Sign in

    Baul Morgan

    Vice President and Equity Analyst at Clear Street

    Baul Morgan is a Vice President and Equity Analyst at Clear Street, specializing in coverage of US financial services and fintech firms such as Robinhood, SoFi Technologies, and Charles Schwab. Known for sharp sector insights and impactful recommendations, Morgan has achieved a published success rate of 67% and average returns exceeding 12% on covered stocks, ranking in the top quartile among peer analysts. He began his finance career in 2014 at J.P. Morgan before moving to Cowen, and joined Clear Street in 2022 to help build out their equity research platform. Morgan holds FINRA Series 7 and 63 licenses and is recognized for his thorough company analyses and thoughtful industry commentary.

    Baul Morgan's questions to DELCATH SYSTEMS (DCTH) leadership

    Baul Morgan's questions to DELCATH SYSTEMS (DCTH) leadership • Q1 2025

    Question

    Baul Morgan of Clear Street asked about the stability of Q1 revenue, inquiring about any month-to-month variability and whether there were headwinds from insurance resets at the start of the year.

    Answer

    CEO Gerard Michel responded that the company did not observe any significant headwinds from insurance resets. He acknowledged that with relatively small patient numbers, there is inherent month-to-month variability, partly due to the 6-to-8-week treatment cycle, but stated this noise is not meaningful enough to indicate a specific pattern.

    Ask Fintool Equity Research AI