Lantheus Holdings (LNTH)
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
$101.14+0.34%
Close 2026-11-04 · 1-day change
NASDAQHealth CareDrug Manufacturers - Specialty & GenericSnapshot 2026-11-04
QuarterlyIQ Insights · LNTH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -25.9% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 4.4% |
Growth built into the price is above our model estimate.
The price assumes 30.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 8 industry peers · Company calendar date is not available
LNTH — litigation filed
Dated 2026-10-02
Other Events. As previously disclosed, on August 3, 2026, Lantheus Holdings, Inc., a Delaware corporation (“ Lantheus ” or the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) by and among the Company, Curium US Holdings LLC, a Delaware limited liability company (“ Parent ”), and Coco Merger Sub Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“ Merger Sub ”), pursuant to which, subject to the terms and conditions set forth therein, Me…
Why it matters: PYLARIFY is Lantheus's largest named product. Its sales fell 6.5% in Q1 and 4.1% in Q2 2026.
Watch forPYLARIFY sales grow year over year in the next reported quarter after falling 4.1% in Q2 2026.
Also watch forPYLARIFY sales fall year over year by more than 4.1% in the next reported quarter.
Why it matters: The launch depends on plant readiness, payment, and customer uptake. A timely start could support the prostate business and its CVR sales tests.
Supportive ifLantheus confirms the phased TruVu launch began in Q4 2026. Sites were ready to make the product, and payers could process claims.
Worry ifLantheus reports the launch moved past Q4 2026. Plant approvals, payment, or customer readiness were not in place.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$25 on $10,000 · ±0.2% | How much price usually moves either way. |
| Bad day | $278 loss on $10,000 · 2.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,217 loss on $10,000 · 12.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.