Lantheus Holdings offers compelling value as a leading cancer diagnostic and treatment company, with a robust drug pipeline and defensive business model. LNTH shares have dropped nearly 60% since March due to weaker sales, product pricing issues, and rising costs, compressing margins in 2025. Despite recent challenges (or because of), Lantheus trades at a historically low valuation, with analysts forecasting improved earnings over the next 12-18 months.
Lantheus Holdings, Inc. ( LNTH ) Q3 2025 Earnings Call November 6, 2025 8:00 AM EST Company Participants Mark Kinarney - Vice President of Investor Relations Brian Markison - CEO & Director Robert Marshall - CFO & Treasurer Conference Call Participants Roanna Clarissa Ruiz - Leerink Partners LLC, Research Division Richard Newitter - Truist Securities, Inc., Research Division Matthew Taylor - Jefferies LLC, Research Division Yuan Zhi - B. Riley Securities, Inc., Research Division Tara Bancroft - TD Cowen, Research Division Justin Walsh - JonesTrading Institutional Services, LLC, Research Division Brian Kemp Dolliver - Brookline Capital Markets, LLC, Research Division Presentation Operator Good morning.
Lantheus has seen a 50% stock decline due to weak results, reduced guidance and increased competition, but management is taking corrective actions. Q2 2025 results disappointed, with revenue and margins down, mainly from pricing pressure in the PSMA PET business, especially PYLARIFY. LNTH is pursuing growth through new product formulations, strategic acquisitions, divestments, and international expansion via a licensing deal with GE HealthCare in Japan.
| Specialty Retail Industry | Consumer Discretionary Sector | Brian A. Markison CEO | XFRA Exchange | US5165441032 ISIN |
| US Country | 808 Employees | - Last Dividend | - Last Split | 25 Jun 2015 IPO Date |
Lantheus Holdings, Inc., established in 1956 and headquartered in Bedford, Massachusetts, is a pioneering company in the medical diagnostics and therapeutics sector. The company is dedicated to developing, manufacturing, and marketing innovative diagnostic and therapeutic products that support clinicians in diagnosing and treating heart diseases, cancer, and other serious conditions globally. Lantheus distinguishes itself through its collaboration with prominent entities like GE Healthcare, NanoMab Technology Limited, Curium, RefleXion Medical, Inc., POINT, Regeneron Pharmaceuticals, Inc., and Ratio Therapeutics LLC, underscoring its commitment to advancing medical science and patient care.
Lantheus offers an extensive portfolio of products designed to enhance patient diagnosis and treatment across several disease states, including cardiovascular diseases, cancer, and more: