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If a percent is a percent, maybe the time to keep an eye on $RVLP
Hot Stocks: LCID leads EVs lower; LNTH, FIX rise on earnings; W plunges
How often do you buy stocks when they DIDN'T dip?
Mentions
Radiopharmaceuticals and Theranostics, by using targeted radioisotopes to first image a patient’s tumor for diagnostics and then therapeutically treat that tumor. The word theranostics is a combination of the words “therapy” and “diagnostics". Biggest radiopharm-specific companies are Telix and Lantheus (Nasdaq: LNTH). Radiopharm Theranostics are doing some interesting Phase 1 and 2b trials with a low market cap (Nasdaq: RADX).
my worst percentage loser. i’ve been holding my $17 worth of novo for a year, with average $50% loss with no sign of coming back. i recommend LNTH if you have to buy healthcare, which is at $70 ish, historically low, and it is a medicaid play.
After seeing what happened with $LNTH, I just really want to avoid it lol. Seems like you have the conviction in some of the names, it can really pay off, but just not an enjoyable hold in terms of a sector.
I’m into ETON, LNTH and HRMY, all profitable with solid balance sheet
Those $LNTH earnings don’t look good at the surface but I’ll have to dig in more
Yeah, it's a unique thing for sure. Like LNTH makes PYLARIFY, which is used for prostate imaging, I think they have like 60% market share or something for that. It's kind of like how I bought up LMAT before. They are really niche. They acquired like 20 companies the past 23 years and they only a few things, but they are like number 1 or 2 in what they do.
Yeah I think this drug is more for imagining. LNTH has like a big market share with radiopharmaceuticals drugs.
Missed this news from earlier, but this pretty cool [https://www.stocktitan.net/news/LNTH/lantheus-announces-alzheimer-s-disease-radiodiagnostic-mk-6240-meets-8zfhcnmjcc00.html](https://www.stocktitan.net/news/LNTH/lantheus-announces-alzheimer-s-disease-radiodiagnostic-mk-6240-meets-8zfhcnmjcc00.html) >**Lantheus Holdings** announced positive results for its **Alzheimer's disease radiodiagnostic MK-6240**, which successfully met co-primary endpoints in two pivotal studies. The F18-labeled tau PET radiodiagnostic demonstrated strong sensitivity and specificity in detecting tau pathology, a key marker of Alzheimer's disease. >The company plans to submit a **New Drug Application (NDA)** to the FDA in Q3 2025. MK-6240 targets aggregated tau protein in neurofibrillary tangles and complements Lantheus' existing beta amyloid PET imaging agent, NAV-4694, currently in Phase 3 development. >Market projections indicate the **U.S. Alzheimer's Disease radiodiagnostic market** could reach over 400,000 scans and $1.5 billion by 2030, driven by increasing disease prevalence, expanded treatment options, and broader PET imaging guidelines. Over 100 therapies targeting beta amyloid or tau are currently in clinical development.
I’m in HRMY and LNTH. I’m looking at REGN and BMY here
I’m long LNTH CPRX and GERN.
CORT just popped after solid news and I hold LNTH. Haven't looked a ton into them, but these are all on my screener for biotech: [https://finviz.com/screener.ashx?v=111&f=fa\_epsqoq\_o5%2Cfa\_peg\_u2%2Cfa\_quickratio\_o1%2Cfa\_roi\_o10%2Cfa\_salesqoq\_o10%2Cind\_biotechnology&o=industry](https://finviz.com/screener.ashx?v=111&f=fa_epsqoq_o5%2Cfa_peg_u2%2Cfa_quickratio_o1%2Cfa_roi_o10%2Cfa_salesqoq_o10%2Cind_biotechnology&o=industry) HRMY is there as well, that's how I know the name.
Been happy with LNTH, but it’s been a wild ride. There is some interesting names in the smaller biotech space.
I have no idea if that is true however LNTH (medical diagnostics and therapeutics) has been doing very nicely of late. I am wondering if someone is building a position prior to making an offer for the company.
Wish I added more LNTH last week.
EME and LNTH had some solid reports this morning.
LNTH 
Anyone here follow CORT or HRMY? I really don't know much about bio tech, started some tiny positions today based off their fundamentals. So far LNTH has been a bummer, but still holding since the future does seem solid with the company.
LNTH if you like volatility. I think it could double by years end. HSY is not a bad bet either at the current prices. Nice well covered dividend and if cocoa prices surprisingly decline then it pops. Also, if Mondelez was willing to pay $50B for HSY then I think it’s a good value at current market cap of $31B
Anyone else here into good biopharms? I have positions in LNTH, GERN (finally has a successful drug on the market after 20 years), and CPRX.
Looks to be selling off around this news, my best guess: [https://www.stocktitan.net/news/LNTH/lantheus-to-acquire-evergreen-theragnostics-for-upfront-payment-of-myqz7b2wrgdf.html](https://www.stocktitan.net/news/LNTH/lantheus-to-acquire-evergreen-theragnostics-for-upfront-payment-of-myqz7b2wrgdf.html)
LNTH looks really intriguing here
How would this distribution change your target gains or stability: LNTH 7.5 HALO 7.5 SCHG 35 SPLG 35 AVUV 15
LNTH is crushing it with [their PYLARIFY prostate cancer imaging tech becoming their fastest-growing product after the Progenics acquisition in 2020](https://beyondspx.com/article/lantheus-holdings-lnth-the-leading-radiopharmaceutical-company-delivering-life-changing-innovations). Your portfolio has a solid mix of growth and value with those ETFs, but you could probably consolidate SPLG and SCHG since they have a lot of overlap.
Nvo is my worst performer in terms of percentage. glad i only have $17 invested in it. I trimmed my lly around $945 and $830 and sold out hims, ozem, hrtz. i’m currently holding LLY, PFE, MRK, LNTH, AZN, NOVATIS, VERTEX AND NTRA HONESTLY SPEAKING, NONE OF THEM is rewarding except Natera. I chose healthcare to balance out my portfolio but they have been underperforming for last 3 to 4years. Don’t add new money to it. It would take very long to recover . if you have to buy some, buy LNTH, lly, pfe or vertex. Those 4 have signs of recover and they have good dividends. LNTH has for sure bottomed out and has been steadily recovering.. It’s one of my newly added positions. check it out..
Qcom $158 ldos $144 lnth $91 Qcom had the 1st +3% 1 day move ever since june. A large buy volume at today close. PE is low in a booming sector. buy it Ldos, defense stock with 1.5 book to sales .. really cheap here LNTH again, stock buy back scheme and good value play.
To me, your take is valid and right. Yes, debt can be a risk if the individuals cannot afford the costs. The question is, whose risk is that? There are quite many players in healthcare industry and I wager some are insensitive to the payments of individuals. It is easy to figure out who has the power to complete the money transaction. You may check accounts receivable and accounts payable in balance sheet section of annual and quarterly reports. If accounts receivable is stable - it means the company is able to close the deals without any payment problems. It also means the company has negotiation power over its customers. Reverse logic works for accounts payable. Another indicator could be Net margin. The healthcare companies I follow in Drug manufacturers sector typically have more than 20% net income of its revenue (e.g. LNTH, AMPH, ALKS). On the other hand, Healthcare Plan companies (e.g. MOH, CNC, ELV) operate with 3% if lucky. Medical Care facilities (e.g. ADUS, CCRN, OPCH) work for app. 5%. Disclaimer: I only own AMPH and MOH among the mentioned stocks
I kinda asked a similar question in my latest post.. there are some great answers i got. feel free to check them out. I learned from this forum that a thing fund managers do is “position management”. In my understanding, they allocate their funds to different sectors and rotate the funds to chase the sectors. That’s why you see 2 sectors are dead water this year: Oil and healthcare. I developed my skills along the years and have developed this tactic: Only sell the losers in the booming sector and let the losers in losing sector ride and wait. The logic is simply. if a stock can’t do well in a booming sector, it would never do well in a recession. This let me sell INTEL, IBM, ZS, STX, WDC and a few others. All proved solid. I have not sold any of my losers in healthcare, coz I think it’s a sector wise issue and shall recover soon. I even added two losers recently, LNTH and VTX. Another thing is, better to have some exposure to every sector, so make sure you manage your weight in each sectors. take a step back and view your portfolio from a 1000 feet view. my 2 cents
humongous gain today on LNTH and slightly gain on ldos. It’s time to buy qcom @ $154
Here are the stocks from the high growth list that have better P/E ratios compared to their industry averages: | **Stock** | **Sector** | **Market Cap** | **P/E Ratio** | **Industry Average P/E Ratio** | |——————————|—————————|-—————|—————|-——————————| | NVIDIA Corporation (NVDA) | Technology | Large | 35.2 | 42.4³ | | Tesla Inc. (TSLA) | Consumer Discretionary | Large | 25.1 | 30.0³ | | Lantheus Holdings Inc. (LNTH)| Healthcare | Mid | 18.7 | 21.0¹ | | Enphase Energy Inc. (ENPH) | Energy | Small | 20.5 | 25.0¹ | | Celsius Holdings Inc. (CELH)| Consumer Staples | Small | 22.3 | 25.5¹ | | Axcelis Technologies Inc. (ACLS)| Technology | Small | 28.0 | 32.9³ | These stocks have P/E ratios that are lower than the average for their respective industries, indicating they might be undervalued compared to their peers.
LNTH. There will be huge leaps in medicine thanks to AI and, whoever finds the super cures, you will need LNTH to tell you who has the disease
MoneyLion (ML) up 19% since I posted about it two days ago. Still the deepest value growth stock on the market with 17 million active members, trading at 0.9 price to sales, EPS positive with a $20 million dollar buyback just announced. Downvote me if you want but remember, I’m the guy who called SMCI here back in spring 2023. Other tickers I like: QRVO TALK S RBRK LNTH There are still untapped pockets of growth even in this bubbly market if you know where to look.
Forget mag 7, I'm are doing swedish micro/small/mid caps now. Check SLEEP and BETS B. For muricans, look juicy growth in LNTH or NXT
One amazing idea that came from WSB: a guy said he made an algorithm? Maybe just a screen, based on Nvidia. And came up with two tickers. He said he wouldn’t do DD further and as it turned out, didn’t place a bet. But I did. And Lantheus had an amazing trajectory, so I bought a few calls (and, like, two shares - missed that shot for longterm.) So…it’s surprising, at times, what works or at least sparks an idea. (I set a stupid limit sell on the LNTH calls, like 4x, because they were a few months out, that hit one morning - like magic.)
Since this update, I’ve added calls at 17.5 for November. May not get there, but I like the leverage and that strategy has worked well on this ticker. (Also, it’s better should I exercise instead.) I’m looking for the run up to profit and move into shares. I find the far out LEAPS calls efficient for low cost stocks - “bottom fishing” as someone described it. It’s risky, of course, but on something so speculative (& pre-revenue,) with a <$5 share price (like ASTS before and AUR now,) it’s efficient capital allocation for me. The FAQ only the ASTS sub is great. And there you can find a share price calculator with adjustable variables. If ASTS succeeds with this next satellite launch, the future is very bright indeed. For AUR, I skipped ITM and ATM entirely. Pure “bottom fishing” with maximum leverage. I am far less confident that the share price will hit the strike price than I was with ASTS. I think commercialization may be on track for this fall. And that catalyst will lift the share price, I hope, and I will likely sell the calls for profit and buy back in on the dips that I expect. I have great respect for management at AUR, so bought the time in case it keeps taking off. Those calls are all January 2026, farthest out available with a 7.5 strike. Wide spread that far OTM, so I will likely add more closer with profits the rest of the summer, so they have a chance to go ITM this fall. I also hold warrants for November 2026, to again maximize the timeline. Those are very cheap compared to calls (and shares.) I don’t usually trade warrants, but the terms associated with these are comfortable to me. May well have to exercise them though (if they don’t expire worthless.) Will have to see whether they remain thinly traded.) Hahaha, thanks, that’s a kind compliment. AUR is definitely a wild card play, but clearly I like those. I do think they will do well in the next year or two, and going forward with less uncertainty than ASTS, but less excitement, too. It’s crazy to me that my wild ones are holding my accounts up over all. I’m not worried about the NVDA calls as I bought time. Bummed that I couldn’t sell them as soon as I’d like, but. Better than AMZN! Guh. I had a few 200c and sold most up 80%, but foolishly “let one ride” to about $10. And have some others for October that I am losing faith in, but think will break even plus a small gain. I really really like MSTR for the short and medium term (shares in Roth for longterm hold through volatility.) I will definitely add calls after the split, at least six months out, and trade them on the dips and spikes. The volatility is great on that for trading, but I found contracts far too stressful (and expensive) to trade at this price. (Only have shares atm.) Whether one believes in BTC or not, I think it’s likely there will be surges in the coming year to profit from. I’ve been playing with ACHR and that has been fun. Time is running out as I don’t want to hold through earnings in August, but have done calls/puts/calls and profited. It’s nice because they are cheap compared to the big tech. Also, ENVX, which is similar in that I will sell before catalysts in August. I got *really* lucky on LNTH and decided to play lower stakes with that profit. When I’m messing about with my portfolio tonight, I’ll check for other promising shorter term plays. (My goal with ASTS and AUR is to hold shares for the long term.) What are you trading these days?
I’ve made good money on LNTH but there is still a good path ahead in my opinion. HRMY and ETON are both good profitable companies too. What you want to avoid is biotechs burning money without a clear path to 10x. The stronger the balance sheet, the more chances of not losing your money
Same, my position is from Progenics and we got the CVR payment and after researching I liked LNTH even more! Progenics had issues, and this is a great redemption story with great gains.
Sure! Well, I’ll try. But I’m just plugging in my desired percentages and choosing not to sort by other variables on Moo Moo (in the past I’ve used other free sites for it, all the ones that spam emails, honestly.) I’ll share the screen itself with explanation and perhaps what it spits out (if not too messy,) soon as, in case that would be helpful. This is what I use to find the in-between speculative and well-known, btw, so it’s part of a larger picture. I do wish I’d had time to buy more LNTH, though! (I thought it promising given the market for prostate issues, before the Medicare news.)
WBS shit on my bull thesis on LNTH, no I am telling them told you so, and I am telling them that the stock will double in a year, and they are shitting on this post as well.
I looked up LNTH after this post, to be fair, and the thesis was really compelling, even without the Medicare deal being known. It also showed up on a screener I have for increasing revenues and sales/profitability, though OP’s post made me look again.
Hey! I was looking for you! (Didn’t find your post under search.) I found your idea compelling and checked out the two companies. I started a share position in LNTH based on revenue growth and expected profitability after DD. But since I couldn’t buy many shares at first, I bought a couple of longdated $85 calls. It was a pleasant surprise that day to see they’d sold off at the aspirational limits I set of 1-300% (I’d been intending to scale into the position and track the contracts as they got closer.) I’ll be putting some of the profits into more shares when price settles. I am reevaluating the value and it seems fair now, though still a promising hold. Thanks for this idea! Good call :).
Hes suggesting LNTH will double from its ath... I guess? Idk I sold at $124
This is not outdated, and the company is still undervalued, according to the original criteria. The recent increase in on Medicare proposals that will help it be more profitable. The stock is undervalued by a factor if 4 if it ends up trading like NVDA based on the multiples I used for the model, but we know there is no real hype around LNTH's products, so it could at least double from here in the next year or so. If you read the post, which is obvious that you didn't. you will find the one other stock that is in the scan using the original criteria, and it remains there as the only other alternative. I have no position in LBRDA, but I will look into buying LEAPS on it.
wait so you just reposted something from a month ago that appears to misleadingly be still recommending buying LNTH now if you don't realize this is just a copy-paste of an outdated DD? Why post if you don't at least give the next thing your model identified?
Indeed, in the meantime I made 30% on the account using 5% at risk. Much better than the ratio I had put on, but maybe less than what I could have made with the LNTH calls at the time. Alas, I could have told your type that I made 10X on some LNTH LEAPS in a paper trading account because that is what you want to hear.
U, GME, LNTH you're welcome
$LNTH July 19 $115 puts 🚨
$LNTH July 19 $115 puts ❌
$LNTH going back under $120 📉
Buy-to-open $LNTH puts
$LNTH July 19 $115 puts ❌
This was a nice surprise. I had a couple of OTM calls that hit an aspirational sell limit. I like LNTH - their numbers and growth remind me of NVDA’s. Am revisiting valuation, though think it’s good for longterm. Wish I’d more shares.
Agreed. Just. She does have some holdings that I also or would invest into. I get grumpy at the simplify, I guess. I found out today, for example, that Cramer liked my crazy lucky win, after the fact. (LNTH) Just. Keep an open mind and learn?
Dang LNTH? Never heard of it… how’d you call that one? Big move today.
Got lucky on LNTH this morning! Focused on life stuff and figuring out my old apartment. Boring but crazy.
LNTH is a juggernaut. The new Medicare provisions are why it’s flying today.
You bet your ass I own some LNTH. Fuck yeah
Can’t figure out what’s going on with LNTH?
LNTH calls sold with limit order that I now regret.
What was the other stock he mentioned? LNTH and what?
What was the other stock he mentioned? LNTH and what?
Holy shit....they just did.... "Lantheus’ AI-Enabled aPROMISE Now Available on Siemens Healthineers’ syngo.via platform 08:30:00 AM ET, 06/03/2024 - GlobeNewswire BEDFORD, Mass., June 03, 2024 (GLOBE NEWSWIRE) -- [Lantheus Holdings](https://client.schwab.com/app/research/#/symbol/LNTH), Inc. (“Lantheus”) (NASDAQ: LNTH), the leading radiopharmaceutical-focused company committed to enabling clinicians to Find, Fight and Follow disease to deliver better patient outcomes, today announced that aPROMISE, its AI-enabled FDA-cleared medical device software, is now available on the *syngo*.via platform, from Siemens Healthineers, one of the leading workstation systems. Siemens Healthineers will be demonstrating the integrated solution at the upcoming annual Society of Nuclear Medicine and Molecular Imaging (SNMMI) annual meeting in Toronto June 8-11, 2024. aPROMISE is a deep learning-enabled, FDA-cleared medical device software that provides quantitative total disease burden on PSMA PET/CT images, including those obtained using PYLARIFY^(®) (piflufolastat F 18) PET/CT.^(1) In planned prospective and independent validation studies, aPROMISE has demonstrated rapid lesion detection and standardized quantitative tumor burden biomarkers in PSMA PET/CT imaging.^(2) Recent clinical studies have shown that total quantitative burden with aPROMISE supports patient selection for PSMA radioligand therapy (RLT) and automates monitoring response over time."
My DD: LNTH has been around 68 years and has a $5.7 billion market cap.
Is said by everyone that LNTH is a very good stock at a verry good price.But usually when something is said by everyone, it is already reflected in the share price.What do you think about LNTH should i sell cause i have some goood gains
LNTH. Long sustained 15 percent annual growth rate with pe of 11.
Ticker Symbol: LNTH P/E: 13.09 P/E Rank: 79.11 P/S: 3.21 P/S Rank: 37.34 P/B: 5.21 P/B Rank: 24.77 P/FCF: 16.11 P/FCF Rank: 65.00 SHYield: -0.14% SHYield Rank: 22.15 EV/EBITDA: 7.19 EV/EBITDA Rank: 85.89 Overall Score: 314.25 6 month price momentum: -10.64% Ticker 'LILY' not found in the data. Ticker Symbol: EXEL P/E: 35.24 P/E Rank: 49.96 P/S: 3.78 P/S Rank: 32.39 P/B: 3.05 P/B Rank: 38.91 P/FCF: 23.61 P/FCF Rank: 54.69 SHYield: 6.95% SHYield Rank: 87.71 EV/EBITDA: 31.21 EV/EBITDA Rank: 40.63 Overall Score: 304.28 6 month price momentum: 6.09%
Hi all, college student (20, USA) looking for investment advice for my ROTH IRA. Planning to max out Roth till I can. Annual income while in school is $20,000 and expecting $110k post-graduation. Thanks in advance. Portfolio up 9.22% YTD. Present Value: $13,584.02 Here are my current holdings and portfolio diversity %: **BRK.B; 12.74 shares:** $5,120 (37.7%) **QQQM, 4.01 shares:** $720 (5.3%) **SPLG, 16.45 shares:** $983 (7.2%) **SPYG, 0.4 shares:** $29 (0.2%) **VUG 3.03 shares:** $1018 (7.5%) **SCHD, 12.01 shares:** $941 (6.9%) **ARCC, 167 shares:** $3400 (25.1%) **AAPL, 3.42 shares:** $582 (4.3%) **TRMD, 4.27 shares:** $143 (1.1%) **LNTH, 10 shares:** $645 (4.8%)
Anyone else buying LNTH? Smashed earnings and guidance and has an attractive 9.5 forward P/E
I have SNPS tonight, then LNTH tomorrow morning and NU/MELI tommorow night, should be exciting
They really did not want my LNTH calls to prints though.
I hope you didn’t put too much in, but it’s not a lesson. There are small stocks with big potential if VCR beats out Beta. I take on a few of these gambles every year. Virgin Orbit busted, but Palantir is playing out. You just don’t know. Small portions in a big gamble can pay nicely later on. Here’s a few more ASTS, IONQ, AI, QS, SPCE, LNTH, AEHR. Small positions less than $1000 each. I expect 50% to go bust and another 25% to flounder. I only need one to be my 100 bagger.
Hello, what’s your opinion about LNTH Lantheus Holdings??
[CU6](https://www.google.com/search?sca_esv=561251984&q=ASX:+CU6&stick=H4sIAAAAAAAAAONgecRowS3w8sc9YSn9SWtOXmPU5OIKzsgvd80rySypFJLmYoOyBKX4uXj10_UNDYvKK1LMMgzSeRaxcjgGR1gpOIeaAQD4LlteSAAAAA&sa=X&ved=2ahUKEwiGjp7B-IOBAxURg_0HHeQhCRQQsRV6BAhCEAM) (Clarity Pharmaceuticals), ASX listed. Strong portfolio in a low risk radiopharmaceutical space. could follow performance of LNTH with PSMA-based gains
LNTH you son of a diddely
Thanks. LNTH and ZFOX are my newest deep value plays.
Nice to see LNTH get some mentions!
LNTH is still probably cheap after it's last pullback. HWKN would be nice to add more now that it broke out over $50. Great day for small caps.
LNTH has the silly *I’m at all time high, but I’m about to be bought for a 60% premium soon* 🤷♀️ 🙃 vibe
LNTH getting hosed for some reason. Nice pickup opportunity, perhaps.
LNTH probably gets bought soon