Lantheus (LNTH)
Commercializes PET radiodiagnostics and ultrasound-enhancing agents for prostate cancer, amyloid, and cardiac imaging.
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Sells radiodiagnostics led by PYLARIFY for prostate-cancer PET imaging, DEFINITY for enhanced echocardiography, and Neuraceq for amyloid PET imaging, alongside partnership and manufacturing services. Most revenue comes from PYLARIFY, whose short-lived doses require just-in-time production and distribution.
Develops, manufactures, and commercializes diagnostic and therapeutic products for cancer, heart disease, and neurological conditions. Radiopharmaceutical Oncology centers on PYLARIFY, a PSMA PET agent for prostate-cancer imaging. Precision Diagnostics includes DEFINITY, an ultrasound-enhancing agent for echocardiography, and Neuraceq, an amyloid PET agent. Strategic Partnerships and Other Revenue adds research-tool sales, royalties, milestones, and contract development and manufacturing services.
Combines internal U.S. commercial teams with specialized manufacturing partners that make and deliver short-lived PET doses just in time. Sales are concentrated in the United States, while DEFINITY and Neuraceq are approved across multiple international markets.
PYLARIFY supplies most revenue, tying performance to PET manufacturing capacity, reimbursement, clinical differentiation, and potential generic entry. A pending acquisition by Curium remains subject to shareholder and regulatory approvals.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | B. Riley | Downgrade | ||
| Aug 17, 2026 | B.Riley Financial | Target | Target: — | Target: $105.40 |
| Aug 4, 2026 | CJS Securities | Downgrade | ||
| Aug 4, 2026 | Truist Securities | Downgrade | ||
| Aug 3, 2026 | Truist Financial | Target | Target: $125 | Target: $102.50 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $593.3M · Total debt $625.0M · Total assets $2.41B · Shareholders' equity $1.31B
- Revenue
- $388.2M
- Operating income
- $100.2M
- Net income
- $75.0M
No dividends on record.
| Institutions | 116.30% | 75.91M shares | |
|---|---|---|---|
| 479 holders · as of Jun 30, 2026 | |||
| Insiders | 2.27% | 1.48M shares | |
| 17 holders · as of Sep 2, 2026 | |||
| Strategic holders | 31.64% | 20.65M shares | |
| 3 holders · as of May 15, 2026 | |||
| Adds to | 150.21% | ||
65.27M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 150.21%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Strategic | 16.36% | 10.68M | filed Jan 25, 2022 |
BlackRock, Inc.Institution | 12.87% | 8.40M | as of Jun 30, 2026 |
Farallon Capital Management LLCInstitution | 8.55% | 5.58M | as of Jun 30, 2026 |
Armistice Capital, LLCStrategic | 7.97% | 5.20M | filed Feb 16, 2021 |
Jupiter Topco LLCInstitution | 7.95% | 5.19M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Telix Pharmaceuticals
Direct PSMA PET rival through Illuccix
- GE HealthCare
Cross-franchise rival in DEFINITY and amyloid PET
- Novartis (ADR)
PSMA PET and radioligand therapy pressure
- Eli Lilly
Amyloid PET competitor through Amyvid
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lantheus | $100.04 | +0.04% | $6.51B | 24.2 | 17.8 | 4.2 | +2.7% |
| Telix Pharmaceuticals | $11.32 | −5.28% | $4.05B | 121.9 | — | 4.4 | +22.2% |
| GE HealthCare | $66.11 | −0.24% | $29.93B | 19.2 | 12.7 | 1.5 | +5.8% |
| Novartis (ADR) | $143.54 | +1.60% | $268.53B | 21.3 | 15.3 | 4.8 | +0.9% |
| Eli Lilly | $1,163.23 | −0.59% | $1.10T | 39.3 | 28.4 | 13.8 | +47.7% |
| Median | 30.3 | 15.3 | 4.6 | +14.0% |