Delcath: Fundamentals Intact, Despite Share Price Weakness

Delcath Systems, Inc. ( DCTH ) offers a liver-directed chemotherapy system, which is currently used to treat metastatic uveal melanoma patients. The business has been negatively impacted by pricing pressure and seasonality in recent quarters but isRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying bu ...