Should I Buy 10X Genomics (TXG)? Finance YouTuber Analysis

The YouTuber is highly excited about 10X Genomics, a leader in spatial biology that allows scientists to understand individual cells at a molecular level, potentially revolutionizing disease treatment. He highlights its strong cash position, decent margins, and improving profitability as a turnaround story. The upcoming launch of their Xaira platform and partnership with Bio Optimus for AI integration are expected to significantly expand their addressable market, offering tremendous upside if the turnaround continues.

“But, if it works, the opportunity could be tremendous. And that's why it's my favorite.”

The YouTuber sees TransMedics as slightly cheap, with an emerging moat. Key catalysts are FDA approvals for next-generation heart, lung, and kidney devices, which would significantly expand its market. The main risk is if these FDA approvals do not materialize or if a competing procedure gains market share.

“I think it's slightly cheap based on today. And it's worth pointing out that the company at one point said "We'll do 10,000 organ transplants by 2028."”