• In August 2025, Lantheus Holdings announced lower financial guidance for the year, reported a sales decline for the second quarter versus the previous year, and disclosed FDA acceptance of a new drug application for its F 18 PSMA imaging agent.
• Alongside earnings updates, the company unveiled a US$400 million share repurchase program and highlighted plans to expand patient access through a more efficient formulation of its leading PSMA imaging product.
• We will examine how the reduced financial outlook and increased competition for PYLARIFY impact the company's investment narrative.

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Lantheus Holdings Investment Narrative Recap

To own shares of Lantheus Holdings, investors need to believe the company can sustain market leadership in PSMA PET imaging and execute on new product launches, even as competition intensifies and near-term guidance softens. The recent lowered financial outlook and sales decline highlight how price competition and pressure on PYLARIFY have become the most important short-term risk, while successful approval and rollout of the new, higher-yield PSMA agent remain the key catalyst, these news events directly influence both.

Among the latest announcements, the FDA's acceptance of the new F 18 PSMA imaging agent's application stands out as highly relevant. If approved, this formulation is expected to increase supply and patient access, supporting the franchise as competitive risks mount and pricing remains under strain. However, sharp price compression and contract renegotiations could threaten even the most robust innovation if left unchecked, as investors should especially note...

Read the full narrative on Lantheus Holdings (it's free!)

Lantheus Holdings' outlook anticipates $1.9 billion in revenue and $421.6 million in earnings by 2028. This scenario requires 6.8% annual revenue growth and a $150.6 million earnings increase from today’s $271.0 million.

Uncover how Lantheus Holdings' forecasts yield a $90.69 fair value, a 66% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate Lantheus Holdings' fair value from as low as US$64.03 to as high as US$133.53, with 7 unique perspectives in play. While views on value differ, the impact of increased price competition on revenue and margins remains at the forefront of shareholder concerns.

Explore 7 other fair value estimates on Lantheus Holdings - why the stock might be worth over 2x more than the current price!

Build Your Own Lantheus Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Lantheus Holdings research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Lantheus Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lantheus Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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