Added to YB: 2025-10-27
Pitch date: 2025-10-24
DCTH [bullish]
Delcath Systems, Inc.
-3.38%
current return
Author Info
No bio for this author
Company Info
Delcath Systems, Inc., an interventional oncology company, focuses on the treatment of primary and metastatic liver cancers in the United States and Europe.
Market Cap
$362.4M
Pitch Price
$10.34
Price Target
30.00 (+200%)
Dividend
N/A
EV/EBITDA
54.02
P/E
185.17
EV/Sales
4.02
Sector
Health Care Equipment and Supplies
Category
value
Long idea pitch time: $DCTH
DCTH: FDA-approved liver cancer treatment w/ $350M peak sales est, positive ph2 data expands to ~$500M. Trading <$300M EV vs $1B+ fair value (2x peak sales). Q3 weakness from seasonal scheduling, 340B pricing (~12% discount) now known. Pipeline trials in colorectal/breast could push peak to $1B+. 3-7x upside potential.
Read full article (2 min)