Summary
The Bottom Fishing Club - Lantheus Holdings: Interesting Buy Momentum Supporting Price
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 Transcript
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 Holdings: Not An Easy Buy, But The Company Continues To Create Value
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.
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Lantheus Holdings, Inc. Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Brian A. Markison CEO | NASDAQ (NMS) Exchange | 516544103 CUSIP |
| US Country | 808 Employees | - Last Dividend | - Last Split | 25 Jun 2015 IPO Date |
Overview
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.
Products and Services
Lantheus offers an extensive portfolio of products designed to enhance patient diagnosis and treatment across several disease states, including cardiovascular diseases, cancer, and more:
- DEFINITY: An injectable ultrasound enhancing agent used in echocardiography exams to improve the visualization of the heart.
- TechneLite: A technetium generator that is essential for various nuclear medicine procedures, aiding in the diagnosis and treatment of numerous conditions.
- Xenon-133: A radiopharmaceutical gas utilized to evaluate pulmonary function, providing critical insights into lung health.
- Neurolite: An injectable imaging agent that helps identify areas within the brain affected by stroke through the visualization of blood flow disruptions.
- Cardiolite: An injectable Tc-99m-labeled imaging agent used to assess myocardial blood flow and evaluate heart muscle health.
- PYLARIFY: An F 18-labelled PSMA-targeted PET imaging agent for detecting PSMA positive-lesions in men with prostate cancer, offering precision in diagnosis and treatment planning.
- Automated Bone Scan Index: A technology based on artificial intelligence that quantifies the burden of prostate cancer by classifying bone scan tracer uptakes, enhancing diagnostic accuracy.
- RELISTOR: A medication for the treatment of opioid-induced constipation, improving quality of life for patients on opioid therapy.
- aPROMISE: An artificial intelligence medical device software aimed at advancing the diagnosis and treatment of various diseases.
- PYLARIFY AI: An AI-based medical device software designed for the quantitative assessment of PSMA PET/CT images in prostate cancer, aiding in the precise quantification and characterization of disease.
- 1095: A PSMA-targeted iodine-131-labeled small molecule under development for advanced prostate cancer therapy.
- PNT2002: A radiopharmaceutical therapy being developed to treat metastatic castration-resistant prostate cancer, showcasing Lantheus' innovation in cancer treatment.
- PNT2003: An SSTR therapy for patients with SSTR-positive neuroendocrine tumors, reflecting Lantheus' commitment to addressing rare cancers.
- MK-6240: A F 18-labeled PET imaging agent targeting Tau tangles in Alzheimer's disease, instrumental in the advancement of neurodegenerative disease diagnosis.
- LNTH-1363S: A fibroblast activation protein, alpha targeted, copper-64 labeled PET imaging agent, underlining Lantheus' dedication to novel diagnostic solutions.
- Flurpiridaz: An investigational agent used for assessing myocardial blood flow, further contributing to Lantheus' robust portfolio in cardiac care diagnostics.
Contact Information
