Delcath Systems, Inc.

Informe acción NasdaqCM:DCTH

Capitalización de mercado: US$380.4m

Delcath Systems Dirección

Dirección controles de criterios 3/4

El CEO de Delcath Systems es Gerard Michel , nombrado en Oct 2020, tiene una permanencia de 5.58 años. compensación anual total es $5.77M, compuesta por 11% salario y 89% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.99% de las acciones de la empresa, por valor de $3.77M. La antigüedad media del equipo directivo y de la junta directiva es de 2.9 años y 6 años, respectivamente.

Información clave

Gerard Michel

Chief Executive Officer (CEO)

US$5.8m

Compensación total

Porcentaje del salario del CEO11.03%
Permanencia del CEO5.6yrs
Participación del CEO1.0%
Permanencia media de la dirección2.9yrs
Promedio de permanencia en la Junta Directiva6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 30

DCTH: 2026 Spend Increase Will Drive Hepatic Cancer Therapy Adoption

Analysts have trimmed their blended price target on Delcath Systems by about $2 to align with recent Street research that lowered the target to $27, citing updated FY26 sales guidance of at least $100m and sharply higher planned R&D and SG&A spending to support HEPZATO commercial and label expansion efforts. Analyst Commentary Bullish Takeaways Bullish analysts view the revised US$27 price target as still reflecting upside potential relative to current trading levels, even after trimming expectations.
Actualización de narrativa Apr 16

DCTH: 2026 Spend Increase Will Support Hepatic Cancer Therapy Expansion

Analysts trimmed their price target on Delcath Systems to $27 from $29, citing updated guidance for at least $100M in FY26 sales and a very large projected increase in R&D and SG&A spending to support the HEPZATO label and commercial expansion. Analyst Commentary Recent commentary focuses on how the updated FY26 sales outlook and higher operating spend could affect the risk and reward profile for Delcath Systems, especially around execution on HEPZATO and future label opportunities.
Actualización de narrativa Apr 02

DCTH: Higher 2026 Spending Will Support Liver Cancer Therapy Expansion

Analysts have trimmed their average price target on Delcath Systems by $2, citing recent FY25 results, updated FY26 sales guidance of at least $100M versus prior consensus of $111M, and expectations for higher R&D and SG&A spending to support HEPZATO growth and label expansion. Analyst Commentary Recent Street commentary on Delcath Systems centers on how near term spending and updated sales guidance could affect the risk and reward profile for shareholders.
Actualización de narrativa Mar 18

DCTH: Higher 2026 Spending Will Support Cancer Therapy Cash Flows And Expansion

Narrative Update on Delcath Systems The analyst price target for Delcath Systems has been trimmed by $2 to $27, as analysts factor in the company's FY26 sales guidance of at least $100M, along with sharply higher planned R&D and SG&A spending to support HEPZATO and label expansion. Analyst Commentary Recent research updates on Delcath Systems highlight a mixed reaction to the company’s outlook, with particular attention on FY26 guidance and the spending required to support HEPZATO and label expansion.
Actualización de narrativa Mar 04

DCTH: Higher 2026 Spending Will Support Future Revenue Expansion Potential

Narrative Update on Delcath Systems The analyst price target for Delcath Systems has been reduced by $3 to $27. Analysts point to updated FY26 sales guidance of at least $100M and significantly higher projected R&D and SG&A spending to support HEPZATO growth and label expansion as key factors behind the change.
Actualización de narrativa Feb 18

DCTH: Steadier Cancer Therapy Cash Flows Will Support Future Indication Expansion

Analysts have raised their price target on Delcath Systems by $1 to $29, citing preliminary Q4 results that indicate Hepzato is becoming a more stable revenue contributor, with more predictable quarter-to-quarter trends and cash flow that may support expansion plans. Analyst Commentary Analysts highlighting the new US$29 price target point to Hepzato’s role as a steadier revenue source and to cash flow that may help support future expansion plans.
Actualización de narrativa Feb 04

DCTH: Steadier Liver Cancer Therapy Revenues Will Support Future Indication Expansion

Analysts have nudged their price target on Delcath Systems higher to $29 from $28, pointing to Hepzato's role as a steady revenue contributor with more predictable quarter to quarter variability and cash flow that can support expansion of additional indications. Analyst Commentary Even with the higher price target, not all commentary around Delcath Systems leans positive.
Actualización de narrativa Jan 20

DCTH: Steadier Hepatic Therapy Uptake Will Support Future Expansion Plans

Analysts recently lifted their price target on Delcath Systems to $29 from $28, citing Hepzato's role as a steadier and more predictable contributor to revenue and cash flow. They believe this supports potential expansion plans and informs modest adjustments to growth, margin, and future P/E assumptions.
Actualización de narrativa Jan 06

DCTH: CHOPIN Trial Data Will Support Future Uptake Despite Softer Guidance

Analysts have kept their fair value estimate for Delcath Systems steady at $18.00 while adjusting underlying assumptions, citing mixed reactions to softer Q3 and FY2025 revenue guidance alongside supportive CHOPIN trial data and a range of updated price targets from $20 to $30. Analyst Commentary Street research on Delcath Systems has centered on the tension between supportive CHOPIN trial data and softer near term revenue guidance, with several price target revisions reflecting this mixed setup.
Actualización de narrativa Dec 14

DCTH: CHOPIN Data Expected To Drive Stronger Uptake Despite Near-Term Guidance Reset

Analysts have trimmed their fair value estimate for Delcath Systems to $18.00 from $21.00, reflecting lower near term revenue growth assumptions after soft preliminary guidance. This comes despite sustained confidence in Hepzato uptake driven by positive CHOPIN trial data and improving profit margin expectations.
Artículo de análisis Nov 21

Why We're Not Concerned Yet About Delcath Systems, Inc.'s (NASDAQ:DCTH) 28% Share Price Plunge

The Delcath Systems, Inc. ( NASDAQ:DCTH ) share price has fared very poorly over the last month, falling by a...
Seeking Alpha Nov 06

Delcath: Temporary Headwinds Are No Cause For Concern

Summary Delcath's third quarter was weak due to seasonality and pricing headwinds, but data suggests these are temporary challenges. Delcath continues to expand its treatment sites and sales force, which should lead to strong growth in 2026. Clinical trials to expand the company's addressable market are also now under way, which could provide enormous upside in several years time. Delcath's valuation is extremely low given the prospect of continued growth and strong margins once growth investments normalize. Read the full article on Seeking Alpha
Artículo de análisis Oct 28

The Delcath Systems, Inc. (NASDAQ:DCTH) Analysts Have Been Trimming Their Sales Forecasts

The latest analyst coverage could presage a bad day for Delcath Systems, Inc. ( NASDAQ:DCTH ), with the analysts making...
Artículo de análisis Aug 09

Delcath Systems, Inc. Just Recorded A 200% EPS Beat: Here's What Analysts Are Forecasting Next

NasdaqCM:DCTH 1 Year Share Price vs Fair Value Explore Delcath Systems's Fair Values from the Community and select...
Artículo de análisis Jul 12

Why We're Not Concerned Yet About Delcath Systems, Inc.'s (NASDAQ:DCTH) 29% Share Price Plunge

Delcath Systems, Inc. ( NASDAQ:DCTH ) shares have retraced a considerable 29% in the last month, reversing a fair...
Artículo de análisis Jun 18

Delcath Systems (NASDAQ:DCTH) Is In A Strong Position To Grow Its Business

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Artículo de análisis May 22

Delcath Systems, Inc.'s (NASDAQ:DCTH) 52% Jump Shows Its Popularity With Investors

Delcath Systems, Inc. ( NASDAQ:DCTH ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis May 11

Delcath Systems, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

A week ago, Delcath Systems, Inc. ( NASDAQ:DCTH ) came out with a strong set of first-quarter numbers that could...
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Nueva narrativa May 02

HEPZATO Launch And European Expansion Will Expand Treatment Access

Expansion in U.S. treatment centers and commercial teams is expected to drive significant revenue growth and improve operational efficiencies.
Artículo de análisis Mar 11

With A 27% Price Drop For Delcath Systems, Inc. (NASDAQ:DCTH) You'll Still Get What You Pay For

Delcath Systems, Inc. ( NASDAQ:DCTH ) shares have retraced a considerable 27% in the last month, reversing a fair...
Artículo de análisis Jan 18

Delcath Systems, Inc.'s (NASDAQ:DCTH) P/S Is Still On The Mark Following 31% Share Price Bounce

Delcath Systems, Inc. ( NASDAQ:DCTH ) shareholders have had their patience rewarded with a 31% share price jump in the...
Artículo de análisis Dec 19

Does Delcath Systems (NASDAQ:DCTH) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha Nov 18

Delcath Systems: Q3 Earnings Reveal HEPZATO KIT And CHEMOSAT Growth

Summary Delcath Systems' Q3 earnings revealed strong growth with $11.2M in revenue, driven by HEPZATO and CHEMOSAT sales, and an 85% gross margin. The company is expanding its commercial footprint with 12 active treatment centers and plans to reach 30 by the end of 2025. Promising growth drivers include new cancer indications for HEPZATO, potential label expansion, and combining with immune checkpoint inhibitors. Despite promising trends, investors should be cautious of seasonality impacts and the risks associated with upcoming Phase II trials and increased R&D expenses. I take a look at the charts to see if I can identify an opportunity to add to my position. Read the full article on Seeking Alpha
Artículo de análisis Nov 01

Delcath Systems, Inc.'s (NASDAQ:DCTH) P/S Is Still On The Mark Following 26% Share Price Bounce

Despite an already strong run, Delcath Systems, Inc. ( NASDAQ:DCTH ) shares have been powering on, with a gain of 26...
Artículo de análisis Sep 10

Delcath Systems, Inc.'s (NASDAQ:DCTH) 26% Jump Shows Its Popularity With Investors

Delcath Systems, Inc. ( NASDAQ:DCTH ) shares have continued their recent momentum with a 26% gain in the last month...
Artículo de análisis Aug 27

Is Delcath Systems (NASDAQ:DCTH) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Aug 07

Delcath Systems, Inc. (NASDAQ:DCTH) Reported Earnings Last Week And Analysts Are Already Upgrading Their Estimates

Shareholders might have noticed that Delcath Systems, Inc. ( NASDAQ:DCTH ) filed its quarterly result this time last...
Artículo de análisis Jan 15

Is Delcath Systems (NASDAQ:DCTH) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Gerard Michel en comparación con los beneficios de Delcath Systems?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$561k

Dec 31 2025US$6mUS$636k

US$3m

Sep 30 2025n/an/a

US$1m

Jun 30 2025n/an/a

US$2m

Mar 31 2025n/an/a

-US$14m

Dec 31 2024US$2mUS$561k

-US$26m

Sep 30 2024n/an/a

-US$34m

Jun 30 2024n/an/a

-US$56m

Mar 31 2024n/an/a

-US$50m

Dec 31 2023US$3mUS$538k

-US$48m

Sep 30 2023n/an/a

-US$45m

Jun 30 2023n/an/a

-US$34m

Mar 31 2023n/an/a

-US$37m

Dec 31 2022US$1mUS$521k

-US$37m

Sep 30 2022n/an/a

-US$33m

Jun 30 2022n/an/a

-US$32m

Mar 31 2022n/an/a

-US$28m

Dec 31 2021US$2mUS$475k

-US$26m

Sep 30 2021n/an/a

-US$27m

Jun 30 2021n/an/a

-US$25m

Mar 31 2021n/an/a

-US$23m

Dec 31 2020US$6mUS$113k

-US$24m

Compensación vs. Mercado: La compensación total de Gerard($USD5.77M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD2.65M).

Compensación vs. Ingresos: La compensación de Gerard ha sido consistente con los resultados de la empresa en el último año.


CEO

Gerard Michel (62 yo)

5.6yrs
Permanencia
US$5,765,258
Compensación

Mr. Gerard J. Michel, MS, MBA, is an Independent Director of Beta Bionics, Inc. from March 26, 2025. Mr. Michel serves as Chief Executive Officer and Director at Delcath Systems Inc since October 1, 2020....


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Gerard Michel
CEO & Director5.6yrsUS$5.77m0.99%
$ 3.8m
Martha Rook
Chief Operating Officer2.2yrsUS$2.02m0.022%
$ 84.5k
Vojislav Vukovic
Chief Medical Officer2.9yrsUS$2.06m0.49%
$ 1.9m
Sandra Pennell
Chief Financial Officer2.9yrssin datos0.22%
$ 848.7k
David Hoffman
General Counsel4.3yrssin datos0.25%
$ 942.9k
Johnny John
Senior Vice President of Clinical Operations & Medical Affairs5.3yrsUS$737.50ksin datos
Kevin Muir
Chief Commercial Officerless than a yearUS$1.02m0.071%
$ 268.7k
Michael Brunner
Senior Vice President of Interventional Oncology1.2yrssin datossin datos
2.9yrs
Permanencia media
56.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DCTH se considera experimentado (2.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Gerard Michel
CEO & Director5.6yrsUS$5.77m0.99%
$ 3.8m
Elizabeth Czerepak
Independent Director6.3yrsUS$306.22k0%
$ 0
Steven Salamon
Independent Director6yrsUS$306.22k0.24%
$ 905.8k
John Sylvester
Independent Chairman6.8yrsUS$337.64k0.043%
$ 164.6k
Gilad Aharon
Independent Director6yrsUS$293.72k0.15%
$ 566.2k
Bridget Martell
Director2yrsUS$301.22k0%
$ 0
6.0yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de DCTH se considera experimentada (6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 03:27
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Delcath Systems, Inc. está cubierta por 12 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Michael GormanBTIG
Marie ThibaultBTIG
John NewmanCanaccord Genuity