LNTH Stock Risk & Deep Value Analysis
Lantheus Holdings Inc
Healthcare • Drug Manufacturers - Specialty & Generic
DVR Score
out of 10
What You Need to Know About LNTH Stock
We analyzed Lantheus Holdings Inc using our deep value framework. Sign in to see our full verdict and DVR Score.
We ran LNTH through our deep value framework — analyzing financial health, distress signals, competitive moat, and risk factors. Our risk assessment: Moderate. Here's what we found.
How Risky Is LNTH Stock?
Overall Risk
Moderate
Financial Risk
Low
Market Risk
Medium
Competitive Risk
High
Execution Risk
Medium
Regulatory Risk
Medium
What Are the Red Flags for LNTH?
- ⚠
Negative or inconclusive PNT2003 Phase 3 clinical trial results
- ⚠
Regulatory delays or rejection for PNT2003
- ⚠
Increased competitive pressure from other PSMA RLT developers or alternative treatments
- ⚠
Slower-than-expected PYLARIFY growth or market saturation
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What Does Lantheus Holdings Inc (LNTH) Do?
Market Cap
$4.47B
Sector
Healthcare
Industry
Drug Manufacturers - Specialty & Generic
Employees
808
Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in diagnosis and treatment of heart, cancer, and other diseases worldwide. The company offers DEFINITY, an injectable ultrasound enhancing agent used in echocardiography exams; TechneLite, a technetium generator for nuclear medicine procedures; Xenon-133, a radiopharmaceutical gas to assess pulmonary function; Neurolite, an injectable imaging agent to identify the area within the brain where blood flow has been blocked or reduced due to stroke; Cardiolite, an injectable Tc-99m-labeled imaging agent to assess blood flow to the muscle of the heart; and PYLARIFY, an F 18-labelled PSMA-targeted PET imaging agent used for imaging of PSMA positive-lesions in men with prostate cancer. It also provides Automated Bone Scan Index that calculates the disease burden of prostate cancer by detecting and classifying bone scan tracer uptakes as metastatic or benign lesions using an artificial neural network; RELISTOR for opioid-induced constipation; and aPROMISE, an artificial intelligence medical device software; PYLARIFY AI, an medical device software to perform quantitative assessment of PSMA PET/CT images in prostate cancer; and flurpiridaz used to assess blood flow to the heart. In addition, it develops 1095, a PSMA-targeted iodine-131-labeled small molecule; PNT2002, a radiopharmaceutical therapy to treat mCRPC; PNT2003, an SSTR therapy to patients with SSTR-positive neuroendocrine tumors; MK-6240, a F 18-labeled PET imaging agent for Tau tangles in Alzheimer's disease; LNTH-2401, a novel radiodiagnostic targeting the gastrin-releasing peptide receptor; LNTH-2402; LNTH-2403; LNTH-2404; and LNTH-1363S, an fibroblast activation protein, alpha, copper-64 labeled PET imaging agent. It has collaboration agreements with GE Healthcare; POINT; Regeneron; and Ratio Therapeutics LLC. The company was founded in 1956 and is based in Bedford, Massachusetts.
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Is LNTH Financially Healthy?
P/E Ratio
27.26
Does LNTH Have a Competitive Moat?
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🛡️ Narrow
Moat Trend
Expanding
Moat Sources
2 Identified
Lantheus's moat is built on proprietary technology (PYLARIFY and PNT2003's IP) and the 'switching costs' for clinicians who are already integrated with PYLARIFY's diagnostic workflow. As they expand into therapeutics, this established network can facilitate adoption, extending the moat. Durability is tied to patent protection and continued innovation.
Moat Erosion Risks
- •Expiration of key patents for PYLARIFY or PNT2003
- •Emergence of superior diagnostic or therapeutic agents from competitors
- •Regulatory changes impacting radiopharmaceutical market access or pricing
LNTH Competitive Moat Analysis
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What Could Drive LNTH Stock Higher?
Near-Term (0-6 months)
- •Q1 2026 Earnings Report (Estimated late April/early May 2026)
- •Updates on PNT2003 Phase 3 clinical trial (e.g., enrollment progress, preliminary data insights)
- •PYLARIFY label expansion discussions or new reimbursement codes
Medium-Term (6-18 months)
- •Top-line data readout for PNT2003 Phase 3 trial (potential late 2026/early 2027)
- •Potential NDA filing for PNT2003 based on positive trial results
- •Strategic partnerships for PNT2003 commercialization in additional territories
Long-Term (18+ months)
- •Full commercial launch and ramp-up of PNT2003 post-approval
- •Diversification of RLT pipeline beyond PSMA targets
- •Expansion into other diagnostic modalities or therapeutic areas leveraging existing infrastructure
Catalysts & Growth Drivers
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What's the Bull Case for LNTH?
- ✓
Positive Phase 3 data and regulatory approval for PNT2003
- ✓
Sustained double-digit revenue growth for PYLARIFY
- ✓
Expansion of RLT manufacturing capacity and successful commercial launch
Bull Case Analysis
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Compare LNTH to Similar Stocks
See how Lantheus Holdings Inc stacks up against related companies in our head-to-head analysis.
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Deep Value Reports is an independent research platform for educational and informational purposes only. We are not financial advisors, investment advisors, or licensed professionals. The analysis, scores, and information provided on this page for LNTH (Lantheus Holdings Inc) should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.
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