)

Delcath Systems (DCTH) investor relations material
Delcath Systems H.C. Wainwright 27th Annual Global Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Commercial strategy and growth
Focus on treating liver cancers, starting with metastatic uveal melanoma as the initial ultra-orphan indication to fund expansion into broader cancer types.
Revenue from the first indication will support trials and commercialization in metastatic colorectal and breast cancers, with ongoing trials in both.
The HEPZATO KIT was launched in January 2024, with 22 active commercial centers and plans to reach 40 centers next year.
Expansion of active centers is directly tied to revenue growth, with a long-term potential of up to 70 centers for optimal efficiency.
Regional teams are structured to open, support, and manage centers, and to build referral networks to increase patient access.
Product differentiation and operational execution
HEPZATO KIT offers whole-liver perfusion with high-dose melphalan, preserving liver function better than other therapies.
Competing therapies like Y-90 and TACE are less effective for widespread metastatic disease due to limited tumor targeting.
Average procedure volume per center is two per month, with some high-volume centers performing up to six.
Growth in procedure volume will come from improved referral patterns, training additional teams, and increasing daily procedure capacity.
Training new teams involves didactic and hands-on learning, with logistical challenges in assembling multidisciplinary teams.
Financial outlook and reimbursement
Guidance for 2024 revenue is $93–96 million, with a recent change in Medicaid National Drug Rebate Agreement (NDRA) compliance impacting revenue per kit by 11–13%.
NDRA compliance may improve access for some patients and remove reimbursement headwinds, though the net impact is difficult to quantify.
The company is currently cash positive, has no debt or warrants, and does not anticipate needing to raise capital in the near to medium term.
Next Delcath Systems earnings date

Next Delcath Systems earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage