TickerTalks
Browse all tickers →
TickerTalks›$LNTH
LNLNTH

Lantheus Holdings, Inc.

$LNTH·$6.6B·Drug Manufacturers - Specialty & Generic·Healthcare
$101.11-0.1%YTD+51.4%1Y+41.5%
Mentions · last 7 days
2026-07-29: 1 posts2026-07-30: 2 posts2026-07-31: 1 posts2026-08-01: 0 posts2026-08-02: 4 posts2026-08-03: 74 posts2026-08-04: 17 posts99
Price updated 6h ago·X counts updated 7h ago
LNLNTH
$LNTHLantheus Holdings, Inc.
$101.11-0.08%99 posts
AI analysisFundamentalsVoices on X
Loading…

Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $LNTH and which way it's leaning — read in seconds.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-08-04

Lantheus chatter is uniformly bullish because of a live takeout — Curium is acquiring LNTH for $102.50 in cash plus up to $12 in CVRs (~$114.50 per share, ~$8B total value, 38% premium to the 60-day). Even the LNTH bulls grumble at the CVR structure being sales-milestone-based rather than binary, and one poster complains about the small immediate M&A premium. The deal is being called supportive for TLX. No bearish thread on LNTH itself.

Read what X is saying about $LNTH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Lantheus Holdings, Inc. is a global pharmaceutical company dedicated to the development, manufacturing, and commercialization of advanced diagnostic and therapeutic agents. Their mission is to empower clinicians worldwide in the accurate diagnosis and effective treatment of a wide spectrum of conditions, particularly heart disease, various cancers, and other serious illnesses. Their current diagnostic portfolio features several key products: DEFINITY, a microbubble ultrasound contrast agent for cardiac evaluations; TechneLite, a technetium generator essential for nuclear medicine; Xenon-133, used to assess pulmonary function; Neurolite, which helps identify stroke-damaged areas in the brain; Cardiolite, an injectable Tc-99m-labeled imaging agent; Thallium-201 for detecting cardiovascular disease; and Gallium-67, utilized in identifying infections and cancerous tumors. They also offer the Automated Bone Scan Index, a tool for quantifying prostate cancer burden from bone scans; PYLARIFY, designed for visualizing lymph nodes, bone, and soft tissue metastases to detect recurrent or metastatic prostate cancer; and Cobalt (Co 57), a non-pharmaceutical radiochemical. In the therapeutic space, Lantheus provides AZEDRA, a radiopharmaceutical treatment for both adult and pediatric patients, and RELISTOR, a medication addressing opioid-induced constipation. The company's robust development pipeline includes promising innovations such as flurpiridaz F 18, an agent for assessing myocardial blood flow; 1095, a PSMA-targeted iodine-131 labeled small molecule; LMI 1195 for neuroblastoma tumors in both children and adults; PYLARIFY AI, an AI-powered medical device software for standardized quantitative analysis of PSMA PET/CT images in prostate cancer; and leronlimab, an investigational humanized monoclonal antibody. Lantheus serves a diverse client base, including radiopharmacies, distributors, integrated delivery networks, hospitals, clinics, and group medical practices. They foster strategic collaborations with notable industry partners such as NanoMab Technology Limited, Bausch Health Companies, Inc., GE Healthcare Limited, Curium, Bayer AG, CytoDyn Inc., ROTOP, FUJIFILM, Regeneron Pharmaceuticals, Inc., and POINT Biopharma US Inc. Established in 1956, Lantheus Holdings, Inc. maintains its corporate headquarters in North Billerica, Massachusetts.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $LNTH.

Drug Manufacturers - Specialty & Generic · Healthcare

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+49.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
24.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$1.46$1.25+16.8%
Q4 2025Feb 26, 2026$1.67$1.18+41.5%
Q3 2025Nov 6, 2025$1.27$1.270.0%
Q2 2025Aug 6, 2025$1.57$1.64-4.3%
Next earningsThu, Aug 6·consensus EPS $1.30

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$377.3M+1.2%61.2%21.6%$1.83$121.9M
Q4 FY25$406.8M+4.0%59.2%19.0%$0.82$81.4M
Q3 FY25$384.0M+1.4%57.9%11.4%$0.41$94.7M
Q2 FY25$378.0M-4.1%63.8%23.3%$1.15$73.7M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.4B – $1.6B$5.36$5.16 – $5.8011
FY27$1.6B$1.6B – $1.8B$6.31$5.79 – $7.019
FY28$1.9B$1.7B – $2.1B$7.59$5.79 – $9.839
FY29$2.0B$1.9B – $2.2B$7.86$7.38 – $8.934
FY30$2.2B$2.1B – $2.4B$8.60$8.06 – $9.774

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+28.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β-0.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 27 other (18 awards · 9 inkinds) in window

See when $LNTH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 5.02: Officer or director change
8-KPress release / Reg FDAug 38-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeMay 18-K — Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
+ 19 other (6 proxys · 6 13Gs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Lantheus Holdings, Inc. (NASDAQ: LNTH)gurufocus.com·2d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Lantheus Holdings, Inc. (NASDAQ: LNTH)prnewswire.com·2d agoAre SUPN, ITGR, ATKR, LNTH Obtaining Fair Deals for their Shareholders?gurufocus.com·2d agoAre SUPN, ITGR, ATKR, LNTH Obtaining Fair Deals for their Shareholders?prnewswire.com·2d agoShareholder Alert: Ademi LLP investigates whether Lantheus Holdings, Inc. is obtaining a Fair Price for Public Shareholdersgurufocus.com·2d ago

More in Drug Manufacturers - Specialty & Generic

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$BHC$INDV$SUPN$ETON$RGC$ZYBT$BGM$BCHMF
Voices on X · top 10 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport