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
Medium
Execution Risk
Medium
Regulatory Risk
Medium
What Are the Red Flags for LNTH?
- ⚠
Negative clinical trial results for pipeline assets
- ⚠
Increased competitive pressure in PSMA PET imaging or RLT space
- ⚠
Reimbursement challenges or regulatory delays
- ⚠
Q1 2026 earnings miss or weak guidance
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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
Stable
Moat Sources
3 Identified
The moat is primarily driven by PYLARIFY's strong brand, regulatory approvals, and intellectual property. Its durability is supported by high barriers to entry in radiopharmaceutical manufacturing and FDA approval processes, but new, highly effective competitive therapies or next-generation diagnostic agents could erode it over time.
Moat Erosion Risks
- •Patent expiry for PYLARIFY in the distant future
- •Development of superior competing PSMA PET agents or RLTs
- •Regulatory changes or new reimbursement policies
LNTH Competitive Moat Analysis
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What Could Drive LNTH Stock Higher?
Near-Term (0-6 months)
- •Q4 2025 Earnings Report (expected late Feb / early Mar 2026)
- •Updates on PYLARIFY geographic expansion and reimbursement
- •Pipeline updates for early-stage PSMA-RLT candidates
Medium-Term (6-18 months)
- •Phase 2/3 clinical trial readouts for lead PSMA-RLT candidates (e.g., PNT2002 if acquired/partnered)
- •Potential regulatory filings for new indications or next-gen diagnostic agents
- •Strategic partnership announcements for pipeline development or commercialization
Long-Term (18+ months)
- •Full commercialization and widespread adoption of PSMA-RLT therapeutics
- •Disruption of prostate cancer treatment paradigms through theranostics
- •Expansion into new oncology or cardiology diagnostic/therapeutic areas
Catalysts & Growth Drivers
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What's the Bull Case for LNTH?
- ✓
Sustained double-digit revenue growth for PYLARIFY and overall
- ✓
Positive clinical trial results and regulatory updates for PSMA-RLT pipeline
- ✓
Expansion of operating margins and free cash flow
Bull Case 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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