Lantheus is a leader in radiopharmaceutical offerings in oncology & precision diagnostics. It offers a portfolio of diagnostic & therapeutic products directly & via partnerships & licensing. The primary revenue driver is Pylarify, a PET tracer for PSMA-expressing prostate cancer. CMS finalized paying separately for diagnostic radiopharmaceuticals above a threshold for 2025, thereby allowing broader patient access for providers to continue using the PSMA imaging agent. Definity is used for improving echocardiogram imaging. TechneLite produces Tc-99m for NeuroLite & CardioLite for detection & imaging using SPECT. Xenon-133 is used for pulmonary imaging. The development pipeline includes -amyloid & Tau imaging agents for Alzheimer's, GRPR expressing prostate cancer & FAP for cancer/fibrosis assessment. Partnerships include POINT's PNT2002 & 2003, GE Health's Flyrcado & Perspective's a therapy. Lantheus recognizes the AD imaging opportunity complementing recent therapeutic approvals & future development. Synergies with cancer treatment represent another prospect. Lantheus is well situated in the nuclear medicine space & has established a transportation & manufacturing network that is difficult to replicate, making it an excellent partner.
03 Dec 2024
LNTH: Initiating Coverage - A Glowing Recommendation
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LNTH: Initiating Coverage - A Glowing Recommendation
Lantheus Holdings Inc (LNTH:NAS) | 0 0 0.0%
- Published:
03 Dec 2024 -
Author:
John Vandermosten -
Pages:
40 -
Lantheus is a leader in radiopharmaceutical offerings in oncology & precision diagnostics. It offers a portfolio of diagnostic & therapeutic products directly & via partnerships & licensing. The primary revenue driver is Pylarify, a PET tracer for PSMA-expressing prostate cancer. CMS finalized paying separately for diagnostic radiopharmaceuticals above a threshold for 2025, thereby allowing broader patient access for providers to continue using the PSMA imaging agent. Definity is used for improving echocardiogram imaging. TechneLite produces Tc-99m for NeuroLite & CardioLite for detection & imaging using SPECT. Xenon-133 is used for pulmonary imaging. The development pipeline includes -amyloid & Tau imaging agents for Alzheimer's, GRPR expressing prostate cancer & FAP for cancer/fibrosis assessment. Partnerships include POINT's PNT2002 & 2003, GE Health's Flyrcado & Perspective's a therapy. Lantheus recognizes the AD imaging opportunity complementing recent therapeutic approvals & future development. Synergies with cancer treatment represent another prospect. Lantheus is well situated in the nuclear medicine space & has established a transportation & manufacturing network that is difficult to replicate, making it an excellent partner.