Lantheus Holdings Inc (LNTH)

Lantheus Holdings, Inc. (LNTH) stock has experienced a significant decline over the past year. In July 2025, the company acquired Life Molecular Imaging Ltd. In August 2025, the FDA accepted the NDA for Lantheus's new piflufolastat F 18 formulation, and Lantheus reported a 4% fall in Q2 revenue. In September 2025, Lantheus signed a licensing agreement with GE HealthCare for PYLARIFY in Japan. In November 2025, Lantheus reported its Third Quarter 2025 financial results, with increased consolidated net revenue but decreased Pylarify sales, gross profit margin, and net income. In December 2025, news articles highlighted a $28 million sale of a business segment as earnings fell 77% year over year. In January 2026, Lantheus announced the closing of its SPECT business sale to SHINE Technologies.

While specific details on the underlying causes of demand seasonality for Lantheus's products and services are not explicitly provided, historical data indicates recurring trends in asset performance over specific months of the year. Investors often use such seasonality to identify patterns, but it is crucial to remember that these patterns reflect past data and may not predict future performance.

Lantheus Holdings, Inc. is a radiopharmaceutical company focused on precision diagnostic and therapeutic products, operating within the Health Technology sector. The company's business model is centered around a "Find, Fight and Follow" approach to disease management. Lantheus classifies its products into Radiopharmaceutical Oncology, Precision Diagnostics, and Strategic Partnerships. Radiopharmaceutical Oncology products aid in finding, fighting, and following cancer, particularly prostate cancer, with PYLARIFY being a key product. Precision Diagnostics assist in finding and following diseases, primarily in cardiology, with major products including DEFINITY and TechneLite. Strategic Partnerships enable precision medicine through biomarker solutions, digital solutions, and radiotherapeutic platforms. Lantheus also has a pipeline of investigational products for various conditions.

Lantheus Holdings, Inc. is headquartered in Bedford, Massachusetts, U.S., with additional offices in New Jersey, Canada, Germany, Sweden, Switzerland, Ireland, and the United Kingdom. The company operates through U.S. and International geographical segments. The U.S. segment markets products across the United States, while the International segment provides direct distribution in Canada and Puerto Rico, and utilizes third-party distribution relationships in other regions.

Lantheus is recognized as a leading radiopharmaceutical-focused company that pioneers the "Find, Fight and Follow" approach to disease management. Strategic acquisitions and expansions are expected to drive revenue growth and diversify its portfolio. However, a significant decline in stock price, a fall in earnings, and a slowdown in growth for key products could have indirectly impacted its reputation. The company is described as having a dominant market share in PSMA PET imaging and a strong financial position.

Lantheus Holdings, Inc. (LNTH) has a substantial institutional ownership base, with 960 to 963 institutional owners and shareholders. These institutions collectively hold between 91,699,437 and 92,914,013 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Janus Henderson Group Plc, Fmr Llc, Morgan Stanley, Farallon Capital Management Llc, State Street Corp, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares and Geode Capital Management, Llc.