GioW
Oct 31, 12:34 PM
$DCTH I think DCTH beats big time this quarter. We know that at the last conference call on Aug 6th they hadn’t seen any summer slowdown yet, because they said so. We also know there was an acceleration of treatments per center in Q2 to 1.8 treatments per center per month. At the same monthly run rate per center, we are looking at
$30M US revenue plus European revenue of
$1.5m that’s
$31.5m for Q3, which is 55% revenue growth YOY. The street is at
$25.84m That’s a headline beat of 22% and they’d have to raise FY guidance to
$120M. The stock price should jump to over
$18, unless the market is tanking.
$14 is very cheap.
0 replies