Lantheus Holdings Inc (LNTH)

Lantheus Holdings, Inc.'s stock price has experienced significant volatility in the past six months, with a sharp downturn. Key events impacting the stock include Q2 2025 financial results and guidance cut, class action lawsuits, FDA acceptance of new PYLARIFY formulation NDA, acquisition of Life Molecular Imaging, $400 million share repurchase program, licensing deal with GE HealthCare for PYLARIFY in Japan, and FDA acceptance of MK-6240 NDA.

While specific details are limited, a class-action lawsuit suggests that demand for some of Lantheus's products or services may be subject to seasonal variations. The company's focus on diagnostic and therapeutic products for serious conditions like cancer and Alzheimer's disease might imply a relatively stable underlying demand, but factors such as healthcare budgeting cycles, patient elective procedures, or specific product launch timings could introduce seasonal patterns.

Lantheus Holdings, Inc. is a radiopharmaceutical company focused on developing and commercializing diagnostic and therapeutic products. The company's products are categorized into Precision Diagnostics, Radiopharmaceutical Oncology, and Strategic Partnerships. Lantheus also has a pipeline of investigational agents, including MK-6240 and NAV-4694.

Lantheus Holdings, Inc. operates through two main geographical segments: U.S. and International. In the U.S., it produces and markets products to various healthcare providers. Internationally, Lantheus has direct distribution in Canada and third-party distribution relationships in other regions. The company has offices in multiple countries.

Lantheus' brand reputation has been impacted by class-action lawsuits alleging misrepresentation of Pylarify's pricing and competitive dynamics. Despite these challenges, Lantheus continues to be recognized as a leading radiopharmaceutical-focused company. Positive developments, such as the FDA's acceptance of New Drug Applications for new formulations of PYLARIFY and the investigational Alzheimer's imaging agent MK-6240, demonstrate the company's ongoing commitment to innovation.

Lantheus Holdings, Inc. has a significant institutional ownership, with major holders including BlackRock, Inc., Janus Henderson Group Plc, and Vanguard Group Inc. Sriram Venkataraman is the largest individual shareholder. Institutional shareholders collectively own approximately 108.88% of the company, while individuals own about 2.22%.