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@KampnerSam Avatar @KampnerSam Sam Kampner

Sam Kampner posts on X about $dcth, stocks, $500m, adoption the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Followers: XXXXX #

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Social category influence finance stocks technology brands social networks

Social topic influence $dcth, stocks, $500m, adoption, $18share, youtube, holders, $goog, $477m, investment

Top assets mentioned Alphabet Inc Class A (GOOGL) Intuitive Surgical, Inc. (ISRG) Rocket Lab USA, Inc. Common Stock (RKLB) Palantir (PLTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) MP Materials Corp. (MP)

Top Social Posts #

Top posts by engagements in the last XX hours

"The company's growth is driven by its commercial execution. The plan involves systematically activating top-tier cancer centers across the U.S. with a target of having XX active treatment centers by the end of 2025. The key bottleneck to this growth is the adoption rate of new centers as each must complete a complex FDA-mandated REMS training program. This execution risk is now the central focus of the story. Importantly this same adoption bottleneck creates a powerful moat. Once a hospital invests significant time and resources into the REMS training for its entire multi-disciplinary team"
@KampnerSam Avatar @KampnerSam on X 2025-07-20 23:09:25 UTC 4152 followers, XXX engagements

"The market often takes time to recognize a fundamental business transformation. The $DCTH price graph shows this well. You can see the exact moment the market recognized the company's transformation on May 8th when the stock surged to over $18/share after they announced their first-ever profitable quarter. Since that peak the stock has pulled back significantly to $XXXXX at current"
@KampnerSam Avatar @KampnerSam on X 2025-07-20 23:09:26 UTC 4152 followers, XXX engagements

"$GOOG holders listen to Gene. Focus on fundamentals. The rest is noise"
@KampnerSam Avatar @KampnerSam on X 2025-07-23 20:22:30 UTC 4158 followers, 3166 engagements

"$DCTH presents one of the most asymmetric risk/reward opportunities in the market today. Its exceptionally rare to find a company with YoY revenue growth over 1000% an XX% gross margin profitable while trading at 6x LTM sales. Here is my full $DCTH thesis 🧵 NIA DYOR"
@KampnerSam Avatar @KampnerSam on X 2025-07-20 23:09:21 UTC 4169 followers, 19.2K engagements

"Thanks for the comment it's a great point and you are absolutely right that peak sales is the correct way to model biotech TAM. The analysis I'm working from does exactly that modeling peak U.S. sales for the initial mUM indication at $477M annually (reaching XX% market penetration) which aligns well with the company's conservative $500M TAM figure"
@KampnerSam Avatar @KampnerSam on X 2025-07-23 14:47:29 UTC 4166 followers, XXX engagements

"@MantelNitai This argument can be made to anyone who gambled the roulette and won. Would you recommend that we all start playing roulette The fact you made a good return does not mean you made a good investment. Im into investing not gambling"
@KampnerSam Avatar @KampnerSam on X 2025-07-26 21:16:23 UTC 4169 followers, XX engagements

"The core of the opportunity lies in the valuation disconnect. $DCTH currently trades at just 3.4x its forward sales guidance for 2025. It's exceptionally rare to find a company with XX% TTM gross margins and 1000% TTM revenue growth trading at such a low multiple especially after posting a profitable quarter. To put this in perspective: other medical device platforms like Intuitive Surgical $ISRG with only XX% YoY growth and gross margin of XX% are valued at over 21x TTM sales. If $DCTH were valued at that same multiple on its forward revenue its share price would be over $XX (3.9x the"
@KampnerSam Avatar @KampnerSam on X 2025-07-20 23:09:27 UTC 4152 followers, 1837 engagements

"Delcath conservatively pegs its initial TAM to the U.S. market for metastatic uveal melanoma (mUM) at $500M based on an estimated XXX eligible patients. Third-party analysis however calculates a gross TAM of $876M (based on a 1000 patient estimate x X cycles x $219k list price) suggesting the $DCTH's public figure is cautious. The future opportunity is even larger. $DCTH projects its pipeline expansion into metastatic breast and colorectal cancer as a "$1B per year" opportunity which is substantiated by estimates of the addressable patient populations: 6000-10000 patients for colorectal"
@KampnerSam Avatar @KampnerSam on X 2025-07-20 23:09:26 UTC 4152 followers, 1603 engagements

"@Rivian_DD For those of us who are not as well-versed - does this mean we are likely to see R2 in Q1'26"
@KampnerSam Avatar @KampnerSam on X 2025-07-22 18:23:15 UTC 4169 followers, XXX engagements

"Heres a list of popular stocks that are wildly overvalued: $PLTR $RKLB $ASTS $MP These are all great businesses with revolutionary tech. But fundamentals still matter. Don't let a great story cause you to overpay for a stock. NFA DYOR"
@KampnerSam Avatar @KampnerSam on X 2025-07-26 19:15:10 UTC 4169 followers, 1939 engagements