Prepared for Delcath Systems
Referral-pathway concept · August 2026 · Public record only

The referral pathway to a certified center.

HEPZATO can be delivered only at REMS-certified sites. A patient reaches one by moving through four sets of hands: an ophthalmologist, an ocular oncologist, a medical oncologist, and the treating center. No single party sees that pathway end to end. This brief maps it from the public record, and outlines a referral-visibility layer for Delcath's field organization.

SOURCE: SEC FILINGS · FDA · PEER-REVIEWED LITERATURE EVERY FIGURE LINKS TO ITS RECORD
How this was assembled

An agent read the public record before the call.

Delcath is a public company. Its filings, FDA documents, and the clinical literature on uveal melanoma are all open. The replay below is the research trail behind this brief, condensed.

oddmind research agentreplay
Act 1 · Where Delcath is

A launch that now depends on utilization.

The device is approved and selling. The next stage of growth is a distribution problem: getting appropriate patients to the small, fixed number of centers certified to treat them.

Aug 2023FDA approved HEPZATO KIT for adults with uveal melanoma and unresectable liver metastases. It is delivered by percutaneous hepatic perfusion under a REMS that trains and certifies each treating site. FDA REMS
31active treatment centers as of Q2 2026, up from 28 at the end of 2025. Guidance is 37 by the end of 2026 and 40 by early 2027, with more sites in discussion. Q2 2026
$104-108Mraised full-year 2026 revenue guidance, following a record $85.2M in 2025 and $29.1M in Q2 2026, up 20% year over year. FY2025 guidance
9sales territories the field organization now covers nationally, expanded from four to six as the center network scaled. A small team carries both site activation and account growth. earnings call

Read together, these numbers point at one lever. Revenue is now a function of procedures per certified center, and procedures are a function of appropriate patients arriving. Each center sits at the end of a referral catchment: the practices that route patients to it. That catchment is where the next procedure comes from, and it is the part of the business no filing describes.

Act 2 · The pathway

How a patient actually reaches HEPZATO.

Uveal melanoma is rare, and the route from diagnosis to a certified center passes through several specialties, over years. Each one owns a different segment of the patient.

STEP 1 Ophthalmologist detects the eye tumor STEP 2 Ocular oncologist treats the primary tumor STEP 3 Medical oncologist liver surveillance STEP 4 Certified center delivers HEPZATO LINE OF SIGHT the eye the liver the procedure The referral seam: owned by no one
Each specialty sees only its own segment. The hand-off from "liver metastasis found" to "treated at a certified center" is the seam where visibility ends.
~2,000approxnew uveal melanoma cases per year in North America, an incidence of roughly 5 per million. It is the most common eye cancer in adults and still a rare disease. SEER
45-50%approxof patients go on to develop metastases, on average about three years after the original diagnosis. Surveillance has to hold across that gap. SEER consensus
~90%approxof metastatic cases have the liver as the first or dominant site. This is precisely the population HEPZATO is built for. Cleveland Clinic

Two facts sit underneath the pathway. Surveillance is split: the ocular oncologist watches the eye, the medical oncologist watches the liver, and the certified center sees the patient only once a referral is made. And the systemic alternative does not cover everyone: tebentafusp is limited to HLA-A*02:01-positive patients, roughly half of them. source For the other half, and for liver-dominant disease specifically, the certified-center pathway is the access route.

The population is defined. The pathway to it is not.
~90%

of metastatic patients have liver-dominant disease. Reaching them is a coordination problem, not a clinical one.

The eligible population is small and well characterized. The open question is operational: of the patients who should reach a certified center, how many actually do, and where do the rest stop? No public source answers this, because no one measures the pathway.

Act 3 · The gap

Where the pathway loses patients.

No public figure quantifies how many eligible patients never reach a certified center. That absence is the finding. The loss is invisible because the pathway is not instrumented.

Few centers, long distances31 sites
Thirty-one certified centers serve the entire country. The literature on this disease documents real travel burden, and it associates delay to definitive treatment with worse outcomes. Distance and delay are structural, not incidental.
Delcath already built for this problemFeb 2024
Delcath launched a Healthcare Setting Locator so patients and physicians can find a certified site, and runs HEPZATO KIT Access 360, a program with a clinical navigator and copay support. Both exist because getting the patient to the center is a known barrier. What is missing is the field-facing view of where, along the referral chain, a given center is losing them.

The seams are specific. A surveillance interval is missed. A liver metastasis is found but no referral is made. A referral is made but the patient never arrives. Or the patient arrives outside the treating window, once liver involvement passes the labeled threshold or disease spreads beyond it. Each of these is a different intervention, and today they all read the same from the field: a center that simply is not treating this quarter.

Act 4 · The concept

A referral-visibility layer. Non-PHI first.

Phase 1 does not track patients. It instruments the pathway around each certified center at the account level, so the field team can see where referrals stall and act on it.

For each of the nine territories, the layer maps the referral catchment of every certified center: which practices and specialties feed it, how recently, and where the flow thins. It turns field anecdotes into a structured, comparable picture. The unit of analysis is the referring practice and the center, never the patient. It is an intelligence and workflow layer, not a CRM, a REMS platform, a patient hub, or a reimbursement system.

In the full build

A live referral map for every certified center: which practices feed it, where the flow is thinning, and which stalled feeders a territory should work next. Built on public and Delcath-owned account data, no patient records.

The discipline is deliberate. Phase 1 uses non-PHI account data, keeps a person accountable for every action, and stays inside a small set of measurable outcomes: is each center's catchment visible, is the principal stall identified, is the next action owned. Everything else is logged for later, not built now.

Act 5 · The expansion, only after proof

Phase 2 follows the patient. Behind consent.

Patient-level referral tracking is where "no patient falls through the cracks" becomes literal. It is named here as the expansion, not the starting point, because it carries privacy, consent, and security obligations that Phase 1 does not.

Phase 2, with the right controls

An individual patient followed from liver-metastasis identification to treatment, so a stalled hand-off raises a flag instead of disappearing. Requires a defined consent model, PHI-grade security, and clinical and regulatory review before any build.

The order matters. Prove that a non-PHI view of the pathway changes field behavior and moves procedures first. Only then take on the consent architecture and the data obligations that patient-level tracking requires. The expansion is earned by the Phase 1 result, not assumed.

What this is

A concept, built to be checked.

This brief is a demonstration, not a product. It exists to show that the referral pathway can be mapped from evidence, and that the mapping is worth instrumenting.

Where a full build would go
  • Continuous ingestion of public center, approval, and clinical-site data, kept current
  • A referral map across all certified centers, not a single illustrative one
  • Alerts when a feeder practice stalls, and a next best action assigned to a territory owner
  • Integration with Delcath's own account data and the Access 360 workflow
  • Phase 2 patient-level tracking, once consent and security are in place

The full build is a paid engagement with Oddmind. This demonstration runs on hand-verified public data and carries no patient information.