CluenexLantheus Holdings LNTH
Lantheus Holdings scores good on business quality (6.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Lantheus Holdings does
Lantheus Holdings develops and sells diagnostic imaging agents and radiopharmaceuticals used by hospitals and specialty clinics to detect diseases like prostate cancer. Hospitals and imaging centers pay for these specialized products to guide surgical and treatment decisions.
- What it does best
Lantheus dominates prostate cancer imaging through PYLARIFY, delivering a gross margin of 61.0% that outpaces peer MDLN at 26.2%. This edge stems from proprietary radiopharmaceutical manufacturing and a complex hospital supply chain that generic competitors cannot easily replicate.
- The main risk
Revenue concentration in its flagship diagnostic agent leaves Lantheus vulnerable to reimbursement policy shifts or new targeted imaging competitors entering the radiopharmaceutical space, threatening its high operating margin.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins hold firm at 20.2% alongside a 23.3% return on equity, driven by high-margin radiopharmaceutical sales that scale efficiently as diagnostic volumes increase.
Switching costs create a strong regulatory and clinical moat, locking in hospitals that rely on its proprietary imaging agents, ranking in the top quartile for free cash flow margin at 80th percentile.
Revenue growth decelerated to 0.5% over the latest period as the core portfolio matures, slowing down significantly compared to the rapid expansion seen in prior fiscal years.
Debt-to-equity sits at 0.5 with interest coverage at 15.9x, meaning debt costs are manageable while generating $388M in free cash flow, pointing to a steadily strengthening financial base.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on LNTH
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Lantheus Holdings scores good on the Cluenex quality check (6.8 of 10), measured against its own industry. Profitability is strong, moat strong, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Oct 29, 2026, before the open.
See LNTH today
- Today's verdict on LNTH, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Lantheus Holdings (LNTH)”, https://cluenex.com/stocks/lnth/, data as of Oct 10, 2026.