Lantheus Holdings Inc (LNTH) Options

https://investor.lantheus.com/news-releases/news-release-details/lantheus-welcomes-cms-proposed-cy25-rule-improved-payment

“Shares of Lantheus Holdings (NASDAQ:LNTH) climbed on Wednesday after the Centers for Medicare and Medicaid Services (CMS) issued a draft proposal to improve payments for diagnostic radiopharmaceuticals…”

From Seeking Alpha is all I could find.

What’s going on here?

Don't know why you vanished, but you must be pissed you sold LNTH in August 2020 to buy CYDY.
I know I would be!
How were you talked into this?

Interesting 8K announcing Paul Blanchfield's move to COO.

Anyone have background to share that's not in the "official press release" ?

I'm thinking that nothing of significance was announced/presented Thursday at the conference. More waiting.....

Any thoughts if something newsworthy will be announced on Thursday?

Lantheus Holdings, Inc. (“the Company”) (NASDAQ: LNTH), an established leader and fully integrated provider committed to innovative imaging diagnostics, targeted therapeutics and artificial intelligence solutions to Find, Fight and Follow serious medical conditions, today announced Mary Anne Heino, President and Chief Executive Officer, and Bob Marshall, Chief Financial Officer and Treasurer, will present at the Jefferies Healthcare Conference at 11:00 a.m. ET on Thursday, June 9, in New York.
To access a live webcast of the presentation, please visit the Investors section of the Company’s website at www.lantheus.com. A replay of the webcast will be available on the Company’s website for 30 days following the live presentation.

$lnth covered in fake bots on this site. Very sketchy was $1.30. Had negative earnings.

Only phase 2... long way to go & burning & hemeraging money with out phase 3 & more...

Says "warning perception risk of image. Misinterpretation of imaging errors occur with Plyarify"

Can't fault Gerald Ber for cashing in a little on the upside price on Tuesday. Nice offset for the sale by the options just grante.

I think the transaction came out to about $75K and he still holds 32K shares.

I think the earnings announcement a couple of weeks ago posting around 100% over earlier estimates is really holding this up. They predict a $2.78 EPS for the current year. Not too shabby.

I'm wondering if the rumor of the royalties owed LNTH (via the ProGenics acquisition) by CytoDyn might be avoided somehow. But that was during Nader Pourhassan's tenure. New leadership at CytoDyn that sound a bit more "by the books".

Wow...nice bump today with the PR announcing the clinical trial using their proprietary technetium 99m SPECT imaging agent.

This bears a much closer watching.

Crazy how it's held this price for so long. Should be an interesting ride.

Phase 2 still has phase 3, fda approval, and so many other things and money burning to create a "potential" product. Will have to dilute the share structure to keep them alive. Pay employees, overhead, lease, the list goes on..... This shits getting ridiculous lmao

I really feel like that are saying and putting out anything to keep it up here atm tick tock tick tick def a game of hot potato ??

Double debt

Profitability
Profit Margin-6.89%

MNGT Effectiveness
Return on Equity -7.15%

Balance Sheet - Double debt
Total Cash 105.36M
Total Cash Per Share $1.53
Total Debt 190.07M

Price $60 was $1.7

Monthly RSI 75.8
SMA 20 - $22.41
SMA 50 - $29.09

Weekly RSI weekly 69
SMA 50 - $33.75
SMA 200 - $21.91

Gaps to fill. Maybe floating on thin air once prop is stopped IMO

History shows dramatic drops when RSI's overbought for a extended time

The insiders barley have any left. It's institutions only right now and little retail. It was a lock and run we should see $35 again quick and that's still well over 10x revs. Never seen a prop for so many months.

RSI is way over bought on daily, weekly and monthly.

Weekly SMA's 200 day $20.49 & 50 day $29.05

A correction to a the SMA should happen imo

How can it add billions and have a wider loss than has ever had of 72 million?

All negatives... Negative profitability, management effectiveness and Net income to common.

Profitability
Profit Margin -16.76%
Operating Margin (ttm) 0.90%

Management Effectiveness
Return on Assets (ttm) 0.27%
Return on Equity (ttm) -14.57%

Income Statement
Revenue (ttm) 425.21M
Revenue Per Share (ttm) 6.30
Net Income Avi to Common (ttm) -71.28M
Diluted EPS (ttm) -1.06

Balance Sheet
Total Cash (mrq) 98.51M
Total Cash Per Share (mrq) 1.45
Total Debt (mrq) 193.26M

I guess were going to the moon on over a 70 million dollar loss makes financial sense

Up over 75% in days ='s about $2,300,000,000 billion...

While revenues only 129 million and loss widened to $71.3 million aka loss $1.06 per share.

(From earnings report)

Was $1.76 5 years ago. Up over 66% in 2 days up about $500,000,000 today alone. While loss widened to $1.06 per share.

Haha, but no in reality I think their acquiring of PGNX threw off some of their metrics and they are progressing, as they said they would, back to their targets where they feel more comfortable.

Dare I say LL?

Any thoughts at why LNTH is back near 52W highs, no significant news (as far as I can tell), and even a couple of insider sells ?

Should it get back down to 20 or so, I will grab some more.

thanks.

No PM at this time.

Fauci and Friends are bad news.

The royalties situation is quite confusing.

The Progenics/Lantheus one is pretty clear cut. The AbbVie one is a little murky. The PDL one is like....WTF....

I'm pretty sure all the agreements are on NET sales...not gross. I'll leave it up to the accountants and lawyers how that all gets divided up. It could all add up to 10-12%....but, hell...either having to pay 12% or receive 12% is a lot better than ZERO!!

Approval & Sales for CytoDyn is what is going to get the gravy train rolling.

Do they ever mention the Royalties from Lero?

$LNTH is creeping toward my strike price....going to try taking advantage.


Check out the news for their Sep 10th presentation. Wonder if they'll mention Progenics royalties from PRO 140.

https://ih.advfn.com/stock-market/NASDAQ/lantheus-LNTH/stock-news/83193206/lantheus-holdings-to-present-at-the-wells-fargo-20


https://investor.lantheus.com/events/event-details/wells-fargo-2020-virtual-healthcare-conference

Now. The Billion Dollar question is what would Lantheus Holdings do with a unbooked $25M for this year? What would it do with $120M+ for future years?

I'm thinking two things:

1) Stock buy backs to go back private - usually makes price go up.

2) Use extra revenue to expand product line making company more valuable.

Either way it gives me promise that my investment will grow somewhat independent of CYDY's success. LNTH isn't "tied" to CYDY, it's just that CYDY royalty payments give LNTH more promise for the future.

There are various levels of risk associated with differing investments... I have a substantial position in CYDY based on my belief in their science and potential... Finding arbitrages in undervalued securities like we believe may be the case with LNTH is worth consideration.

Thank you for your reply. I regularly read your (and those of some others) contributions on the CyDy thread.
Right now I *only* own CyDy shares. Have sold everything else in January. By the way I am on the "other" board, because of obvious hopeful and fact based reasons. Somehow I cannot believe LNTH has more potential than CyDy.
Take a look at the amount of outstanding shares and the forthcoming catalysts.
I am far from your experience and knowledge level so don't take advice from me :D. Have a great day !

LNTH success doesn’t count on CYDY alone... What you should consider and ask yourself... Has the market has taken into consideration the impact PRO140/Leronlimab royalties impact the LNTH? At this point, I’m not so sure it has... More DD is needed and that’s what a few of us are currently doing.

I have a question. If I get it right LNTH's success highly depends on CyDy's success. May I ask why someone wouldn't just buy more CyDy shares instead of LNTH?
The risk I see is some kind of dilution caused by LNTH. But I have no experience at all in this topic.

Looks like there was some insider sales and option awards recently. The ones posted here are difficult to read.

Try these:

https://www.secform4.com/insider-trading/1521036.htm

I’m also going to complete more DD... I certainly don’t know enough to jump in with both feet but, I would be tempted if the stock got down into the low $10 range to take a position on what I currently see...

That 9.4 million share trade on 6/19 just a few days before the merger w/ Progenics stands out like a “look at me”!!! I think there’s potential here... Unlike hopesters incorrect analysis of CYDY, LNTH is currently in a long term downward trend trading below it’s 20, 50, and 200 day moving averages... I haven’t bought in yet but, I’m strongly considering it right now!

Still doing my homework but I'm thinking they'll get the 5% for 10 years that Progenics agreed upon first PRO 140 commercial sale.

I think there's another 5% that goes to Abbvie also.

Since the turnover of PRO 140 to CytoDyn was so long ago, those costs have been absorbed/written off the books and whatever royalty revenue LNTH/ABBV gets is going to fatten up their quarterly income statements.

I'll do some digging and slide it to you via email.

Riley,

I'd love to mod the board but I've got my hands full for the remainder of the year. Also, I'm probably on the "bad boy" list also...not too far from your name.

I haven't bought into LNTH yet. I've got an order in that hasn't triggered yet if it dips for some reason. Going to use a little TA and a gut feeling on entry price.

I was apparently turned down to be a moderator on this board... Probably Mod-Squad the admin associated with justdalies and his $5.95ers was the one the approval request went to (lol)



But, in all seriousness... This is looking like a play with solid potential! Have most of you already taken a position or, are you looking to see if it breaks support at these levels? I was talking to hopester and he assured me the trend was down on this stock!!!

Also, what about their management team?

You have any intel that you could share on LNTH financial connection up CYDY

I’m thinking I might like that...

You realize that there is no moderator for this board yet. Bob requested but hasn't been granted yet.

LNTH might be bulking up with royalty payments soon.

You want to be "in charge"? Request to be a mod here and get to do Justa's job.

The $5.95 was for the white elephant gift exchange, other gifts have a $59.50 limit, and by no means should any gifts exceed $595.00...(-;

Smiley,

I've been attempting to tweak my CYDY/LNTH revenue projection spreadsheets to figure out what budget I can set for my Christmas List this year.

Trying to understand the Christmas party rules for gift giving. Was it a max of $5.95 per gift this year? How much are the mugs going to sell for?

Also...my signature line below has some ideas....

Ok... I guess I really need to start paying attention and completing some DD on LNTH...

First time I have been on the LNTH Board.. Darn right I think LNTH will be huge.

Lets use Chuckles numbers. 4X in share price moves per One Billion in revs CYDY delivers.

Lets cheat. Use a formula of 40$ per billion from CYDY.

CYDY delivers the first 1 Billion 10 more billion will follow. Meaning? 450$ per share. Profit margin on the first 50,000,000$ license agreement payment should be close to 99.9999%

My Big Picture for CYDY is not just 10 billion.

This means LNTH will be a monster.

Tempting....but I'm about to engage moving homes three states over with kids in new schools, pets, a job change... lions and tigers...oh, my....

Maybe after the dust settles, CYDY allows me to retire early (doubtful at this pace)....I'll certainly take it under advisement.

I pulled back my buys on LNTH this morning and repurposed the cash for CYDY and got more @ $4.25. Didn't think it would hit...but it did easily.

Depending on the trajectory of both, might break some cash loose to buy into LNTH if it doesn't take off.

I think Black-Ops is also thinking LNTH will also start taking off soon if CYDY gets rolling.