Jan. 31 at 9:39 PM
$DCTH- a good example of having this LT visibility
Valued at just 4x 2025 sales. Paid down the debt, buying back shares
Pricing pressure for Hepzato & seasonality = near-term noise & nothing more
Practice-changing results from CHOPIN to accelerate uptake in docs who don't want to postpone systemic treatment/ICI
Expanding into other solid tumors with liver involvement, starting with breast & CRC. Steady stream of data once you hit 2027 (interim CRC then breast), primary CRC readout in 2028 & primary breast readout in 2029 (full OS in 2030). Additional indications to be pursued as sales ramp & funding obtained (ICC, melanoma, NSCLC, etc)