Added to YB: 2025-10-31
Pitch date: 2025-10-29
DCTH [bullish]
Delcath Systems, Inc.
+6.91%
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
$342.5M
Pitch Price
$9.70
Price Target
30.00 (+189%)
Dividend
N/A
EV/EBITDA
41.20
P/E
281.11
EV/Sales
3.20
Sector
Health Care Equipment and Supplies
Category
growth
Delcath Systems, Inc. - $DCTH
DCTH: FDA-approved liver-directed therapy for uveal melanoma at $300M EV ($90M cash, profitable). CHOPIN ph2 data showed 66% reduction in disease progression vs monotherapy, expanding peak sales from $350M to $500M+. Trading 4.5x sales despite 200% YoY growth. Fair value $1B (2x peak sales). Risks: hospital scaling costs, seasonal Q3 weakness from NDRA pricing.
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