Delcath Systems Inc (STU:DV3R)
€ 9.75 +0.45 (+4.84%) Market Cap: 344.45 Mil Enterprise Value: 295.15 Mil PE Ratio: 0 PB Ratio: 4.84 GF Score: 58/100
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Q1 2025 Delcath Systems Inc Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT
Release Date Price: €10.2 (+0.99%)

Key Points

Positve
  • Delcath Systems Inc (DCTH) reported a strong revenue growth in Q1 2025, with a combined revenue of $19.8 million from PepSAo and Kemos, marking a significant increase from the previous year.
  • The company achieved a positive net income of $1.1 million and positive cash flow from operations of $2.2 million, indicating solid financial health.
  • Delcath Systems Inc (DCTH) expanded its network to 19 active centers in the US, with plans to reach 30 by the end of the year, demonstrating successful market penetration.
  • The company ended the quarter with no debt and approximately $59 million in cash and investments, providing a strong financial foundation for future growth.
  • The European market saw a 29% increase in revenue over the prior quarter, highlighting growth potential despite existing reimbursement challenges.
Negative
  • Despite the revenue growth, the European market faces significant reimbursement and pricing challenges, limiting its contribution to overall revenue in the short to medium term.
  • The process of activating new centers is complex and can be unpredictable, with potential barriers that could slow down the pace of expansion.
  • Research and development expenses increased to $5 million in Q1 2025 from $3.7 million in the same period the previous year, reflecting higher costs associated with ongoing trials.
  • The company anticipates a decrease in average monthly treatments per site for the remainder of the year, which could impact revenue growth.
  • There is uncertainty regarding the timing of site activations and patient enrollments for new clinical trials, which could delay potential revenue from these initiatives.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DCTH.OQ - Delcath Systems Inc
Q1 2025 Delcath Systems Inc Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Delir Systems first quarter, 2025 earnings call.

All participants are in listen-only mode.

There will be an opportunity to ask questions at the end of the formal presentation.

If anyone should require operator assistance during the conference, please press star and then 0 on your telephone keypad.

Please note that this event is being recorded.

I'd now like to turn the conference over to Mr. David Hoffman, Bell cap's general counsel. Just go ahead, sir.

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Unidentified_2 [2]
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