy for complex patients rather than a direct competitor.

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