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DCTH Earning Date, Transcript Summary & Report

Delcath Systems Inc
$
12.400
+0.320(+2.650%)

DCTH Earnings Prediction

The chart below shows how DCTH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, DCTH sees a -2.98% change in stock price 10 days leading up to the earnings, and a +6.46% change 10 days following the report. On the earnings day itself, the stock moves by +4.82%. This data can give you a slight idea of what to expect for the next quarter's release.

DCTH Key Earning Data

2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
15.10M
2701.48%
34.82%
Gross Margin
85.92%
25.85%
0.66%
Operating Margin
20.13%
100.96%
-279.09%
Net Margin
-22.50%
-98.91%
-235.22%
EPS
-0.11
-77.08%
-283.33%
No Data Available

DCTH Earnings Analysis

Delcath Systems Inc Corporation (DCTH.O) Earnings Conference Call

Positive

  • Earnings Per Share Beat: Delcath Systems, Inc. reported an EPS of $0.05, beating expectations of $-0.1.

  • HEPZATO Revenue Performance: In 2024, Delcath generated $32.3 million in HEPZATO revenue in the U.S., including $13.7 million in Q4 from 14 active treatment centers.

  • Revenue Enhancement Opportunities: The company secured a permanent J-code and a new technology add-on payment (NTAP) in 2024, enhancing revenue potential.

  • Positive Adjusted EBITDA Achievement: In Q4, Delcath achieved $4.6 million in positive adjusted EBITDA, marking a first for the company.

  • Financial Stability for Growth: Delcath ended the year with $53.2 million in cash and investments and no debt, providing financial stability for future growth.

  • Expansion of Treatment Centers: The company activated three new U.S. treatment centers in Q4 and has plans to reach 30 active centers by year-end 2025.

  • CHEMOSAT Volume Growth: CHEMOSAT volumes in Europe grew by 137% in 2024, with significant growth in Germany and other markets.

  • European Clinical Trials Impact: Delcath's European presence supports clinical trials and generated over 10 published studies in 2024.

  • European Expansion Plans: The company plans to expand into France, Italy, and Spain in 2025, complementing its existing presence in the UK, Germany, and The Netherlands.

  • FDA Clearance for Phase 2 Trial: Delcath's Phase 2 trial in metastatic colorectal cancer received FDA clearance, with enrollment expected to begin in the second half of 2025.

  • Leadership Appointment in Oncology: The company appointed Dr. Michael Brunner as Senior Vice President of Interventional Oncology to drive innovation and procedural improvements.

Negative

  • Product Revenue Dependence: Revenue growth from HEPZATO was strong, but CHEMOSAT revenue remains low at $1.4 million for Q4 2024, indicating reliance on a single product for growth.

  • Financial Challenges Persist: Despite a positive adjusted EBITDA of $4.6 million in Q4, the company still reported a net loss of $3.4 million for the quarter, highlighting ongoing financial challenges.

  • Net Loss Improvement: The company experienced a significant net loss of $26.4 million for the full year 2024, although this was an improvement from the previous year's loss of $47.7 million.

  • Treatment Adoption Challenges: While the company activated new treatment centers, the average treatment rate per site was slightly under two per month, suggesting slow adoption and utilization of the treatment.

  • Modest European Revenue Growth: The company’s European revenue growth is modest, and while it grew 137% year-over-year, it remains a small portion of overall revenue, indicating challenges in that market.

  • Team Expansion for Growth: The company is expanding its commercial team, which may indicate that current resources are insufficient to drive growth effectively.

Key Financial Performance iconKey Financial Performance
Operating Highlights iconOperating Highlights
Risks or Challenges iconRisks or Challenges
Strategic Initiatives & Outlook iconStrategic Initiatives & Outlook
Shareholder Return Plan iconShareholder Return Plan

DCTH FAQs

How does DCTH typically perform around its earnings report dates?

DCTH's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -2.98% change leading up to the report and a +6.46% change in the 10 days following the release.

Is Delcath Systems Inc (DCTH) Q4 2024 Earnings Call Summary positive or negative?

How can historical earnings data help predict future stock performance?

DCTH Earnings Deck

Delcath Systems, Inc. (NASDAQ:DCTH) Q4 2024 Earnings Call Transcript

DCTH Earning Call Sentiment

Delcath Systems, Inc. (NASDAQ:DCTH) Q4 2024 Earnings Call Transcript

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DCTH.O

2.65%
Positive
The earnings call summary indicates strong financial performance with improved gross margins, reduced net losses, and a significant EBITDA turnaround. The Q&A section reveals steady treatment cycles and a successful referral network, though management's reluctance to comment on consensus numbers adds uncertainty. The strategic expansion and improved cash flow management suggest positive momentum. Despite some unclear responses, the overall financial health and operational improvements point towards a positive stock price movement.