Microcap Opportunities

Microcap Opportunities

Portfolio Change

We Are Dropping Delcath (DCTH)

Sergio Heiber's avatar
Sergio Heiber
Aug 13, 2025
∙ Paid
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Delcath has performed brilliantly in the commercialization of its HEPZATO Kit, attaining profitability very quickly, but forward progress is going to need heavy lifting. What concerns us is that the FDA approval for HEPZATO is for the treatment of a very rare liver cancer. While the company is expanding the HEPZATO centers, it will soon reach the matura…

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