Delcath Systems Q2 Earnings Call Highlights

Key Points - Revenue and outlook improved: Second-quarter revenue rose 20% year over year to $29.1 million, driven by a 30% increase in HEPZATO KIT volume. Delcath raised its 2026 revenue guidance to $104 million–$108 million and expects positive adjusted EBITDA. - Commerc

Key Points – Revenue and outlook improved: Second-quarter revenue rose 20% year over year to $29.1 million, driven by a 30% increase in HEPZATO KIT volume.

Delcath raised its 2026 revenue guidance to $104 million–$108 million and expects positive adjusted EBITDA. – Commercial expansion continued: Delcath ended the quarter with 31 active treatment centers and remains on track to reach approximately 37 by year-end

New patient starts and backup REMS-certified teams are intended to support capacity and treatment volume. – Pipeline development is advancing but faces enrollment challenges: Phase II trials in metastatic colorectal and HER2-negative breast cancer are underway, while the company evaluates additional indications. Delcath said enrollment has been slower than expected because of coordination and training requirements at treatment centers. Delcath Systems (NASDAQ:DCTH) reported second-quarter 2026 revenue of $29.1 million, up from $24.2 million a year earlier, as growth in HEPZATO KIT sales supported continued commercial expansion and investment in clinical programs beyond metastatic uveal melanoma.

HEPZATO KIT revenue totaled $27.1 million, which Chief Executive Officer Gerard Michel said was 21% higher than the comparable 2025 period despite the introduction of 340B pricing in July 2025. Chief Financial Officer Sandra Pennell said HEPZATO volume increased 17% sequentially from the first quarter and 30% year over year. The company reported net income of $2.7 million, unchanged from the prior-year quarter.

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