Lantheus Holdings (LNTH): Taking Stock of Valuation Following CTAD 2025 Clinical Data Announcement

Lantheus Holdings (LNTH) caught investor attention after announcing it will present new clinical data at the CTAD 2025 conference. The update highlights that its florbetaben F18 imaging agent remains unaffected by amyloid-targeting antibodies.

See our latest analysis for Lantheus Holdings.

Lantheus Holdings saw a burst of momentum this week, with a 7-day share price return of 11.29%, following news of its upcoming data reveal at CTAD 2025. Despite this short-term lift, the company’s longer-term performance remains challenged, as shown by a 1-year total shareholder return of -34.92%. This reflects persistent volatility as well as the potential for a turnaround if clinical progress continues to impress.

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With shares still trading at a significant discount to analyst targets, investors now face a crucial question: is Lantheus undervalued at current levels, or is the market already taking future growth prospects into account?

Most Popular Narrative: 27.4% Undervalued

According to the most widely followed narrative, Lantheus Holdings is trading well below its consensus fair value, with the last close price at $58.75 and the narrative’s estimate implying significant upside. The fair value has been calculated using analyst assumptions about future earnings growth, margins, and a discount rate specific to the latest projections.

The expansion of Lantheus's Alzheimer's disease imaging franchise, including the recent FDA label expansion for Neuraceq and late-stage tau-targeted radiodiagnostic MK-6240, positions the company to capture accelerating demand driven by broader adoption of amyloid-targeted therapies and increased focus on early diagnosis. This is likely to drive strong revenue growth as the U.S. PET imaging market for Alzheimer's is expected to exceed $1.5 billion by 2030.

Read the complete narrative.

Want to see which game-changing forecasts support this high fair value? The growth trajectory centers on surging diagnostic demand and bold margin targets. What aggressive projections make the case? Find out which numbers could turn the tables on market expectations in the full narrative.

Result: Fair Value of $80.93 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, ongoing Pylarify pricing pressure and slower than expected adoption of Alzheimer’s therapeutics could challenge Lantheus’s expected turnaround and valuation upside.

Find out about the key risks to this Lantheus Holdings narrative.

Build Your Own Lantheus Holdings Narrative

If you’d rather put the numbers to the test yourself or believe there’s more to the story, you can quickly assemble your own perspective and narrative in just a few minutes. Do it your way

A great starting point for your Lantheus Holdings research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

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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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