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Lantheus Holdings, Inc.

NASDAQ•LNTH
CEO: Mr. Brian A. Markison
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 2015-06-25
Lantheus Holdings, Inc. develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in the diagnosis and treatment of heart, cancer, and other diseases worldwide. It provides DEFINITY, an injectable ultrasound enhancing agent used in echocardiography exams; TechneLite, a technetium generator for nuclear medicine procedures; Xenon-133, a radiopharmaceutical gas to assess pulmonary function; Neurolite, an injectable imaging agent to identify the area within the brain where blood flow has been blocked or reduced due to stroke; Cardiolite, an injectable Tc-99m-labeled imaging agent to assess blood flow to the muscle of the heart; and PYLARIFY, an F 18-labelled PSMA-targeted PET imaging agent used for imaging of PSMA positive-lesions in men with prostate cancer. The company also offers Automated Bone Scan Index that calculates the disease burden of prostate cancer by detecting and classifying bone scan tracer uptakes as metastatic or benign lesions using an artificial neural network; RELISTOR for opioid-induced constipation; and aPROMISE, an artificial intelligence medical device software; and PYLARIFY AI, an AI-based medical device software to perform quantitative assessment of PSMA PET/CT images in prostate cancer. In addition, it develops 1095, a PSMA-targeted iodine-131-labeled small molecule; PNT2002, a radiopharmaceutical therapy to treat mCRPC; PNT2003, an SSTR therapy that treats patients with SSTR-positive neuroendocrine tumors; MK-6240, a F 18-labeled PET imaging agent that targets Tau tangles in Alzheimer's disease; LNTH-1363S, an fibroblast activation protein, alpha targeted, copper-64 labeled PET imaging agent; and flurpiridaz used to assess blood flow to the heart;. It has collaboration agreements with GE Healthcare; NanoMab Technology Limited; Curium; RefleXion Medical, Inc.; POINT; Regeneron Pharmaceuticals, Inc; and Ratio Therapeutics LLC. The company was founded in 1956 and is based in Bedford, Massachusetts.
連絡先情報
201 Burlington Road, South Building, Bedford, MA, 01730, United States
978-671-8001
www.lantheus.com
時価総額
$5.33B
PER (TTM)
22.6
14.3
配当利回り
--
52週高値
$108.91
52週安値
$47.25
52週レンジ
54%
順位37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$406.79M+0.00%
直近4四半期の推移

EPS

$0.82+0.00%
直近4四半期の推移

フリーCF

$81.39M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Holds Steady Total revenues reached $1.54B, up 0.5% versus 2024, supported by strategic acquisitions and volume increases.
New Revenue Streams Emerge Neuraceq sales generated $51.4M post-July 2025 acquisition; CDMO revenue also grew following Evergreen merger.
Increased R&D Spending R&D expenses increased 5.5% to $177.3M, reflecting investment in clinical candidates like MK-6240 and LNTH-2501.

リスク要因

PYLARIFY Pricing Pressure Continued PYLARIFY revenue depends on differentiation after TPT Status expiration on December 31, 2024.
Net Income Significantly Down Net income declined 25.2% to $233.6M, primarily due to lower gross profit margins from PYLARIFY pricing.
Pipeline Execution Uncertainty Realizing benefits from LNTH-2501 and new PYLARIFY formulation depends on FDA approval dates in 2026.
Senior Management Turnover Risk Recent turnover in senior management, including CEO transition, could disrupt strategy execution and business continuity.

見通し

New PYLARIFY Formulation Launch Plan smooth rollout for new PYLARIFY formulation if NDA approved by March 6, 2026 target action date.
Strategic Streamlining Program Approved strategic program to simplify operations, focusing on radiodiagnostics and maximizing radiotherapeutic asset value.
Alzheimer's Pipeline Milestones Awaiting FDA decision on MK-6240 (Aug 13, 2026) and LNTH-2501 (Mar 29, 2026) for Alzheimer's franchise.
Stock Repurchase Availability $200.0M remains available under the 2025 Program for common stock repurchases through December 31, 2027.

同業比較

売上高 (TTM)

BHC stock ticker logoBHC
$10.31B
+7.1%
AMRX stock ticker logoAMRX
$3.02B
+8.0%
ITGR stock ticker logoITGR
$1.85B
+8.0%

粗利益率 (最新四半期)

CRNX stock ticker logoCRNX
111.8%
+0.0pp
ACAD stock ticker logoACAD
90.8%
-0.2pp
SUPN stock ticker logoSUPN
89.1%
-15.2pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
PRAX$6.41B-22.5-58.7%0.0%
LNTH$5.33B22.620.6%30.2%
TMDX$4.28B22.453.9%44.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.0%
緩やかな成長
4四半期純利益CAGR
-9.5%
収益性の低下
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月30日
|
EPS:$1.24
|
売上高:$353.53M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし