Lantheus Holdings, Inc.
LNTH evidence brief
What we can confirm
- BioSniper Score:
- 7.9 / 10
- Market Cap:
- $6.56B
- Lead Asset:
- DEFINITY (Approved)
What it means
What to watch
Prepared research question
What matters most for LNTH—catalysts, financial risk and supporting evidence?
Traceable citations · Unknowns marked
BioSniper AI · LNTH
Lantheus Holdings, Inc. is a radiopharmaceutical-focused company that develops, manufactures, and commercializes diagnostic and therapeutic imaging agents, with a portfolio including PYLARIFY, DEFINITY, and a late-stage pipeline of radiodiagnostic assets.
Key risk: Integration execution risk
BioSniper Score
Based on 4 of 6 signals
Financial data as of Jun 30, 2026.
Tracking 4 pipeline candidates · 4 clinical trials · 3 catalysts for Lantheus Holdings, Inc..
Lantheus Holdings, Inc. is a radiopharmaceutical-focused company that develops, manufactures, and commercializes diagnostic and therapeutic imaging agents, with a portfolio including PYLARIFY, DEFINITY, and a late-stage pipeline of radiodiagnostic assets.
- Cash & equivalents of $593.3M as of 2026-06-30 [sec]
- Total revenue of $388.2M and net income of $75.0M as of 2026-06-30 [sec]
- Shareholders' equity of $1,311.8M and total debt of $571.1M as of 2026-06-30 [sec]
- Late-stage pipeline includes MK-6240 (tau PET imaging for Alzheimer's) and NAV-4694 (amyloid PET imaging) [sec · filed 2026-03-20]
- First patient dosed in SPARROW Phase 2/3 registrational trial for LNTH-2401 (prostate cancer radioligand therapy) as of 2026-09-28 [news]
What works
- Strong cash position of $593.3M as of 2026-06-30 provides financial flexibility for R&D and operations [sec]
- Market leadership in PSMA PET imaging with PYLARIFY, supported by a new formulation (PYLARIFY TruVu) approved in March 2026 [sec · filed 2026-03-20]
- Diversified pipeline with multiple late-stage radiodiagnostic assets (MK-6240, NAV-4694, LNTH-2501) targeting Alzheimer's and oncology [sec · filed 2026-03-20]
- Successful integration of acquisitions (Lantheus Biosciences Ltd., Evergreen Theragnostics) expanding manufacturing and commercial infrastructure [sec · filed 2026-09-21]
What to weigh
- Integration risks from acquisitions, including unforeseen expenses, liabilities, and IT system integration challenges [sec · filed 2026-09-21]
- Regulatory uncertainty for key pipeline assets, such as FDA approval for LNTH-2501 and final approval for PNT2003 [sec · filed 2026-08-06]
- Patent expirations for core products (METHYLNALTREXONE BROMIDE in 2031, PERFLUTREN in 2037, PIFLUFOLASTAT F-18 in 2037) could impact long-term revenue [catalyst]
- Leadership transition with CEO change effective January 1, 2026, which may introduce execution risk [sec_mda · as of 2026-08-06]
From the filings
Quoted directly from source documents.
First patient dosed in SPARROW trial for LNTH-2401
“Lantheus Holdings Announces First Patient Dosed In SPARROW NCT07831824, Phase 2/3 Registrational Trial Evaluating LNTH-2401”
News · September 28, 2026
Integration risks from acquisitions
“the Company's ability to continue to successfully integrate acquisitions, including of Lantheus Biosciences Ltd. (formerly Life Molecular Imaging Limited) and Evergreen Theragnostics, Inc., which could be impacted by unforeseen expenses related to integration activities”
SEC filings · September 21, 2026
Leadership transition
“Brian Markison retired from Lantheus as Chief Executive Officer ("CEO") and resigned from our Board of Directors ("Board"), both effective December 31, 2025. Mary Anne Heino, the Chair of our Board, was appointed as our Executive Chair and principal executive officer effective November 7, 2025. Ms. Heino became our CEO on January 1, 2026”
SEC MD&A · August 6, 2026
Catalyst timeline
- 2031-03-10 · Patent_Expiry · METHYLNALTREXONE BROMIDE — Patent expiry for NDA208271; may open market to generic competition.
- 2037-05-04 · Patent_Expiry · PERFLUTREN — Patent expiry for NDA021064; potential impact on DEFINITY revenue.
- 2037-06-09 · Patent_Expiry · PIFLUFOLASTAT F-18 — Patent expiry for NDA214793; could affect Neuraceq market exclusivity.
Risks & what to watch (4)›
Key risks
- Integration execution risk — Unforeseen expenses and liabilities from integrating Lantheus Biosciences Ltd. and Evergreen Theragnostics [sec · filed 2026-09-21]
- Regulatory approval delays — FDA approval uncertainty for LNTH-2501 and PNT2003, with PDUFA extensions observed [sec · filed 2026-03-20]
- Patent expirations — Key patents expire in 2031 (METHYLNALTREXONE BROMIDE) and 2037 (PERFLUTREN, PIFLUFOLASTAT F-18) [catalyst]
- Leadership transition — CEO change effective Jan 1, 2026 may cause strategic shifts or execution gaps [sec_mda · as of 2026-08-06]
What to watch
- FDA approval decision for LNTH-2501 (Gallium-68 edotreotide kit) and its commercial launch [sec · filed 2026-08-04]
- Progress of SPARROW Phase 2/3 trial for LNTH-2401 in prostate cancer [news · 2026-09-28]
- Transition to PYLARIFY TruVu formulation starting Q4 2026 and its impact on PSMA PET market share [sec · filed 2026-03-20]
- Outcome of patent litigation for PNT2003 and final FDA approval [sec_mda · as of 2026-08-06]
Sources: News · SEC filings · SEC MD&A · Generated October 7, 2026 · How we verify sources →
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Evidence & data
Score breakdownBased on 4 of 6 signals · derived from public data
Cash runway data unavailable
D/E 0.84 · 4% dilution
Lead: Approved
4 candidates
3 upcoming, next in ~1608d
No insider transactions in the last 180 days
Catalysts
Pipeline
Regulatory
Financials
Short Interest
as of Apr 19, 2026- % of float
- 10.9%
- Days to cover
- 4.6
- Shares short
- 5,356,878
- Daily short volume
- -
Short percent of float and days-to-cover reflect reported short positioning. Daily short volume is the exchange-reported short share of a single day's trading volume and is noisier. See the most-shorted biotech ranking →
LNTH short interestGovernance
Frequently asked questions
What is the AI investment thesis for Lantheus Holdings, Inc.?
Lantheus Holdings, Inc. is a radiopharmaceutical-focused company that develops, manufactures, and commercializes diagnostic and therapeutic imaging agents, with a portfolio including PYLARIFY, DEFINITY, and a late-stage pipeline of radiodiagnostic assets.
What is Lantheus Holdings, Inc.'s lead drug candidate?
Lantheus Holdings, Inc.'s most advanced tracked candidate is DEFINITY (Approved) for use in patients with suboptimal echocardiograms to opacify the left ventricular chamber and to improve delineation of the left ventricular endocardial border.
What is Lantheus Holdings, Inc.'s next catalyst?
Lantheus Holdings, Inc.'s next tracked catalyst is a Patent_Expiry event — "Patent_Expiry: NDA208271" — expected March 10, 2031.
Who is the CEO of Lantheus Holdings, Inc.?
Ms. Mary Anne Heino is the chief executive officer of Lantheus Holdings, Inc. (LNTH).
Where is Lantheus Holdings, Inc. headquartered?
Lantheus Holdings, Inc. (LNTH) is headquartered in Bedford, MA, United States.
The AI overview and BioSniper Score are neutral, data-derived signals built from public SEC filings, ClinicalTrials.gov and FDA records — not investment advice.