CP
Catheter Precision, Inc. (VTAK)·Q1 2025 Earnings Summary
Executive Summary
- Q1 2025 revenue grew 73–74% year over year to approximately $142–$143k, with preliminary results disclosed at $142k and the final press release citing ~$143k; net loss was approximately $4.0M with ~$1.2M non-cash charges .
- Commercial traction continued: ~50 hospitals actively evaluating VIVO and/or LockeT; both new and repeat customer orders occurred during the quarter .
- Strategic expansion: announced acquisition of Cardionomic assets via subsidiary Cardionomix (1,000,000 restricted VTAK shares and a $1.5M note at 4% due in three years), plus acquisition of PeriKard; Cardionomix will require external funding to develop acquired assets .
- Near-term catalysts include LockeT CE Mark (anticipated Q2 2025) and EU sales launch in Q3 2025; liquidity actions include a $1.5M private placement announced May 12, post-quarter .
What Went Well and What Went Wrong
What Went Well
- Pipeline and adoption momentum: ~50 hospitals evaluating VIVO and/or LockeT with conversions evidenced by both new and repeat orders in the quarter .
- Strong clinical validation: four abstracts at Heart Rhythm 2025; VIVO accuracy >94% and long-term success >83% in a 125-patient EU study; LockeT demonstrated safety/efficacy in 139 patients; ACC study of 97 patients showed LockeT advantages over manual compression .
- Strategic positioning: acquisition of Cardionomic’s CPNS assets (49 issued patents and 46 applications) and PeriKard’s access kit, expanding portfolio depth and optionality .
What Went Wrong
- Liquidity constraints: cash was ~$0.45M at quarter-end; management explicitly notes the need for additional financing and potential strategic transactions to fund operations and Cardionomix development .
- Scale remains limited: quarterly sales revenue of ~$143k indicates early-stage commercialization; net loss was ~$4.0M, reflecting investment ahead of revenue ramp .
- Execution risks for Cardionomix: asset purchase is “as-is/where-is,” with IP transfer/third-party license risks and requirement for external funding; forward-looking risks include nerve fatigue, unstable hemodynamics at high amplitudes, and device modifications noted from prior pilot studies .
Financial Results
Notes:
- Q1 revenue discrepancy reflects preliminary disclosure ($142k) later updated to approximately $143k; we anchor the quarter on the press release while highlighting the earlier figure .
- EPS and margin metrics were not disclosed in the company’s Q1 2025 releases; consensus estimates via S&P Global were unavailable for Q1 2025 (see Estimates Context) .
Segment breakdown: The company reports as a single business focused on EP products; no segment financials disclosed .
KPIs
Guidance Changes
No numeric revenue/EPS/margin guidance was provided for Q1 or subsequent periods .
Earnings Call Themes & Trends
Earnings call transcript for Q1 2025 was not available in the document set; themes derived from Q3 2024, Q4 2024, and Q1 2025 press releases.
Management Commentary
- “We continue to be optimistic about the growth of the product pipeline… We are committed to continued research supporting the product benefits and increasing the engagement of new and existing customers.” — David Jenkins, CEO .
- On Q3 execution: “We have invested significantly… and are seeing the results… We continue to believe that the ventricular market, although small today, could one day be as large as the atrial fib market. New tools, such as VIVO, can make that happen.” — David Jenkins, CEO .
Q&A Highlights
- No Q1 2025 earnings call transcript was available; therefore, no Q&A highlights or clarifications could be retrieved from a call [ListDocuments returned none for transcripts].
Estimates Context
- Wall Street consensus (S&P Global) for Q1 2025 EPS, revenue, and target price was unavailable; GetEstimates returned no data for VTAK Q1 2025 [GetEstimates: Q1 2025 returned empty].
- Implication: No formal “beat/miss” relative to Street consensus can be assessed for Q1 2025.
Key Takeaways for Investors
- Early-stage commercialization is progressing: revenue up ~74% YoY, pipeline converting to orders; however, absolute revenue remains small and losses are significant, underscoring execution and scale-up risk .
- Near-term regulatory catalysts (LockeT CE Mark, EU launch) and growing clinical evidence for VIVO/LockeT can support adoption and sales ramp through 2H 2025 if timelines hold .
- Liquidity is tight (cash ~$0.45M at quarter end); subsequent $1.5M raise helps, but additional financing appears necessary, including for Cardionomix development, which may dilute subsidiary ownership and add governance complexity .
- The Cardionomix asset purchase provides strategic optionality in heart failure neuromodulation but carries “as-is” IP transfer/licensing complexities and clinical risks highlighted by prior studies; development and regulatory costs/timelines are non-trivial .
- Trading implications: watch for CE Mark receipt (Q2), EU distributor traction (Q3), funding announcements for Cardionomix, and additional clinical data releases; these are likely stock-moving catalysts in a thinly traded microcap .
- Medium-term thesis: If clinical validation continues and commercialization expands (EU + U.S.), operating leverage could improve; risk management requires monitoring liquidity, internal control remediation, and execution on Cardionomix integration/funding .