Lantheus Holdings, Inc. (LNTH)
US FDA declines to approve Lantheus' tumor imaging kit
The U.S. Food and Drug Administration declined to approve Lantheus Holdings' diagnostic imaging kit for types of cancer tumors, citing unresolved manufacturing-related conditions at a third-party facility, the company said on Friday.
Lantheus Holdings, Inc. (LNTH) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
Lantheus Holdings, Inc. (LNTH) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
Lantheus weighs potential $7 billion sale, Bloomberg News reports
Lantheus Holdings is weighing a potential sale after getting a takeover offer from private-equity backed Curium Pharma that could value it at about $7 billion, Bloomberg News reported on Friday, citing people familiar with the matter.
Lantheus Q1 Earnings Call Highlights
Lantheus NASDAQ: LNTH reported what management described as a strong start to 2026, citing solid performance from its three core commercial products—PYLARIFY, Neuraceq® and DEFINITY—and progress on multiple regulatory and pipeline milestones during the first quarter.
Brown Advisory Small Cap Growth Strategy Q1 2026 Portfolio Activity
Shares of Lantheus Holdings were added after the company received FDA approval of its key product TruVu. We used recent weakness as an opportunity to initiate a position in Talen Energy, an independent power producer whose portfolio includes the Susquehanna nuclear plant and other dispatchable generation assets. We exited Cactus as we lost confidence that its major growth lever, expansion into the Middle East, would play out in 2026 amid the escalating conflict in the region.
Lantheus Holdings: Tensions From The PDUFA Extension
Lantheus Holdings faces a three-month FDA PDUFA extension for OCTEVY, delaying potential approval and launch to June 2026. OCTEVY's extension is procedural, tied to manufacturing review, not efficacy or safety, and is not expected to impact its clinical adoption pathway. While OCTEVY alone won't restore double-digit growth, it can stabilize near-term revenue and support LNTH's strategic pivot to PET radiodiagnostics.
Lantheus Holdings, Inc. (LNTH) Q4 2025 Earnings Call Transcript
Lantheus Holdings, Inc. (LNTH) Q4 2025 Earnings Call Transcript
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.
