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Earnings Call Summary | Delcath Systems(DCTH.US) Q2 2024 Earnings Conference

Earnings Call Summary | Delcath Systems(DCTH.US) Q2 2024 Earnings Conference

業績會總結 | 迪卡斯系統(DCTH.US) 2024年第二季度業績會
moomoo AI ·  08/06 03:08  · 電話會議

The following is a summary of the Delcath Systems Inc (DCTH) Q2 2024 Earnings Call Transcript:

以下是迪卡斯公司(DCTH)2024年第二季度業績會彙報摘要:

Financial Performance:

金融業績:

  • Delcath Systems reported a total revenue of $7.8 million for Q2 2024, with $6.6 million from U.S. sales of HEPZATO and $1.2 million from European sales of CHEMOSAT.

  • Gross margin stood at 80% for the quarter, indicating high profitability.

  • Research and Development expenses were $3.4 million, showing a slight decrease from the previous year.

  • Selling, General and Administrative expenses increased to $6.8 million, due to heightened commercial activity.

  • 迪卡斯公司報告2024年第二季度總營業收入爲780萬美元,其中660萬美元來自HEPZATO在美國的銷售,120萬美元來自CHEMOSAT在歐洲的銷售。

  • 本季度毛利率爲80%,表明高盈利性。

  • 研發費用爲340萬美元,較去年略有下降。

  • 銷售總務費用爲680萬美元,由於商業活動的增強而增加。

Business Progress:

業務進展:

  • Delcath has 8 active treatment centers with expectations to end Q3 2024 with 12, and aiming for 20 by year-end or shortly after.

  • Treatment rates averaged just under two treatments per month per center, which is above initial projections. With new NTAP designation effective October 2024, adoption might see additional support, though not directly influential on uptake rates.

  • European engagement includes ongoing reimbursement applications for the U.K., expanding commercial presence, and significant growth in Germany due to dedicated commercial efforts.

  • 迪卡斯擁有8個活躍的治療中心,並有望在2024年第三季度結束時達到12個,年末或不久之後目標爲20個。

  • 每個中心平均治療率略低於每月兩次,高於最初的預期。新的NTAP設計有效日期爲2024年10月,採用率可能會得到額外的支持,儘管對採用率沒有直接的影響。

  • 歐洲市場策略包括在英國進行持續的報銷申請、擴大商業存在以及由於專門的商業工作而在德國實現了顯著增長。

Opportunities:

機會:

  • Entrance into the U.K. with ongoing reimbursement submissions is expected next year, potentially enhancing market reach in Europe.

  • The company anticipates the rollout of additional centers in major European markets, focussing on multi-center access.

  • Prospects for the application of HEPZATO and CHEMOSAT in combination with immunotherapies and potentially other liver-dominant cancers.

  • 計劃於明年進入英國,並進行持續的報銷申請,可能提高在歐洲市場的覆蓋範圍。

  • 公司預計在歐洲主要市場推出更多治療中心,重點是多中心渠道。

  • 在免疫治療和其他以肝臟爲主的癌症方面,結合HEPZATO和CHEMOSAT的應用前景。

Risks:

風險:

  • Slower than anticipated activation of treatment centers posing a transient challenge, potentially affecting the speed of commercial traction.

  • Dependency on Medicare and private insurers adopting and sustaining favorable reimbursement practices, especially concerning CHEMOSAT in European markets.

  • 治療中心的啓動速度較慢,這可能會對商業拓展的速度產生暫時性挑戰。

  • 依賴醫療保險和私人保險公司採用並持續維持有利的報銷實踐,尤其是在歐洲市場對CHEMOSAT的情況。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

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