3D·

Lantheus Holdings (subsequent purchase)

I am taking the opportunity to make a small increase, as I had planned to increase the shares anyway. So it's very convenient for me today. Today spontaneously 50 shares $LNTH (+5.2%) . And probably another 50 in the coming weeks. 🤑🤞🏼

Lantheus Holdings announces a share buyback program of USD 400 million.

Lantheus has made several strategic moves in recent months:

Acquisitions:

1. in July, the company acquired Life Molecular Imaging. This gave Lantheus the Alzheimer's diagnostic Neuraceq and a global commercial infrastructure.

2. in April, Evergreen was acquired. This acquisition brought the PET imaging agent OCTEVY™ for neuroendocrine tumors and a manufacturing infrastructure for radioligand therapies to the company.

Sale:

3 In May, Lantheus announced an agreement to sell its SPECT business to Illuminated Holdings, Inc. This move is intended to allow the company to focus more on innovative PET diagnostics and radiopharmaceuticals.

FDA developments:

4. the Alzheimer's diagnostic Neuraceq received expanded approval from the FDA in June. It can now be used not only for diagnosis, but also to select suitable candidates for therapy and to monitor the course of the disease.

5. the FDA accepted an application for approval of a new formulation of the PET imaging agent piflufolastat F 18. This new formulation is intended to increase the batch size by around 50 % in order to be able to treat more patients.

6. another tau imaging agent, MK-6240, has met the primary endpoints in clinical trials. Lantheus plans to submit the marketing authorization application for this to the FDA in the third quarter of 2025.

06.08

Lantheus Hldg

Bought x50 at $50.59

$2,529.43

Seventrader

@7Trader

1Mon·

Increase in Lantheus Holdings

Lantheus $LNTH (+5.2%) has undergone a decisive transformation over the last 12 months to become a broad-based radiopharmaceutical player. With a growing pipeline, strategic acquisitions and strong cash flow, the starting position in 2025 is promising - even if margins have been slowed and guidance reduced in the short term. In the long term, significantly accelerated growth can be expected from 2026.

Strong growth, but declining margins - due to expenditure on acquisitions, R&D and shifts in the business model.

For me, the company remains a clear buy and I would like to increase my stake to 150 - 200 shares this year.

Acquisitions and portfolio structure in the last 12 months:

1. acquisition of global rights to NAV-4694 and RM2 (LNTH-2401/2402) - expansion in Alzheimer's & prostate cancer

2. life molecular imaging

3. evergreen Theragnostics

4. sale of the SPECT business (TechneLite, Neurolite, Cardiolite etc.) to Illuminated/SHINE

Massive investment in R&D (+116 % in 2024) to expand the portfolio.

Guidance 2025:

Sales USD 1.545-1.610 bn,

Non-GAAP EPS USD 7.00-7.20 (February).

In the current Q1 call, EPS guidance was lowered to USD 6.60-6.70 and sales slightly narrowed (USD 1.550-1.585 bn)

24.06

Lantheus Hldg

Bought x40 at $81.15

$3,246.00

6

2 Comments

0LIV3R@PIXELINVESTOR

3D

Thank you for this article. I already bought more yesterday and was happy about the small plus today. 😅

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2

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0LIV3R

@PIXELINVESTOR

3D·

Then I thought...

... top, I was spared the $NOVO B (+4.84%) I was spared the disaster, as I was hit in the face by $LNTH (+5.2%) in the face 😵‍💫 ... please keep your fingers crossed that it gets $RKLB (+1.32%) out tomorrow 🤞🏻 🚀 😜

6

12 Comments

K@TechNav

3D

That's why I generally don't trust the health sector when it comes to investing...

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11

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View all 7 further answers

Ross S.

@Latzi

4D·

Lantheus. Is time for dip?

$LNTH (+5.2%)

The recent major decline in Lantheus stock is due to several key factors, primarily related to the company's financial results and regulatory changes:

* Missed Expectations for Revenue and Profit: Lantheus announced financial results for the first quarter of 2025 that did not meet analyst expectations. The company reported earnings per share of $1.53, which was below the projected $1.64, and revenues of $372.8 million, also lower than the anticipated $377.79 million.

* Weak Sales of a Key Product: Sales of the company's main product, PyLuminate, were also below forecasts, which further negatively impacted investor confidence.

* Proposed Changes to Medicare Rules: U.S. health agencies proposed changes to Medicare payment rules for hospital outpatient services and ambulatory surgical centers, set to take effect in 2026. Although some analysts believe these changes will not seriously affect Lantheus, the proposal caused concern among investors and led to a sell-off of the stock.

* Analyst Price Target Reductions: As a result of the disappointing financial data, an analytical firm like Truist Securities lowered its price target for Lantheus stock, although it maintained its "buy" recommendation.

Despite the recent drop, some analysts believe the market's reaction is an overreaction and that the current price may represent a buying opportunity, given the company's long-term growth potential.

2

Seventrader

@7Trader

1Mon·

Increase in Lantheus Holdings

Lantheus $LNTH (+5.2%) has undergone a decisive transformation over the last 12 months to become a broad-based radiopharmaceutical player. With a growing pipeline, strategic acquisitions and strong cash flow, the starting position in 2025 is promising - even if margins have been slowed and guidance reduced in the short term. In the long term, significantly accelerated growth can be expected from 2026.

Strong growth, but declining margins - due to expenditure on acquisitions, R&D and shifts in the business model.

For me, the company remains a clear buy and I would like to increase my stake to 150 - 200 shares this year.

Acquisitions and portfolio structure in the last 12 months:

1. acquisition of global rights to NAV-4694 and RM2 (LNTH-2401/2402) - expansion in Alzheimer's & prostate cancer

2. life molecular imaging

3. evergreen Theragnostics

4. sale of the SPECT business (TechneLite, Neurolite, Cardiolite etc.) to Illuminated/SHINE

Massive investment in R&D (+116 % in 2024) to expand the portfolio.

Guidance 2025:

Sales USD 1.545-1.610 bn,

Non-GAAP EPS USD 7.00-7.20 (February).

In the current Q1 call, EPS guidance was lowered to USD 6.60-6.70 and sales slightly narrowed (USD 1.550-1.585 bn)

24.06

Lantheus Hldg

Bought x40 at $81.15

$3,246.00

9

2 Comments

Kurt N.@Revy

3D

How are you doing with it?

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2

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Show answer

ZeissJessy

@ZeissJessy

10Mon·

$PTP (-1.63%) Pentixapharm,

What exactly is the company that was spun off from Eckert and Ziegler? $EUZ (-8.79%) was spun off?

Andreas Eckert - founder of Eckert on this:

4 active ingredients including 2 in phase III and 2 in I/IIa

Target 2027 to bring both phase III diagnostics to market with EUR 55m expenditure.

However, further financing measures are required here.

20.8 million shares + 3.9 million in free float.

Other competitors in the market are

Telix Pharma and $TLX (-4.32%)

Lantheus Holding $LNTH (+5.2%)

4

1 Comment

ThemenmitKopf@topicswithhead

10Mon

According to the venture probability valuation, the company value is around 100 to 150 million euros. I would actually like to get in, but statistically the share price is likely to fall even further. In addition, biotech has never really been in demand on the German stock exchange, which could lead to further setbacks. That really annoys me, because the share will easily slip below the 4-euro mark and I still don't know whether the bottom has been reached

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5

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Seventrader

@7Trader

10Mon·

New addition to the depot

$LNTH (+5.2%)
Lantheus Holdings

EUR 6.59 bn market cap

P/E RATIO 18

2-digit earnings growth forecast for the coming years

Broadly speaking, the company is involved in radiopharmaceutical oncology and precision diagnostics, etc.

The radiopharmaceutical oncology products support medical professionals in detecting, combating and monitoring cancer.

Dis precision diagnostics products help healthcare professionals detect and track diseases at an early stage - when it matters most.

In addition to diagnostic products, there are also therapeutic products and some in the pipeline.

Many of you will come into contact with the products at an older age (although I wouldn't wish it on anyone). Be it because of prostate cancer or to visualize the coronary arteries during a check-up.