Baul Morgan's questions to Delcath Systems Inc (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.