Lantheus Holdings, Inc. (LNTH)
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.
Lantheus Holdings, Inc. (LNTH) Q2 2025 Earnings Call Transcript
Lantheus Holdings, Inc. (NASDAQ:LNTH ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Brian A. Markison - CEO & Director Mark Richard Kinarney - Vice President of Investor Relations Paul M.
Lantheus Holdings: Reassessing The Buy Thesis
Lantheus remains a highly profitable company with a dominant market share, an exceptionally strong balance sheet with nearly $1 billion in cash, and robust free cash flow. The stock's decline was driven by a slowdown in growth for key products, a surprise business divestiture, a pipeline failure, and a lowered full-year 2025 guidance. Management is actively repositioning the company away from legacy products and into high-growth oncology and neurology segments through strategic acquisitions and a pipeline of new products expected in 2026.
Lantheus Holdings: Forget The Short Term Noise
Lantheus remains fundamentally strong despite recent stock drops, with long-term prospects intact for PYLARIFY and Alzheimer's diagnostics. PYLARIFY dominates revenue and has a significant growth runway if adoption expands, representing a multi-billion dollar opportunity by 2030. Alzheimer's market entry is a bullish catalyst, with two promising imaging agents and a large, untapped addressable market.
Lantheus Seems Worth The (Very Real) Risks
Lantheus Holdings offers a compelling bull case with PYLARIFY and DEFINITY driving valuation and strong growth prospects. A headline multiple of 12x 2025 earnings obscures real risks around PYLARIFY revenue, pricing, and rising competition. PYLARIFY's dominance in prostate cancer imaging has fueled massive stock gains, but new competitors like Telix and Blue Earth threaten its market share.
Lantheus Holdings: Poor Results Caused By Temporary Problems - A Buy
Lantheus shares fell 25% post-Q1 2025 report due to disappointing EPS guidance and not meet analysts' expectations. EPS reduction was driven by flat PYLARIFY sales and changes in Medicare coverage, impacting profitability and gross margins. Strategic transformation includes divesting the low-margin SPECT segment and acquiring LMI and Evergreen to expand into lucrative Alzheimer's and cancer diagnostics markets.
Lantheus Holdings: Pylarify Makes Bull Case Despite Looming Patent Expiry
Lantheus Holdings, Inc.'s stock has surged 55% since my last “Buy” rating, driven by strong revenue growth from Pylarify and Definity, and a profitable business model. Strategic acquisitions, including Life Molecular Imaging and Evergreen Theragnostics, have diversified Lantheus' pipeline, targeting new markets like Alzheimer's diagnostics and oncology therapeutics. Pylarify's potential patent expiration in 2026 poses a risk, but management is actively seeking to extend protections and diversify revenue streams.
Lantheus' Pylarify Hit $1B in 2024 Sales
Lantheus Holdings (LNTH -1.07%) held its fourth-quarter and full-year 2024 earnings call on Feb. 26, 2025, highlighting achievements in its radiopharmaceutical portfolio and announcing strategic transactions.
Lantheus Holdings, Inc. (LNTH) Q4 2024 Earnings Call Transcript
Lantheus Holdings, Inc. (NASDAQ:LNTH ) Q4 2024 - Earnings Conference Call February 26, 2025 8:00 AM ET Company Participants Mark Kinarney - VP of IR Brian Markison - CEO Paul Blanchfield - President Bob Marshall - CFO Amanda Morgan - Chief Commercial Officer Conference Call Participants Roanna Ruiz - Leerink Partners Anthony Petrone - Mizuho Financial Group Richard Newitter - Truist Securities Paul Choi - Goldman Sachs Matt Taylor - Jefferies Yuan Zhi - B. Riley Larry Solow - CJS Securities Justin Walsh - Jones Trading Andy Hsieh - William Blair John Vandermosten - Zacks Kemp Dolliver - Brookline Capital Markets David Turkaly - Citizens JMP Operator Good morning.
Lantheus (LNTH): A 10x Opportunity in Radiopharmaceuticals
Explore the exciting world of Lantheus Holdings (LNTH 1.39%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
