Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$6.5B
65M shares
52-week range
$49.67 – $111.86
81% from low
Sector
IN VITRO & IN VIVO DIAGNOSTIC SUBSTANCES
Exchange
NASDAQ
CS
P/S (TTM)
4.3
EV / FCF (TTM)
13.3
Lantheus Holdings Inc is a radiopharmaceutical-focused company committed to enabling clinicians to Find, Fight and Follow disease to deliver patient outcomes. The Company classifies its products into Radiopharmaceutical Oncology, Precision Diagnostics, and Strategic Partnerships and Other Revenue. Its products help healthcare professionals Find, Fight and Follow cancer and diseases and are used by physicians and technologists in clinical settings. The Company produces and markets its products in the United States, mainly to hospitals, independent imaging centers and government facilities, and sells outside the United States through direct and third-party distribution relationships and licensing arrangements in Europe, Canada, Australia, Asia-Pacific, Central America and South America.
www.lantheus.comNo one on the platform currently holds LNTH.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 77,182 | $5.9M |
| Bridgewater Associatesas of 2026-03-31 | 43,720 | $3.3M |
No one on the platform has traded LNTH yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 17.1% | — | — | — | ||
| Rev. Growth % | 0.5% | 35.3% | ||||
| Profit Margin % | 15.2% | 9.4% | 11.0% | |||
| Free Cash Flow Margin % | 23.0% | 22.6% | 16.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.7% on the P/E track.
At today's price, your expected annual return is +12.9% on the P/E track.
At today's price, your expected annual return is +19.5% on the P/E track.
Also held through funds
2 more books hold LNTH indirectly · AVUV 0.9% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.5B | -1.2% | $5.39 | $5.04–$5.81 | 18.6× | 4 |
| 2027 | $1.7B | +11.8% | $6.40 | $5.81–$7.04 | 15.6× | 6 |
| 2028 | $1.9B | +13.9% | $7.87 | $5.97–$10.27 | 12.7× | 3 |
| 2029 | $2.1B | +13.0% | $8.32 | $7.82–$9.23 | 12.0× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $1.30 | $1.55 | +19.2% |
| 2026-05-07 | $1.25 | $1.46 | +16.8% |
| 2026-02-26 | $1.18 | $1.67 | +41.5% |
| 2025-11-06 | $1.27 | $1.27 | +0.0% |
| 2025-08-06 | $1.64 | $1.57 | -4.3% |
| 2025-05-07 | $1.68 | $1.53 | -8.9% |
| 2025-02-26 | $1.58 | $1.59 | +0.6% |
| 2024-11-06 | $1.56 |
| $1.70 |
| +9.0% |
| $2.2B |
| — |
| CRNXCrinetics Pharmaceuticals, Inc. | $84.95 | +0.00% | $9.0B | — |
| HCMHUTCHMED (China) Limited | $13.66 | +6.55% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$LNTH Ain't gonna matter but voted full Against this scammy golden parachute crew. Y'all can foogoff.
View on StockTwits ↗
$CATX Once $LNTH is done with their dumping, we can start to move back up.
View on StockTwits ↗@johsmith @Sayknee $LNTH seems to be the one unloading shares, until they are done, we are stuck
View on StockTwits ↗
Who most likely would acquire $CATX after ESMO in October. $LNTH $NVS $BMS $TLX https://chatgpt.com/s/m_6a9337ce252081918e281cbb196a9762
View on StockTwits ↗
explains (in part, at least) why in July RADX went straight to financing/raising capital along with RAD101 final Ph2b readout I’m still not happy with how leadership went about this overall given potential and results of RAD101 optimistic/apologetic view and explanation: is that perhaps Lantheus acquisition complicated any RAD101 licensing/partnership deals in the works and now requires that dust on LNTH acquisition and Curium portfolio review settles before confirming what’s the best way to proceed and who the best partner is this detail coming out provides some comfort in that they really had no other choice — selfishly, I wish they would have let the news run and use ATM/warrants to raise capital but with only 4m cash on hand the uncertainty and timing surrounding this still too risky and it needed to be settled ahead of time $RADX $LNTH
View on StockTwits ↗There is one genuinely interesting Lu-177 story today (Aug. 25), and I think it has a positive read-through for $RADX Curium $LNTH explicitly making the case for Lu-177 BioSpace published an interview today with Curium North America CEO Michael Patterson about Curium's ¹⁷⁷Lu-PSMA-I&T, its direct Lu-177 competitor to Novartis' Pluvicto. Curium's Phase 3 already met its primary endpoint, and the company is preparing to work with the FDA on filing/review. The interesting part for RADX is that despite all the excitement around Ac-225, Curium is still investing heavily in Lu-177 and believes physicians and patients want additional Lu-177 options. Curium is emphasizing manufacturing capacity and supply reliability as a competitive advantage. That's supportive of RAD202 and RAD204 because it reinforces that sophisticated radiopharma companies don't view Lu-177 as an isotope that's about to become obsolete because of alpha emitters.
View on StockTwits ↗The Sleeping Radiopharmaceutical Giant $RADX $CATX $AKTS $LNTH Source: ChatGPT https://chatgpt.com/c/6a8aee30-e7ac-83ea-97e2-71a84590002d
View on StockTwits ↗$RADX RAD204 onto Something? $CATX $LNTH $IOVA https://chatgpt.com/s/m_6a862051fca48191a45640f7f9aa8e0d
View on StockTwits ↗Radiopharm Theranostics Nasdaq: $RADX has scheduled an End-of-Phase 2 meeting with the U.S. FDA on October 1, 2026 to align on the design of a pivotal Phase 3 trial of RAD101 in patients with suspected recurrent brain metastases following radiotherapy. According to the company, its Phase 2b trial of RAD101 showed 93% concordance between MRI and PET imaging across evaluable lesions, meeting the primary endpoint and demonstrating substantial, selective tumor uptake. RAD101 has FDA Fast Track Designation, and a partnership with Siemens Healthineers will supply 18F-labeled RAD101 for the planned U.S. Phase 3 registrational trial, which Radiopharm aims to have Phase 3-ready by year-end 2026. $LNTH $AKTS $CATX
View on StockTwits ↗$LNTH what a scam job by this management. Just gave CO away with I'm sure a large golden parachute.
View on StockTwits ↗
@T1was Thank you for letting me know What do you think about the other one $LNTH
View on StockTwits ↗@T1was what you mean $LNTH already announced today $CAPR on 17 August
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.