[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.8K followers Created: 2025-07-02 17:10:42 UTC 2) $DCTH $DCTH is scaling up U.S. sales of its FDA-approved HEPZATO KIT for metastatic uveal melanoma (mUM), and momentum is building. It’s the first and only FDA-approved whole-liver directed therapy. PHP therapy also has potential to treat additional solid tumors, which could significantly expand the company’s addressable market in the coming years (we’ll likely know more about this in 2025/2026). mUM has the lowest incidence among liver-dominant cancers, so expansion into other tumor types would be absolutely game-changing. Even without that expansion, the current valuation looks attractive based on the existing opportunity. However, it's worth noting that the current opportunity is only around ~$500M, so a TAM expansion would be key for $DCTH to become a serious multibagger in the next few years. The company expects to grow revenue by over XXX% YoY in 2025 to $96M, with gross margins close to 90%. It has over $58M in cash, no debt, and just achieved its first quarter of both net income and positive operating cash flow — clearly an inflection point. For reference, it’s currently trading at ~8x Fwd EV/EBITDA (2026, based on analyst estimates), which I think is attractive considering its growth potential and the likelihood of beating expectations.  XXXXXX engagements  **Related Topics** [scaling](/topic/scaling) [$dcth](/topic/$dcth) [cunha](/topic/cunha) [Post Link](https://x.com/mvcinvesting/status/1940458119680680214)
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M. V. Cunha @mvcinvesting on x 48.8K followers
Created: 2025-07-02 17:10:42 UTC
- $DCTH
$DCTH is scaling up U.S. sales of its FDA-approved HEPZATO KIT for metastatic uveal melanoma (mUM), and momentum is building.
It’s the first and only FDA-approved whole-liver directed therapy.
PHP therapy also has potential to treat additional solid tumors, which could significantly expand the company’s addressable market in the coming years (we’ll likely know more about this in 2025/2026). mUM has the lowest incidence among liver-dominant cancers, so expansion into other tumor types would be absolutely game-changing.
Even without that expansion, the current valuation looks attractive based on the existing opportunity. However, it's worth noting that the current opportunity is only around ~$500M, so a TAM expansion would be key for $DCTH to become a serious multibagger in the next few years.
The company expects to grow revenue by over XXX% YoY in 2025 to $96M, with gross margins close to 90%. It has over $58M in cash, no debt, and just achieved its first quarter of both net income and positive operating cash flow — clearly an inflection point.
For reference, it’s currently trading at ~8x Fwd EV/EBITDA (2026, based on analyst estimates), which I think is attractive considering its growth potential and the likelihood of beating expectations.
XXXXXX engagements
